Adding a New Contact
Creating a new contact enables you to store information on contacts, artists, buyers and suppliers. Once you have the details of your contacts online you are then able to add information to that contact such as inventory, supplier and purchase details.
Once you have entered all the information you have on your contact, please press the Save and Close button to ensure you do not lose any of your work.
To create a new contact:
Click on the +New button on the top left hand side of your menu options. You will be shown a screen with the following 5 tabs available to complete:
Main Information:
Add the main information for your contact. Please note that the default contact type is ‘Contact’, use the drop down menu to change this if necessary. If you change this to ‘Artist’ the tabs will change to reflect the information available to complete, giving you 7 tabs to complete.
Address etc:
Complete information for email, telephone numbers and postal address. Make sure you enter in the preferred contact method.
More Details:
This area enables you to add tags to make searches more efficient, add notes, biographical information, and tax information.
Works: (Artist contact type only)
The works listed here are linked to the inventory, click on the link to take you through to the information stored about that work. Any new work will need to be added through the inventory area.
Supplies :
The works here are also linked to the inventory, connected to the ‘Acquisition’ tab.
Artist Details: (Artist contact type only)
This tab enables you to add more details about the artist including photo of the artist, artist’s statement and exhibition details.
Documents:
This final tab enables you to add any supporting documents, in pdf format, you need to keep with the contact’s record.