-
Email flexibility - a CC option
Hi There - part of the function I use Smartsheet for is notifying folk around changes. This almost always includes a specific recipient and a number of FYI's. Currently all recipients are at the TO: level in any email, it would be elegant if there was a CC: option as well. Although I probably wouldn't use it Bcc: field…
-
Automation Notifications Using Groups
I would like to be able to use Smartsheet groups as recipients within automation workflow notifications instead of listing each user individually.
-
Group Management - Sorting Contact List Alphabetically
Today it appears group lists are sorted by date added (can't really tell)? It is not sorted alphabetically, which would be more helpful.
-
Can't See Groups or Users
Anyone else who can't see any groups or users - both screens are empty after multiple refreshes:
-
Group Management cannot be sorted
I need to check if someone is already shared on a document in SmartSheet. I obviously need to go in the Share button. In this view all users are sort alphabetically and it is therefore easy to scroll fast down to the name I seek. If don’t find him/her in there I check in the groups within but then those aren’t sorted…
-
Building a CRM to track current and future business contacts
Good afternoon, I work at a community college and we don't currently have a CRM solution that will help me with the work I am doing. I am trying to create something to track current and future contacts on an organizational level as well as individual. One company might one contact only but in the case of a large…
-
Contact field list management (data shuttle or groups)
Managing contact field lists for numerous sheets is time-consuming and subject to error. The ability to manage this by using Data Shuttle to update the contact field options OR being able to select a "group" for contact field options allows this field to dynamically update from a central location.
-
Why don't automated and exported reports show groups?
I'm trying to send an automated report on a schedule, but the PDF that's sent does not show my grouping. It lumps all rows together regardless of what group they are a part of. Is there a way to set groups to show in PDF versions of reports?
-
Export Group User List
It would be great to be able to export a Group User List in the admin portal to a .csv This would be to share with others without giving them access and also easier review a large list using filters or other excel tools
-
Created "Shared Groups" for use in Dynamic View
Hello all! My team is beginning to work with the Dynamic View add-on, and we have no experience with it yet. I've been trying to research but can't find too much on the below… When you go to the sharing tab, there is a dropdown feature for "shared groups". The dropdown has a variety of options already, but we are wanting…