Tasks

Mark a contact active, inactive, deceased, or a duplicate from their record page, or delete a contact once nothing else in Rhythm depends on it.

Combine two or more duplicate contact records into one, choosing which value survives for every field that differs, before confirming a merge that cannot be undone.

Add a new person to CRM or update an existing contact's details, and what Rhythm cleans up, fills in, or checks automatically along the way.

Combine two organization records into one from an organization's page, choosing which value survives for every differing field, before confirming a merge that cannot be undone.

The assistance Rhythm offers while you fill in a contact form — suggested roles, pronouns, organizations, and duplicate warnings — and what to do with each one.

How a contact's current organization, job title, and roles stay current as they move between organizations, and how to review or correct that history by hand.

Log a dated activity, such as a phone call or a site visit, on a contact's or organization's timeline, fill in your account's own activity fields, and correct or remove an activity afterward.

See everything Rhythm knows about a person on one page — their details, email history, badges from other applications, and any Google Civic representatives — and send them a message from there.

Find a contact from the Contacts page or from any picker elsewhere in Rhythm, list everyone at an organization, download a large organization's contact list, and quick-add a contact without leaving what you were doing.

Work through the contacts Rhythm suspects are duplicated, dismiss pairs that are not the same person, add a duplicate matching missed, and open the merge wizard for the ones that are.

Understand why Rhythm shows other contacts while you type a new contact's name, so you can confirm whether the person already exists before you save.

Score up to five years of past activity when you first turn on engagement scoring, and regenerate every historical score after you change a scoring model.

Find a contact's or organization's current engagement score and its five-year history from their 360 page, see whether they are newly engaged, and open a deeper breakdown of what the score is made of.

Search for contacts who hold a particular contact role, see just the contacts holding certain roles at one organization, and build a query that lists organizations together with their contacts' roles.

Open your member portal from a contact's record, seeing exactly what that person sees, so you can help with a problem or check what a member has access to.

Mark an organization active, duplicate, or inactive with a note, move it to a different organization type from its own page, and delete an organization that nothing else still refers to.

Add a new company or institution to Rhythm, choose its type before the form appears, and understand where its number comes from and what stops Rhythm from saving it.

Change an organization's name, type, addresses, phone numbers, and logo, and understand what Rhythm cleans up or fills in automatically every time you save.

Search for an organization by name, domain, place, number, status, or type, review everything on its record page, and pick or quickly add an organization from inside another screen.

Fill in an organization's name, logo, and social links automatically from its web domain instead of typing everything by hand, and understand why a lookup sometimes comes back empty.

Read your account's contact and organization counts on the CRM overview, refresh them on demand, jump straight into the underlying records, and find where to run a broader CRM report.

Close out a relationship that's no longer current by giving it an end date, correct its details, or remove it altogether, and understand what happens to a relationship's names after either side is renamed.

Connect two contacts or organizations with a typed relationship, such as marking a contact as another's spouse or as an organization's owner, and understand the checks Rhythm runs before saving.

Read the alert an organization shows when it doesn't meet its type's contact role requirements, find exactly which role is short or over, and recheck every organization after changing the rules.

Work through the CRM setup checklist in the order it recommends, and use Maintenance Tasks to apply changed region, compliance, and engagement scoring rules to records that already exist.

See all the roles a contact currently holds, record an organization they used to belong to along with the roles they held there, and understand what Rhythm keeps when a contact leaves an organization.