Contatos | Glue Up Helpdesk

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

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

Opportunities Views

Glue Up Opportunities offers three distinct ways to visualize your deals and opportunities in the pipeline. These views help you analyze your business prospects from different perspectives, making it easier to manage and track your sales process. Let’s explore each … 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

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

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