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Auto-send PDF Gantt chart of project schedule
We want to be able to auto-send a PDF of projects to our clients on a weekly basis. Can we do this somehow? I know we could share a report for them to view at their own convenience, however, we can't be sure that they will log on to view it regularly which is necessary. to make it easier for them, we would like the option…
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Automatic reminder emails
I would like to be able to have an automatic email sent to the speaker of a conference, 2 weeks prior to the conference and then 1 week prior to the conference with possibly some type of acknowledgement that the email was received and/or read? E.G. Remind Joe Schmo on 5/10 and then again on 5/17 that he has a noon lecture…
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Row Update vs. Added Alerts
I specifically set up an alert rule to notify me when rows are updated in a sheet and intentionally left added unchecked, but Smartsheet treats adding a row as an update and sends me notifications every time a row is added. Please correct this issue.
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Changing Email Addresses
Hello, My colleague created an account for me while trying out smartsheet. We've since started a full implementation of smartsheet and I need to pull my old e-mail address over. Problem is that smartsheet is telling me that the e-mail address I want is in use by another account (even though I've deleted the account used in…
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Notifications not including attachments or comments
I set up a notification alert to send an update once a column is checked as "done", and was to include all items in that row, including attachments and comments. However, I am not receiving the comments and attachments. Please help.
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Stock sheet automatic email when stock drops below an amount....
Hi everyone, We're putting together a stock sheet and we want to create notifications so that when a figure in a cell drops below a certain amount an email is automatically sent to the relevant people so they know to re-order. Can anyone help please? Many thanks!
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Setting up automatic reminder system
Hello community, I have a tricky question here concerning how to send out a reminder automatically based on the following idea. I have a sheet which lists the status of certain rows. Each row has a column that indicates with Green/Yellow/Red/Gray dots (symbols) - these indicate if an item has been fixed, pending, still…
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Question re: image attachments when using Smartsheet for Outlook Add-in
I use the add-in and whenever i am moving an email to Smartsheet, it automatically selects all images in addition to any PDF or other attachment. My signature line contains 6 images and so every time i add something through the add-in, it tries to pull these same 6 images. I must de-select them each time. So here's the…
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Reminders to Unshared (Outside) People
We have a sheet that has the insurance information for each of our franchises, including renewal date and email address of the Franchisee. We'd love for Smartsheet's alerts to send a reminder to the Franchisee 60 days before renewal, however, I don't want to share the sheet to every Franchisee. Does anyone know of a…
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Automated Email when a condition is met?
Hi guys, I would like to set up some automated emails containing pre-selected cells within a row once a certain condition met, i.e check box checked. Does anyone know how to set this up?