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Is anyone using Smartsheet as their CRM?
We are looking to convert to Smartsheet as a CRM, but wondered if anyone has done this and the steps they took to develop their system. Also, transferring the information from the current CRM onto Smartsheet, any tips for how you did this, manually or via CSV file? Need some help.
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Automated Alerts when rows change - why are the changes not highlighted?
Today I set up an automated alert when rows are added or changed, but when I get the notification email the specific changes are no longer highlighted as they were before (as recently as last week). Has something changed? Has anyone else experienced this problem?
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Is there a way to send out automate sending out dashboards weekly?
We use dashboards regularly for status reports, is there a way to send weekly to specific individual either as .pdf or interactive? I found this discussion and know it is on the roadmap, anyone know if it has been developed?…
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Delete Rows using an Automation
Please create automation to delete Rows. Using the move rows automation, we are able to move records to an archive sheet. The problem then becomes we have to manually delete records from the archive sheet.
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Make Hiding & Unhiding columns an Automation function
Perhaps my "search foo" is a bit rusty, but I could not find an existing suggestion for this specific issue, only several tangentially related suggestions. I believe this is pretty self-explanatory. I have sheets with several checkbox columns that are typically hidden, but often need to be unhidden to perform some action.…
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Update Assigned Person only for active phases
Hi, I’m using Smartsheet with a Master Sheet(All over Projects Basic Summary) and Individual project sheets that have multiple phases. When I change the Assigned Person in the Master Sheet, I want: •It to update only phases that are Not Started or In Progress •It should not change phases that are Completed Is this…
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Business Process Flowcharts
Does Smartsheet have the capability to create business process flowcharts or process documents? Im looking for something similar to Vizio or lucid chart?
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Resource Management Token Management
I recently needed to reset the Resource Management Developer API token. Smartsheet allows this to be done via the UI. Resource Management required this to be done via API which was more complicated for someone with my experience. Also, there is only one token for the entire account which does not match Smartsheet's…
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Using Bridge to populate Contact Columns
Hello, I am using Bridge to map specific columns to another sheet. I am finding using the Contact column is extrememly problematic. I have a column that lists internal staff so the names are loaded in Smartsheet contacts already. However, when using Bridge, it works most of the time until it doesn't. Also, I have columns…
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How Can I use Smartsheet Bridge to copy a single row to another sheet
I am new to using Smartsheet Bridge and am struggling to find good training / reference material to help me leverage this tool. Hoping to get some guidance on setting up a Bridge workflow to capture previous week's status info and copy the full rows to another history sheet that can be used for trend analysis/reporting.…