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User Management - Custom Job Categories
Allow entry of custom job categories. Add new fields to capture a user's business unit and department. These fields should also be included in all user reports. This functionality would be helpful for businesses that cross charge business units and depts for licenses and usage.
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Currency converter
Is there a way we can implement a currency conversion feed into Smartsheet? (I'm sure there's a coded way to workaround this, but looking after global accounts - I'd much prefer using an official and reliable tool within Smartsheet. Thanks, Matt
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Resource Management - Resource Cost Rate
I run a Professional Services business, and we are currently leveraging the Resource Management module for capacity and forecasting. We have created ways through formulas and sheet templates to account for cost rates, we would love a more systematic approach much like the bill rate function already present. A resource cost…
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Is anyone using Smartsheet as their CRM?
We are looking to convert to Smartsheet as a CRM, but wondered if anyone has done this and the steps they took to develop their system. Also, transferring the information from the current CRM onto Smartsheet, any tips for how you did this, manually or via CSV file? Need some help.
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Email automation with attachments?
Hi all- Wondering whether any of you have worked with automations involving sending emails with attachments. I am working on improving our system for issuing travel reimbursements post-conference (we have to use a specific Excel form for now sadly), and we are currently using Smartsheet/Generate Document to generate…
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Override formulas and hard code cell values once a row has been locked.
I'd love to have a condition where cells or columns are hardcoded or locked once critiera is met. Currently the lock feature does not override any formulas, so values can change within a locked row should a formula trigger a change. This defeats the purpose of a locked row in my opinion. Since we have many helper columns…
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Merged: Add Monthly Flexibility to Incurred Hours Reporting in Resource Management
This discussion has been merged.
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¿Como se modifica el nombre de la tarjeta de pago en los datos de facturación?
Necesito actualizar mis datos de facturación y sólo me permite cargar los datos de la nueva tarjeta pero encuentro donde cambiar el nombre de la tarjeta.
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Help Escalating an Issue?
Hi Community, Has anyone successfully escalated an issue with Smartsheet billing or support? I’m struggling to get meaningful resolution. I paid our invoice in December, and shortly after received a second invoice. During my initial call, I was told this was a duplicate related to an account change we discussed but…
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Options to display all formulas/functions in a sheet
Hi Community, I am a new user and would like to know if there is a way to view the formulas/functions within a sheet either as an ad hoc toggle on/off feature/shortcut or by leveraging the report builder. I understand that we could copy the formula/function body as text to a hidden column for reference or reporting.…