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Is anyone using Smartsheet as their CRM?
We are looking to convert to Smartsheet as a CRM, but wondered if anyone has done this and the steps they took to develop their system. Also, transferring the information from the current CRM onto Smartsheet, any tips for how you did this, manually or via CSV file? Need some help.
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Is there a way to show a report of duplicate names across multiple sheets?
Hi all, I have about 6 sheets that act as master rosters for 6 different programs. I would like to have a report that shows which individuals show up across those multiple programs. Is there a way to filter a report to only show those individuals or is there another way of doing it that might be better?
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COUNTIFS & ISDATE FORMULA
Good Afternoon, Hope you are safe in this winter weather. MY FORMULA is unparseable: =COUNTIFS([DEACTIVATE TIMESTAMP YR 5]:[DEACTIVATE TIMESTAMP YR 5], ISDATE(@cell ), [Abbreviated Org Name.]:[Abbreviated Org Name.], "CHARM")) The formula should count ONLY if any date is appears in column DEACTIVATE TIMESTAMP YR 5 = ANY…
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COUNTIF & ISDATE FUNCTION
Good Afternoon All, I hope you are stating safe in this winter weather. I have a formula but to no avail I am getting unparseable. I want my COUNTIFS function to count only if there is a date in column (DEACTIVATE TIMESTAMP YR 5) = ANY DATE and count only if the specific criteria from on column (DEACTIVATE TIMESTAMP YR 5)…
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Using report information in a new sheet
I am working on creating a streamlined way to obtain information from our 66 non-profit groups in order to request specific credentials based on what zone their group will be working in. I only need full name and email addresses from the group leads. All other information needed, I and operations managers would enter. I…
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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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Keep getting Selected data cannot be charted. Please select a new range.
Hello, I am trying to create a chart widget in my dashboard, but I keep getting "Selected data cannot be charted. Please select a new range." error. The report I am using is already summarized in numeric value. What is funny is I have report that I created a chart widget in another dashboard, and when I use that same…
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Data Shuttle to automate identification of differences between two excel sheets with > 10,000 rows
Can it be done? Data Shuttle to automate identification of differences between two excel sheets (one column in particular) with over 10,000 rows. Basically what the title says. I want to automate a process and was pointed in the direction of Data Shuttle to accomplish this. I have a regularly reoccurring excel sheet that,…
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Hi everyone. What template works best to manage production of communications?
We need to produce several types of communications, including a newsletter and communications to various stakeholder groups. I am not finding a great template to help manage the various items. Do you have any thoughts?
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Is there a way to make a field in a form auto populate street address as its being entered?
I have a shipping management Smartsheet that has a intake form with a address field. When users fill in the address field sometimes they do not provide the entire address. I want the address to auto populate as they type in their address.
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Include Column Origin in Properties
This request stems from my copying and moving rows from sheet to sheet. It would be very helpful for me to click on a column and see where the column originated from (Sheet name). If it was copied/moved and carried over from a different sheet, or if it was created within the current sheet. I'm running into very frustrating…
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Solution Spotlight (HLS)- Dynamic View for Insurance Verification & Accreditation Processes
Hello all! On Tuesday, 1/7/25 at 11:30am PST/2:30 EST the Healthcare & Life Science (HLS) Solution Engineers are putting on a Solution Spotlight Demonstration of two unique solutions utilizing Dynamic View to securely control data. The registration dashboard is here (no account required, and even if you can't attend we…
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Formula Issue
I want to get a dollar amount based on if a checkbox is selected. I am running a program where participants can get gift cards as incentives. I am using a separate sheet for the amount for each incentive. The other sheet columns are named the same as the incentive. Each column is a checkbox. To explain what I want, let me…
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Adding Nigeria into Phone# Country Code drop-down list
I work for an international non-profit, Society of Women Engineers, and we have some users in Nigeria, Africa that pointed out Nigeria is not an option in the country code drop-down. We would like to see Nigeria added, especially as our organization moves to increase visibility and recruitment in Africa.
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Reminder automation
Hi! I'm trying to set up an automation for weekly reminders if certain conditions are met / not met, and from what I can tell everything has been entered correctly, yet when I run it to test it seems to fail. Any help is appreciated! Here's a description of the situation and what I have set up: Several farmers markets have…
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Best Way to Represent Multiple Due Reports?
We are utilizing Smartsheet for Non-profit grant tracking, including for awards that we have received and have reporting requirements for. I am wondering what people's best practices are for something that has multiple due dates and report types. Here is an example of a standard situation: Grant A Narrative reports are due…
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How to turn on notifications for sign-ups?
I have created a SmartSheet sign-up for an event I am hosting and it looks great. However, I am not receiving notifications when people sign up with the sheet. Instead, I've been refreshing the page every morning. Is there a way to turn on notifications for sign-ups specifically within a sheet? I've already gone into my…
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Has anyone used Smartsheet to build a term tracking sheet and dashboard for boards of directors?
I'm interested in using Smartsheet to build a dashboard and spreadsheet to track term limits for our board of directors. If anyone has done this before and they are willing to share an example, that would be very helpful. Thank you in advance!
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How to combine multiple sheets with large volume of data
I have a large data set (9K rows + 250 columns) so it is broken up into multiple worksheets. Is there a way to combine? I have figured out how to build reports on multiple sheets, but not how to compile the results for a dashboard (ex: count how many records are across all sheets and have this on dashboard with a breakdown…
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'Save' button for work in progress, for external form-fillers?
We use Smartsheet forms for grant applicants to submit initial information. Without a 'save' button or feature, we've had to advise our applicants to prepare all their answers offline, and then enter all their responses in one session. This can be problematic if the applicant gets pulled away on another task, call, e-mail,…