Jim Catts
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Recent activity by Jim Catts-
Higher Logic Thrive Communities Integration Overview
Rhythm's integration with Higher Logic Thrive Communities enables a real-time sync of your contacts and organizations in Rhythm to Higher Logic communities and security groups.In this article, we...
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Enroll for Multi-Factor Authentication (MFA) for Rhythm Console Users
OverviewRhythm 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) i...
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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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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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CRM Configuration
Rhythm allows users to make configuration changes to custom fields, page forms, and 360° screens. Custom fields allow you to create your own fields to track data on contacts and organizations. For...
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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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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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Financial Settings
Accounting Projects To manage accounting projects, go to Finance & Billing in the app menu at the top of the screen. On the left navigation menu, click Setup. Click on Accounting Projects. You w...
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Managing Contacts
Contacts in Rhythm are any individuals that you need to track. These can be members, organization contacts, event registrants, donors, etc.Creating ContactsFrom the CRM App Overview, you can click ...
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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...