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Edit Contact - Include Phone Number
Hi Community - I'm looking for a way to associate phone numbers with contacts (in addition to their email address). I would like the ability to hover over a contact's name (in an Assigned To column, for example) and see not only their email address, but also their phone number and perhaps additional information such as…
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Three bars not visible to some users
I am a non-IT but departmental Smartsheet champion and extensive user who is having trouble with some of my new users. All are able to login to our enterprise edition Smartsheet, however some don't have the three bars in the left upper corner and I think also are unable to see the Dynamic Views. Is this related to how they…
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Prevent deletion of rows if it contains locked cells?
We are trying Smartsheets for a project and are running into a major issue. The sheet contains checkboxes of things to do, along with dates, and who did the particular task. It is crucial that the 'Task' and 'Date' columns be protected. Unfortunately, we're finidng that if you are an editor, even though these two columns…
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Selling solutions b2b
Hi all, does anyone knows if one license owner can create separate workspace and sell tools/sheets to other business customers without breaching any of Smartsheet's agreements without being official reseller? I'd like to create few sheets for external customer, but he wants me to purchase license on my own and do all job…
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Unable to Access File
Everyone in our company is unable to access a file that we have created ourselves. The attached error asks that we Request Access but no one is getting an email. Is there something else I can try? It is a document that has not been accessed in a few months. Would it be deleted after a certain period of time if that's the…
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Update requests and attachments
Is there a way to send out an update request that allows receivers to attach a document to the request, without them seeing the other documents that are attached to the row and/or accidentally deleting what is already attached. We use a running document for certifications. When something expires, we want to send out auto…
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Gantt scheduling of holidays
If holidays are entered in the "Non-Working Days", will there be visible evidence in the Gantt chart to reflect this?
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Make Collapse ALL default
I have clients with indented children. Everytime I come to the sheet the children are fully expanded. How do I make Collapse ALL the default setting? Matters not if I save it as collapsed.
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Switch from Office365 "work account" sign in to regular sign in
I currently use the Office365 sign in and would like to change to a regular email & password sign in. I found this discussion about switching to an Office365 sign in, but not one about switching from it. How do I do that?
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Sales Formulas- Revenue by month and deal total by month
HI everyone, I am trying to create three formulas on a sales pipeline. The first is I am trying to track for the month of July how many deals we have that are opportunities. Then I am trying to track for the month of July how much revenue in deals we have that are in the opportunity stage. I then want to be able to track…
