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Mail merge emails
We keep our customer contacts in SmartSheet now and send some emails to the list via our Outlook accounts. Is there a way to write an email in Outlook (or Word) and merge the email address from Smartsheet without exporting the sheet to Excel? We use Google Docs but not that much.
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Grouping in Reports
I need to do something other than just group alphabetically or numerically by ascending or descending. I would like to be able to choose the order in which I see my "grouped" report. I feel like you can do it, you already sort of have it in the filtering set up in reports, you just have to assign a numbered system in which…
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"Last 7 days" filter is different than >TODAY (-7)
Hello, I need a sanity check: Following a crazy chase for a discrepancy in my sheet, I found out that if I create a filter "In the last 7 days", it starts counting yesterday as day 1. But if I calculate SUMIF is the option {Date} > TODAY (-7), it counts today as day 1. So, my final SUMIF tally is off compared to adding the…
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Please enhance Column Contacts and Form Contacts by allowing Groups to be used!
I could go on about it, but there are some basic “table-stakes” sorts of features that need to be incorporated into how column contact lists are handled within Smartsheet. First and foremost, please, for the 37th time, allow us to drag a group in and create items contacts within a column contact list. ALSO, please make it…
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Salesforce and Jira Connectors: Administrator Collaboration on Workflows
At present administrators can see a workflow created by another administrator, but they cannot view or edit details. Oddly, they are able to disable or delete it. Administrators need to be able to share their Salesforce Connector workflows with other administrators with edit and view permissions.
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Enable Workspace Modification
Allow an Admin to modify the sidebars (e.g. Browse, Workspace Shared To) to accommodate better visibility to the main space. This should be a simple "Hide" or "Move" the bar to the left or right. The current structure makes the workspace less than optimal.
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Saving Form to Row
Good afternoon SM team, Are you doing well?! What would be a great addition to the SM platform is, if you complete a form, for that form to be attached to a specific row. It would assist in audits whereby you have to give prove of the form that have been completed. This would be super cool. Best regards,
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Resource Management Report - Utilization View - Group by Project
It would be so helpful to be able to group the Resource Management Analytics (Report)- Utilization View by PROJECT. Project grouping is currently available for the Time & Fees view, but not Utilization. See attached.
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Adding year to quarterly equation to count
I want to count how many projects in each network have expected completion dates within the quarter per year. For example, in Upstream, I know 3 projects will complete in Q1 2024 but 1 will complete in Q1 2025. The formula I'm using won't account for the year and count correctly for what I know are the actual expected…