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Quickbooks & Smartsheet
So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use. It has many application & the proof of concept exists and we use it. We use it for an approval process (for invoices): The power of Smartsheet i.e. (approvals, communication, notes) makes this a beautiful…
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Different Locations for Smartsheet Engage
It would be nice if, on occasion, Smartsheet Engage took place on the East Coast, or better yet, somewhere in the Midwest(Illinois, Indiana or Ohio perhaps).
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🚀 NEW Updates to Smartsheet Extension for Adobe CC
Hey Smartsheet Community, Have you heard about the new and exciting updates to the Smartsheet Extensions for Adobe CC? ⭐️ Multi-image uploads to a proof ⭐️ PDF uploads ⭐️ Support for the latest 2021 versions of Photoshop (v22), Illustrator (v25), and InDesign(v16) To learn more and try out these amazing new updates from…
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Proofing: Visible Time Stamp for Approve/Requires Change Button
It's beneficial to know when a proofer has selected the approve or requires changes button. If a comment is not left, then it's unknown when the proofer selected the button. I great feature is to add the time stamp next to the proofers name when hovering over the status at the bottom of the annotation panel.
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Can a range be specified with a beginning and no end?
I'd like to create summary rows at the top of my sheet, but specifying the entire column as a range in the formula is causing #circular reference and #block errors. Is there a way to specify a range from row 25 to infinity? I'd like additional rows to automatically be included in my summary calculations. The formulas I'm…
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why is Primary column not left justified?
No matter what I've tried, my Primary column seems to display with spaces before the first number, like it's more center justified than left justified. I have many columns so I'm always trying to reduce column width whenever possible and my numbers get cut off if I try to do this with my Primary column - it's like the…
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How do I link data in my Marketing Shared Services dashboard?
I'm new to the platform (love it!) and deploying it to my University marketing team. I quickly jumped into Template Sets - Marketing Shared Services. Now I'm stumped, even after many videos. :) How do I create a formula in the "Shared Services Metrics (do not edit)" to pull correct data from "Shared Services Request…
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Approval within Email Notification
Is there a way to click, within the actual email notification, in order to approve a Website Change Request? I don't want to have to open ('View Request') in order to approve. Thanks.
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Conversations in Reports
I currently use reports tied to a central tracker to report out project updates to several different teams. Some of these projects require sharing of attachments and conversations about those attachments using the row's conversation tool. When individuals are tagged in these, the auto-email to their account links to the…
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Sorted column keeps resetting
We're using forms to gather requests into a smartsheet and the default sort should show the newest request first. There is a Created (Date) System column in order to sort by newest received but the sort continues to glitch each time the sheet is closed and it defaults to sort oldest to newest. This is creating some…