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telephone integration
I've been asked if SS can integrate with a telephone system so that phone numbers in a sheet can be dialled directly from within SS? We use SS to track customer prospecting and to log any contact with potential customers. Being able to call directly and then to log the date/time etc as well as prompt follow up would be a…
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Workaround for Editing a Report Without Full Access
Hi, I have a crucial missing piece to a workflow of mine which would allow my customers to edit my Smartsheet Reports in order to make their "selections" on my products. The issue I'm having is that I cannot share the sheets associated with my reports with my customers because there is information on those sheets that I…
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Totaling a column with check boxes
I couldn't find an answer that solved my problem so am asking this question. I am trying to sum up a column where some of the fields are checked and some are not. Can you please help me? I have tried looking at the SUMIF calculations and keep getting the #BOOLEAN EXPECTED error. Thanks in advance. Linda
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All videos simple - don't show realty use of training needs
Anyone noticed that all trainging videos are so simple of solutions they really don't help with much beyond the most basic. Like conditional formatting - show me how to deal with wanting multiple columns to change format based on one criteria - not a whole row. How do you do that? How many formats do you really need to…
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Page Layout with a table and summaries
Smartsheet often shows a nice calculation at the top of a sheet. Say a list of dealers. The first five lines of the sheet have a nice summary box with the number of dealer in each state calculated or soemthing like that. Now the sheet column headers are really matching the data table not the summary table. So name,…
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Advanced Notifications options - add scheduled notifications.
I like the improved Notifications functionality and would like to add one more suggestion. Can you add a "Delivery" capability so that the frequency/Date/Time for the notification can be customized? This is similar to the existing functionality in SmartSheet Update Requests.
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Fill a client order
Good morning, can anybody share a sheet or idea to register the sale order. I am novel in smart sheet and now I solve using a list to slect or chose a data of the client, and then register it like, name. adress, state, etc, but it takes some time and space. Thank you
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Imported sheet formulas not all working
I imported my sales tracking sheet and most of the formulas are working but some of them are not. this is what they say: #UNPARSEABLE#BLOCKED#BLOCKED Here is a screenshot of what I have in some cells. https://screencast.com/t/J1Rvx4iz0 I don't know how to fix this.
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Locking Cells/Columns in a Report
Hi Smartsheet - I recently created a series of report in smartsheets that pull specific pieces of information for departments so that managers can see their respective things and provide updates. However, unlike a regular sheet, where you can lock certain columns so as to prevent users from being able to edited field, we…
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I would like to send daily reminders of a row to the employee of that particular row till the status
Hi, I want to send daily remainders of a row to the employee of that perticular row till the status colomn shows finished. The colomn names in my sheet are : 1, start date : system generated date and time( this is not visible in the reminder) 2.end date : we can utilize this based on the status colomn 3.emplyoee-1,…
