跟踪公司变化的CRM模板和公式

蒂姆·斯达克
蒂姆·斯达克 ✭✭✭
编辑06/06/23 公式和函数

你好所有的,

两部分问题:

您使用Smartsheet CRM模板取得了哪些成功?我们已经很好地采用了Smartsheet,但没有采用salesforce,所以我们希望在Smartsheet中做我们的CRM,并利用我们已经拥有的数据(客户信息,合同等)。

其次,我正在寻找一种方法(公式,自动化)来跟踪联系人的公司历史。我们和很多房屋建筑商合作,他们经常从一个建筑商换到另一个建筑商。了解彼此之间的关系(前公司、新公司、过去的合作伙伴等等)是很好的。我正在考虑一个触发器,以便当联系人的公司信息更新时,他们以前的公司名称只被添加到一个多下拉列表单元格。

列“company”将保存当前的公司名称。“前公司”栏将是他们以前的公司的多个下拉列表。更新“company”将触发它更新以前的公司。我可能需要一个辅助列来“保存”当前公司的名称,因为一旦“company”更新,触发器需要在某个地方查找刚刚更改的信息。这可能与股票智能表单公式吗?或者我是否需要一个API来简单地提取“公司”的细胞历史?

谢谢!

蒂姆

最佳答案

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭
    ✓回答

    @Tim斯达克

    我希望你一切安好!

    我已经为客户开发了几个CRM解决方案。最新的是最先进的;简而言之,我们有一个公司表,联系人表,机会表,等等。结合表格,数据穿梭和数据网格。

    所以,是的,你可以做你需要做的,但你的可能不需要那么高级。

    您可以将历史记录存储在所谓的日志表中。

    有意义吗?

    我希望这对你有帮助!

    注意安全,祝你一周愉快!

    最好的

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    我的帖子是否帮助或回答了你的问题或解决了你的问题?请支持社区将其标记为“有见地”/“投票赞成”、“很棒”或“并且”作为公认的答案.这将使其他人更容易找到解决方案或帮助回答!

    智能表专家顾问兼合伙人

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    请随时与我联系,了解有关Smartsheet,集成,一般工作流建议或其他方面的帮助。

答案

  • Kleerfyre
    Kleerfyre ✭✭✭✭✭✭

    公司多久更新一次,谁更新?它可能最终需要一个您让用户执行的过程。实际上没有一种方法可以复制更改发生之前存在的单元格数据。您可以使用一个复选框来标记行将更改的行,但这比让用户将当前公司名称复制到以前的公司名称中然后输入新公司名称要麻烦得多。

    乔纳森·桑德斯,CSM

    “改变总是可怕的,因为它是未知的,但面对未知会让我们变得更强大。”

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭
    ✓回答

    @Tim斯达克

    我希望你一切安好!

    我已经为客户开发了几个CRM解决方案。最新的是最先进的;简而言之,我们有一个公司表,联系人表,机会表,等等。结合表格,数据穿梭和数据网格。

    所以,是的,你可以做你需要做的,但你的可能不需要那么高级。

    您可以将历史记录存储在所谓的日志表中。

    有意义吗?

    我希望这对你有帮助!

    注意安全,祝你一周愉快!

    最好的

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    我的帖子是否帮助或回答了你的问题或解决了你的问题?请支持社区将其标记为“有见地”/“投票赞成”、“很棒”或“并且”作为公认的答案.这将使其他人更容易找到解决方案或帮助回答!

    智能表专家顾问兼合伙人

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    请随时与我联系,了解有关Smartsheet,集成,一般工作流建议或其他方面的帮助。

  • @Kleerfyre-不经常。如果公司有变动,我们可能一年更新8、9次联系人名单。也许更多。只需要足够的时间就可以累积起来,但不要经常到任何人都记得去做。如果它只做了“一半”,不妨跳过它。这不是关键任务……更多的是“嗯……不知道会不会”之类的。

    @Andree Stara-日志表…我能看到一些类似的东西。有一个保存公司名称的辅助单元格(公司名称的副本,直到更新)。自动化的顺序至关重要。用户更新与联系人关联的公司。自动化1将整个联系人行复制到另一个工作表。自动化2将当前公司复制为“前公司助手”,因此为下一次做好准备。对我来说不重要,但值得考虑。我对CRM的整体结构更感兴趣。当我进入这个过程时,我可能会向你寻求帮助。

    谢谢!

