# Index Written by Yujia Zheng September 7, 2023 ## Table of contents 1. [Mail](https://support.arternal.com/en/articles/6050276-index#h_dc5525f093) 2. [Contact](https://support.arternal.com/en/articles/6050276-index#h_00b53ba6e3) 3. [Inventory](https://support.arternal.com/en/articles/6050276-index#h_b1114ebffe) 4. [Transactions](https://support.arternal.com/en/articles/6050276-index#h_f44cdec171) 5. [Reports](https://support.arternal.com/en/articles/6050276-index#h_078e42f0fa) 6. [Settings](https://support.arternal.com/en/articles/6050276-index#h_83b68bf96a) 7. [Others](https://support.arternal.com/en/articles/6050276-index#h_9cb44011cc) 8. [iOS and iPad](https://support.arternal.com/en/articles/6050276-index#h_c999884921) # **Mail** ## --Setting up smart mail - [How to link your email to your ARTERNAL account](https://intercom.help/arternal/en/articles/4490026-how-to-link-your-email-to-your-arternal-account) - [Google mail linking guide](https://intercom.help/arternal/en/articles/5812133-linking-google-email-accounts) - [Mac mail linking guide](https://intercom.help/arternal/en/articles/6001117-mac-mail-linking-guide) - [Outlook mail linking guide (only if you need two-factor authentication)](https://share.vidyard.com/watch/z8VfzJVvgXBC5YPoNBNBZ9?) - [Sending and receiving emails through AWS](https://intercom.help/arternal/en/articles/5281982-receiving-mail-replies-when-using-aws-servers) - [Error from email un-linking due to password change](https://intercom.help/arternal/en/articles/4792975-error-from-email-un-linking-due-to-password-change) ## --Composing & sending smart mail - [How to compose mail](https://intercom.help/arternal/en/articles/4490068-how-to-compose-mail) - [How to add cc's in smart mails](https://intercom.help/arternal/en/articles/5878112-add-cc-s-in-smart-mail) - [How to personalize mails](https://intercom.help/arternal/en/articles/4490083-how-to-personalize-mail) - [How to batch send offers with inventories](https://intercom.help/arternal/en/articles/5282183-how-to-batch-send-offers-with-works) - [How to attach artworks with multiple prices](https://intercom.help/arternal/en/articles/4792976-how-to-attach-works-with-multi-price) - [Hourly sending limit](https://intercom.help/arternal/en/articles/7101588-hourly-sending-limit) ## --After sending out smart mail - [How to duplicate a smart mail](https://intercom.help/arternal/en/articles/6041318-how-to-duplicate-a-smart-mail) - [What are clickthroughs, opens, and views](https://intercom.help/arternal/en/articles/4490105-what-are-clickthroughs-opens-and-views) - [How to create a smart mail group](https://intercom.help/arternal/en/articles/4792930-how-to-create-a-smart-mail-group) - [Smart mail groups sorting options](https://intercom.help/arternal/en/articles/4490119-smart-mail-groups-sorting-options) - [How to use smart replies (mass/batch replies)](https://intercom.help/arternal/en/articles/4564136-how-to-use-smart-replies-mass-batch-replies) # **Contact** - [Contact page overview](https://intercom.help/arternal/en/articles/5705162-contact-page-overview) - [Contact profile page](https://intercom.help/arternal/en/articles/6170540-contact-profile-page) - [How to add a new contact](https://intercom.help/arternal/en/articles/4488091-how-to-add-a-new-contact) - [How to edit a contact](https://intercom.help/arternal/en/articles/4488099-how-to-edit-a-contact) - [Inactive contacts](https://intercom.help/arternal/en/articles/6079379-inactive-contacts) - [How to import contacts](https://intercom.help/arternal/en/articles/4492016-how-to-import-contacts) - [How to export contacts](https://intercom.help/arternal/en/articles/4792911-how-to-export-contacts) ## --Selection cart and batch edits - [Batch contact edits you can make via the selection cart](https://intercom.help/arternal/en/articles/5485478-contact-selection-cart) - [How to merge contacts](https://intercom.help/arternal/en/articles/5078547-merge-contacts) - [How to archive and delete contacts](https://intercom.help/arternal/en/articles/4488113-how-to-archive-and-delete-a-contact) - [How to add roles and tags to a contact](https://intercom.help/arternal/en/articles/4488106-how-to-add-roles-and-tags-to-a-contact) - [How to assign contacts](https://intercom.help/arternal/en/articles/6069539-how-to-assign-contacts) - [How to add contacts to a list](https://intercom.help/arternal/en/articles/4488105-how-to-add-contacts-to-a-list) - [How to batch remove contacts