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My Smartsheet Contacts vs Group Management
In using the Assigned To column, I found that several Contacts did not have their First and Last name fields populated. So, I went into My Smartsheet Contacts and updated all of my Contact items so that all have their First and Last name fields set. I then saved the sheet, closed it, reopened it and went back to the…
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Revision History for SmartSheets?
Hi there. Revision history and the ability to go back to a previous version from last week or last month is critical when working on a sheet that multiple people update; in Google Docs revision history shows who changed what field when, in case of problems or disputes this is clearly logged and it is easy to revert to a…
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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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Restricting of sensitive data
Good afternoon, Is there currently a way to restrict access to a document attached in SS - or is that on the horizon? For our use, most of our documents are able to be viewed by other departments. However, there are certain ones that contain propietary/confidential client information (NOT HIPAA) that we would not want…
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unsharing sheets
I have multiple sheets that are shared with an employee who has resigned. Is there a way to ushare with one process, or do I need to do this with each shared sheet?
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Smartsheet Directory
I made a directory listing all of our smartsheets with a brief discription of the sheet. I made the name of the SS a hyperlink that takes you to that SS. I then shared the directory with my office. My problem is if there is a sheet someone in my office wants to access but the sheet has not been shared with them then I want…
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Emailing a row - sent under incorrect team member.
Whenever I share a row - it comes up with another team member's name sharing the smartsheet. Rather than Nicola Zarimis via Smartsheet it should say Winnie Sempio via Smartsheet. I've double triple checked all the settings and owners are set to mine but still says it is sent via another person. Any idea's where I'm going…
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Permissions have changed for an administrator
Hi, There is an administrator for one of the sheets we have who can no longer delete or modify columns (its now greyed out) The only change that has recently been implemented was that another individual was also given administrator rights to the sheet so they now both show as admins when I look at the permissions for the…
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Transfer ownership of a sheet
We have a new licensed user and I need to transfer ownership of a sheet I created to her. However, when I go in to do so from the User Management option it's not clear to me if it is going to transfer ALL of my sheets to her, or if once I click "OK" on her name if it will then let me choose which sheet(s) to transfer.…
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Formatting sheets influencing shared users
How do I prevent a user sort and expanding tasks in a sheet effecting other users also working on same sheet?
