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…
    Answered - Pending Review
    1099 11
    Answered - Pending Review 1.1K 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.
    4325 4
    4.3K 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
    34 3
    Answered - Pending Review 34 views 3 comments Most recent by Kelly Moore 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…
    70 6
    70 views 6 comments Most recent by Steve Rieger Using Smartsheet
  • Dropdown list - Update from the dev team ?
    In Apps, Integrations, and Add Ons
    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…
    265 8
    265 views 8 comments Most recent by Andrée Starå Apps, Integrations, and Add Ons
  • 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…
    2238 4
    2.2K 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
    156 3
    Answered - Pending Review 156 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…
    393 48
    393 views 48 comments Most recent by [Deleted User] Using Smartsheet
  • Volunteer Allocation
    In Formulas and Functions
    Hi All,  I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific location…
    123 3
    123 views 3 comments Most recent by Brianne Laird Formulas and Functions
  • How can I create new entries/rows and make sure the link's rule applies automatically to them all?
    In Using Smartsheet
    Hello All, I created a mother sheet called Product Development which we populated via it's online form. I created a secondary sheet ( daughter sheet) called Costing in which the majority of the columns are linked to the rows in the mother…
    Answered - Pending Review
    23 1
    Answered - Pending Review 23 views 1 comment Most recent by Paul Newcome Using Smartsheet