from a list](https://intercom.help/arternal/en/articles/6069614-how-to-batch-remove-contacts-from-a-list) ## --Contact filters - [Contact filters overview](https://intercom.help/arternal/en/articles/5681045-contact-filters) - [Contact assignment filter](https://intercom.help/arternal/en/articles/5689877-contact-assignment-filter) - [Contact lead status filter and assignment filter in live lists](https://intercom.help/arternal/en/articles/5684082-new-filters-in-inventory-and-contacts) - [Search within the "Notes" filter](https://intercom.help/arternal/en/articles/5681202-notes-search-in-inventory-contacts) ## --Contact lists - [How to create a contact list](https://intercom.help/arternal/en/articles/4488100-how-to-create-a-contact-list) - [How to add contacts to a list](https://intercom.help/arternal/en/articles/4488105-how-to-add-contacts-to-a-list) - [How to batch remove contacts from a list](https://intercom.help/arternal/en/articles/6069614-how-to-batch-remove-contacts-from-a-list) - [Live lists](https://intercom.help/arternal/en/articles/4977325-live-lists) - [How to search for contact lists](https://intercom.help/arternal/en/articles/5240565-how-to-search-for-contact-lists) # **Inventory** - [Inventory custom fields](https://intercom.help/arternal/en/articles/6082580-inventory-custom-fields) - [How to pin columns in detailed list view](https://intercom.help/arternal/en/articles/4505800-how-to-pin-columns-in-detailed-list-view) - [How to hide and show columns in detailed list view](https://intercom.help/arternal/en/articles/4505756-how-to-hide-and-show-columns-in-detailed-list-view) - [How to import works](https://intercom.help/arternal/en/articles/4492018-how-to-import-works) - [How to export works](https://intercom.help/arternal/en/articles/5455632-how-to-export-artworks) - [How to calculate the total inventory value at one location](https://intercom.help/arternal/en/articles/6662626-how-to-calculate-total-inventory-values-at-one-location) ## --Artist page - [How to add a new artist](https://intercom.help/arternal/en/articles/4505697-how-to-add-a-new-artist) - [How to edit an artist](https://intercom.help/arternal/en/articles/4505904-how-to-edit-an-artist) - [How to add artist biography](https://intercom.help/arternal/en/articles/6250034-how-to-add-artist-biography) - [How to share artist links](https://intercom.help/arternal/en/articles/4792980-how-to-share-artist-links) - [How to save artists](https://intercom.help/arternal/en/articles/4505723-how-to-save-artists) - [How to delete an artist](https://intercom.help/arternal/en/articles/6128464-how-to-delete-an-artist) ## --Individual inventory records - [How to add works to inventory](https://intercom.help/arternal/en/articles/4490076-how-to-add-works-to-inventory) - [How to upload images/create inventories](https://intercom.help/arternal/en/articles/6292009-how-to-upload-images-create-inventories) - [How to edit works](https://intercom.help/arternal/en/articles/4505749-how-to-edit-works) - [Creating parent records for editions](https://intercom.help/arternal/en/articles/6008118-creating-parent-records) - [Paste caption](https://intercom.help/arternal/en/articles/6128546-paste-captions) ### - Info tab - [How to add videos as alt views](https://intercom.help/arternal/en/articles/5485787-how-to-add-videos-as-alt-views) - [How to add multi-price to works](https://intercom.help/arternal/en/articles/4505909-how-to-add-multi-price-to-works) - [How to display multi-currency for artworks](https://intercom.help/arternal/en/articles/4492024-how-to-display-multi-currency-for-artworks) - [How to display multiple currencies in inventory](https://intercom.help/arternal/en/articles/4492011-how-to-display-multiple-currencies-in-inventory) - [How to enter and convert dimensions](https://intercom.help/arternal/en/articles/6076244-how-to-enter-and-convert-dimensions) - [Package / shipping field](https://intercom.help/arternal/en/articles/5528067-package-shipping-field) - [Setting up inventory captions](https://intercom.help/arternal/en/articles/5455894-set-up-inventory-captions) - [How to edit inventory captions](https://intercom.help/arternal/en/articles/4491995-how-to-edit-inventory-captions) - [How to set up user- vs. org- specific captions](https://intercom.help/arternal/en/articles/6362772-setting-up-user-specific-and-org-wide-inventory-captions) - [How to add sublocations to