Index | ARTERNAL Help Center
Index
Written by Yujia Zheng
September 7, 2023
Table of contents
--Setting up smart mail
- How to link your email to your ARTERNAL account
- Google mail linking guide
- Mac mail linking guide
- Outlook mail linking guide (only if you need two-factor authentication)
- Sending and receiving emails through AWS
- Error from email un-linking due to password change
--Composing & sending smart mail
- How to compose mail
- How to add cc's in smart mails
- How to personalize mails
- How to batch send offers with inventories
- How to attach artworks with multiple prices
- Hourly sending limit
--After sending out smart mail
- How to duplicate a smart mail
- What are clickthroughs, opens, and views
- How to create a smart mail group
- Smart mail groups sorting options
- How to use smart replies (mass/batch replies)
Contact
- Contact page overview
- Contact profile page
- How to add a new contact
- How to edit a contact
- Inactive contacts
- How to import contacts
- How to export contacts
--Selection cart and batch edits
- Batch contact edits you can make via the selection cart
- How to merge contacts
- How to archive and delete contacts
- How to add roles and tags to a contact
- How to assign contacts
- How to add contacts to a list
- How to batch remove contacts from a list
--Contact filters
- Contact filters overview
- Contact assignment filter
- Contact lead status filter and assignment filter in live lists
- Search within the "Notes" filter
--Contact lists
- How to create a contact list
- How to add contacts to a list
- How to batch remove contacts from a list
- Live lists
- How to search for contact lists
Inventory
- Inventory custom fields
- How to pin columns in detailed list view
- How to hide and show columns in detailed list view
- How to import works
- How to export works
- How to calculate the total inventory value at one location
--Artist page
- How to add a new artist
- How to edit an artist
- How to add artist biography
- How to share artist links
- How to save artists
- How to delete an artist
--Individual inventory records
- How to add works to inventory
- How to upload images/create inventories
- How to edit works
- Creating parent records for editions
- Paste caption
- Info tab
- How to add videos as alt views
- How to add multi-price to works
- How to display multi-currency for artworks
- How to display multiple currencies in inventory
- How to enter and convert dimensions
- Package / shipping field
- Setting up inventory captions
- How to edit inventory captions
- How to set up user- vs. org- specific captions
- How to add sublocations to works
- How to add association to works
- How to change the status of works
- How to add custom work status
- How to add custom locations
- How to archive / delete works
- Financials tab
- Inventory financials tab
- Inventory consignment terms
- Inventory expense section
- Inventory expense overview
- How to add custom expense types
- History tab
--Selection cart and batch edits
- Batch inventory edits you can make via the selection cart
- How to batch add tags to artworks
- How to change the availability of artworks in batch
- How to set batch acquisitions to artworks
- How to batch apply consignment terms
- How to batch remove works from a set
- How to re-order inventories in the selection cart
--Inventory filters
--Inventory lists
- How to create a list / exhibition / fair
- How to add a work to a list / exhibition / fair
- How to add works or documents to a list
- How to reorder works in a list
- Customize online viewing rooms
- Private / online viewing rooms
- How to batch remove works from a list
- How to add installation views to a list
- How to sort inventory lists
- How to change type of inventory list
- How to make lists public/private
--Creating inventory PDFs
- Inventory PDF types
- How to generate PDFs from works
- How to generate condition report PDFs
- How to upload footers for condition reports
- How to generate a certificate of authenticity
Transactions
- Syncing an invoice
- Connecting QuickBooks to ARTERNAL
- How to create a transaction
- How to create an invoice without inventory
- Automatic payables
- Add a calendar event when creating a transaction
- Economic nexus
Reports
Settings
--Smart mail related settings
- How to set default email greetings and signature
- How to link your email to your ARTERNAL account
- Error from email un-linking due to password change
--Inventory related settings
- Setting up inventory captions
- How to edit inventory captions
- How to add custom expense types
- How to add custom work status
- How to add custom locations
- Customize online viewing rooms
--PDF settings
- How to set default PDF fonts
- How to edit PDF margins
- How to add headers and footers to PDFs
- How to upload footers for condition reports
--Transaction settings
--Other user settings
Others
- Email campaign
- How to add an unsubscribe link in campaigns
- Setting up your QuickBooks
- How to import works
- How to import contacts
iOS and iPad
--iOS Mail
- How to compose mails
- How to compose group mails
- How to attach works to mail
- How to view sent mail details and activity
- How to search smart mails
--iOS Contacts
- How to add a new contact
- How to create a new contact by scanning a card
- How to create a new contact in smart mail
- How to edit a contact
- How to create a contact list
- How to add contacts to a list
--iOS Inventory
- How to upload a new work
- How to edit works
- Inventory selection cart
- How to add works to a set
- How to share works
- How to share artworks via WhatsApp and WeChat
- How to create a new custom set
- How to create a new fair set
- How to create a new exhibition
- How to hide/unhide an inventory list from mobile
- Why aren't my sets showing up in my mobile app?
--iPad Mail
- How to compose a mail
- How to send group mails
- How to attach work to smart mail
- How to view mail activity and attachments
--iPad Contacts
- How to create a new contact
- How to create a new contact in smart mail
- How to edit a contact
- How to create a contact list