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
Managing your Contacts: Individual Contact and Company Profiles

Managing your Contacts: Individual Contact and Company Profiles

Managing Individual Contact and Company Profiles  The Glue Up Contacts Module helps you conveniently organize, edit and find information regarding your organization’s contacts and companies.  Contacts Adding Contacts To start to add a new contact, go to Contacts > Contacts … Read More
How to use Cascading Choice

How to use Cascading Choice

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 … Read More
Public Lookup for Company Names

Public Lookup for Company Names

In order to reduce the probability of your members and attendees from generating duplicated companies in your CRM, we enabled the Public Lookup for Company names. This feature will allow public lookup for all company names in your CRM during event … Read More