Managing Organizations

Organizations in Rhythm are any company or institution that you need to track. Contacts can be associated with organizations with one or more roles.

Creating Organizations

• From the CRM App, you can click on Organizations to go to the Organization Overview screen.
• Click the Create Organization button
• Select the Organization Type (optional) and click Continue
• You will be presented with the organization creation form. Enter in the organization’s information and click Save to create the organization record.

Domain Lookup

• When creating an organization, the Organization Domain Lookup component can be used to auto-populate information into the organization’s profile. 
  • Note: On the Organization Domain Lookup component on the Organization form, the Social Lookup feature must be enabled.
• When you enter in the Organization’s Domain, Rhythm will attempt to populate the following information:
  • Organization Name
  • Logo
  • Website
  • Address
  • Phone Number
• Any information that is auto-populated can be edited

Searching Organizations

• 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 an organization. You can select the Organizations option to only show results for organization’s that match based on:
  • Name
  • City
  • State
  • Phone Number
• Click on the organization to view their 360° screen
• Alternatively, to search on you can go to CRM and click on Organizations in the left navigation to conduct an advanced search that will allow you to enter criteria and pull a list of organizations.

Editing Organizations

• When viewing an organization’s 360° screen, you can click Edit This Organization to update the organization’s profile.

Deleting Organizations

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