Release Notes 12-01-2020 to 02-28-2021 – Rhythm

Thanks for reading! These are our release notes from December 1, 2020 through February 28, 2021.

Platform-Wide

💡 New

When looking at the details of any record, you can now view all the related records in the system
Use organization type, contact role, and contact status when setting eligibility criteria throughout the entire system
HTML editors now support uploading inline images
You can now add and edit GL codes for certifications and sponsorships
Add support for percentages and other mathematical formulas in special pricing calculations
Search fields will allow for you to search or drill-down on the results
Console users have the ability to see all built-in fields and services along with their acceptable values in the "Security + Settings" app under "Data Dictionary"
You can now constrain acceptable values for built-in fields. When editing a form, drag a field onto a field group and click on it to override.
Every product can now be configured with a confirmation email specific to purchases of that product
The system now supports personal sandboxes for use in training with the Rhythm Acadamy
Searches now maintain the results of your last search, even if you navigate away from the results

🛠 Fixed

Eligibility rules that reference the Organization of a Contact now work on Contacts that have no Organization set
Eligibility rules can now differentiate between a current committee member or past

CRM

💡 New

In the portal, an organization's administrator can assign roles to other contacts
When viewing a record, you can see all of its database relationships under the "Contact Options" menu
On contact forms, when searching for organizations, the parent organization is now visible to help in distinguishing between similar organizations
You can now search for contacts or organizations using their status
You can now define communication types and allow contacts to set their communication opt-in/out preferences

🛠 Fixed

The name field no longer includes the salutation in an effort to make it easier to sort
Inactive contacts and organizations will no longer appear in organization selection dropdowns
Inactive contacts and organizations will no longer appear on the contacts list when selecting an organization
When managing duplicate contacts, the contact number is now displayed
If an organization has a parent organization, it will be displayed beneath it on the CRM homepage and in the universal search
When processing a membership application in the console, you can change the membership type
When a contact has the status of deceased, they will not receive system emails

Finance + Billing

💡 New

Set association address information for all invoice + payment templates in a single place
Add support for partial voids + refunds
When searching transactions, you can search on "balance due" which will produce a list of invoices
Batch names now support slashes for names like "ACH/Wire"
When refunding a payment or credit or canceling an order, you can now choose not to process the refund electronically if you want to issue paper checks
You can now choose to create PDF invoices and include a link in invoice email templates giving you more control over how invoices are displayed
Payments and refunds can now be found by searching on the payment gateway ID
The current fiscal period can now be closed before the period is over

🛠 Fixed

When viewing invoices on the Batch 360 screen, the owner of the invoice populates
On the Batch 360 screen, KPI data appears
On the portal under financial overview, the most recent transactions are now listed first
We've improved the error message when an invalid credit card number is used

Membership + Committees

💡 New

On the Committee 360 screen, you can sort and filter members
You can now add notes to a committee member's record
You can override the parent organization and origin of a flow-down membership in the console
Added a filter for inactive committees in the committee search
Membership packages can be hidden in the portal
You can enable dues pro-ration on membership, chapter, and section packages

🛠 Fixed

Committee KPI counts are now displaying accurately
Membership alerts now function properly
When searching for a member using "Organizations" as the Owner Type, the search will yield results
When an organization with flow-down membership is marked "inactive," thereby losing its benefits, the downstream memberships are marked "inactive" as well
When a membership application is under review, you now have the ability to approve it and activate the membership
When a member is converted to a flow-down membership, their previous membership details are now preserved in the membership history
From a committee 360 screen, you can successfully navigate to individual member profiles
The Committee Member Report is now functioning properly

Meetings + Shows

💡 New

"Bill to Organization" payment option has been added for event registrations
Install the "Agenda/Schedule of Events Feature" in your event microsite to publicly publish sessions, functions, and speakers
Add speakers to a track during session track setup
Attendees can sign up for courses at the same time as they register for an event
You can now choose to recognize all deferred revenue from event-related products automatically on the last day of the event
When no image has been set for events, courses, and speakers, attendees will no longer see a "No Image" placeholder
You can now bundle multiple products to event registrations
You can now change the meal option and other info on a ticket after purchasing
The registration roster on events now shows the balance due for each attendee
Drag and reorder registration types to your preferred sequence
In the Events app, you can now initiate the registration process directly from the contact details screen
Event badges prepopulate the attendee's job title with the one they have on file, but they still have the ability to edit if necessary
A checkbox has been added to sessions and functions giving you the ability to hide them from the portal
On the contact details screen, event registrations can now be sorted by the event dates
On the portal, users can now filter and browse events based on event type
On the session 360 screen, users can now view and delete session registration
On the function 360 screen, users can now view and delete tickets
Event sessions that do not belong to a track are now supported
Registration types may now be restricted to speakers

🛠 Fixed

Meal options properly display on a function of an event
Event microsites now show the full length of an event on the microsite, not just the start date
Event registrations are now operable when eligibility criteria are set on all registration types
Uploaded images for event microsite mastheads display properly
Inactive registration packages will no longer display in the portal
The "Register for an Event" component now is proper-case
Masthead images will no longer be stretched to fit available space
Resolved an issue preventing cancelation of orders that include complimentary items
On the registration 360 screen, the Registration Package will now show its abbreviated name instead of its long name
The parent registration ID field now populates with a dropdown of options when registering a guest attendee
If a function is included with a registration package, it will no longer display a price in the registration process, but instead, show it as "Included"

Certifications + Courses

💡 New

Staff can search for course registrants by date of registration
Course registration dates are now displayed in search results
Determine the display order of your certification programs in the portal
Attendees can sign up for courses at the same time as they register for an event
On all course offerings under the registrations tab, you can now see the amount paid as well as the balance due
From a contact's certification profile, you can see how many course registrations they have

🛠 Fixed

Rhythm now properly syncs course registrations with Zoom
Course offerings successfully save when the webinar integration is enabled
Staff can now search course registrations without setting any criteria in the search parameters
When a course has a special price enabled, the fee is updated properly
The word "certification" has been removed in the Course filter field for organizations that do not offer certifications
Users are now prevented from registering for the same course offering more than once
When completing a certification registration in the console, you can add a course to the registration, including past offerings

Sponsorships

💡 New

Optional benefits associated with a sponsorship opportunity now allow for an additional cost
Manually created sponsorships created within an event are now automatically linked to that event and offered in the portal
Help text has been added to the Bundled Products configuration to make setup more intuitive
In the sponsorship overview, you can now see the balance due on all sponsorships in one place

🛠 Fixed

The date field in the Sponsorship search now populates with a date instead of the "@" symbol

Orders + Inventory

💡 New

Staff can set or change an order date for any order in the system at the time of checkout
Payments can now be received from an individual or organization's order in the console
Directly link to a specific of merchandise using its unique product ID
Console users may adjust the quantity of items in a bundled order

🛠 Fixed

Voiding an order now cancels the items in the order
When viewing coupon usages/coupon code usages on the coupon code 360, clicking the order now takes you to Order 360
When viewing coupon usages/code usages, cannot see customer info

Documents + Papers

💡 New

You can now rename existing documents

Portals + Microsites

💡 New

"Save Changes" button added to the page editor

🛠 Fixed

When editing menu items, the menu page will automatically refresh

Integrations

💡 New

You now have the ability to reauthorize Zoom accounts
With the self-service feature, you are now in control of your Rhythm + Higher Logic integration