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Introduction   

 

Glue Up has recently introduced a redesign of its field and form creation processes, aiming to simplify the experience and enhance user satisfaction. This instructional article will guide you through the improved Field Settings and Form Editing sections, showcasing how these changes make creating and managing fields and forms more intuitive and user-friendly.

 

Field Settings

 

In the Contact Settings, you’ll find the upgraded Field Settings, which now includes valuable additions for seamless management:

  • New System Default Indicator: Easily identify system default fields from custom fields by using the newly added column.

  • Unified Field Properties: When creating a custom field, a new window displays all field properties. You can set it to appear on the Contact form in the CRM, define its mandatory status, and decide if it should be non-editable.

Editing Forms

 

Glue Up has streamlined the form editing process to improve efficiency across various modules:

  • Preview Option: In the Contacts Module, use the “Preview” option to visualize form changes instantly.

  • Simplified Field Addition: On the left side of the contact form editor, select and add fields using checkboxes. Add separators (titles, text, dividers) and new custom fields from the same place.

  • Field Order and Settings: On the right side of the editor, easily rearrange field order and customize settings as per your requirements.

 

User Experience

 

The changes made in the admin side seamlessly reflect on the end-user interface. End-users accessing the platform via My Glue will experience a refreshed contact form, showcasing enabled fields.

 

With Glue Up‘s user-focused enhancements, creating and managing fields and forms have become simpler and more efficient. By following this guide, you can leverage the new Field Settings and Form Editing features to optimize your event management, membership applications, and contact management processes on Glue Up. Embrace the intuitive interface and enjoy a seamless experience across the platform.