works](https://intercom.help/arternal/en/articles/4505967-how-to-add-association-sublocations-to-works) - [How to add association to works](https://intercom.help/arternal/en/articles/4505965-how-to-add-associations-to-works) - [How to change the status of works](https://intercom.help/arternal/en/articles/4505807-how-to-change-the-status-of-works) - [How to add custom work status](https://intercom.help/arternal/en/articles/4492005-how-to-add-custom-work-status) - [How to add custom locations](https://intercom.help/arternal/en/articles/4492003-how-to-add-custom-locations) - [How to archive / delete works](https://intercom.help/arternal/en/articles/4833511-how-to-archive-delete-works) ### - Financials tab - [Inventory financials tab](https://intercom.help/arternal/en/articles/4685492-inventory-financials-tab) - [Inventory consignment terms](https://intercom.help/arternal/en/articles/4685489-what-are-consignment-terms) - [Inventory expense section](https://intercom.help/arternal/en/articles/4685495-expenses) - [Inventory expense overview](https://intercom.help/arternal/en/articles/4685480-expense-overview) - [How to add custom expense types](https://intercom.help/arternal/en/articles/4492006-how-to-add-custom-expense-types) ### - History tab - [Creating an auction history](https://intercom.help/arternal/en/articles/5800338-creating-an-auction-history) ## --Selection cart and batch edits - [Batch inventory edits you can make via the selection cart](https://intercom.help/arternal/en/articles/5669474-inventory-selection-cart) - [How to batch add tags to artworks](https://intercom.help/arternal/en/articles/5217513-how-to-batch-add-tags-to-works) - [How to change the availability of artworks in batch](https://intercom.help/arternal/en/articles/5217320-how-to-change-the-availability-of-works-in-batches) - [How to set batch acquisitions to artworks](https://intercom.help/arternal/en/articles/5118220-how-to-set-batch-acquisitions-to-artworks) - [How to batch apply consignment terms](https://intercom.help/arternal/en/articles/5046466-how-to-batch-apply-consignment-terms-to-all-works) - [How to batch remove works from a set](https://intercom.help/arternal/en/articles/4833521-how-to-batch-remove-works-from-sets) - [How to re-order inventories in the selection cart](https://intercom.help/arternal/en/articles/6442723-how-to-reorder-inventories-in-the-selection-cart) ## --Inventory filters - [Inventory filters overview](https://intercom.help/arternal/en/articles/5683027-inventory-filters) - ["Sold to" filter in inventory](https://intercom.help/arternal/en/articles/5684082-new-filters-in-inventory-and-contacts) - [Search within the "Notes" filter](https://intercom.help/arternal/en/articles/5681202-notes-search-in-inventory-contacts) ## --Inventory lists - [How to create a list / exhibition / fair](https://intercom.help/arternal/en/articles/4505735-how-to-create-a-list-exhibition-fair) - [How to add a work to a list / exhibition / fair](https://intercom.help/arternal/en/articles/4505745-how-to-add-a-work-to-a-list) - [How to add works or documents to a list](https://intercom.help/arternal/en/articles/4505775-how-to-add-works-or-documents-to-a-list) - [How to reorder works in a list](https://intercom.help/arternal/en/articles/5662249-how-to-reorder-works) - [Customize online viewing rooms](https://intercom.help/arternal/en/articles/5677429-customize-online-viewing-rooms) - [Private / online viewing rooms](https://intercom.help/arternal/en/articles/4505891-private-online-viewing-rooms) - [How to batch remove works from a list](https://intercom.help/arternal/en/articles/4833521-how-to-batch-remove-works-from-lists) - [How to add installation views to a list](https://intercom.help/arternal/en/articles/4505905-how-to-add-installation-views-to-a-list) - [How to sort inventory lists](https://intercom.help/arternal/en/articles/6289707-how-to-sort-inventory-lists) - [How to change type of inventory list](https://intercom.help/arternal/en/articles/8183459-how-to-change-type-of-inventory-list) - [How to make lists public/private](https://intercom.help/arternal/en/articles/8183497-how-to-make-lists-private-public) ## --Creating inventory PDFs - [Inventory PDF types](https://intercom.help/arternal/en/articles/6079515-inventory-pdf-types) - [How to generate PDFs from works](https://intercom.help/arternal/en/articles/4505804-how-to-generate-pdfs-from-works) - [How to generate condition report PDFs](https://intercom.help/arternal/en/articles/5520086-generating-a-condition-report-pdf) - [How