CRM | Glue Up Helpdesk

Troubleshooting CRM and Membership Bulk Import

Troubleshooting CRM 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

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

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

Basic Search for Data Update Tab

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

Additional conditions on advanced filters

Introduction This feature’s primary goal is to make advanced filtering capabilities more robust and adaptable to diverse business scenarios. Users can now apply additional conditions, specifically “is not equal to,” to create more refined and powerful filters in CRM, … 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