February 2022 Release Notes

Platform-Wide

💡 New + Improved

• Prepare to be star-struck by recent performance enhancements to Rhythm’s Universal Search tool. Get the information you need, but faster.
• If you love Rhythm’s custom form builder, you’ll be thrilled to know that we’ve added the ability to copy your favorite modules and components from one form to another. Hello, major time savings.

Contacts + Organizations

💡 New + Improved

• Now, you’ll have another option to configure how you track a contact’s organization on their record. Instead of automatically linking a contact, you can choose to include a simple text box.

🛠 Fixed

• Some performance improvements were made to contact forms - they should behave properly now.

Finance + Billing

💡 New + Improved

• You can now configure General Ledger accounts during product creation. Two tasks in one process - we love it when that happens.
  

🛠 Fixed

• We made some rapid-fire fixes to Finance and Billing this month. You’ll be pleased to know you can now view order line items within the portal, download batches in bulk, query on external payments, and email pro-forma invoices.

Membership + Committees

💡 New + Improved

• Configure billing runs to drop certifications and committee access associated with expired memberships in one swift, bulk process.
  

🛠 Fixed

• An issue has existed where CRM and Membership records weren’t automatically linking. We’ve added the ability to edit contact IDs on membership records so that if this happens to you, you can fix it.
• Application payment amounts now display properly on the Membership 360 screen.
  

Meetings + Shows

🛠 Fixed

• KPI calculations weren’t, well, performing right. Now they are.
  Added the ability to expand event and session capacity after it has already been reached.
  We fixed a few issues around transferring registrations. All is in order, now.

Certifications

💡 New + Improved

• You’ll now have the option to enable certification applications to pre-fill with an applicant’s information when they have an existing contact record. Work smarter not harder, as they say.
  
• Cut down on manual notice edits with Shared Emails. Write one broad email for application confirmations (and add any merge fields you’d like), then connect it to various certification application processes. When you need to make edits in the future, you’ll only have to change the master notice.
• Page layouts can now be configured for Certifications and Certification Applications.
  Certification programs can now be hidden from the portal. Don’t worry, though: you’ll still see all active programs in the console.
• Certification billing is simple: It’s like membership billing, but for certifications. You can finally manage your certificants in bulk - without sacrificing a tailored and complete user experience.
  

🛠 Fixed

• We fixed a few minor bugs to give you a more seamless experience editing credits in the console, initiating a certification application after canceling a previous one, and creating manual course registrations.
  

Orders + Inventory

💡 New + Improved

• Now, you can now restrict the number of times contacts within an organization can use a coupon code. You’ll enjoy a simpler process, and recipient organizations will benefit from greater flexibility and ease of use.

🛠 Fixed

• Queries were erroneously displaying in the “entitlement” selection options during merchandise configuration.
• Merchandise products were previously not loading in query results, which was an issue. We fixed it.
• Currency codes for donations were not displaying properly during checkout, but they are now.
• We fixed a few issues where cancellation fees weren’t being applied as intended.
  

Documents + Papers

🛠 Fixed

• We made enhancements to give you a better experience when creating entitlements and importing entitlement folders.