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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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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.…
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Cloning a column within a sheet
Has the cloning of a column within the same sheet feature been developed? I saw the discussion back in 2016. Thanks Christi
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Is there a way to show a report of duplicate names across multiple sheets?
Hi all, I have about 6 sheets that act as master rosters for 6 different programs. I would like to have a report that shows which individuals show up across those multiple programs. Is there a way to filter a report to only show those individuals or is there another way of doing it that might be better?
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COUNTIFS & ISDATE FORMULA
Good Afternoon, Hope you are safe in this winter weather. MY FORMULA is unparseable: =COUNTIFS([DEACTIVATE TIMESTAMP YR 5]:[DEACTIVATE TIMESTAMP YR 5], ISDATE(@cell ), [Abbreviated Org Name.]:[Abbreviated Org Name.], "CHARM")) The formula should count ONLY if any date is appears in column DEACTIVATE TIMESTAMP YR 5 = ANY…
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COUNTIF & ISDATE FUNCTION
Good Afternoon All, I hope you are stating safe in this winter weather. I have a formula but to no avail I am getting unparseable. I want my COUNTIFS function to count only if there is a date in column (DEACTIVATE TIMESTAMP YR 5) = ANY DATE and count only if the specific criteria from on column (DEACTIVATE TIMESTAMP YR 5)…
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Using report information in a new sheet
I am working on creating a streamlined way to obtain information from our 66 non-profit groups in order to request specific credentials based on what zone their group will be working in. I only need full name and email addresses from the group leads. All other information needed, I and operations managers would enter. I…
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Formula to determine number of plants still in inventory which were acquired more than 6 months ago
Good day, I have a native plant nursery, and I am looking to determine the number of plants that are still in the inventory and which were acquired 6 months ago or more. So, a rolling SUMIFS maybe? Wanting to do this in the sheet summary, but open to other solutions that I can display in the project's dashboard.
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Keep getting Selected data cannot be charted. Please select a new range.
Hello, I am trying to create a chart widget in my dashboard, but I keep getting "Selected data cannot be charted. Please select a new range." error. The report I am using is already summarized in numeric value. What is funny is I have report that I created a chart widget in another dashboard, and when I use that same…
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Solution Spotlight (HLS)- Dynamic View for Insurance Verification & Accreditation Processes
Hello all! On Tuesday, 1/7/25 at 11:30am PST/2:30 EST the Healthcare & Life Science (HLS) Solution Engineers are putting on a Solution Spotlight Demonstration of two unique solutions utilizing Dynamic View to securely control data. The registration dashboard is here (no account required, and even if you can't attend we…