to upload footers for condition reports](https://intercom.help/arternal/en/articles/5858087-uploading-footers-for-condition-reports) - [How to generate a certificate of authenticity](https://intercom.help/arternal/en/articles/4505888-how-to-generate-a-certificate-of-authenticity) # **Transactions** - [Syncing an invoice](https://intercom.help/arternal/en/articles/4490221-syncing-an-invoice) - [Connecting QuickBooks to ARTERNAL](https://intercom.help/arternal/en/articles/4490129-connecting-quickbooks-to-arternal) - [How to create a transaction](https://intercom.help/arternal/en/articles/4490230-how-to-create-a-transaction) - [How to create an invoice without inventory](https://intercom.help/arternal/en/articles/6398557-how-to-create-in-invoice-without-inventory) - [Automatic payables](https://intercom.help/arternal/en/articles/4993599-automatic-payables) - [Add a calendar event when creating a transaction](https://intercom.help/arternal/en/articles/5908401-add-a-calendar-event-when-creating-a-transaction) - [Economic nexus](https://intercom.help/arternal/en/articles/4953412-economic-nexus) # **Reports** - [What is reporting?](https://intercom.help/arternal/en/articles/4800303-what-is-reporting) - [Custom reports vs. preset reports](https://intercom.help/arternal/en/articles/4800789-custom-report-vs-preset-report) - [How to make a custom report](https://intercom.help/arternal/en/articles/4800410-how-to-make-a-custom-report) # **Settings** ## --Smart mail related settings - [How to set default email greetings and signature](https://intercom.help/arternal/en/articles/4491968-how-to-set-default-email-greeting-and-signature) - [How to link your email to your ARTERNAL account](https://intercom.help/arternal/en/articles/4490026-how-to-link-your-email-to-your-arternal-account) - [Error from email un-linking due to password change](https://intercom.help/arternal/en/articles/4792975-error-from-email-un-linking-due-to-password-change) ## --Inventory related settings - [Setting up inventory captions](https://intercom.help/arternal/en/articles/5455894-set-up-inventory-captions) - [How to edit inventory captions](https://intercom.help/arternal/en/articles/4491995-how-to-edit-inventory-captions) - [How to add custom expense types](https://intercom.help/arternal/en/articles/4492006-how-to-add-custom-expense-types) - [How to add custom work status](https://intercom.help/arternal/en/articles/4492005-how-to-add-custom-work-status) - [How to add custom locations](https://intercom.help/arternal/en/articles/4492003-how-to-add-custom-locations) - [Customize online viewing rooms](https://intercom.help/arternal/en/articles/5677429-customize-online-viewing-rooms) ## --PDF settings - [How to set default PDF fonts](https://intercom.help/arternal/en/articles/4491985-how-to-set-default-pdf-fonts) - [How to edit PDF margins](https://intercom.help/arternal/en/articles/4491981-how-to-edit-pdf-margins) - [How to add headers and footers to PDFs](https://intercom.help/arternal/en/articles/4491989-how-to-add-headers-and-footers-to-pdfs) - [How to upload footers for condition reports](https://intercom.help/arternal/en/articles/5858087-uploading-footers-for-condition-reports) ## --Transaction settings - [How to edit transaction settings](https://intercom.help/arternal/en/articles/4490240-how-to-edit-transaction-settings) - [Connecting QuickBooks to ARTERNAL](https://intercom.help/arternal/en/articles/4490129-connecting-quickbooks-to-arternal) ## --Other user settings - [Email notifications](https://intercom.help/arternal/en/articles/5800703-email-notifications) - [In-app billing](https://intercom.help/arternal/en/articles/6720194-in-app-billing) - [Setting up 2FA](https://intercom.help/arternal/en/articles/8346310-setting-up-two-factor-authentication) # **Others** - [Email campaign](https://intercom.help/arternal/en/articles/5761343-email-campaign) - [How to add an unsubscribe link in campaigns](https://intercom.help/arternal/en/articles/6291632-how-to-add-an-unsubscribe-link-in-campaigns) - [Setting up your QuickBooks](https://intercom.help/arternal/en/articles/4436028-setting-up-your-quickbooks) - [How to import works](https://intercom.help/arternal/en/articles/4492018-how-to-import-works) - [How to import contacts](https://intercom.help/arternal/en/articles/4492016-how-to-import-contacts) # **iOS and iPad** ## --iOS Mail - [How to compose