Jim Catts
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Activity overview
Latest activity by Jim Catts-
Jim Catts created an article,
Enroll for Multi-Factor Authentication (MFA)
Overview Rhythm optionally supports Multi-Factor Authentication (MFA) for your console users. If this option is enabled, your console users will need to enter a time-based one-time password (TOTP) ...
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Jim Catts created an article,
Managing Membership Applications
Membership applications are submitted whenever a contact or organization is joining or renewing. These can be submitted in the portal and also administratively in the console. Creating and Process...
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Jim Catts created an article,
Managing Memberships
If you want to manually create a membership for a contact or organization without going through the application or order process, you can do so from the console. Manually Creating Memberships From...
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Jim Catts created an article,
Membership Configuration
Rhythm allows users to configure the Membership app to meet their association’s needs. Membership Management Setup From the Membership App, you can click Setup. On the left navigation panel, click ...
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Jim Catts created an article,
Shipping and Fulfillment
Shipping and Fulfillment Overview From the app menu at the top of the screen, click on Orders & Inventory. In the left navigation menu, click on Shipping. You will be taken to the Shipping and Ful...
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Jim Catts created an article,
Processing an Order
Rhythm allows users to process orders for contacts and organizations. Orders represent the purchase of one or more products across the various Rhythm Apps. Creating an Order Customer Info From th...
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Jim Catts created an article,
Order Settings
Warehouses To manage warehouses, go to Orders & Inventory in the app menu at the top of the screen. On the left navigation menu, click Setup. Click on Warehouses. You will see a list of existing ...
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Jim Catts created an article,
Order Contact/Organization 360 Screens
Viewing Order Contact/Organization 360 You can view the order app profile for a contact/organization two ways: If you are in the Orders & Inventory app and use the universal search at the top of ...
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Jim Catts created an article,
Online Stores
Stores Rhythm allows you to create one or more online stores that can offer merchandise to your customers in the portal. To manage accounting projects, go to Orders & Inventory in the app menu at...
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Jim Catts created an article,
Managing Orders
Searching Orders From the app menu at the top of the screen, click on Orders & Inventory. In the left navigation menu, click on Orders. On the Orders homepage, you can run a search using basic or...