Jim Catts
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Recent activity by Jim Catts-
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...
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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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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...