If you’re in the Sheet Sharing or Report Sharing form, add a contact to the list via the Select Contacts form:.Edit the contact via the My Smartsheet Contacts form, or.When you share items in Smartsheet by typing an email address, the email address may be added to your My Smartsheet Contacts list automatically. Add individual contacts when you share a Smartsheet Item Type the name and email address of the contact, and select OK.Īfter these steps, Smartsheet adds your new contact(s) to your contact list.To display the Contact form, in the My Smartsheet Contacts form, select Add.Select the vCard file, select Continue, and then select Import.Īfter importing in bulk, the Smartsheet app adds the contacts you imported to your My Smartsheet Contacts list.Choose the contacts you want to import into Smartsheet, and then select Import.Select the contacts you want to import into Smartsheet, and then select Import.If you see Google’s login prompt, enter your Google login credentials.Those credentials are used only to access your email address book. Smartsheet doesn’t store your email username or password. In the My Smartsheet Contacts form, select Import Contacts.In the Navigation Bar, select Account > My Smartsheet Contacts.csv file: First NameĮmail contacts to My Smartsheet Contacts Bulk import contacts Exact spelling is important or the list won't import correctly. csv file: First Name, Last Name, and Email Address. If you want to import contacts from Outlook, Hotmail, or AOL, export the contacts to a. You're allowed an unlimited amount of contacts, but you can import only 1,000 contacts at a time. However, if you assign a task or share a sheet to one of your contacts, that contact's email address will be visible to other people who have access to the sheet. Your My Smartsheet Contacts list is private to you-you're the only one who can see it. To view the contacts in your My Smartsheet Contacts list, in the Navigation Bar, select Account > My Smartsheet Contacts. Think of it as your cloud directory for Smartsheet tasks where you can store email addresses of coworkers you’ll collaborate with on Smartsheet. One way to manage contacts is with the My Smartsheet Contacts list. For example, use contacts when you send email, share sheets, or assign tasks in Smartsheet. After adding new members, please click Contact Group > Save & Close to save the changes and close the window.You'll use contacts in Smartsheet for faster collaboration. In the dialog, please type in the display name, email address as you need, and click the OK button. If you select New E-mail Contact from the drop-down menu, the Add New Member dialog will come out. In the dialog, please select a folder from the Address Book drop-down list, select one or multiple contacts, click the Members button, and finally click the OK button. If you select From Outlook Contacts or From Address Book from the drop-down menu, it will open the Select Members dialog. In the Contact Group window, please click Contact Group > Add Members, and select an option as you need in the popping drop-down menu.Ī. Open the folder containing the specified contact group, and then double click the contact group to open it.ģ. Shift to the People view by clicking the People icon in the Navigation Pane.Ģ. You can easily add members to a contact group in Outlook as follows:ġ.
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