Author

Jeff Gonzalez

Senior Account Executive

Jeff Gonzalez is a Senior Account Executive at SmartSuite, where he engages with mid to large-sized prospects and customers. Jeff joined SmartSuite in 2023 after several years in mid-market expansion sales at Airtable.

LinkedIn
Writes about:
Document Designer, Dashboards, Forms and linked records, Permissions, Project timelines, Sales process management
All articles by
Jeff Gonzalez
Rapidly Produce Invoices with Document Designer

Rapidly Produce Invoices with Document Designer

Jeff Gonzalez
8 minutes
How to Separate the Details of a Record In A Dashboard

How to Separate the Details of a Record In A Dashboard

Jeff Gonzalez
7 minutes

How to Import Files into SmartSuite

Jeff Gonzalez
7 minutes
How to Use a Form for Project Updates

How to Use a Form for Project Updates

Jeff Gonzalez
7 minutes
Permissions at Every Level

Permissions at Every Level

Jeff Gonzalez
7 minutes
How to Dynamically Filter Linked Records in a Form

How to Dynamically Filter Linked Records in a Form

Jeff Gonzalez
7 minutes
How to Link Records After a Form Submission

How to Link Records After a Form Submission

Jeff Gonzalez
6 minutes
Table of Dashboards Strategy

Table of Dashboards Strategy

Jeff Gonzalez
7 minutes
How to Auto-adjust a Project Timeline Based on Task Records

How to Auto-adjust a Project Timeline Based on Task Records

Jeff Gonzalez
7 minutes
How to Optimize Linked Records in a Form

How to Optimize Linked Records in a Form

Jeff Gonzalez
8 minutes
Filter, Select & Obtain Record Details Easily in Dashboards

Filter, Select & Obtain Record Details Easily in Dashboards

Jeff Gonzalez
7 minutes
Organize Sales Processes in One Dashboard

Organize Sales Processes in One Dashboard

Jeff Gonzalez
7 minutes
How to Automate Document Creation Based on Record Data

How to Automate Document Creation Based on Record Data

Jeff Gonzalez
7 minutes
The Different Ways to Represent Subtasks in SmartSuite

The Different Ways to Represent Subtasks in SmartSuite

Jeff Gonzalez
7 minutes
How Lookup Fields Eliminate Duplicative Datapoints

How Lookup Fields Eliminate Duplicative Datapoints

Jeff Gonzalez
8 minutes
Optimizing Record Format in Dashboard Widgets

Optimizing Record Format in Dashboard Widgets

Jeff Gonzalez
7 minutes

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