ARTERNAL Updates

🖼️ Inventory

• Updated the UX for the consignor filed so it is more visible.

💹 Transactions

[Heads Up] In Transaction "Sort By" Is Now "Filter"

What is it?

We updated the text from "Sort By" to now read "Filter" to provide more clarity.

Why does it matter?

With this release, the functionality will remain the same where it allows you to filter works by status but we updated the text of the functionality to be more clear.

📔 Contacts

[Now Live] Search For A Specific List Within The View All List View

What is it?

The “View ALL” list view now includes the ability to search for specific lists so you can retrieve lists quickly and easily.

Why does it matter?

Previously, customers did not have a way to find a specific list based on search. This made it difficult to efficiently find a list, particularly when you have a lot of lists or list names that were difficult to recall or identify.

How does it work?

You’ll now be able to search for a specific list within the “View All” list view.

[Now Live] Ability to change the primary “send” email and set a new default email.

What is it?

Set the default, “primary” email for Contacts.

Why does it matter?

Every contact within a CRM has a preference on which email they want to receive communications. To date, ARTERNAL defaulted to the first email being the MAIN email and there was no easy way to switch or set a new default.

This often leads to extra work by our clients who change which email is the "MAIN" email. Users can now change the "MAIN" email by selecting “Set as main” and that email will then be labeled as main to be used within Smart Mail, Invoices, Transactions, and other areas within ARTERNAL.

How does it work?

Now you can specify the default main email. To set a default email, navigate to a specific contact and click edit profile details.

Upon clicking "Edit Info" clients can change the main email by selecting "Set main". That email will then be labeled as "Main".

🐛 Bug Fixes

• Improved the UX for Point of Sale addresses within Transactions.
• Fixed a bug with Inventory, where the search in the custom set was not working.
• Fixed a bug with Inventory, where search in a list was not working.
• Fixed a bug with Inventory with the UX of New Artists button.
• Fixed a bug within Contacts & Transactions for a search of contacts.
• Fixed a few bugs with ARTERNAL Core onboarding & task & UX.
• Fixed a bug with Smart Mail UX.

🖼️ Inventory

• 🎉New Feature: Filter through your custom sets or your team's set with the new custom sets dropdown filter!
• Archiving bug now fixed, archive any work

💹 Transactions

• 🎉New Feature: You can now select a Point of Sale a payable and filter them on the payables page!

📔 Contacts

• Contact list is now infinite scrolling.

🐛 Bug Fixes

• Downloaded CSV reports now reflect the custom columns made
• Inventory work layout and order of data now fixed for smaller screen sizes

🖼️ Inventory

• Expense Modal saving bug fixed

🖼️ Inventory

• Expiration time on a hold is cleared if the status is changed

• 🎉New Feature: You can now change status of multiple works into sold after selecting them into select cart, or within the invoice flow

✉️ Smart Mail

• Live lists can now be selected in the dropdown when choosing lists to add

💹 Transactions

• Invalid address notification trigger fixed when choosing auto-tax calculation
• Now you can set fixed amount when adding consignment terms for multiple artworks

• Upon creating an invoice - today's date will be auto-populated

• More options when archiving an invoice
• Artist tags are automatically added to contact profile after a purchase/sale is made

📔 Contacts

• 🎉New Feature: Merge Contacts. Duplicate contacts can now be merged into one!

🐛 Bug Fixes

• Deactivated/test account now are gone from dropdown menu org choices
• Spinner in expenses bug fixed, does not continuously load now

💹 Transactions

• 🎉New Feature: Economic Nexus Insights. Great tool to keep track of sales taxes state-by-state!
• 🎉New Feature: Added an option to auto-create a payable when invoice is marked as paid.

• Dates are auto populated when creating a transaction
• A date is now required for all types of transactions.
• Consignments are now sorted by consigned in date by default

🐛 Bug Fixes

• Fixed the bug where deleted notes are still shown in the detailed inventory list view

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🖼️ Inventory

• Feature: updated caption formatter to accommodate multiple inventory numbers

✉️ Smart Mail

• we now restrict sending smart mail when your email amount is unlinked

💰 QuickBooks

• Synced Invoices no longer include hidden line items

🐛 Bug Fixes

• QuickBooks syncing fixed after editing an invoice

🐛 Bug Fixes

• Fixed the bug where account email keeps unlinking
• Fixed the bug where visitor info from Online Viewing Room did not auto-saved as contact info on the platform

