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Accurately Count if Multiple Contacts are in a Cell
Hi, I am really struggling trying to map out certain data points, when it involves our sales reps, because we can have multiple contacts in a single cell. In this particular instance, I want to find out how many quotes a sales rep has issued this year. Problem is, multiple sales reps can quote the same job, so another…
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Contact type column across multiple sheets
I have a list of contractors that is constantly being updated, from when they are on-boarded, to when they are deactivated. I would like them to be entered as a contact type column. I have multiple sheets where I want this column to be identicle, and also want that when I update Sheet A and add a new contractor and their…
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Add "active" email addresses into Dashboard
I have a list of project team members on the Dashboard. Is there a way to show email address that will create an email when "clicked on"?
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COUNTIFS formula issue. Help Please?
Greetings! I am trying to count the number of times a contact appears in a range on a sheet when certain conditions apply. I am trying to make this a column formula instead of a row formula so I don't have to input every individual's name into a formula for what will end up being 20 columns of counting. The range to search…
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Within a SUMIFS formular, I'm trying to add on to a count if a contact appears in a multi-contact or
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Is it possible to update a contact list column based on a value in another cell?
Is it possible to update a contact list column based on a value in another cell using a formula? I am creating an assigned to contact list column with an end goal in mind of setting up a dynamic view based on setup specialist (my understanding is you can only set a user view based on a contact column). As you can see - I…
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I want to count the number of times a contact appears in a column, how do I do that?
So, I started with =COUNTIF(Name:Name), FIND("John Smith", @cell) > 0) this produced #unparseable. My ultimate goal is to have a dashboard that will display a pie chart with total number of leads per person. Thanks for any help!
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How do I keep contacts from being notified while I'm setting up a project?
Hi, I want to import info from an excel spreadsheet and set up the IT ticketing templates. But I am concerned that once I add peoples' email addresses into the contact column they will start to be notified. My question is, are people automatically notified just from adding their email address to the sheet? Or do I merely…
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Contact List Column add to/don't overwrite
I am attempting to mass-edit my contact column for the purpose of Dynamic Views in a way that will add certain contacts based on the contents in other columns. Example: Column A is my contact column Column B is "State" Column C is "Department" Column D is "Advisor" If Column B= Illinois, then I want column A to include…
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How do I enter Contact List details into a Form?
I want to be able to enter the Name and Email Address components into a Contact List column type field on a form. Is there any way to do this? Or even to create a formula in the Sheet that will calculate the Contact List value with display Name AND Email Address, not just one of the other. Otherwise, please Smartsheet, can…