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Questions Regarding Smartsheet Functionality
Good afternoon, I had the following questions. 1) Is there a way to set up a session with Smartsheet to have some particular questions answered that were specific to a project? 2) If you have an admin right, can you allow other users (non-admins but they have editor access) to access the smartsheet? 3)What is the purpose…
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Using Today Function to display certain Cells
I am working on a sheet for salesman to use to track their sales, while setting up reports for our manager to be able to check in and see the YTD sales goals. What i am wanting to do is set up a formula that will show up in his report for him that will show a cell only if the date is Within th month. For example: If the…
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Multiple Users on Master Sheet
We have multiple contributors to a master sheet. They are responsible for the rows that are moved to this master. Is there a way to allow them to continue to edit only the rows they have moved to the master and not be able to edit others rows that have also moved to the master?
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Does Smartsheet Do Daily Backups? We Need One Sheet Restored from 6-15
HELP! Our company uses smartsheet and we fired an employee but before we could change all passwords she destroyed a great deal of important information from one of the smartsheets that we use. Does anyone know is Smartsheet does daily backups of all accounts? I would think the company would have some auto-backup software…
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Smartsheet for email management via Zapier
I would love to start a dialogue with anyone using Smartsheet as a case-management/CRM/email tracking tool. We will be moving to a true case management tool later this year, but in the meantime...we created a Smartsheet and are using Zapier to forward emails to create a line in the sheet. Trying to figure out the most…
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Viewable to all?
One of the ways our team uses SmartSheet is to maintain customer training records, which are frequently referenced by other departments in our company. These all live in workspace, and I added as many users as I could identify when it was created. However, there are new requests all the time! I know SmartSheet doesn't…
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Automate a cell to clear
Hi! I am creating a database for researchers to borrow equipment. We want as much of it to be automated as possible. When an item is marked as 'returned', a green RYG ball shows up in the availability column. I would like other cells to clear automatically in the row when the green ball activates. How can I write a formula…
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Sorting in a Sheet
When multiple users are in a sheet and 1 user sorts, everyone's sheet sorts. Is there any way to prevent that? Is there a change coming?
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New Row notifications via Send option
I want to use the "Send" option to send an email to the user each time a new row is entered, automatically. I have used the Notication Alert but it accumulates the rows in the same email.
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Automatic Reminders
I am trying to find a solution to set automatic reminder to send an alert to the Project Manager an email alert 2 days before install date so they can confirm with customer the site is ready for install in order to avoid wasted trips. Is this possible? And also, is it possible to add this to the formatting function that…
