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considering switching from CRM to Smartsheet. What's the best way to ensure a smooth transition
Do we have any standard templates related to CRM in Smartsheet? Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in: Strategies for migrating data from our current CRM system to Smartsheet. Best…
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Automation on Sheet Summary Fields
Workflow/automation based on sheet summary fields. One scenario - count of all cells, send a warning if the sheet is close to max. (Do not want helper column as that increases the count.)
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Pro Plan User | Sheet Summary Report - it doesn't display all columns on the sheet to choose from?
Hi - I have an individual pro account. I wanted to create a Sheet Summary Report and it looks like I should have access to this. However when I select the reference sheet to summarize, it only give me very limited system generated columns to select from and is missing 20+ user created columns. Is something broken here?…
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Sheet Summary formulas
Hello - I am trying to run a basic fomula on my Sheet Summary cell and am absolutly stumped! Are there limitations on how we can use formuals on our Sheet Summary cells? What I want to do add any rows from the weighted ECV column that have 2026 in the Year column. I think this formula should work, correct?…
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Map for Location Data
Hi, Is there any map feature that Smartsheet provides (or third party) to show on a map data of a location-column on a Smartsheet? Thank you!
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Selecting the best Smartsheet for your project
I need to make sure I am selecting the correct smartsheet workspace for my project. I am trying to create a workspace to track and share client implementation. How do I add a Start date and then the sheet automatically adds task dates, as well as deadline, completion percent dates without having to add all manually. I seem…
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Formula to determine number of plants still in inventory which were acquired more than 6 months ago
Good day, I have a native plant nursery, and I am looking to determine the number of plants that are still in the inventory and which were acquired 6 months ago or more. So, a rolling SUMIFS maybe? Wanting to do this in the sheet summary, but open to other solutions that I can display in the project's dashboard.
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自動化設定でシートサマリの情報を使いたい
自動化で通知ルールを設定しようとしてます。そこで通知の宛先を、シートの列情報として保持している連絡先情報でなく、シートサマリの方で表している連絡先情報に対して設定できないでしょうか。。？
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I don't understand my Sheet Summary formula
I've been using sheet summary formulas for a week but have been struggling with something I don't understand all afternoon. I have a summary field called % Planned Complete. For simplification, I'm testing this formula: =INDEX([% Planned Complete]:[% Planned Complete], 21) * 100 But it won't return the value for row 21 in…
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Can I copy/paste summary fields between sheets?
I've just added six sheet summary fields to a sheet. But I have to add the same six fields to another eight sheets. I've been looking in the posts here, and I don't see anyone addressing whether there's any way to copy/paste the