Sales

Discussion List

  • Is there a way to create a search box?
    In Formulas and Functions
    We are wondering if anyone knows how to build a public facing sheet that has a search box where customers could type in a word or two and then have it return any hits. The data that would be searched could be linked to another sheet and th…
    501 11
    501 views 11 comments Most recent by Reni Viessmann Formulas and Functions
  • Auto Save
    In Using Smartsheet
    I just noticed that all of my sheets are  now auto saving. When did this start? Not sure if this is a good thing or bad thing.
    1461 4
    1.5K views 4 comments Most recent by Steve Lyman Using Smartsheet
  • Multi-select string operation
    In Formulas and Functions
    Hi all, I have three columns which have the same drop down options: requested, received and pending. I would like the "pending" column to have all options from the "requested" column except for what's in the "recei…
    Answered - Pending Review
    27 3
    Answered - Pending Review 27 views 3 comments Most recent by KDM Formulas and Functions
  • Sharing only certain data for edit on sheet.
    In Using Smartsheet
    Hi,  I got 5 sales reps that all log their new customer in rows on a master sheet. Each row has an assign to column for each sales rep. How could I share this sheet to each one of the sales rep so that they can only see their customers an…
    22 6
    22 views 6 comments Most recent by Steve Rieger Using Smartsheet
  • Quickbooks & Smartsheet
    In API & Developers
    So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use.  It has many application & the proof of concept exists and we use it.  We use it for an approval process (for in…
    2K views 20 comments Most recent by JeremiahHorstick API & Developers
  • Dropdown list - Update from the dev team ?
    In Premium Apps and Integrations
    Hi everyone,   TL;DR : When will we be able to have dynamic dropdown for a column / field in a form? Is there a workaround? I can't think of a single project where this CAN'T be used...   I'm using Smartsheet more and more to provide s…
    143 8
    143 views 8 comments Most recent by Andrée Starå Premium Apps and Integrations
  • How to set recurring reminders
    In Using Smartsheet
    I have been searching through the posts and found this formula: =IF(Complete4 = 0, TODAY(), “”) using my own column names. Each time I've tried to accept the formula, I get this error message: unparseable. Am I missing some of the formula …
    1123 8
    1.1K views 8 comments Most recent by Jake Gustafson Using Smartsheet
  • Relational Database?
    In Formulas and Functions
    Hello All, We've been hunting high and low for a good task mgmt system for weeks, and Smartsheet is looking very promising. However, there doesn't seem to be any primary or foreign key type functions. How do you relate two sheets with eac…
    1086 4
    1.1K views 4 comments Most recent by netizenden Formulas and Functions
  • Quick Auto Pop-Up Form As Part of an Automation
    In Using Smartsheet
    We have a sheet where all our RFQ's are entered. I have created an automation where as soon as the Status of the RFQ is changed to Sent it automatically copies the sheet to a Quote Register /Pipeline. I wondered if it was possible that as …
    Answered - Pending Review
    14 3
    Answered - Pending Review 14 views 3 comments Most recent by M Underbrink Using Smartsheet
  • My Smartsheet Wishlist
    In Using Smartsheet
    I wish, I wish upon a sheet that these will someday be a reality...if some of these are already posted, I apologize... Product team - most, if not all, of these were sent to Scott Willeke verbally or via e-mail so he could lend more contex…
    266 views 48 comments Most recent by Stephanie Boulanger Using Smartsheet