Patrick O'Toole
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Recent activity by Patrick O'Toole-
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...
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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...
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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...
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Submissions and Reviews: Reviewer Notifications, Minimum Review Counts, and Dynamic Review Teams
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 FORMSForms ...
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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 ...
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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...
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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...
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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...
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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...
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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...