Jason Albrecht · Head of Credit · ✭✭✭✭✭✭

Overview

Overview

Roles	Member
Badges	20

About Me

About Me

Title	Head of Credit
Industry	FinanceConsultingEducationNonprofitProfessional ServicesTechnology
Area of Expertise	Functions and formulas, automation, forms, DocuSign integration
About Me	If you have come across the 5 Leadership Voices, it may interest you to know my tendency is a Creative Connector Nurturer. In other words, I take great joy in creatively connecting people, either with each other, or with systems, technology or with finance. I have a high value for continuous improvement, not only for policies and procedure, but for myself as well. I am grateful to have achieved an MBA and a Masters in Applied Finance, with practical applications in my sessional lecturing, board positions, committees and community leadership roles.
How I Use Smartsheet	As head of credit for an asset finance brokerage company I've enjoyed using formulas and combining forms with automations and integration with DocuSign, to make the application process so much simpler and easier for all stakeholders.
Linkedin	https://www.linkedin.com/in/jasonalbrecht/

Analytics

201

Posts

372

Visits

1.5k

Points

Sep 2, 2019

Join Date

Apr 20, 2024

Last Active

Reactions

• Insightful 9

  9
• Vote Up 23

  23
• Awesome 16

  16

• Discussions3
• Comments198

• Re: Auto Numbering

  Jason Albrecht

  03/30/23
  That's good news. Thank you for the feedback. Hope you have a great day.
  1 ·

• Unified DocuSign tracking column

  Jason Albrecht

  03/30/23
  Thank you SmartSheet team, for all your hard work on the DocuSign integration. We're in the process of putting together some automations to take full advantage of this feature. Meanwhile, I'm trying …
  15 ·

• Re: Count the number of lines after a date.

  Jason Albrecht

  10/01/21
  Hi @Christophe AUBRIOT I would couch the criterion within a DATE function. e.g. =COUNTIF({PDCA Commercial SLF-FP-001 Range 3}; > DATE(2020, 01, 01) Hope this helps?
  1 ·

• Re: Calculating the quarter complete

  Jason Albrecht

  08/12/21
  Hi Edward, If possible, you may want to think about setting up a separate table of end-of-quarter dates and related Q#-YY. You could then use combined INDEX, MATCH functions? Otherwise, if still usin…
  1 ·

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