I have set up Smartsheet so that when a Customer Order is fulfilled, the row of the Order is sent back to the Customer as an Order Confirmation. Also, we attach the Invoice for the Customer Order which should be sent back in the Order Confirmation. I have set up an alert which flags when a
Hi, I just signed up to the trial of Smartsheet today, so I'm very new to all of this.
I'm wondering if we can use this for client invoicing.
As a start, I have set up a sheet that lists employees, which includes a "Client" column to whom their time should be billed.
For each employee, I have set
We are currently using a web form for customers to submit a service request. After the form has been submitted a auto-numbering confirmation is generated and the customer is sent a notification with that confirmation number. When we process the request we often need to split the service
We are only 6 months into our Smartsheet journey and thus often tinkering and creating new reports, it would be really handy to have a ruler at the top in order to align fields/columns in reports. I have marked where a ruler could sit with highlighter yellow below. Does anyone else recognise the
I am trying to find a way to determine resource allocation in project plans so that they more accurately reflect the availability of my team in the resource view.
We have individual project plans for each project, which all feed into the main status sheet. Each project plan is broken down
When creating a project many times the comments are as much instructions, as comments. Just like this modal when creating community comments, add the ability to apply Rich Text Formatting; Bold,underline,bullets, and numbered lists. RTF functionality would be limited to manually entered items, not
I have used Smartsheet for years and find it to be the best Project Management platform to date.
I have a few features I'd like to suggest be added in the near future... please note if you'd find any of these helpful too. Hopefully this will help grab Smartsheet Developers/Engineers attention.
Hi Smartsheet Community,
We're thinking of some use cases for helping Smartsheet users utilize Salesforce ServiceCloud data more effectively and efficiently.
Any Salesforce ServiceCloud users out there who would be willing to chat with us and give us feedback on our use cases? Even if you don't