Do we have any standard templates related to CRM in Smartsheet? Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in: Strategies for migrating data from our current CRM system to Smartsheet. Best…
Hi all, Hoping to get some help with a LOOKUP/COUNTIF formula. I'm trying to create a grid that counts issue location by month. I've created this column in the source sheet which is the range for the VLOOKUP. The sheet that this information needs to be pulled to: I'm struggling to create a formula that will count each…
I would love to see rich text formatting be available in cells on a sheet. We have several reports where we rely on certain words in a cell to be a different color than the other words in a cell (quickly showing variable options or redlining changed content if only a word or two has been altered). Currently, we are only…
Enhancement request to add capability to freeze row (like freeze column)
Hello, I have an automation where it send a request email automatically and it resends the same email 2 more times both request emails. I do it this way as a reminder and don't have to ask them to search their emails. Is there a way to automatically delete or deactivate the old request emails? I know I can manually do it…
Hi all whats the best way to convert this tracker on smartsheet any ideas will be appreciated @Paul Newcome tagging as always for your advice please
I have a request to create a way to track a certain record's time since it's been opened, but the user would like the tracked time to not include when it's in a certain status. For example, if the record is in "Open" status for 2 hours, have 2 hours tracked. If the same record is changed to "Waiting on feedback", however…
I am trying to add summary charts to a dashboard, however it requires numerical values which are impossible to add for what I am trying to show in the chart. Excel can easily create a variety of charts to show me how many cells in a column show specific data, and the Work Insight in Smartsheet also shows me the data in the…
Need a way to copy and paste columns from one "standard columns" sheet to new sheets. This would be similar to a template but more flexible.
I have two columns: Column One: It's a multi-select dropdown list with the names of products (the quantity of selected products can be very long) Column Two: It has the quantities of each product in the same order as Column One, separated by commas. Example of one row: Column One (dropdown list with multiple choices):…