Patrick O'Toole

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Articles

Recent activity by Patrick O'Toole Recent activity Votes
  • Using Geographic Regions

      Support for Geographic Regions allows you to automatically assign a region to a contact or an organization based on the state, postal code range, country, or the rest of the world. If this is som...

  • Cadmium Elevate LMS Integration Guide

    Connecting your Rhythm instance to your Cadmium Elevate Learning Management System (Elevate LMS) allows your association to use the power of Rhythm’s AMS with the robust course hosting capabilities...

  • Coupon Set Up

    Coupons in Rhythm allow you to offer your contacts discounts on orders, specific products, or product shipping. These can be configured in the Orders and Inventory, Membership, and Meeting and Show...

  • Submissions and Reviews Space Setup

    Submissions and Reviews is a hub for contacts and organizations to submit forms and applications. Teams can be configured to review and score these submissions.  CONFIGURING SUBMISSIONS FORMS Forms...

  • Setting up Embedded Membership Applications in Event Registration or Certification Application Forms

    The embedded membership applications feature allows you to offer your constituents the opportunity to join or renew their membership during a certification or event registration process as if they ...

  • Mass Updating Multi-Select Picklists

    A multi-select picklist field is a specific type of field where multiple values can be stored in that field as an array, or list. For example, in a "Contact Role ID" Field, one contact record can h...

  • Configure Group Membership Applications

    Group membership allows someone to purchase multiple memberships at one time. These memberships can be purchased for contacts within or outside the purchaser’s organization. Unlike organizational m...

  • Making Mass Changes in Security + Settings

    You can make mass updates or delete records in bulk in each of Rhythm's apps using segmenting filters. If you want to update all records, records by specific IDs, using an expression, or using a fi...

  • Update Records in Bulk

    Bulk updates in Rhythm allow you to make changes to constituent information en masse without submitting a support ticket. Across all Rhythm apps, you can make changes - from CRM to Membership, to F...

  • Delete Records in Bulk

    Rhythm allows you to delete records in bulk - with one caveat. When an action is taken with a record in Rhythm - a membership is bought, an event has a process created, or a contact buys a merchand...