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Key Account Management
I am looking to create a Smartsheet that will help me track my customers over the year. I work for a company that sells, deploys, and maintains ERP systems. That is Enterprise Resource Planning. I look after the customers after they have 'Gone Live' with the system. After they have settled down my objective is to run with…
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sumif with children and checkboxes
I'm trying to create a setup where I sum together only the children if another box for that row is checked. I've come up with (see screenshot below as well): =SUMIF(CHILDREN(Include),1,CHILDREN()) But despite trying different variations of the formula I get everything back as #UNPARSEABLE I appreciate any help you can…
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Multiple vendors and corresponding part numbers
We are using Smartsheet to manage inventory. We purchase the same materials from multiple vendors, depending on pricing and availability. Is there a way to list the multiple vendors with their corresponding part numbers without indenting lines for each vendor below each and every item? The time required for that solution…
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Formula for SUM by the category
Unfortunately couldn't find the solution here. I'm just looking for a formula that will allow me to count total sum by the category of a product. Basically, I have two columns: first is the Dropdown list with the category of a product, and second one is the Text/number column with the bid amount. What I need is a total sum…
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Formulas and Reports
Hello everyone This may be a simple fix; however, I am fairly new to Smartsheet and any insight would be appreciated. I built a report that is linked to three different sheets. They were originally imported from Excel that way the formulas would carry over easily. When I pulled everything together, the three rows that I…
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Reminder email subject line
Hi, is there a way in Smartsheets to setup a reminder with a more meaningful subject line. We track all our sales on a Smartsheet that will send an email Reminder to our Sales team one month after a sale is made to ask the customer, specific questions. These are in the reminder email. That's great, but the subject line…
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Restrict to List values only
I noticed when I create a drop down list for contacts and select "Restrict to list values only" it works great in the main sheet, but when I view the same column in a report it is not restricted to list values only. All the contacts shown on that sheet also shows in that list. Am I doing something wrong? or is there a…
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New Template(s) for The Public
I want to get this template to smartsheet for the community. Its for a family event with multiple data such as room availability, price, tax deduction, package and room assignment with form. Don't know how to donate this, but I would love to as its great for family get togethers. Won't do another one for 4 years cuzz it…
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Sum columns for each month
I would like to summarize the cost of each month in the current year. columns for each month and year. I do not get the formula: =SUMIFS([Totalsum eks. mva]29:[Totalsum eks. mva]1403; Start29:Start1403; MONTH(@cell) = [Årlige utførelser]28; YEAR(@cell) = [Måneder for utførsel]28) Please come with suggestions
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Enhancement Request: Sights Auto-Refresh
We have created a departmental dashboard and we're displaying it on a 40" LCD. It looks completely awesome and we are now the envy of all other departments... BUT, the screen doesn't automatically refresh. We created a script that automatically refreshes the screen every 5 minutes and that is working to update the data,…