Kelli Catts

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Articles

Recent activity by Kelli Catts Recent activity Votes

  • Configuring the Certifications App

    1. Documentation
    2. Certifications

    This article walks through how to configure the Certifications app in Rhythm, including general setup, portal options, and exam registration settings. It also covers how to enable multi-exam regist...

    • Kelli Catts
    • Updated
    • 2 followers
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  • Release Notes 02-01-2023 to 02-28-2023

    1. General
    2. Release Notes

    Platform 🛠 FIXES Overview badges were not displaying properly on contact 360 pages throughout some parts of the platform. This is now working.   Contacts + Organizations 🛠 FIXES When attempting ...

    • Kelli Catts
    • Updated
    • 1 follower
    • 0 comments
    • 1 vote

  • Tips to Drive Registration with Rhythm Event Microsites

    1. Best Practice Guides
    2. Portals + Microsites

      As any event planner or industry veteran will tell you, a lot goes into making a great event. Whether it’s finding the perfect keynote speaker, crafting a meaningful agenda, or selecting the ide...

    • Kelli Catts
    • Updated
    • 1 follower
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    • 0 votes

  • Release Notes 01-01-2023 to 01-31-2023

    1. General
    2. Release Notes

    Membership + Committees 🛠 FIXES The number of days configured for reinstatement periods was inaccurately affecting membership expiration dates – this is now working as expected. When a contact re...

    • Kelli Catts
    • Updated
    • 1 follower
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    • 0 votes

  • Release Notes 12-01-2022 to 12-31-2022

    1. General
    2. Release Notes

    Platform-Wide  🛠 FIXES When using the feature in the console to log in as a member in the portal, it wasn’t taking you to the main portal page as expected. This is now working properly!   Contac...

    • Kelli Catts
    • Updated
    • 1 follower
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  • Release Notes 11-01-2022 to 11-30-2022

    1. General
    2. Release Notes

    Platform-Wide  🛠 FIXES KPIs were not being updated according to the search results – now they are.  When a member did not renew, they were still showing up on the section query roster of a members...

    • Kelli Catts
    • Updated
    • 1 follower
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    • 0 votes

  • Create + Configure an Event Microsite

    1. Documentation
    2. Events

    Rhythm microsites allow you to create miniature websites with their own custom styles, pages, and menus. For that reason, microsites are a great option for larger conferences or complex events with...

    • Kelli Catts
    • Updated
    • 1 follower
    • 0 comments
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  • Perform a Month-End Close

    1. Documentation
    2. Finance

    At the end of every month, you should close the fiscal period. This ensures that all of your batches in a given month are accurate and accounted for while reconciling with your preferred Financial ...

    • Kelli Catts
    • Updated
    • 1 follower
    • 0 comments
    • 2 votes

  • Release Notes 10-01-2022 to 10-31-2022

    1. General
    2. Release Notes

    Platform-Wide 💡 NEW + IMPROVED Numeric custom fields were being shown with a comma – which caused confusion depending on what information the custom field was collecting. They now show without com...

    • Kelli Catts
    • Updated
    • 1 follower
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  • Release Notes 09-01-2022 to 09-30-2022

    1. General
    2. Release Notes

    Platform-Wide 💡 NEW + IMPROVED We’ve added a new calculated field for “Continent,” so a member only has to input their country of residence — and Rhythm will auto-populate their continent. By auto...

    • Kelli Catts
    • Updated
    • 1 follower
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    • -1 votes