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Template for Capital Raise
I'm new to the community and Smartsheet . Does anyone have a template for a capital raise or know of one that I may use? We're a start-up raising our first round and I need to keep track of to whom our investor docs have been given, who on my team introduced us and next steps. Thanks for your help!
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Sorting
My reports are very slow to recognize changes and sort properly since the update. Nearly 30 min for one report to register date changes and sort them properly.
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Limit View within a Sheet (using Web Forms)
Hello, New to Smartsheet. We would like to utilize a web form to allow customers to place orders/requests whereby the web form would populate the smartsheet for ONLY OUR INTERNAL visibilty/tracking of all requests combined. Currently, when I test this I am brought back into the sheet where I can see ALL requests. Does…
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Web Form Layout
In webforms I have to make each item a column that I want info to flow into. Can I make those column print inot a row later? A long row info from columns is too much.
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True Sheet Backups
We are trying to create sheets to track the engineering, purchasing and production tasks required to build a large piece of industrial machinery in a small shop. The may be 30 jobs in process at a time and each job may take several months to complete. Each job will have its own sheet and have up to 150 lines. To schedule…
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time based reports?
I'm sure what I'm looking to do is not that difficult, I just can't find a way to achieve it. What I have is a sheet that consists of quote amounts ($) that are relative to a quote date. What I want to do is to look at how many dollars we have quoted that are on quotes a month old, 2 months old, etc. Ideally this would be…
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Pairing with Epicor
Good morning, Other than downloading a Smartsheet into Excel and then uploading to Epicor, is there a way to directly integrate the 2 systems. Thank you, Lisa
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Update Request with "add/subtract" formula to an existing number in a row?
A bit new to SS, so this may have an obvious answer, but I'm trying to set up a sheet to track inventory of, say, a dozen products. The initial setup is obviously simple, but then I want to choose the product rows that contain inventory quantities, and set up an automated Update Request to my delivery driver via email each…
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How can I get Calendar view info to wrap so it can display more than 20 characters?
I want to be able to show more than the 20-25 characters limited in the display of a calendar entry. e.g., I need to be able to show an "Issue No. (10 characters) + an Impact" which can be a list of multiple things. I would not mind if it wraps around into a second row as long as it displays all the information needed by…
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Continuously moving inventory - keeping a record without overwriting current information
Hi there, We have an existing Inventory database in Excel that i have imported successfully. However now I need to figure out - if I can - how to 'track' the movements of any given piece of equipment. For example we have a Computer Monitors that are 'loaned' to customers every so often. I woud like to keep a 'log' of the…
