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

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.

  • 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

  • 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

  • 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?

  • 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

  • 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

You will need to make sure your [Date as DateType] column is formatted as Date. This also assumes your [Date as Text Type] column is always in the same format. (Starts with full 10 digit date)<\/p>

=IF([Date as Text Type]@row <> \"//m.santa-greenland.com/community/discussion/50806/\", DATE(VALUE(LEFT([Date as Text Type]@row, 4)), VALUE(MID([Date as Text Type]@row, 6, 2)), VALUE(MID([Date as Text Type]@row, 9, 2))), \"//m.santa-greenland.com/community/discussion/50806/\")<\/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":107081,"type":"question","name":"Users having issues with accessing published sheets","excerpt":"HI I have had several users reach out to me indicating they are no longer able to access a published sheet. They have been able to access in the past but now they are not. Nothing has changed with these published. Yesterday for one user, I deleted their account and re-added. Once he accepted the invitation, he was able to…","snippet":"HI I have had several users reach out to me indicating they are no longer able to access a published sheet. They have been able to access in the past but now they are not. Nothing…","categoryID":321,"dateInserted":"2023-06-29T14:13:17+00:00","dateUpdated":null,"dateLastComment":"2023-06-29T14:47:23+00:00","insertUserID":127983,"insertUser":{"userID":127983,"name":"Carol-Anne Cerbone","url":"https:\/\/community.smartsheet.com\/profile\/Carol-Anne%20Cerbone","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!h1jY4Qxc4TY!prNYaQRZvvo!a6wiwaB2GsY","dateLastActive":"2023-06-29T14:43:46+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":"2023-06-29T19:12:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":31,"score":null,"hot":3376099840,"url":"https:\/\/community.smartsheet.com\/discussion\/107081\/users-having-issues-with-accessing-published-sheets","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107081\/users-having-issues-with-accessing-published-sheets","format":"Rich","tagIDs":[219,223],"lastPost":{"discussionID":107081,"commentID":383099,"name":"Re: Users having issues with accessing published sheets","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383099#Comment_383099","dateInserted":"2023-06-29T14:47:23+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":"2023-06-29T19:12:29+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/BO5O2K273I0W\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-29T14:45:56+00:00","dateAnswered":"2023-06-29T14:43:11+00:00","acceptedAnswers":[{"commentID":383094,"body":"

Does your company use Single Sing-On? There were some updates that took affect yesterday. I wonder if maybe that is affecting things since it seems to be an issue with being part of the company's account.<\/p>


<\/p>

\n \n https:\/\/community.smartsheet.com\/discussion\/106673\/important-be-aware-of-upcoming-changes-to-microsoft-sso-one-time-permissions-consent-required\n <\/a>\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":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":223,"urlcode":"Publish","name":"Publish"}]},{"discussionID":107057,"type":"question","name":"Forms URL query String, IS there a limit to how many queries can be used?","excerpt":"Hi, I am a novice with Smartsheet, but am learning. I have a form that I need to pre-populate so we can send it out to technicians to complete a field report. I can get five fields to populate, but no more than that. =\"https:\/\/app.smartsheet.com\/b\/form\/d2cda8ab647e4c11b40e503977eb916b?Part%20Number=\" + [Part Number]@row +…","snippet":"Hi, I am a novice with Smartsheet, but am learning. I have a form that I need to pre-populate so we can send it out to technicians to complete a field report. I can get five…","categoryID":321,"dateInserted":"2023-06-28T20:33:16+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T04:52:07+00:00","insertUserID":162197,"insertUser":{"userID":162197,"name":"cjg","title":"Service Manager","url":"https:\/\/community.smartsheet.com\/profile\/cjg","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-29T19:22:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":139601,"lastUser":{"userID":139601,"name":"jmyzk_cloudsmart_jp","title":"jmyzk","url":"https:\/\/community.smartsheet.com\/profile\/jmyzk_cloudsmart_jp","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZBVD3K8PY0D5\/n7CZ1F4XWEM9Y.JPG","dateLastActive":"2023-06-30T09:43:21+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":19,"countViews":73,"score":1,"hot":3376096823,"url":"https:\/\/community.smartsheet.com\/discussion\/107057\/forms-url-query-string-is-there-a-limit-to-how-many-queries-can-be-used","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107057\/forms-url-query-string-is-there-a-limit-to-how-many-queries-can-be-used","format":"Rich","tagIDs":[204],"lastPost":{"discussionID":107057,"commentID":383259,"name":"Re: Forms URL query String, IS there a limit to how many queries can be used?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383259#Comment_383259","dateInserted":"2023-06-30T04:52:07+00:00","insertUserID":139601,"insertUser":{"userID":139601,"name":"jmyzk_cloudsmart_jp","title":"jmyzk","url":"https:\/\/community.smartsheet.com\/profile\/jmyzk_cloudsmart_jp","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZBVD3K8PY0D5\/n7CZ1F4XWEM9Y.JPG","dateLastActive":"2023-06-30T09:43:21+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/0T7JFZO9ETN7\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-29T15:53:55+00:00","dateAnswered":"2023-06-29T15:20:18+00:00","acceptedAnswers":[{"commentID":383113,"body":"

@cjg<\/a> <\/p>

Excellent!<\/p>

You're more than welcome!<\/p>

Here's an excellent helpful article detailing the special characters that might need to be used to make the form work.<\/p>

Remember! <\/strong>Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up\/Awesome or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":1},{"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"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":5431,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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