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User email transfer
Hello, Our company just changed name, and hence email addresses have changed (from name@oldcompany.com to name@newcompany.com) I'm the admin, and trying to get the users switched to their new email address. When a user tries to switch their email via their personal settings, it's not possible - perhaps because I had…
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Constants and Variables
I believe that there should be a way of storing a few Constants and Variables as part of the sheet but not as cells on the sheet. These could be invisible to the User apart from the Owner or Administrator, and could be accessed via the sheet menu as part of the properties of the sheet. In the first instance I would suggest…
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Calling All Email Marketers - Approval Workflows with Smartsheet
Any email marketers use Smartsheet to manage their email campaigns? I'm trying to create a workflow to gather approvals, lists, etc. and to stay organized! Can anyone share examples (screenshots) of how you set up your sheet to stay organized with your email campaigns? Do you use forms and alerts/notifications? Thanks!
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Contract Managment
Has anyone created a smartsheet to manage contracts?, specifically to perform the below activities: * track total amount vs. payments * track payments against deliverable complete * track contract term * track contract amendments : to extend the period, increase the budget, adjust terms of reference, etc. * Track invoices…
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Ability to Clone/Duplicate Alerts
Much like cloning conditional formatting, is there a way to do this same kind of thing with Alerts? I have a sheet where I would like to apply the same exact alert to multiple rows two weeks out from a specific date.
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Cloning Filters
Hi! I am setting up smartsheet for different departments in a company. I have 10 filters in one sheet and need the same filters for a different team on another sheet. Is there a way I can clone the filters just as in conditional formatting to be used in other sheets instead of repaating the same process again? Thanks!
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Emails not being sent
Hello, We have been trying to complete workflows this morning, but for one particular record, the recipient of the form has not received the email. We submitted it to three different addresses and they did not receive the email notification as well. Thanks. JT
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Form Field to Comments
Is there a way to have a field on my form that would input the text to the comments for that row?
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Select All Option in My Contacts
Why doesn't Smartsheet have a Select All option when selecting Contacts as shown in screenshot attached. This seems like a simple thing that would save a ton of time!
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Outlook Add-in
I'm wondering if there is a way to show more columns within Outlook when adding things to smartsheet via the smartsheet plugin, or if there is just a better way in general to accomplish what I'm trying to do. For example, if I receive an email confirmation for something and want to add it to the Task it is associated with,…