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Create Contacts Automatically
If I have First column full of names and Second column with respective email ID, I want a way to create a contact automatically in third column. Please see the image below. I want to get the contact created automatically based on data from other two columns. I will explain my use case. Please suggest if there is any better…
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Expired Date code
So i recently create a new Cell called " Expired Date" what I'm trying to do in this cell is to show when a date has been expired , based on the Promised Date, but i found that if i left mi code just like this, But =IF([Promised Date]4 > TODAY(0), "Expired date", "-" i don't have a restriction. And i try this code, but i…
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Edit Contact - Include Phone Number
Hi Community - I'm looking for a way to associate phone numbers with contacts (in addition to their email address). I would like the ability to hover over a contact's name (in an Assigned To column, for example) and see not only their email address, but also their phone number and perhaps additional information such as…
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Training Plans - Central & Individual
Hello, I would like to build a central sheet that records training courses for my staff. These courses could be assigned to the group or to various individuals. What I would like is to have each individual to have their own training plan sheet, where they could add their own courses and track the courses I have assigned to…
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Weekly Automated Staus Emails to Clients
I'm running a landscape installation company in Smartsheet and I'd like to set up a way to send an automated weekly email to the client's email address stored in a contact column with their jobs that are coming up in the next few days. In my sheet, each row represents a job and I have a start date. I see that I can filter…
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Using Contact List Column Type in Task List Forms
I made a recurring task list based on the template Smartsheet provides. I have tasks assigned to different contacts in a contact list column, and users enter new tasks through a webform. My issue comes when they enter the "Assigned To" name. Even if they type their name EXACTLY how it is on their account and in the current…
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Read receipt
Good Morning, Is there a way that if I @someone on my smartsheet and it sends them an email that I can be notified when they click the link and look at the smartsheet?
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Alert a user when an automation isn't going to work
I have a sheet where there is potential for an incorrect email to be added via a form (SS requires an email be entered for it to populate correctly into a contact column if not in the SS directory-if you have a fix for this, I would love it!). As the owner, I am notified when a user will not be alerted due to an incorrect…
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Index/Match always returns the same
Hi all, Been searching on the community but could not find an answer to my issue. Sorry if i missed it. So i have a Master sheet for the sales team, with all the customers to contact, with one rep allocated on each of those customers. Then, the individual reps will have their own spreadsheets with only their allocated…
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Approval: two users/same level
Hello, Is there a way I can send an approval form to two managers who both need to sign off on each staff member's annual leave? I can do it if I send to Manager A first and then Manager B once the first step has been completed, but wondered if there's a way to do them both at the same time that I'm not seeing...?
