Jim Catts
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Recent activity by Jim Catts-
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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Merging Contact Records
Rhythm allows users to take two or more contact records and combine them into one. Merging from a Contact Record When viewing a contact record, our duplicate detection algorithm will display an a...
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Managing Merchandise
Creating Merchandise Products From the app menu at the top of the screen, click on Orders & Inventory. In the left navigation menu, click on Setup. In the left navigation, click on Merchandise. Y...
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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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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...
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Managing Payments
Rhythm allows users to process payments for contacts and organizations. Receiving a Payment From the app menu at the top of the screen, click on Finance & Billing. In the left navigation menu, cl...
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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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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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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 OrganizationsFrom the CRM App, you can c...
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Managing Inventory
Inventory Overview From the app menu at the top of the screen, click on Orders & Inventory. In the left navigation menu, click on Inventory. You will be taken to the Inventory Overview screen wher...