-
Assembly + Inventory Tracking
I've created a smartsheet to track every unit we sell of one of our particular product lines. The sheet includes the unit's serial number, model number, client name, client PO number, internal 'project number', current location of unit (Ex: "On order", "Johnny's bench", "Software dept.", "Warehouse", "Shipped - En Route",…
-
Recurring task with a checkbox and reset?
Hello All - We currently use a smartsheet pipeline to track our clients progression through our service delivery. This serves us very well. One area that we need help with is scheduling and tracking phone conversations. I have looked into coordinating a crm to schedule and call, but I am not thrilled the tracking…
-
CELL LINKING
I AM USING SMARTSHEET TO HANDLE MY BUSINESS, ie: TRAVEL AGENCY. I WANT A WAY BY WHICH ALL MY DRIVERS CAN UPLOAD ABOUT THEIR AVAILABILITY AND THEN ALL THESE THINGS COME DIRECTLY TO MY SHEET. AND THE DRIVERS SHOULDNT BE ALLOWED TO VIEW MY SHEET, FOR THAT I THOUGHT OF CREATING A SEPERATE SHEET FOR EACH AND EVERY DRIVER AND…
-
Cheery picking data from a sales sheet for customer to view
Hello, We maintain orders for customers in a sales sheet, the columns look something like this; Order Number Customer name Description Manufacturer Order Status Ship Date Delivery Date Sales Value This is our master sheet. So to update our customers we have to look at the sheet and email them important information from it.…
-
Can one Site call another Site
We put on events and each event has a sheet and a Sight. I have created one Sight with information from each of the event sheets, but I want to drill back to that events Sight and not to that events sheet. Is there a way to do this?
-
How do I auto check a box based on a date + x # of days?
Can I get a box to auto check (so a conditional format is triggered) based on a date + 4 weeks? I want the sheet to auto tick a check box for me when something is 4 weeks past a specified date column. I want that to also correlate to another column that has a full harvey ball or % value of 100 or even just another tick…
-
Duplicate Columns in Report
Hello, I have four different promotional calendars that I am trying to merge into a summary. Each has month/week/day/date columns. When I create the report I want one set of those columns and then the promo/notes/$ etc from each individual sheet. Is this possible? It's very unsatisfactory to have four rows of dates with…
-
Project Management
Hi, we currently have a few web forms, that allow clients to request quotes. These then populate fields on a smartsheet as normal. We have two challenges that I'd like to implement but can't seem to get it right. We would like to give the client more visibility on the status of the opportunities, but for various reasons,…
-
Netdays - if blank
Hello all -- I have created a column to show me how many days between "today" and the expected close date of a sale. This is the formula I'm using: =NETDAYS(TODAY(), Close Date16) This is working, but I have one problem: I don't always have an expected close date. In those situations, I want the cell to display as blank.…
-
Pending Report - Formula Assistance Needed
Y'all... I struggle with formulas. Please help! On our sales tracking sheet, we track probability of the sale closing, expected close date, and the price low and price high of each potential sale. I'm currently using a modified version of the Sales Pipelne with Summary template. In addition to the summary (that shows…
