Importing Contacts in Bulk

Importing Contacts in Bulk

Importing Contacts in Bulk Migrating your data to Glue Up is a major milestone to improve your usage of the platform and what you can get out of it. Follow our step-by-step guide below to import contacts into the platform: … Read More
Glue Up V5

Glue Up V5

New Dashboards & CRM profile updates For the past few months, we have been working tirelessly to bring you a completely new Glue Up experience. This major update (Glue Up 5.0) includes customizable Dashboards, upgraded CRM and better data management. … Read More
Renaming and deleting contact & company lists

Renaming and deleting contact & company lists

Renaming and deleting contact & company lists Lists are a great way to keep your contacts and companies organized, although effective management of your contact and company lists is critical to keeping your data organized. Follow the process below to … Read More
Platform Navigation

Platform Navigation

Glue Up Platform Navigation Glue Up is releasing improved platform navigation Monday, July 16, 2018. Changes between the old navigation and the new navigation bars are described below. Primary Navigation Bar Triple Bar Icon Click the triple bar icon in … Read More
Processing membership payments, invoices, and receipts

Processing membership payments, invoices, and receipts

Processing membership payments, invoices, and receipts Membership payments are automatically tracked and recorded in the Membership module. Invoices and receipts can also be easily generated for all membership items. However, before invoices can be generated, the option to generate membership … Read More
Selecting currencies and payment options

Selecting currencies and payment options

Selecting currencies and payment options In order for your organization to collect membership payments, you must first select the currencies your organization accepts. You can choose to receive payments in multiple currencies or add payment-specific information regarding your organization’s rules … Read More