configuration

1 November 2022

Preparation checklist: Greater integration between Glide and Companies House is around the corner

For years, Glide has accessed accurate information from Companies House when creating new clients on your Glide systems. This has brought greater simplicity when adding new clients, either in bulk or incrementally thereafter, and more accuracy. Very soon, we shall […]

14 October 2019

New video series covering all areas of workflow configuration in Glide

Just a quick note to blog subscribers to reference a new series of Videos we have created that walk through the process of fully configuring a workflow. They are available on our Vimeo and YouTube channels, a link to each […]

26 June 2018

Powerful new options for Glide’s E-mail and SMS alerts

We are pleased to release a series of new features for our alerts that have been highly requested since the initial launch of alerts. As a reminder alerts are E-mail or SMS messages that are based on message templates […]

26 June 2017

Template driven e-mail and SMS automation comes to Glide along with multiple contacts

Overview: Glide’s e-mail and SMS sending features have been radically upgraded, now offering the ability to create templates that include fields representing all of the data stored against your clients and jobs. As before messages can be triggered via a […]

26 January 2017

Glide Scheduler Released

We are pleased to announce the launch of Glide Scheduler, a visual staff allocation system fully integrated with Glide.

25 January 2017

New workflow frequencies for payroll + client specific automated targets

Ben explains three subtle new features that were uploaded at various points during late December / January 2017, including two new payroll frequencies, a client specific target setting action and route specific widgets for tax job progress.

18 September 2015

I’ll send an SMS to the world…..

… I hope that someone gets my, message on their iPhone, yeah! Okay, poor Sting impersonations aside, this is clearly to inform of a new feature to come out of Glide HQ, more specifically the ability to send SMS. We […]

12 September 2015

Prioritising workflow within your Accounting firm – Part 2/4

In the first part of this four part blog we discussed the basic building blocks of a workflow route; the stages, progress buttons and workflow actions. Here we shall look at how you can differentiate all of these aspects to […]