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Smartsheet as CRM with differentiated Accounts, Contacts, and Tasks
Hi everyone! I am trying to use Smartsheet as a simple but complete sales/CRM solution. I want to be able to have three different things: Accounts (like a company, "XYZ Tractors") Contacts (like a person, "John Smith, Senior Manager, employee at XYZ Tractors”) Tasks (“Create a sales quote for John”) In Smartsheet, there is…
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Tabs No Longer Showing
Sometime last week I noticed my view in Smartsheet (using Chrome) no longer has the tabs at the top of all of the current open sheets. How can I get this view back? It was much more efficient than the pinning option we have now. Also, the recently reviewed Smartsheets would be great if it actually filled up that column but…
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Home tab - stay open
Is there any way to keep the Home tab section open in the new interface? It's very annoying to have to click menu, Home to see other items in the workspace I'm in and also I have a ton of workspaces, so moving around is easier for me if it stays open.
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Reporting from multiple sheets into a single resulted row
Is there a way to run a report that looks at 2-n sheets that uses a common column (primary key like), like a Row ID, to import the data from several sheets into a single row of the report?
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Capturing multiple statuses, reminders for recurring tasks, form
Hello SmartSheet community, perhaps someone can give me ideas on how best to set up the following: I have 30 customers and 30 different reps (one for each customer) who need to provide a status on that customer on a regular basis, at least once every two weeks. The requirements: * Use a simple form to collect the data,…
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Auto-Refreshing Sheets/Grids
Hello all, In m company, managers have to perform monthly audits of the plant floor. I created a system that should email them weekly notifications describing where they should be performed and who to talk to. The sheet has a week column that I'd like to automatically refresh without having to go in and manually do so. Is…
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Dashboard Color
Any plans in the future for letting us update the dashboard background color to any color we'd like? I'd love to be able to use black for dashboard backgrounds, as well as the backgrounds of the widgets, so that when on TV sets around the office, graphs are floating in black instead of a white background.
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Informational Headers
Hello, Can somebody tell me if it is possible to include an informational header at the top of the sheet. In my case, this could contain the project name, team members/contacts, scope and some basic data. It could even be a text box that sits on top of the cells. I would then start my tasks beneath it. The inability of…
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how to take the new Filter/Share line off?
Hello everybody, Does anybody know how to take this annoying new "Filter/Share" line down? To permanently hide it. Just a waste of space for us ;( Thanks,
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Idea: Sheet/Report Descriptions
It would be helpful to be able to include a description of the sheet/report as it's set up. It could appear when the sheet name was hovered over, or appear in the far right column in the list of sheets/reports you see when you look at a folder. Even if it were just 100 characters, this would be very helpful to further…
