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considering switching from CRM to Smartsheet. What's the best way to ensure a smooth transition
Do we have any standard templates related to CRM in Smartsheet? Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in: Strategies for migrating data from our current CRM system to Smartsheet. Best…
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VLOOKUP and COUNTIFS
Hi all, Hoping to get some help with a LOOKUP/COUNTIF formula. I'm trying to create a grid that counts issue location by month. I've created this column in the source sheet which is the range for the VLOOKUP. The sheet that this information needs to be pulled to: I'm struggling to create a formula that will count each…
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Veränderte Darstellung eines Berichts nach Platzierung auf Dashboard (II)
Wieder wird ein Bericht durch Platzierung auf dem Dashboard verändert, so dass der Platzbedarf dieses Berichts sich sehr ungünstig verändert. Der Spaltentyp ist ein Dropdown und soll nicht verändert werden → Einträge dieses Spaltentyps werden auf dem Dashboard nicht nebeneinander sondern untereinander aufgeführt. Lässt…
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Max and index match function
Hi all, i have a sheet where Trailers are logged in multiple time throughout the day and what they had in them such as a PO number or a load number in a separate sheet i want to type in the Trailer number and i want it to pull the recent entry date of the trailer and the Load number / po that came in that trailer. How can…
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Report link in Intake sheet
Hi all, I have created a configuration in the control center, where I will roll out a sheet and a report together. In the intake sheet, the sheet link is updated once it is rolled out. Can I get the report link too? It's a summary report of the sheet and I want to share the link automatically with some team members. The…
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best way to convert excel tracker to smartsheet
Hi all whats the best way to convert this tracker on smartsheet any ideas will be appreciated @Paul Newcome tagging as always for your advice please
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Add Work Insights to Dashboards
I am trying to add summary charts to a dashboard, however it requires numerical values which are impossible to add for what I am trying to show in the chart. Excel can easily create a variety of charts to show me how many cells in a column show specific data, and the Work Insight in Smartsheet also shows me the data in the…
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Smartsheet users in The Netherlands
Hello, We're using Smartsheet in our R&D department to manage product development. In order for us to make a next step in using Smartsheet functionality and building more complex dashboards, we are looking for Smartsheet users in The Netherlands or Benelux. Please reach out to me if you are or know someone. Thanks, Rob
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Multi-tier reporting in Control Center?
I am looking for a way to set up a report in my parent blueprint so that: Every time a new child project is provisioned, a specific sheet from that project is added to the report at the parent level. The parent report is a collection of that sheet in all child projects. Things I tried that didn't work: -Adding the child…
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Customized Report
How do I create a customized report that, for example, uses just the values (no column names) from different sheets? Would it be considered a dashboard? Which feature do I begin with?