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Locate/Find COUNTIFS
e.g. =COUNTIFS(Recruiter:Recruiter, "Christie", [Deal Date]:[Deal Date], MONTH(@cell) = 10) e.g. = 50 This is an example of how I identify my "deals" for the month in a sheet which lists every deal my company has made. The sheet contains thousands of lines. Is there a way to search/locate/find or highlight these 50 deals?…
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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.…
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Here we go!! Ready to roll out our BETA project plan!
After a couple of weeks learning Smartsheets and simplifying our project plan, we are ready to beta test our PM Lite template. https://app.smartsheet.com/b/publish?EQBCT=f5644ec0fe854b2b9c3bf74084bf86d7 It's still pretty rough but with a group not use to a formal PM process it should get us started on the right track.…
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Export sheet URLs to excel
Hi, I'm trying to export multiple secure sheet links (urls) to excel (or pull them into a report) so I can upload them to a field in Salesforce. Is there any easy way to do this? Thanks for your help!
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Issues assigning tasks to non-licensed users
We are at the beginning of our Smartsheet implementation and are having issues with assigning tasks to project team members that do not have Smartsheet licenses. The error we receive is: The user never receives the email referenced in the error message so they are unable to proceed. Have any of you run into this issue? If…
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new feature on engage conference:approval request
Hi, I have difficulty to understand new feautre of approval request. I am a property management company and every month need to upload financial report to client web site. Accountant create financial report, then account manager need to approve, after account manager approve, client approval, them mail room will mail…
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Best way to share specific rows for edits
Hello - I have a SmartSheet containing several rows with thumbnail images and product information. Hundreds of additional rows will be added as the year progresses. I will need clients to review and add information for groups of rows at a time. As to not appear overwhelming, is there a way to only share the rows that are…
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Updates from shared sheets
I shared a sheet with a team member and the information that was updated does not reflect on my master sheet. How do I get the updates to go to the master sheet?
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Activity Log - Share Message Outbox
Much like an email 'Sent' folder, is there a way to view in the Activity Log of a sheet the message that was originally sent with the invitation to view/edit to a collaborator/group of collaborators?
