Kelli Catts
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Recent activity by Kelli Catts-
Create a Targeted Profile Update Form
Create standalone profile update forms to gather specific information at key times. Navigate to the CRM. Select Setup from the left toolbar. Select Contacts or Organizations and then select Forms....
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Configure Exhibitor Categories
Associations can use categories to strategically group exhibitors, making the tradeshow floor easier to navigate. Whether it's by industry sector, sponsorship level, or product type, categorized ex...
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Configure an Exhibitor Registration Form
Exhibitor registration forms can be configured in the global Events setup. Related article: Create a Form Navigate to the Meetings + Shows app. In the left toolbar, select Setup. On the next page...
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Release Notes 01-01-2025 to 01-31-2025
Platform 🛠 FIXES Members can once again filter by “cities serviced” in directories, making it easy to find the right contacts by location. Yes/No custom field labels now match the rest of the form...
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Release Notes from 11-01-2024 to 12-31-2024
Finance + Billing 🛠 FIXES Installment plan percentages now handle fractional amounts smoothly. No more rounding errors—just set the percentage you need and save without a hitch. Installment plans ...
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Release Notes 10-01-2024 to 10-31-2024
Platform-Wide 🛠Fixed We've fixed an issue that was causing errors when you tried to mass-update addresses with postal codes. Now, you can update multiple addresses smoothly and without any hiccups...
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Creating and Managing Tasks
Your association’s staff often needs to follow up with individuals or organizations. Whether it be email outreach, approving a membership application, or following up with a potential sponsor. To m...
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Create + Configure Departments in Finance
Rhythm supports three dimensions of sub-ledger entry categorization: G/L Account Departments Accounting Projects Create Departments To create a batch download template in the console, navigate ...
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Enable the Membership Auto-Renewal Option on Applications
When a member joins or renews, you can encourage them to enroll in automatic membership renewal by adding the option to your membership application forms. Auto-renewal simplifies life for your memb...
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Release Notes 09-01-2023 to 09-30-2023
Platform 🛠 FIXES We fixed the ability to use Google Maps to complete an address in an address field. Contacts + Organizations 🛠 FIXES Custom error messages in forms were not appearing as confi...