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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.
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Can't See Groups or Users
Anyone else who can't see any groups or users - both screens are empty after multiple refreshes:
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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…
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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…
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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.
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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?
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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
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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…
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Can External Users be added to Groups under USM if the security control is on?
We converted to USM. Since external users can be added to our plan (in the true-up user management console) and we have the group control that restrict groups to people who are part of the organization, can external users be added to groups?
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Provide a Way to Audit IdP Groups
Currently, there is no way to see which members have logged in and been assigned to an IdP group. You can see the member count, but not which members are part of the groups. Being able to audit who has logged in vs the IdP group would also us to troubleshoot why people aren't logged in.