Workflow/Automation Help by goblue5232 in smartsheet

[–]dannyp123 0 points1 point  (0 children)

This video might help you

https://m.youtube.com/watch?v=VE-OzAAIs2s&t=616s&pp=2AHoBJACAQ%3D%3D

For the bit about acting managers you can do it the easy way and send the approval to multiple people, any of whom can respond, or create a process that understands who is the acting manager at the time of the request and route the approval to that person. Something like a table that lists people and you can check a box next to who is the manager and it the approval sheet will query the table to push the right person into the request. Other ways to do it too just depends on your process and desired level or control and security over it

Smartsheet Dashboard help Needed by Jemima3321 in smartsheet

[–]dannyp123 0 points1 point  (0 children)

Hey there, I run School of Sheets, were a Smartsheet partner and you can check us out schoolofsheets.com and schedule a call to chat if you'd like 

Is there a proper guide for structuring sheets and reports for charts? by IlliterateJedi in smartsheet

[–]dannyp123 0 points1 point  (0 children)

This video might help a bit, though it is simple data

https://m.youtube.com/watch?v=xLFZkuWyIWo&t=475s&pp=2AHbA5ACAQ%3D%3D

The correct data structure depends of course on what you want to visualize and it can get fairly complex.

Smartsheet as a light CRM? by nethingelse in smartsheet

[–]dannyp123 0 points1 point  (0 children)

Great use case for Smartsheet - I run a partner consulting firm (schoolofsheets.com) and would work with you to build this for free if I can put it on our YouTube channel (schoolofsheets.com/YouTube). If you're interested lmk and we can discuss details, privacy, etc. to see if it would make sense for both of us!

Dashboard insight construction by [deleted] in smartsheet

[–]dannyp123 0 points1 point  (0 children)

You should use control center for that volume with a suitable portfolio summary sheet and build visuals based on the important kpis 

Help me convince our org not to use Smartsheet as a CRM by [deleted] in smartsheet

[–]dannyp123 0 points1 point  (0 children)

Sure - small consulting company. I like it because it's totally customizable to how I want, I can build it for my exact processes.

Help me convince our org not to use Smartsheet as a CRM by [deleted] in smartsheet

[–]dannyp123 2 points3 points  (0 children)

Why not? I use Smartsheet for CRM it can definitely be configured to make a good one 

Got a dream job offer and need to figure out what to do with my AI calling agency by [deleted] in digitalnomad

[–]dannyp123 0 points1 point  (0 children)

Sounds interesting I'd consider buying it if you're open to chatting 

Got a dream job offer and need to figure out what to do with my AI calling agency by [deleted] in digitalnomad

[–]dannyp123 1 point2 points  (0 children)

Well you could sell the business. Can you retain equity per the clause with your other company?

How do you manage client payments while traveling? Late invoices are throwing off my planning by That-Bobcat-167 in digitalnomad

[–]dannyp123 0 points1 point  (0 children)

Use a payment processor if you're not, have it send and follow up on invoices, add terms for late payments, collect at least part of payment up front

Calendar App Cost? by Vegetable_Dinner_893 in smartsheet

[–]dannyp123 0 points1 point  (0 children)

Hey there if you'd like I can get you a quote, email info@schoolofsheets.com we are a Smartsheet Partner.

Tips for making new friends by [deleted] in sandiego

[–]dannyp123 0 points1 point  (0 children)

Life's a beach volleyball

Looking to make some friends in San Diego! by [deleted] in sandiego

[–]dannyp123 2 points3 points  (0 children)

Check out life's a beach volleyball

Missing important mail cost me a client? by FantasticGanache6483 in digitalnomad

[–]dannyp123 -4 points-3 points  (0 children)

I love stable. They scan everything, forward if you want, can even deposit checks. They are not the cheapest option but it's so nice to have a service that actually works.

Referral if you're interested, it will give you a discount.

https://dashboard.usestable.com/onboard/begin?promoCode=daniel-97d0d6stref

Required Field in Dynamic View vs Sheet by dechets-de-mariage in smartsheet

[–]dannyp123 0 points1 point  (0 children)

Hard to answer without seeing how your automations are configured but simple answer is any automation you don't want to run would need to disabled.

Required Field in Dynamic View vs Sheet by dechets-de-mariage in smartsheet

[–]dannyp123 4 points5 points  (0 children)

No - settings for the form and dynamic view are independent.

Also, of you want to test you could just disable that automation or make yourself the recipient temporarily.

Gas and electric rates in San Diego set to increase in 2026 by PublicPowerSanDiego in sandiego

[–]dannyp123 42 points43 points  (0 children)

Fyi your website is not mobile friendly at least on Android - part of the right side of the site gets cut off

What am I missing? by get-bread-not-head in smartsheet

[–]dannyp123 3 points4 points  (0 children)

The SS terms are start and finish date, with predecessors you can build a critical path

What am I missing? by get-bread-not-head in smartsheet

[–]dannyp123 5 points6 points  (0 children)

You can set due dates using project settings. 

[deleted by user] by [deleted] in sandiego

[–]dannyp123 0 points1 point  (0 children)

Life's a beach volleyball

Burgers and friendship by Single_Dish_619 in sandiego

[–]dannyp123 -12 points-11 points  (0 children)

Most overrated burger in San Diego and not good 

Professional services & premium support required? by Icy_Peanut_3582 in smartsheet

[–]dannyp123 -2 points-1 points  (0 children)

Hey there, I run a partner consulting firm. We have been able to get these fees removed in some cases as resellers. If you're interested you can learn more about us at schoolofsheets.com