帮助文章参考资料欧宝体育app官方888

想要直接在智能表中练习使用公式吗?

请查看公式手册模板!
@Christina S.<\/a> <\/p>

Switch your formula to:<\/p>

=[Spanish Qty Baseline]# - (COUNTIFS({Brochure Requests Sheet Request Completed}, 1, {Brochure Requests Sheet Request Denied}, ISBLANK(@cell), {Brochure Requests Sheet Brochures Confirmation}, CONTAINS(\"Spanish Brochures\", @cell), {Brochure Requests Sheet Submission Date}, >DATE(2023, 6, 8)) * 100)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":204,"urlcode":"Forms","name":"Forms"},{"tagID":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":106262,"type":"question","name":"If Function - Nested - Negative Percentage - Symbols","excerpt":"I have a formula that is driving me insane. I am trying to get symbols to change color based on the % to Plan column (see screenshot). If the % is positive, I want the On Track Column to show Green. If it is negative BUT greater than -25%, I would like to show Yellow and all others to show Red. The problem is I am getting…","categoryID":322,"dateInserted":"2023-06-09T13:24:56+00:00","dateUpdated":"2023-06-09T13:26:23+00:00","dateLastComment":"2023-06-09T17:38:55+00:00","insertUserID":133646,"insertUser":{"userID":133646,"name":"Erica Maynard","url":"https:\/\/community.smartsheet.com\/profile\/Erica%20Maynard","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!xRlVcbcPL7o!zQ9WM1MTznw!fPD-lu3hQ7z","dateLastActive":"2023-06-09T17:39:52+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":91566,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-06-09T18:59:15+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":9,"countViews":34,"score":null,"hot":3372654831,"url":"https:\/\/community.smartsheet.com\/discussion\/106262\/if-function-nested-negative-percentage-symbols","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106262\/if-function-nested-negative-percentage-symbols","format":"Rich","lastPost":{"discussionID":106262,"commentID":379895,"name":"Re: If Function - Nested - Negative Percentage - Symbols","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379895#Comment_379895","dateInserted":"2023-06-09T17:38:55+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-06-09T18:59:15+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/UP55UNVW485J\/smartsheet-error.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Smartsheet - Error.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-09T17:40:06+00:00","dateAnswered":"2023-06-09T17:30:55+00:00","acceptedAnswers":[{"commentID":379893,"body":"

This situation would be appropriate for a column formula. I would try pasting Ray's formula from above into the first cell of the column and then converting to a column formula.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":106265,"type":"question","name":"If Date is blank + past formula","excerpt":"I can't figure out why this would return a \"yes\" when the date cell is blank. =IF([Date of Site Survey (Product)]@row = \" \", \" \", IF(TODAY() > [Date of Site Survey (Product)]@row, \"yes\", \" \")) Intended logic\/result - If date cell is blank, then \"blank\" (this worked when I tried without the 2nd argument added) If date is in…","categoryID":322,"dateInserted":"2023-06-09T14:00:25+00:00","dateUpdated":null,"dateLastComment":"2023-06-09T14:29:50+00:00","insertUserID":162220,"insertUser":{"userID":162220,"name":"dhawkins","title":"Product Manager","url":"https:\/\/community.smartsheet.com\/profile\/dhawkins","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T18:55:24+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162220,"lastUser":{"userID":162220,"name":"dhawkins","title":"Product Manager","url":"https:\/\/community.smartsheet.com\/profile\/dhawkins","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T18:55:24+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":25,"score":null,"hot":3372641415,"url":"https:\/\/community.smartsheet.com\/discussion\/106265\/if-date-is-blank-past-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106265\/if-date-is-blank-past-formula","format":"Rich","lastPost":{"discussionID":106265,"commentID":379837,"name":"Re: If Date is blank + past formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379837#Comment_379837","dateInserted":"2023-06-09T14:29:50+00:00","insertUserID":162220,"insertUser":{"userID":162220,"name":"dhawkins","title":"Product Manager","url":"https:\/\/community.smartsheet.com\/profile\/dhawkins","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T18:55:24+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-09T14:28:35+00:00","dateAnswered":"2023-06-09T14:12:11+00:00","acceptedAnswers":[{"commentID":379830,"body":"

Try this:<\/p>

=IF([Date of Site Survey (Product)]@row <> \"//www.santa-greenland.com/community/discussion/106073/\", IF(TODAY() > [Date of Site Survey (Product)]@row, \"yes\", \"no\"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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