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telephone integration
I've been asked if SS can integrate with a telephone system so that phone numbers in a sheet can be dialled directly from within SS? We use SS to track customer prospecting and to log any contact with potential customers. Being able to call directly and then to log the date/time etc as well as prompt follow up would be a…
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Auto Archive Completed Tasks To Another Smartsheet
Have a smartsheet with about 6,000 rows of tasks with 38 users updating. Since Smartsheet becomes very slow with that number of rows. As tasks are completed we use the move row feature to archive. However we would like to automate this so that when a task is completed it auto archives to another sheet. We have read that…
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Deleting Sheets that I can't see?
I recently became a Smartsheet admin for my company, though someone else is still the official plan administrator (when it comes to billing, etc.). People have been asking me to delete sheets for them, sheets that I cannot see because I don't own them nor am I shared to them. Is there a way to see all sheets in our…
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When I build a sheet from a template, can I keep the reminders active on the new sheet?
I have a template that has reminders to run on each row. I would like to be able to create a sheet from the template (save as) and ensure that the reminders are active on the new sheet. Can this be done?
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Filters and sharing as an Viewer
We have a new user with with Admin privileges to their workspace. Their workspace has a sheet and a report. Their report includes data from their sheet, which they need to be able to edit from the report, but needs to also include some data, from another sheet in a workspace that we do not wish to share with the user. They…
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Published Item Report
Hi all, Under user management I see the possbility to download a Published Item Report (see attachment). This looks an interesting report to me but when `I download it, it turns out to be empty. This surprises me because I administer a very active and relatively big Smartsheet implementation. Does anyone know why this…
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Does Smartsheets do Automatic Resource Deconfliction?
I have a smartsheet and I have assigned resources in the "Assigned to" column and enabled resource management. Smartsheet will show me when my resources are overbooked, but it will not automatically stretch out the schedule such that the resources are not overbooked. I thought this functionality was included - do I need to…
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Cannot Login from China
Hi, My colleagues from China cannot login to SmartSheet start from yesterday afternoon. Before it was OK. He tried from different computers, also tried clear his borowser's history and cookies, but still failed. Then we asked friends from other cities in China tried to logon, they all have similar problems. They can open…
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PM Solutions
It's going on 14 days and I still have no idea how to access the Solutions PM templates discussed in this webinar: https://www.youtube.com/watch?v=fGdbyfiYFZo Customer Support has been no help what so ever. Can anyone provide LINKS to the templates, because Othello Barbosa e Silva | Smartsheet Sales Development…
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Limit Number of Sheets a user can create
Hi, I am a system admin of our team plan and we are giving our employees a user account. However, due to the limited number of sheets bundled to our plan, we'd like to control the number of sheets, each user can create. Is there a way we can limit the number of sheets each user can create? Thanks, Francis