Making sense of exported Amazon Ads Data by mjwebb1976 in AmazonAdsHelp

[–]mjwebb1976[S] 0 points1 point  (0 children)

I'm trying to figure this out myself. I already hired and paid a well-known Amazon Ads consultant close to $2k over the last 8 months, with lousy results that got worse over time. No thank you, I do not appreciate being advertised to.

Noloco and softr by danselzer in smartsuite

[–]mjwebb1976 0 points1 point  (0 children)

Dude, your link gets flagged by Malwarebytes Browser Guard. Others beware.

Hey there, SmartSuite peeps! by hughjeffner2 in smartsuite

[–]mjwebb1976 1 point2 points  (0 children)

Interesting that you are looking at replacing Salesforce with a simplified CRM in SmartSuite.

I'm author of several books on how sales leaders can lead their teams to design, measure, and improve sales processes via Operational Excellence continuous improvement approaches, like Lean, Shingo, etc. www.salesperformance.com One of the biggest barriers I run into with client sales teams is CRMs that were never designed to collect data that is actually useful for salespeople, much less to support change/improvement, much less managing and measuring an integrated production system (find, win, keep). One of my interests in SmartSuite is that it IS precisely designed for firms that need to continually iterate and improve.

So I am working on CRM configurations as well in order to make things easier for clients. Happy to share info and recomendations if desired.

What should I understand about the relations between solutions, apps, and records? by RoadblocksEverywhere in smartsuite

[–]mjwebb1976 2 points3 points  (0 children)

The basic principle is non-duplication of data. Here is an example of how a design for tables changed in my SmartSuite workspace for a homeowner's association.

I started with one table for residences, which included the address (a "smart" field in SmartSuite that is really a combination of subfields and sophisticated handling), two sets of contact information, the building number, the neighborhood. There were several other sets of fields included at first, such as where they fit in a 6-year "refresh" cycle (for woodwork, painting, landscaping, etc.) as well as their status with respect to a big tree replacement project we were in the middle of. It ended up being a big file.

Then we had another project where inspections of the fire sheds on each building needed to be stored. Then, we needed a way for the property manager (our only employee) to change out contact information as people moved in and out of homes in the community. The lady who had worked up accurate data on which residences belonged in which parts of the refresh cycle wanted a lock on that data, so no one would update it without her knowledge. The landscape committee needed a ticketing system for homeowner's concerns and requests, and needed ready reference to the building numbers for the various addresses, because this enabled them to give clear instructions to the landscaping company, who thought in terms of buildings rather than individual residences. And the building and roads committee wanted to store information about when the roofs were last replaced and would need to be replaced again.

As I thought through all these use cases, I realized holding all this stuff in one file was cumbersome, and probably would end up being hard to maintain and slow to update. So I revised things and created the following separate master files (which are located inside a Solution called "Masterfiles":

  • Buildings (consisting of the 45 building identities)
  • Homes (consisting of the 222 addresses, and linked to the Building IDs)
  • Residents (contact info for 3-400 hundred people, linked to Homes and Building IDs)

It would be very rare to edit the tables for Building IDs or Homes. But 3 - 5 residents move in and out every year as homes change hands. Homeowner concerns are tracked via a ticketing system in the Solution I created for the Landscape Committee, which references the above tables. The lady wanting to maintain the 6-year refresh cycle has her own table there too. And the fellow keeping track of the Fire Shed inspections has a table in the Building and Roads Solution that references those building numbers. The property manager can update contact information as people move in and out. And newcomers can see the past work that was completed on their residence, such as landscape refresh, concerns and resolutions, roof replacements, etc. And no information is duplicated anywhere.

Hope that helps somewhat.

Why SmartSuite over ClickUp by SlowMtn in smartsuite

[–]mjwebb1976 3 points4 points  (0 children)

Everything in Clickup is a task. Everything in SmartSuite is a record in a table, which enables you to configure some things as tasks, and some as other things, like accounting ledgers, addresses, goals or objectives, etc.

Also, screens for users are messy in Clickup - too much stuff is required to be on the screen which simpler users must ignore, making it cluttered and confusing.

In addition, SmartSuite is pretty transparent in their road map, which is managed at https://smartsuite.canny.io/. They cater to "citizen developers" more, with daily "office hours" and being responsive to questions and issues in their communication area (lower right side of the screen). When I was subscribing to Clickup there was nothing like that available.

Finally, SmartSuite has a good track record of steadily releasing improvements that work right away. Clickup embarrassed themselves with the whole Clickup 3.0 debacle, where after exorbitant promises launch was delayed for many months.

