Contacts | Glue Up Helpdesk

Contacts/Application Forms & Fields Settings Redesign

Introduction In response to the issue of clients inadvertently creating duplicate fields within the Contacts/Application Forms & Fields settings, we have undertaken a comprehensive redesign to enhance user experience and streamline the management of fields. Our primary goal is … Read More

Contacts Module Guide

Contacts Module – Opportunities

Here is a video that will show you how to utilize Opportunity Types and Stages.

Data Verification Settings (Contacts)

The ‘Data Verification’ feature allows admin users to view, approve and reject contact data updates before they sync to the Contact database. In other words, if members or event attendees change their contact information, you can approve or decline those … Read More

Updating a Contact’s Email Address

Scenario 1: The new email address is not associated with an existing contact In the Contacts module, update the contact’s email address directly from their profile. The new email address will replace the old one in all existing memberships and … Read More

Data Verification(Video)

Merging contacts and companies

Merging contacts and companies You can merge contacts into to reduce any duplicate data you may in the CRM. Multiple contacts and multiple companies can be respectively merged together. Make sure to check out the downloading contact and company article … Read More