Rhythm Help Center
Find documentation for Rhythm Console, Portal, and product areas.
Browse Product Documentation
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- PlatformThe shared tools you meet in every Rhythm application, explained once for the whole product.
- CRMContacts, organizations, relationships, roles, activities, duplicates, engagement scores, and directories.
- PortalsPortal sites, pages and menus, sign-in, portal access, assets, hosting, and site settings.
- Security & SettingsConsole users, security roles and policies, permissions, and partner API keys.
- AccreditationPrograms, accredited schools, site visits, visiting teams, reports, evaluations, notices, and billing runs.
- MembershipMemberships, types and packages, applications, renewals, chapters, sections, and directories.
- Finance & BillingInvoices, payments, refunds and credits, batches, posting, month-end close, billing runs, and customer accounts.
- Orders & InventoryOrders, online stores, merchandise, coupons, taxes, shipping, stock, and cancellations.
- EventsEvents, registration, sessions, abstracts, exhibitors, booths, speakers, and waitlists.
- CertificationsCertification programs, applications, courses, exams, activities and credits, training providers, and billing runs.
- AwardsAward programs, nominations, applications, references, reviews, recipients, fees and coupons, and reporting.
- CareersEmployers, job boards, job postings, applications, resumes, and career center packages.
- FundraisingDonors, funds and campaigns, gifts, pledges, recurring gifts, and giving processes.
- IntegrationsPayment processors, marketing automation, finance automation, events and webinars, learning and communities, embedded analytics, and integration configuration.
- SponsorshipsSponsorship opportunities, applications, sponsorships, settings, and reporting.
- SubmissionsSubmission spaces, intake, submissions, review setup and assignment, reviews, and reporting.
Coming Later
Documentation for these product areas is not published yet.
- Documents Coming Soon
Documentation Coming Later (1)
Documentation for these product areas is not published yet.
- Documents Coming Soon
Common Starting Points
- Getting Around the Console
Every Rhythm application opens in a Console that shares the same frame, with the top bar, application list, account name, recent records, side menu, and warnings.
- Sign In and Choose Your Account
How signing in to a Rhythm Console works, how Rhythm picks the organization (account) you start in, what to do when you are sent to sign in again or land in the wrong place, and how to sign out.
- Design and Run a Query
Start a query from a query type, choose its criteria, columns, and sort in the query designer, run it, and read or download the results.
- Update Records in Bulk
Change one or more fields on many records at once, from a list of query or search results or from the Mass Updates wizard, with a preview before anything changes.
- Custom Fields
Where to find the Custom Fields list for a record type in the Console, what every setting on a custom field does, and what happens to stored values when you change or delete a field.
- Your Rhythm Account, Customers, and Sandboxes
What a account is, how your organization can hold a live account and one or more sandboxes, which accounts you can reach and where you land, and what happens to a sandbox's data when it is refreshed.