CRM Fields History

CRM Fields History

In an effort to provide more visibility into the CRM data update history, we have added additional details within the Data Update Verification section of the Contacts Module, called Data Update History Management. To access this section of the Contacts … Read More
Industry Code

Industry Code

Glue Up provides industry codes for use during data import processes on the platform.These are acronyms for different industries in line with NAICS codes. Using codes saves time and avoids errors as instead of using an industry name,we can use … Read More
Tracking imports for CRM contacts

Tracking imports for CRM contacts

Tracking imports for Contacts Tracing contact information that has been imported into the Glue Up platform can be a critical component to reconciling data mismatches or errors. Follow the process below to track imported contact information: Click the double-gear icon … Read More
Downloading Contact and Company Information

Downloading Contact and Company Information

Downloading Contact and Company Information Exporting contact and company information comes handy to exploit CRM data offline. Follow the below steps to download contact and company information:   Exporting information for one or multiple contacts Go Contacts > Contacts or … Read More
Merging contacts and companies

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
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
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
How to use Cascading Choice

How to use Cascading Choice

Cascading Choice is a new custom field type supporting 2 levels of choices. You can now create Cascading Choice fields on the Event Registration and Membership Application forms. When the user selects one option – depending on what option they … Read More