Jim Catts
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Articles
Recent activity by Jim Catts-
Managing Invoices
Rhythm allows users to process invoices for contacts and organizations. Creating an Invoice From the app menu at the top of the screen, click on Finance & Billing. In the left navigation menu, cl...
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Linking Contacts to Organizations
Contacts in Rhythm can be linked to organizations. When viewing organizations, you can view a list of all contacts associated with the organization. Linking Contacts to an Organization From the C...
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Viewing Record History
When records are created and modified in Rhythm, we keep track of all key information associated with the change. Viewing Audit Logs When viewing a record, you will have the option to View Audit...
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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 c...
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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 Activities
Activities in Rhythm track interactions associated with a record. Activities are mostly used on Contacts and Organizations. Managing Activity Types From the CRM App, you can click on Contacts to ...
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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 Contacts
Contacts in Rhythm are any individuals that you need to track. These can be members, organization contacts, event registrants, donors, etc. Creating Contacts From the CRM App Overview, you can cl...
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Batch Management
Rhythm puts all financial transactions into batches. This allows you to organize transactions based on your specific needs and create the necessary subledger entries for reconciliation. Opening a ...
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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...