Wholesale Distribution

Discussion List

  • Submitting Product Enhancement Requests
    In Archived 2017 Posts
    I 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…
    Tim Profile Photo Tim
    1033 3
    Closed 1K views 3 comments Most recent by J. Craig Williams Archived 2017 Posts
  • Please move "Refresh" to the toolbar, and give me a keyboard shortcut.
    In Archived 2017 Posts
    I 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…
    152 2
    Closed 152 views 2 comments Most recent by J. Craig Williams Archived 2017 Posts
  • Assembly + Inventory Tracking
    In Archived 2017 Posts
    I'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…
    171 2
    Closed 171 views 2 comments Most recent by Brian Hassett Archived 2017 Posts
  • Indenting not working right
    In Archived 2017 Posts
    See 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.…
    200 3
    Closed 200 views 3 comments Most recent by Mike Wilday Archived 2017 Posts
  • Scheduling an Update Reminder like an Alert
    In Archived 2017 Posts
    This 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…
    12 2
    Closed 12 views 2 comments Most recent by J. Craig Williams Archived 2017 Posts
  • Setting conditions for RYG balls
    In Archived 2017 Posts
    I 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&…
    391 7
    Closed 391 views 7 comments Most recent by L_123 Archived 2017 Posts
  • Count the number of projects in a folder
    In Archived 2017 Posts
    Our 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 …
    210 2
    Closed 210 views 2 comments Most recent by John Plecki Archived 2017 Posts
  • Workaround for Editing a Report Without Full Access
    In Archived 2017 Posts
    Hi, 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…
    146 3
    Closed 146 views 3 comments Most recent by Richard Rymill SBP Archived 2017 Posts
  • Locking Cells/Columns in a Report
    In Archived 2017 Posts
    Hi 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 …
    1314 2
    Closed 1.3K views 2 comments Most recent by Mike Wilday Archived 2017 Posts
  • Scheduled updates
    In Archived 2017 Posts
    Is 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…
    31 1
    Closed 31 views 1 comment Most recent by Shaine Greenwood Archived 2017 Posts