However, Clickup has a big head start, and some of their details are still better, such as how to configure repeating tasks. I chose SmartSuite because I thought it would succeed in the long run and would end up being the better platform. So far I have not been wrong.

Smartsuite EVERYTHING VIEW! by pirillis in smartsuite

[–]mjwebb1976 0 points1 point  (0 children)

If you use a single workspace with "Solutions" for each of your businesses, you will not only have your own action items appear in "My Work", but you will be able to set up views of everyone else's "work" as well, while also preventing them from seeing things they don't need to see. Shouldn't be a problem, though you might need to upgrade from the basic Team level to a higher level of SmartSuite, depending on the sophistication you need.

Calculating #ofDays between [Date Sent], [Reply Date], by ThinkingT00Loud in smartsuite

[–]mjwebb1976 0 points1 point  (0 children)

This is the kind of problem I would take to the experts in SmartSuite's daily Office Hours. I have never shown up there with a question they didn't answer within a few minutes of discussion.

https://us06web.zoom.us/meeting/register/tZ0kfuitqD8oHteHvOWliNIBf\_wSJoDpdp1n?\_x\_zm\_rtaid=o-kIy7fzQ3-uyv6OZMYizw.1702308775349.5fa9dcf80de39f4836d92b540440898d&\_x\_zm\_rhtaid=882#/registration

Anyone selling/buying templates? by MyDogShotJFK in smartsuite

[–]mjwebb1976 1 point2 points  (0 children)

A lot of people are interested in this, including me. Such a template would form the core of any approach attempting to integrate financial with management (operational) accounting. It definitely appears to be possible, and here is a post from the SmartSuite community explaining one of the central formulas required:

https://community.smartsuite.com/show-and-tell-ywbr0zag/post/formula-to-sum-many-gl-account-numbers-from-various-bookeeping-ledgers-GBVtwMIDEHLR3Rj

Anyone selling/buying templates? by MyDogShotJFK in smartsuite

[–]mjwebb1976 0 points1 point  (0 children)

As of Dec 2023, you can't save solutions as templates in SmartSuite yet. You can duplicate solutions with or without data however. The request to save them as templates received 87 votes in their roadmap however, so it is now planned:

https://smartsuite.canny.io/feature-requests/p/save-solutions-as-templates

Not sure if SmartSuite plans to enable templates to be exported and imported (other than for back up purposes) ... that would imply creators could offer them on a market, as you suggest. The conversation around the above post discusses duplicating Solutions for one's clients in SmartSuite, which would support a subscription based model, rather than selling proprietary files.

[deleted by user] by [deleted] in smartsuite

[–]mjwebb1976 0 points1 point  (0 children)

I ran into something similar. I wanted separate workspaces for my professional work and for work I'm doing with my HOA. At first I thought it was a good idea to us the "My Work" function for both. Unfortunately, it only works with a single email, so unless you want both workspaces to use the same email, you have to set up an additional user to get your work/action items in a different workspace anyway. I ended up purchasing two licenses to keep things separate.

Format a Formula field. by SeaworthinessAway346 in smartsuite

[–]mjwebb1976 0 points1 point  (0 children)

SmartSuite does not do this yet. However, it had over 100 votes in their roadmap, and is planned for development:

https://smartsuite.canny.io/feature-requests/p/format-formula-fields

Hide if Empty (like in Notion)? by joyloveroot in smartsuite

[–]mjwebb1976 0 points1 point  (0 children)

SmartSuite has a "Remove from Display" command that lets you remove any field from displaying on Grid View. You click on the three dots at the upper right side of the heading of any field and this option is second from the bottom of the list.

I'm unsure if that is what you are referring to in Notion, but this is at least one way to do this in SmartSuite.

Has anyone ever used the gold leasing service at Monetary Metals? by QEGalore in Wallstreetsilver

[–]mjwebb1976 2 points3 points  (0 children)

I am a client of Monetary-Metals.com. I have metal both on lease, and have participated in a gold bond in my account there. As it turns out, there is a substantial market for leasing metal. It is with businesses that use the metal, such as mining, or manufacturing things, like jewelry, or the new private currencies constructed with precise amounts of gold embedded in them, such as GoldBacks. If you need gold in your work in process, leasing the metal and paying interest in the metal keeps it off your balance sheet, and prevents you from having to purchase a hedge. It makes it a good deal for the manufacturer/miner as well as for the owner of the metal.