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Online Customer Order Forms for Customers and Sales Team
Hi, I signed up the free trial and have been watching a few of the smartsheet videos and playing around in the dashboard but I still am not clear if smartsheet will work for us and I'm hoping to share what I am looking for and then someone at smartsheet can tell me if will work for us or not. We are a small business that…
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How to send a notification to a selected recipient
How do I get SS to send a notification to a contact whose name has just been selected from the list and entered in a webform? Like, when column [supervisor] is set with a particular name, please notify [selected supervisor] of this change.
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Using or not using hierarchies
For sales I have been advised not to use heirarchies to group things by areas like likelihood, potential size, stage of progress, etc, because once they're a few pages long it's a bit unweildy. I was advised to use no hierarchies for a sales pipeline and instead rely on Reports for all of that. But I see that with the…
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what is the best way to Integrate smartsheet into an Order based Manufacturing company ?
So i have been tasked with learning the In's and Out's of smartsheet and to find the best way to utilize all of its tools for our company. we currently do the majority of our work through GP which as an accounting program is great but doesnt have the best project managment capabilities. my Question is what would be the…
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Dollar and Percent Symbols Not Showing
I've been playing with this for some time now but havent' figured out the way to have these symbols show up in my sheets. Would anyone here be able to point me in the right direction with this?
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Creating Reminders from Mobile App?
Is there a way for users/collaborators to set reminders to themselves or others through the use of the mobile app? I'm trying to develop smartsheets to be used by field sales representatives, and the goal would be for them to use the program 100% from their phone or tablet. I do notice the ability to set reminders, as a…
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Critical Path
Does Smartsheet have the ability to calculate and show a gantt's critical path, like Microsoft Project's Critical Path Analysis (CPA)?
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Populating existing sheet rows through a form
I'm looking to collect weekly sales reports from a number of sales teams spread across different countries. Ideally I want the data from each weeks sales report to drop into a row (with the week number and/or week end date) in my master sheet. Some of the data in the master sheet will be pre-populated (overal…
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Why can a colaberator add a row and not a column
I have colaberator that say they can add a row but can not add a column to a sheet... Can this be done or is this a restriction?
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Editing Radio Buttons
Does anyone know of a way to edit a radio button list after the inital list is created and added to a web form? We have a product list that we'd like to edit periodically without having to create an entire list each time. Thanks