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Basic A/P and A/R payment tracker
We're a property management company with a construction arm. Our construction is basic and requires us simply to track Owner/Address/Date of approval/Job number (which we create)/Contractor's Bid/Change orders/Payments to Contractor/Balance to contractor/Our Bid/Change Orders/Payments to us/Balance due us/A/R for cash paid…
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How to set as a default in Contact column the person that added a new row?
Hello, In the Sheet I am using, I have a contact column named Requester which is the person who has added the request. The requests are added directly into the Sheet. I would like to automatically set the value of the Requester to the person who added the new row. There is the action "Assign people" in workflow, but I…
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Can 'Request an Update' work with a Formula-derived Contact List?
Hi folks--We have a business process where, depending on a field value, I want an automation to send a Request an Update to either the staff in one department, or the staff in another. I set up a satellite sheet with a list of staff. "Name" is a contact list column, "Email" is just text/number: In the primary sheet, I have…
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Calendar View for Contacts Across All Projects
We are a general contractor and use Smartsheets to layout timelines for multiple renovations. We use many of the same subcontractors (Contacts) in almost every job. It would be useful if we could view each subcontractor's schedule across all projects to help avoid double-booking.
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Copying Emails from Outlook into Contact Cells in Smartsheets
I'm sure there is a simpler way to do this, but I'm not sure how. I want to copy and paste emails into a contact cell in my Smartsheets. When I copy them from out look it retains the format like this and doesn't recognize that person as a Smartsheet contact. Obviously, I can type in the names and their contacts will come…
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Index Match or Index Collect with multiple criteria
I'd like to return a Contact to a cell if two criteria are met. I've tried using the index collect formula copied below but I continue to receive #INCORRECT ARGUMENT SET. =INDEX(COLLECT({Vendor Contact}, {Project Name}, [Project Name]@row, {Scope of Work}, [Scope of Work]@row)) Solutions? 😁
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How to count the total number of unique contacts from a contact list "allow multiple contacts"
Hi - I have a contact list column that allows multiple contacts per cell. I am trying to count the total number of unique contacts that are in this column. Attaching an image of the contact list column titled team. The answer based on the image would be 11 unique contacts. Thanks in advance for the help!
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Return a Contact from another Sheet based on value
Hello, I have a source sheet (Sheet A) that maintains a list of projects and assignments. I need a second request sheet (Sheet B) to intake requests. On this sheet, the project name will be included. I would like to use a formula to output the name of the assigned staff member for that project (found in sheet A). (*the…
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Multiple contacts selected to a task - calculating costs of effort
Hi, I have hourly rates for employees that are in the contact list. I calculate the costs of tasks assigned to a single contract with with no problem. However where multiple contact are assigned I cannot find a way to split out the contacts selected to then allow me to calculate their costs at individual rates Fred £10 per…
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Card View and Contact List
Hi, Would it be possible to have Card View work with a Single Contact List without having to pre-define emails that would be assigned to the Column? Currently, unless an assignment is done and set up as a default contact on the column, it will not appear in Card View. Thank you
