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Restricting access to PII (Personally Identifiable Information) data
I am getting questions about the safeguards in place for PII (personally identifiable information such as names, phone #s, addresses, etc) and wanted to hear how other customers have handled. Where we are seeing leaks is in the alerts, update requests, and send row feature. These features send the entire contents of the…
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Automate End Month Date
Hi , I have started a Sheet to manage tasks for of the payroll Firm's I run I need to get into 1 cell automatically last date of the month so if its February its the 28th if its Jan should be automatically the 31st Which formula can I set up that it should automatically be set for end date of the month? so i can get set…
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Missing email collaboration
I keep stumbling over my desire to collaborate with team members via email or discussions. Discussions work OK, but I'd call them "Notes", unless I'm missing something (and I hope I am!). For example, if I want to include someone in a discussion many of the other tools I use let me type "@Ste" and it will popup all users…
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Notifications - Direct Link to Changes in Specific Columns
Hi SS Community - We're looking to make discussions in Smartsheet easier for our users. Currently we have the notification set to address changes and additions to the comments column. The custom email is nice, but it's not exactly user friendly. Is there a way to hyperlink to an area of a smartsheet where a change was…
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Weekly Input for multiple data points at multiple sites
We have been tasked to gather weekly meter data: multiple meters (3-10) for each utility (water, electricity, natural gas) at each of the 60 plants. What is the best way to gather multiple data points from mulitple plants all at once? We are unsure how to format this correctly. The plants will have to entrer Meter Name,…
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Brand alert/notification emails
Is it possible to brand our alert/notification emails? When I manually send an email from a sheet, it displays nicely, with our logo across the top, and I can choose a vertical format. When I get an alert/notification email, the display looks completely different, and the Smartsheet logo is at the top (instead of our…
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App notifications
Maybe I'm missing it, but is there a notification that can be sent through the app when web form is submitted?
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When Sharing, Message Loses Paragraph Breaks
When we send a message to users while sharing a sheet, the email used to display the carriage returns and paragraph breaks. Now, it lumps the sentences together and they look like run-on ideas. See screenshot. Is there something I'm missing?
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Send update request to a 'group'
Hi All, new to smartsheet so apologies if this has already been asked but still finding my feet. I can see I can send a mail to group from the row but I want to be able to send an update request to a group, if a member of the group updates and sends a comment then I can see that it was updated by Steve@... I have tried…
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=IF formula ???
I am trying to create an alert formula. I need to contact people every 15 days. I have one cell that states "Last contact" and the date, another that states "Next contact"and the date, the third cell, I would like it to state "Contact" in red. Can anyone help me formulate the "Contact" cell?