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Managing Contacts
I had a contact that was mispelled. I correct that contact in My Contacts. However, when I add the person to an automation, the incorrect spelling appears. I no longer have the incorrect spelling in my contacts. I went through the whole sheet and removed the mispelled contact. I re-shared the sheet with the Correct…
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Contact List Functionality in Forms
I've noticed this request a few times over the years, but still don't see that Smartsheet has addressed this. When using sheets, the "Contact List" column works wonderfully and will populate any user within our Smartsheet account when you begin typing a name. However, when attempting to use this within a form, it DOES NOT…
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compare multi-contacts to a text string
Hi everyone, I am building a schedule for my team that will confirm if a combination of assigned staff 'assigned to' are trained to do a specific task 'task combos'. the 'staff trained in this task' is a text column that is using JOIN(COLLECT) to combine contacts who are trained in a task, these are in different columns…
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Contact List - Determine if Email Is Missing
Hi! I have people filling out a Smartsheet form who are NOT licensed users and providing email addresses in a Contact List field for NON licensed users. I need to a way to know quickly if someone didn't follow directions and put their name instead of email into the form. I also have data already in the sheet where folks…
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Contact List - Extract First / Last Name?
Is it possible to target the first or last name of a contact inside an alert email? So e.g. if I have a contact called "John Doe" in a [Contact] column, and I send an alert with Dear {{Contact}} I will get the full name. Is there a way to only get the first name?
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Merged: Contact List > Add Contact
This discussion has been merged.
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Imported Contacts
I have an excel import that has names of persons. I need a contact list to generate items, dashboards, reports, etc. How can i make the imported column with names a contact list so that when it is updated upon a refresh it will not affect the contact list. or do i need to create a different contact list/column? if so, how…
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Reports: sharing requirements to @mention in comments
I often run reports to gather specific teams' data across multiple schedules into one easy-to-access place. I realized recently that report users cannot @mention people in comments, even if those people are shared to the base sheet being pulled into the report. Instead, the @mention must also be shared to the report. I…
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Cell values automatically reverting to previous values. Changes won't save.
I have a very serious concern. I am updating the contacts column to change the contact from Richard to Teresa. However, after about 10-15 minutes Smartsheet automatically reverts to the original contact. This has been happening for a week . I am very concerned because how can I be assured that changes are saved in all my…
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How to share contacts in a published sheet?
I have contacts in my published sheet. I have it as Read Only - Full so the names can show and the emails if one hovers over it. But it doesn't allow external people to quickly copy the emails. Other than creating more columns to display the email, what other ways could I easily show the email address for others to copy,
