Arternal Help Center

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Index

Index

Written by Yujia Zheng

Updated over a year ago

Mail
Contact
Inventory
Transactions
Reports
Settings
Others
iOS and iPad

Mail

--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

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

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

Creating an auction history

--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 filters overview

"Sold to" filter in inventory

Search within the "Notes" filter

--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

Reports

What is reporting?

Custom reports vs. preset reports

How to make a custom report

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

How to edit transaction settings

Connecting QuickBooks to ARTERNAL

--Other user settings

Email notifications

Others

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

--iPad Inventory

How to upload a new work

How to edit works

How to add works to a list

How to create a new exhibition

How to create a new fair set

How to create a new custom set

How to hide/unhide an inventory list from mobile