Jim Catts
- Total activity 50
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 26
Articles
Recent activity by Jim Catts-
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...
-
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...
-
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 ...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
Membership Configuration
Rhythm allows users to configure the Membership app to meet their association’s needs.Membership Management SetupFrom the Membership App, you can click Setup. On the left navigation panel, click Me...