CRM

Deleting an individual contact or company Option 1 Go to the CRM module. Locate a specific contact or company. Click on the three dots icon in the row of your desired contact or company and select Delete. Deleting multiple contacts … Read More

When members register, 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 … Read More

Add the additional field by going to Organization Settings>>Contact Settings and click Contact Forms. Click the link+Add Custom Field. Once the list of fields is displayed, click the Add Custom Field button on the top right. Fill up the fields … Read More

You cannot delete bounced or unsubscribed emails from CRM. For Bounced Email, you can only remove or update the email. You can do this by going to Campaigns>>Suppression Lists. To remove, you may select which ones to be removed by … Read More

You need to enable Data Verification. The ‘Data Verification’ feature allows admin users to view, approve and reject contact data updates before they sync to the Contact database. To enable this, follow the steps as indicated on the help page: … Read More

CRM Data Validation is based on CRM Contact / Company Form. It is not based on Individual / Company Member Form. A field is validated only if it is part of CRM Contact / Company Form. So if a field … Read More

Advise the end user to verify the email by clicking the link stated on the email to complete the registration process. Otherwise, you may respond to the end user, copy and paste the link on the email and advise to … Read More

To download: Open a web browser (Chrome, Firefox etc.) and login on Glue Up. Once logged in, go to the ‘Contacts’ module>> and select Contacts. You can select which contacts you wish to download by either selecting from the ‘All … Read More

This action can only be done by a dedicated Customer Success Manager.

Go to the CRM module. Go into the CRM profile for your desired contact or company. Open the attachments box and click the three dots icon for your desired attachment. Select Download.