Wholesale Distribution
Discussion List
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Submitting Product Enhancement RequestsIn Archived 2017 PostsI understand that by submitting a "Product Enhancement Request" it doesn't mean it will be actioned and even if it is, will materialize in the immediate future. I think that rather than it them seemingly disappear down a 'black h…
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Please move "Refresh" to the toolbar, and give me a keyboard shortcut.In Archived 2017 PostsI would really like to see "Refresh" added to the toolbar. I think a lot of other people would too. Synchronizing changes with other collaborators in near-real-time relies on hitting refresh repeatedly. It's hidden behind a dr…
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Assembly + Inventory TrackingIn Archived 2017 PostsI've created a smartsheet to track every unit we sell of one of our particular product lines. The sheet includes the unit's serial number, model number, client name, client PO number, internal 'project number', current location of unit…
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Indenting not working rightIn Archived 2017 PostsSee screenshot. When I indent my headers, the expand/minimize button is all the way to the right (circled in red). I would like it to be in the cell with the header label. I cannot figure out why it keeps putting it all the way at the end.…
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Scheduling an Update Reminder like an AlertIn Archived 2017 PostsThis is a test sheet (screenshot attached). I am trying to set up a method to where an Update Request is automatically emailed to the sales rep 3 days after the trigger date (Bid Date). This functionality is in the Alert Module, but in the…
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Setting conditions for RYG ballsIn Archived 2017 PostsI would like to have the RYG balls automatically adjust based on another status column. For instance, if my outside sales people set the status of a row from bidding to the following: Status "Lost" = RED Status "Postponed&…
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Count the number of projects in a folderIn Archived 2017 PostsOur team is looking for a way to count the number of projects of three distinct types. I have them located within three different folders. I do not want to have to use cell linking. A user should be able to create a new project without …
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Workaround for Editing a Report Without Full AccessIn Archived 2017 PostsHi, I have a crucial missing piece to a workflow of mine which would allow my customers to edit my Smartsheet Reports in order to make their "selections" on my products. The issue I'm having is that I cannot share the sheets as…
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Locking Cells/Columns in a ReportIn Archived 2017 PostsHi Smartsheet - I recently created a series of report in smartsheets that pull specific pieces of information for departments so that managers can see their respective things and provide updates. However, unlike a regular sheet, where …
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Scheduled updatesIn Archived 2017 PostsIs there a plan to allow you to delete transferred owner ship tasks under the edit function? Scenario - I create 10 tasks to "owner 1" - Owner 1 requests for 2 tasks to be transferred to an new owner - I have to delete al…