Kelli Catts
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Articles
Recent activity by Kelli Catts-
Query Folder Management
The Query Center has a folder management system for saved queries. This allows users to store all queries into various configurable folders. Upon creating a new query, you can save it to an existin...
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Saved Queries
Saving a query is useful when you need to repeatedly pull a list. You can name the query with a brief description and save it for future use. You can also save the query under a specified folder. ...
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Designing + Running Queries
Use queries to pull lists of records based on criteria. Once you understand the filtering options, you can set criteria to build lists that help you achieve your goals. DESIGNING A NEW QUERY WIT...
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Release Notes 02-01-2022 to 02-28-2022
February 2022 Release Notes Platform-Wide 💡 New + Improved Prepare to be star-struck by recent performance enhancements to Rhythm’s Universal Search tool. Get the information you need, but faster....
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Release Notes 05-01-2021 to 05-31-2021
Thanks for reading! These are our release notes from May 1, 2021 through May 30, 2021. Platform-Wide 💡 NEW You can now use "relative" dates in queries instead of specific dates. This includes we...
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Release Notes 06-01-2021 to 06-30-2021
Thanks for reading! These are our release notes from June 1, 2021 through June 30, 2021. Platform-Wide 💡 NEW Easily preview emails in the console without creating a record in the system. Once a ...
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Release Notes 04-01-2021 to 04-30-2021
Thanks for reading! These are our release notes from April 1, 2021 through April 30, 2021. Platform-Wide 💡 NEW Console users can now update order-related info for manually created memberships, e...
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Update: Support For Events Without Microsites
We heard your feedback and have implemented a new feature that no longer requires creating a new microsite with each event. When creating/managing an event, you now have the following microsite opt...
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Email Preview
The Email Preview function allows association staff to quickly preview an email they’ve drafted and ensure merge fields are displayed correctly. Generate a preview in seconds, then check it off you...
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Assigning a Form to a Process
Once you’ve created a form, you must assign it to a process to make it functional. Assing a Form to a Process From the Rhythm console, navigate to your chosen app: Membership > Setup > Applicat...