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Alerts & Actions
I am trying to ultimately set up my sheet to automatically send out Update Request 3 days (or whatever I set) within the "Bid Date" loaded into the sheet. It would be ideal if this update request would be emailed to the contact in "Sales Rep" column and copy (cc) me in the emailed Update Request for all of them. I was told…
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More than one contact in the contact list drop-down
We have a column type "contact list" that we use to track sales reps for individual products. Sometimes we have a product with more than one sales rep. I created a group with both sales reps as part of the group thinking I could use the group as the contact. It isn't available in the dropdown, only individuals. I want to…
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Dynamically assign view permission
Hi I have a contacts column in my Sheet and would like to dynamically share the sheet with these contacts. Each row has an owner that frequently changes. I'd like to be able to "just" change the contact in the row and with that he gets or losses access to the sheet and its reports. Is there a solution for that? Thanks
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Email distribution lists?
Hi everyone, We send out reports/minutes via Smartsheet after many meetings. It is somewhat time consuming to type out all the folks in the "To" line each and everytime we send the update. Is there a quicker way?
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Contacts and Contact Groups
Can you share contacts or contact groups with other smartsheet users? Similar to how you share a filter or another way?
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Notifications and alerts - by demand (immediate)
Hi all, Was wondering if there is a way to send notifications (alerts & reminders) to the entire sheet (all rows at once) whenever a user needs and not by a pre-defined rule? For example, the sheet owner want to be able to send update requests or notifications in the middle of the week, not in a specific day that he/she…
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Report on automatic email shares and reports
Hi, Is there a way to pull a report of what sheets within Smartsheets are being regularly shared through automatic emails as an attachment? Thanks, Dan
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User-submitted forms: Is there a way to have email address and name be automatically added to my Con
I have an "Update Request" Smartsheet, where employees can submit a request via a form. The 'name' and 'email' fields are both required, so I'm capturing those fields on every submission. BUT even though someone enters an email address and name, I still have to manually add that person to my Contacts. How can I set my form…
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See what groups a contact is part of
Hi, Is it possible to see what groups a smartsheet user is part of from the smartsheets contacts view? I am looking up some of the users in my account, and it would be much quicker if I didn't have to look through each group to see if they have access to it. Thanks Dan
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Card View Functionality
Hello There, So, this morning I started using Card View. A very cool function so far with the hopes there are some enhancements on the way. 1 - Be able to used you contacts list as a view. I see many have already mentioned this. I read about the 50 limit for drop down lists and contacts are not limited. A way this could be…