🖼️ Inventory

• Feature: Added metric dimensions column in detailed list view

🐛 Bug Fixes

• Fixed the bug where the batch reply button was not working on larger opportunity selections
• Fixed the bug where consignments were not found in transactions section under the artist’s financials tab
• Fixed the broken link to FAQ

📔 Contacts

• Updated Filter UI for Live List

🖼️ Inventory

• Users are now able to batch remove works from sets.
• Location note is now displayed in main inventory info page

📈 Speed & Performance

• Transaction loading optimization and reduced time for update.
• Importing functions have performance updates when using spreadsheet.
• New Font family: Spectral

🐛 Bug Fixes

• Fixed the rendering of a new artist selection set in Inventory.
• Fixed the currencies tooltip display correctly in grid view
• Fixed the incorrect bubble statues display on master edition when importing multiple editions for one artwork.
• The Inventory side bar will no longer display ‘undefined work’ for artists who have 0 artwork in inventory.
• Fixed the bug for contacts with types of company, joint account, trust and foundation to only show company name in transactions

🎆 Happy 2021 everyone!

✉️ Smart Mail

• Feature: Selection mode is added to be able to select mass contact cards in Board View.
• Feature: Mass reply added to smart mail.
• Notifications: thread messages count added to indicate the amount of messages in the thread.
• Notifications: You will now get a notification when the email account is unlinked and would prevent you from sending emails from an unlinked account.

👩‍💼 Contact

• Feature: Live Lists is a new feature that allows the user to create dynamically populated lists based on search parameters. (these lists can be made public for the entire organization or just for specific individuals)
• Lists created by one person are now by default viewable by the whole organization "public".
• Feature: Export Live Lists as .CSV file.

🖼️ Inventory

• Feature: Added archive functionality in addition to delete.
• Feature: Adding toggles to include factsheets and and tearsheets to be included when selecting works to offer.
• Feature: PDF generation will honour the order of items in artwork select cart.

🐛 Bug Fixes

• Fixed the broken dropdown list of Inventory status.
• Fixed the bug for throwing error messages when removing the last work from an invoice.
• Fixed the bug for inventory PDF review not generated.

📈 Speed & Performance

• Performance boosted for invoice editing, reduced the waiting time for contact info updating and artwork uploading.
• Speed up the waiting time for displaying all archived items.

🎁 The ARTERNAL team wishes everyone a Merry Christmas and Happy New Year!

✉️ Smart Mail Batch replies

• You can now select multiple contact cards in the smart mail view and make a mass reply to all of them at once

🧾 Quickbooks invoice syncing

• Added support for Canada

🖼️ Inventory

• Added ability to archive alternate and installation views
• PDFs will now be generated in the same order the items in your artwork cart is in.

📈 Speed & Performance

• We've been continuously working on improving the speed and optimizing load times as our platform gets larger. We'll be back up at 100% soon!

✉️ Smart Mail

• You can now add all contacts in a smart mail column to a list

🗄️ Archiving

• Added the ability to archive artwork and contacts. Instead of deleting works or contacts, you can now archive them first and have the ability to recover them later.

🖼️ Inventory

• Added the ability to specify a date range when filtering works by Last updated, added, etc.
• Added the ability to get an expiry date and time on HOLDS
• Moved artwork Location and Condition logs into it's own tab
• Improved the experience when creating sets and adding artwork to sets
• Changes to a master record location or credit fields will apply to all children editions
• You can now store and manage custom price labels in Inventory Settings

Artwork Consignments and Financials

• Revamped our consignment and expenses system

👩‍💼 Contact Profile

• Added a documents section
• Redesigned tab navigation
• Added the ability to set a contact as inactive. So they cannot be added emailed or contacted.

👀 Private and online viewing rooms

• Added a tab to switch between documents and artwork
• Added the ability to expire viewing room links
• Added the ability to customize the footer/copyright text in settings

• NEW FEATURE - Economic Nexus and Automatic state Sales Tax Calculation in invoices
• Point of sale address - Added the ability to add shipping addresses for your invoices, this will help determine state sales tax.
• Performance updates and bug fixes

Invoice drafts: We made it easier to save your edits to an invoice as draft. Click the Save Draft button down on the bottom right while editing to save your changes.

Bugs Fixes:

• Fixed an issue with consignment terms appearing when editing other types of transaction