Smartsheet Support Documentation does not have a way to duplicate, copy, or export a group in admin.smartsheet.com/manage/groups There is, however, a workaround that doesn't appear to be posted anywhere so I'm sharing it here: Open the group in the group list at admin.smartsheet.com/manage/groups Select "View Group" Select…
This is the simplest formula I can find to add Months to Date. This considers sum of months exceeding 12, converting it to January and adding 1 to the year. Where: Term column is the number of months to add, Date is the starting date. =DATE( YEAR([Date]@row) + INT((MONTH([Date]@row) + [Term]@row - 1) / 12),…
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…
It would be extremely helpful to see the "Last Paid Activity" date directly on the "Seat types and true-up" page rather than having to refer to the Seat Type report. The page currently shows "Last activity (view, comment, edit, or create)", but since the paid subscription requirement is based on direct actions only, not…
Hi, Currently i'm on business plan, and i have 2 paid users, I've converted 3 more users into paid users from provisional membership, please clarify the below points it's very confusing. 1. in attachment 1 it says 0 of 2 members, 2. in attachment no.2 it shows Billable seats 8 and purchased member seats 5, additional seats…
All, Inquiring about breakout of 'Project Contract' to populate evenly across months based on 'Last Day of Start Month' & 'Last Billing Period.' Ex: Project Name 24006 would show $113,915 in June, July, and August to equal $341,745. Perhaps an added column in sheet is needed, that already has the even split sum. Attached…
Last week my company upgraded their account to 'Business' as Teams has discontinued, and we wanted to add a seat for a new starter. We have paid for this with invoice sent to us, yet there has been no change to our Smartsheet account and it is still asking us to upgrade. We have also paid TWICE due to this. Many tickets…
Hi It's been well over an hour and every time I try renewing my Smartsheet Business plan, the following error message appears "Sorry we ran into an error" I tried renewing my plan using different payment methods but nothing worked. Can someone please help? All my work is stuck because of this non-sense experience. Thanks
I have made a business subscription on a personal credit card by mistake. Can I get the charge cancelled, and I make the transaction again on a company credit card?
Admin tried to sign into account and is not about to access to sign in to go to billing to pay and no other supports have been able to get ahold of
I was laid off from a previous employer and had a recurring annual subscription with my personal card. I was charged for this subscription again March 4th. I contacted March 4th as well as today March 10th for assistance or to get a ticket #. No luck. To be clear. I have zero access to this account being charged and it is…
Hi Can someone please guide me on how I can pay my Smartsheet bill manually? For some unknown / technical reasons my payment auto-debit was due yesterday, but it failed. Now I want to make the payment immediately, instead of waiting for the auto-debit process to recur. Frankly it's very frustrating, and I'm unable to…
Has anyone else run into the new requirement in Smartsheet to have anyone you have built a Smartsheet to have a paid account under your license? Smartsheet wants $9,000+ for the users I have built sheets for or assisted on. This is insane. This will be the end of me recommending Smartsheet as a solution for clients.
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