Contacts | Glue Up Helpdesk

Creating Contact lists and Smart lists

Creating contact lists, company lists, and smart lists By organizing your organization’s contacts and companies into lists, you can access the profiles you need in seconds. A Contact or Company list allows you to manually … Read More

Troubleshooting Contacts and Membership Bulk Import

Troubleshooting Contacts and Membership Bulk Import In order to ensure a successful bulk import of contacts and memberships into Glue Up, it is important to properly format and clean up your data. Here are some tips to help … Read More

Removing Profile Photos

It is possible to delete uploaded profile pictures from the Glue Up platform. This function applies to both end-users and administrators. On the end-user side, if members or event attendees (anyone who has a Glue Up login account) wish to … Read More

Basic Search for Data Update Verification

Introduction The Data Update verification section is a powerful tool within your CRM that allows you to manage and update your contacts and companies efficiently. We’ve implemented a user-friendly search function to simplify the process of finding specific records. This … Read More

How to Import Single/Multiple Choice Fields

Introduction Single and multiple-choice fields are form fields that allow users to select one or more options from a predefined list. Single-choice fields only allow one option, while multiple-choice fields allow multiple … Read More

Country Codes

A country code is a short alphanumeric identification code for countries and dependent areas. Its primary use is in data processing and communications. Glue Up provides country codes represented as a two-letter code (alpha-2) which is recommended as the general-purpose … Read More

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

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

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