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New! Row Edit Multi-Pane View - will this help your SmartSheet efficiency?
Hi, why always separately open the multiple edit dialogue boxes for data linked to a row -when you could have one click optionally open all all simultaneously in a Multi-Pane popup window! - Row Edit, Discussions, Sharing, Attachments, (PLUS even a new feature - part of the multi-pane window showing an email thread linked…
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Creating a Cash Flow Model
Dear Developer I would like to know if any one be able to help me out (on a chargeable basis) to create a cashflow report that requires the consolidated view from 15 different companies. The idea is that each company has its expenses, incomes, has starting bank balances, different bank accounts, suppliers, customers etc. I…
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Notification sent on selection of certain criteria from drop down menu
I have a sheet with a simple drop down menu. I have a notification set up for my accounting department. They only want to be notified once the "accepted" choice from the drop down menu is selected and not the other 4 choices. Is this possible. Thanks in advance Louise
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Edit Column Properties
Hi, I have a spreadsheet to record building name, building manager and support staff assigned. Each row represent one building. After I import excel to smartsheet, I try to change the column properties of building manager from text/number to contact list. However, on the screen, it requires me to enter name or email…
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Creating a Cash Flow Model
Dear Developer I would like to know if someone would be able to help me out (on a chargeable basis) to create a cashflow report that requires the consolidated view from 15 different companies. The idea is that each company has its expenses, incomes, has starting bank balances, different bank accounts, suppliers, customers…
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Can I remove the 'login' link when sending a row by email
We are using a smartsheet to create and sending accommodation quotations. If I send a row of data by email, the recipient gets a nice view of the data in a vertical format, but sees a 'login' link at the top of the email. This is confusing for the recipient as they cannot login to the smartsheet account - we do not want to…
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Customized notification
Hi, Community member: I have already set up the notification and successfully. However, I want to add one more feature. Currently, my smartsheet has several columns: building, building name, building manager, reports delivery method (e.g., mail/email/courier) , mailing info (who should receive) and email info(who should…
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Building Sheet to Alert Past Due Items
Hi All, I am trying to build a sheet that will track when items are turned in to our billing department. If the "turned in"date is past a certain date then I would like for the sheet to send a notification to certain people. The only thing is the "turned in" cell will remain blank until the date it is actually received. Is…
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Create notification
Hi, I create the notification. I know that the receipt should be collaborator (mean the smartsheet shared with them). However, may I ask if they are set as "Viewer", can they still get notification. I have may be more than 10 people will receive notification...so, I need to know all level (editor, viewer) can receive…
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Project Management
Hi, we currently have a few web forms, that allow clients to request quotes. These then populate fields on a smartsheet as normal. We have two challenges that I'd like to implement but can't seem to get it right. We would like to give the client more visibility on the status of the opportunities, but for various reasons,…