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Counting individuals supported by specific customer removing repeats
Hi, I am trying to sum the number of individuals that are supported by a customer. There are several opportunities that support a single customer and within these opportunities the same individuals may be supporting the customer. How do I calculate the unique number of individuals who support a single customer. The…
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Resource Management and Contact List
I have a project tracking sheet where the "Assigned To" field is a contact list. For the first row of the sheet, the Assigned To cell is calculated based on a Summary Sheet value (=[IT Contact]#). All the task level Assigned To values are then selected from the contact list from-down. This works fine until I turn on…
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Contact Collect/Join to Contacts will not filter (Current user)
I have contacts in a Collect/ Join in an [Assignee All Row] Field At its core: JOIN(COLLECT([RowRange1]@row:[RowRange2]@row, NOT(ISBLANK(@cell))), ", ") As far as I can tell ", " Comma-space is the delimiter for multiple e-mails in a multi-select column. FAILS: Filters on the sheets won't recognize (CURRENT USER) in the…
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Restore the "Add New" Contact icon in the "share" screen
The Add New Contact icon has been removed from the share screen. Now a user has to take additional steps outside the flow of work to add/edit a new contact before being able to share the sheet. A user can add an email address to share, but then has to go into My Smartsheet Contacts to edit the information and add the…
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Merged: Bring in Multiple Contacts to a Contact List Field using Index Match Functionality
This discussion has been merged.
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Use contact data in forms
When using a contact list column in a form, none of the contacts appear in the form. This is a serious limitation since we don't want the user to spend time typing in email addresses and then also having the risk of mis-spelling, confusion and frustration.
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Understanding Smartsheet User Profile Discrepancies: Name vs. Email Address in Workspaces and Sheets
Hi all! I've got an issue with Name and Email Address of a Smartsheet User not "linking" (for want of a better word). Please bear with me as I try to explain the problem! :) A Smartsheet user needs to be shared to a workspace. When I searched their name in order to share it with them, it shows me their name as they've…
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Contacts within a Business License
Can anyone explain how contacts work on a shared/collaborative sheet within a Business license? For example, is the contact creator the only one who can make an update or delete the contact within that shared sheet? I'm trying to understand how this all works. Thanks, Karen
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Question on merging single contact columns into one multi contact column
Hello, I have a contact column containing one person, and another contact column containing another person. I have another contact column that is set to take multiple contacts. What formula can I use to get both contacts into the one multi contact column? Thanks Steve.
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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?