mails](https://intercom.help/arternal/en/articles/4785687-how-to-compose-mail) - [How to compose group mails](https://intercom.help/arternal/en/articles/4787696-how-to-compose-group-mail) - [How to attach works to mail](https://intercom.help/arternal/en/articles/4785695-how-to-attach-works-to-mail) - [How to view sent mail details and activity](https://intercom.help/arternal/en/articles/4787684-how-to-view-sent-mail-details-and-activity) - [How to search smart mails](https://intercom.help/arternal/en/articles/6232534-how-to-search-smart-mails) ## --iOS Contacts - [How to add a new contact](https://intercom.help/arternal/en/articles/4785617-how-to-add-a-new-contact-ios) - [How to create a new contact by scanning a card](https://intercom.help/arternal/en/articles/4785633-how-to-scan-a-card-ios) - [How to create a new contact in smart mail](https://intercom.help/arternal/en/articles/6337969-how-to-create-a-new-contact-in-smart-mail) - [How to edit a contact](https://intercom.help/arternal/en/articles/4785626-how-to-edit-a-contact-ios) - [How to create a contact list](https://intercom.help/arternal/en/articles/4785662-how-to-create-a-contact-list-ios) - [How to add contacts to a list](https://intercom.help/arternal/en/articles/4785676-how-to-add-contacts-to-a-list-ios) ## --iOS Inventory - [How to upload a new work](https://intercom.help/arternal/en/articles/4787708-how-to-upload-a-new-work-ios) - [How to edit works](https://intercom.help/arternal/en/articles/4787784-how-to-edit-works-ios) - [Inventory selection cart](https://intercom.help/arternal/en/articles/5745980-inventory-selection-cart-ios) - [How to add works to a set](https://intercom.help/arternal/en/articles/4787761-how-to-add-works-to-a-set-ios) - [How to share works](https://intercom.help/arternal/en/articles/5147079-how-to-share-works) - [How to share artworks via WhatsApp and WeChat](https://intercom.help/arternal/en/articles/6128281-sharing-artworks-via-whatsapp-and-wechat) - [How to create a new custom set](https://intercom.help/arternal/en/articles/4787737-how-to-create-a-new-custom-set-ios) - [How to create a new fair set](https://intercom.help/arternal/en/articles/4788948-how-to-create-a-new-fair-ios) - [How to create a new exhibition](https://intercom.help/arternal/en/articles/4787812-how-to-create-a-new-exhibition-ios) - [How to hide/unhide an inventory list from mobile](https://intercom.help/arternal/en/articles/6329736-how-to-hide-unhide-inventory-lists-from-mobile) - [Why aren't my sets showing up in my mobile app?](https://intercom.help/arternal/en/articles/4792957-why-aren-t-my-sets-showing-up-on-my-mobile-app) ## --iPad Mail - [How to compose a mail](https://intercom.help/arternal/en/articles/4789879-how-to-compose-mail-ipad) - [How to send group mails](https://intercom.help/arternal/en/articles/4789886-how-to-send-group-mail-ipad) - [How to attach work to smart mail](https://intercom.help/arternal/en/articles/4789914-how-to-attach-work-to-smart-mail-ipad) - [How to view mail activity and attachments](https://intercom.help/arternal/en/articles/4789942-how-to-view-mail-activity-and-attachments-ipad) ## --iPad Contacts - [How to create a new contact](https://intercom.help/arternal/en/articles/4790031-how-to-create-a-new-contact-ipad) - [How to create a new contact in smart mail](https://intercom.help/arternal/en/articles/6337969-how-to-create-a-new-contact-in-smart-mail) - [How to edit a contact](https://intercom.help/arternal/en/articles/4790043-how-to-edit-a-contact-ipad) - [How to create a contact list](https://intercom.help/arternal/en/articles/4790060-how-to-create-a-contact-list-ipad) ## --iPad Inventory - [How to upload a new work](https://intercom.help/arternal/en/articles/4792769-how-to-upload-new-work-ipad) - [How to edit works](https://intercom.help/arternal/en/articles/4792779-how-to-edit-works-ipad) - [How to add works to a list](https://intercom.help/arternal/en/articles/4505905-how-to-add-installation-views-to-a-list) - [How to create a new exhibition](https://intercom.help/arternal/en/articles/4792846-how-to-create-a-new-exhibition-ipad) - [How to create a new fair set](https://intercom.help/arternal/en/articles/4790050-how-to-create-a-new-fair-ipad) - [How to create a new custom set](https://intercom.help/arternal/en/articles/4792801-how-to-create-a-new-custom-set-ipad) - [How to hide/unhide an inventory list from mobile](https://intercom.help/arternal/en/articles/6329736-how-to-hide-unhide-inventory-lists-from-mobile)