Managing Contacts

Contacts in Rhythm are any individuals that you need to track. These can be members, organization contacts, event registrants, donors, etc.

Creating Contacts

• From the CRM App, you can click on Contacts to go to the Contacts Overview screen
• Click Create Contact Button
• You will be presented with the Contact Creation Form. Enter in the contact’s information and click Save to create the organization record

Social Lookup and Duplicate Check

• When creating a contact, the Contact Social Lookup component can be used to auto-populate information into the contact’s profile. 
• When you enter in the contact’s email address, Rhythm will begin searching social networks to populate:
  • Full Name
  • Profile Image
  • Organization
  • Bio
• Any information that is auto-populated can be edited
• A duplicate check is also run during the social lookup process. We will show potential duplicates based on direct email address matches and/or fuzzy name matches. Potential duplicates will be displayed. You will have the option to continue creating the record or view any of the existing records. 

Searching Contacts

• At the top of the screen, there is a Search option. This will bring up Rhythm’s universal search, which will allow you to search for any record in the system. 
• When you click on the Search option, you will be able to begin a search for a contact. You can select the Contacts option to only show results for contacts that match based on:
  • Name
  • Email
  • Organization
  • Title
  • Phone Number
• Click on the contact to view their 360 Screen
• Alternatively, to search on you can go to CRM and click on Contacts in the left navigation to conduct an advanced search that will allow you to enter criteria and pull a list of contacts.

Editing Contacts

• When viewing a contact’s 360 screen, you can click Edit This Contact to update the contact’s profile.

Deleting Contacts

• When viewing a Contact’s 360 screen, you can click Delete This Contact under Contact Options to remove the contact’s profile from the system
• You will be prompted with a confirmation message prior to completing the deletion.
• If the contact has other records associated with it (eg. Registrations, Financial Transactions, etc), you will not be able to delete the record.

Contact Alerts

• When viewing a contact’s 360 screen, you can click Add/Edit an Alert under Contact Options to place an alert on the contact record. Alerts appear as a banner message when viewing the record’s 360 screen. 
• When managing a contact, you will have the ability to enter in the Alert Text