Edit contact display?

JHawk
JHawk ✭
edited 12/09/19 inSmartsheet Basics

Hi

Do you know if you can edit the display of a contact in an assigned to column? Ideally I just want to see the initials in the icon and not the name/ email that follows.

Thanks,

Jo

Tags:
· Share on Facebook Share on Twitter

Comments

  • Mike Wilday
    Mike Wilday ✭✭✭✭✭✭

    Hi Jo,

    I don't believe its possible without adjusting the names of the person in the sheet and removing their full names by providing just the First and Last Initial instead of their full name when you add a contact. You might be able to adjust the user name in the system and indicate the first and last initial for everyone's name.

    This is a good idea however, so I suggestsubmitting a product enhancement request.

    · Share on Facebook Share on Twitter
  • Sarah E
    Sarah E ✭

    Hi there,

    Wondering if this feature has been rolled out, as I'm interested in it as well. I wasn't able to find a way to make this edit when I edit column properties of the assigned to column.

    I look forward to hearing back!

    Best,

    Sarah

    · Share on Facebook Share on Twitter
  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@Sarah E

    You can apply a sort of "nickname" in front of a specific contact for one sheet's Contact Columns by double-clicking on their contact and changing what appears:

    Screen Shot 2021-10-26 at 9.03.45 AM.png

    This doesn't change their actual contact or name so when you go to Share the sheet with the user their original Name will appear.(See: Contacts)

    Cheers,

    Genevieve

    · Share on Facebook Share on Twitter
  • Sarah E
    Sarah E ✭
    edited 10/26/21

    Thank you@Genevieve P.! Is there a way to edit my own name? I'm able to update my team's contact name but not my own. Or would another admin have to help with that?

    · Share on Facebook Share on Twitter
  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@Sarah E

    Your own name will always display what you have set it as in your Personal Settings.

    My apologies, I should have also clarified that these "nicknames" are specific to your account, so if someone else is looking at the sheet they'll see the name they have personally assigned to a contact instead of the initials that you have displayed.

    If you want a contact to always have initials instead of a name, this would need to be set in their Personal Settings instead. In this instance, yes, a System Admin would need to configure this for the members of your organization (see:Admin Center: Add, Edit, and Delete Individual Users with User Management)

    Cheers,

    Genevieve

    · Share on Facebook Share on Twitter
  • Andrew Stills
    Andrew Stills ✭✭✭✭✭
    Snag_18e5e6df.png

    I was able to achieve this for display purposes by reducing the column to the minimum width.

    Also, If you hover over the initials it will give you the full name.

    Hope this helps!

    Andrew

    He who fails to plan is planning to fail. - Winston Churchill

    · Share on Facebook Share on Twitter

Categories

I understand. At least the font is a little different than the rest of the form. Maybe send it out to a small test group and get their feedback. Sometimes I'm my own worst critic when it comes to setting this stuff up for others.<\/p>
\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n


<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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"}]},{"discussionID":106217,"type":"question","name":"Dynamic View- using multiple contact columns to restrict access","excerpt":"I have a dynamic view that used to give access based on two columns (if you were in the Contact or Back Up Contact - you could see that row). On Tuesday this functionality was no longer working (the page would not load for anyone) and I went in to fix it and had to select the restriction just on one contact column- I…","categoryID":321,"dateInserted":"2023-06-08T17:25:00+00:00","dateUpdated":null,"dateLastComment":"2023-06-08T18:04:40+00:00","insertUserID":135050,"insertUser":{"userID":135050,"name":"Kernesa Samana","url":"https:\/\/community.smartsheet.com\/profile\/Kernesa%20Samana","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!HhtBX2V_lvQ!ujlE5-cskro!7uS1l0rsYem","dateLastActive":"2023-06-08T18:29:55+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-08T18:05:48+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":29,"score":null,"hot":3372493180,"url":"https:\/\/community.smartsheet.com\/discussion\/106217\/dynamic-view-using-multiple-contact-columns-to-restrict-access","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106217\/dynamic-view-using-multiple-contact-columns-to-restrict-access","format":"Rich","lastPost":{"discussionID":106217,"commentID":379680,"name":"Re: Dynamic View- using multiple contact columns to restrict access","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379680#Comment_379680","dateInserted":"2023-06-08T18:04:40+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-08T18:05:48+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-08T18:33:36+00:00","dateAnswered":"2023-06-08T18:04:40+00:00","acceptedAnswers":[{"commentID":379680,"body":"

Apply a filter to the sheet and then you can select that filter in the Dynamic View.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":106193,"type":"question","name":"Multiple Forms, One Smartsheet","excerpt":"I created two identical forms (except for the name) and both of them populated into the same smartsheet. Is there a way to only see one form's submissions?","categoryID":321,"dateInserted":"2023-06-08T13:28:04+00:00","dateUpdated":null,"dateLastComment":"2023-06-08T13:47:26+00:00","insertUserID":152102,"insertUser":{"userID":152102,"name":"AllieB","url":"https:\/\/community.smartsheet.com\/profile\/AllieB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-08T13:49:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":66106,"lastUser":{"userID":66106,"name":"Peggy Parchert","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Peggy%20Parchert","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/YYRDMWWFX83G\/nC7HLGW82ACPT.jpg","dateLastActive":"2023-06-08T22:09:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":50,"score":null,"hot":3372467730,"url":"https:\/\/community.smartsheet.com\/discussion\/106193\/multiple-forms-one-smartsheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106193\/multiple-forms-one-smartsheet","format":"Rich","lastPost":{"discussionID":106193,"commentID":379551,"name":"Re: Multiple Forms, One Smartsheet","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379551#Comment_379551","dateInserted":"2023-06-08T13:47:26+00:00","insertUserID":66106,"insertUser":{"userID":66106,"name":"Peggy Parchert","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Peggy%20Parchert","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/YYRDMWWFX83G\/nC7HLGW82ACPT.jpg","dateLastActive":"2023-06-08T22:09:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-08T13:46:06+00:00","dateAnswered":"2023-06-08T13:44:25+00:00","acceptedAnswers":[{"commentID":379548,"body":"

@AllieB<\/a> <\/p>

Yes - in your sheet, add a Created date column.<\/p>

-Peggy<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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 Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

Trending in Using Smartsheet

  • Forms - Heading/Description

    Is there a way to apply formatting to a Heading / Description field in a form? In the Description area, it looks like you can apply formatting (Bold, Underline, font color, backgroung, etc...) However, when I change these values, I don't see where this is reflected on any of the fields. As you can see in the screen shot…

  • Dynamic View- using multiple contact columns to restrict access

    I have a dynamic view that used to give access based on two columns (if you were in the Contact or Back Up Contact - you could see that row). On Tuesday this functionality was no longer working (the page would not load for anyone) and I went in to fix it and had to select the restriction just on one contact column- I…

  • Multiple Forms, One Smartsheet

    I created two identical forms (except for the name) and both of them populated into the same smartsheet. Is there a way to only see one form's submissions?