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How do I include Contact List Columns in Concatenation?
I need to create a primary key on a page that includes 3 text columns and 1 contact list. The formula errors when I try to include the contact list, but works fine without it. Is there a way to reference a contact column as text or get it to just read the name in the contact for that cell as text?
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Contact Lists and Formulas
Hello! I am new to spreadsheet formulas so apologies for missing what could potentially be very simple. I am trying to write a formula that will auto select the right contact if a certain number is inputted into another column hence auto-assigning a job. The formula works for inputing the right name, but only as text. Is…
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Extract a value if today is between start and end date
Hi all, I've been trying to wrap my head around this and I have trouble trying to self serve to find an answer (or it's just user error on my end haha) I have a schedule with 3 main columns - the name, the start date and the end date. What I was hoping to do was extract who is currently scheduled if today was equal greater…
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Creating a Very Basic CRM
Hi, I have the need to create a very basic tool for tracking the interactions between 12 internal employees and 80 external doctors who we work with. This seems like a mini-CRM (Customer Relations Management) tool, but is far more basic as it doesn't worry about sales and such, so many of the sales facing CRM's are way…
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Adding "Contact" Widget at my Dasboard
Hello, I'm a starter in Smartsheet and try to build a Dasboard for FM KPIs in a Building. I also want to add a widget that displays the building managers (with picture, role, and contactdata - max. 2 Persons). Enclosed you find two pics I found on other Dashboards. Witch widgets where used therefore? Or what do I have to…
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Row edit feature and sheets
Is there anyone that would be willing to work with me on the phone to work through this issue: I've created a sheet that has over 40 columns - it's my "master" sheet that feeds a bunch of reports that will be utilized by different areas. One of the areas prefers to work in the edit form to see the information vertically…
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Populate a column based on a Smartsheet User Profile data
Is there a way to access the fields in a Smartsheet User Profile. I have an Assigned To column which can contain a single Contact List type. Each single contact in Assigned To is also a Smartsheet User. I have a corresponding Assignee PH# column in the same row. Is it possible to populate the Assignee PH# by doing a…
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Webform names don't match to contact list when inputted on form
When using webforms and submitter puts in their name, if their name is already in contacts it doesn't match to contacts name. So you end up with a new name entry the same as an already existing name in your contacts column. Could they be linked?
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Contact List Drop Downs
Hi all, We have contact columns that we are trying to add hundreds of contacts too. The number is not above the limit specified by Smartsheet that I found; however, names continuously disappear. For example, User A may be able to drop-down and select John Doe as the main contact, but User B can't even see John Doe as an…
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Rostering for Global Customer Support
Hi, I have been asked to create a roster that covers customer support across different time zones and shows who is available (human resources), who is on leave, time, names of the support person and who is on call. Also, includes our contractual obligations with customers in an easy display view to the eye. Do you think…
