Kelli Catts

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Articles

Recent activity by Kelli Catts Recent activity Votes

  • Reset a Contact's Portal Password from the Console

    1. Documentation
    2. CRM

    If a member is locked out of their portal account, you can reset their password directly from the console.  Note: Members are able to reset their own passwords from the portal login screen. Naviga...

    • Kelli Catts
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  • Release Notes 02-01-2025 to 02-28-2025

    1. General
    2. Release Notes

    Platform đź›  FIXES Query download files no longer include timestamps in date fields, ensuring a more consistent format when opening the file. We did some work last month to improve the accuracy of u...

    • Kelli Catts
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  • Release Notes 01-01-2025 to 01-31-2025

    1. General
    2. Release Notes

    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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  • Create a Targeted Profile Update Form

    1. Documentation
    2. CRM

    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

    1. Documentation
    2. Events

    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

    1. Documentation
    2. Events

    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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    • Updated
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  • Release Notes from 11-01-2024 to 12-31-2024

    1. General
    2. Release Notes

    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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    • Updated
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  • Release Notes 10-01-2024 to 10-31-2024

    1. General
    2. Release Notes

    Platform-Wide đź› 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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    • Updated
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  • Creating and Managing Tasks

    1. Documentation
    2. CRM

    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...

    • Kelli Catts
    • Updated
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  • Create a Membership Billing Run from Scratch

    1. Documentation
    2. Membership

    When creating a Billing Run in Rhythm, you have the option to select one of your preconfigured templates (you create these yourself based on common billing run actions you perform often) or you can...

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