ARTERNAL Updates

📔 Contacts

[Now Live] Clients can browse through contacts in the detailed list view.

What is it?

The detailed list view contains more information than the basic view.

Why does it matter?

Like inventory, users can now choose between the basic view and the detailed view, depending on how much information they need to see.

How does it work?

Under the “Contacts” tab, click on the “View Detailed List” button.

🖼️ Inventory

[Now Live] Clients can now find Package/Shipping field in Inventory

What is it?

In each artwork’s detail page, there is a new field called “Package/Shipping”.

Why does it matter?

With a field specifically dedicated to packaging and shipping information, users can now easily include it into PDFs.

How does it work?

When making a PDF, choose “Fact Sheet” or “Data Sheet”, then you can see the “Package/Shipping” toggle. Click on it to add/remove packaging and shipping information.

[Now Live] Clients can now generate condition reports in Inventory

What is it?

In each artwork’s inventory detail page, under the “Locations/Condition” tab, there is an “Export PDF” button in the “Condition Log” section.

Why does it matter?

It automatically generates a condition report based on the condition log previously created in ARTERNAL. This feature saves the time to create a condition report from scratch.

How does it work?

Under the “Inventory” tab, click on any artwork, go to the “Locations/Condition” tab > “Condition Log” field > “Export PDF”.

• 🎉 Inventory UI Improvement: Added placeholder texts in the “Artist” and “Add Association” fields to make it more visible where to enter the information.

Condition report settings

​

In Settings - > PDF Settings - > Condition Report

You can customize your condition report with a few extra details including:

• Displaying a date in the condition report header
• Turning on/off the signature page at the very end of the report
• Adding a custom disclaimer block at the top of the condition report

​

# 🐛 Bug Fixes

• Fixed a bug which prevents users from creating a new static contact list in the contact detail page.
• Fixed a bug where an edition set is listed as available even though every single edition is sold.
• Fixed a bug which prevents users from adding contacts to the selection cart by adding multiple search results.
• Fixed a bug which prevents users from selecting a contact in the contact detail page.

📔 Contacts

[Now Live] Clients can view contact information while adding them to the selection cart.

What is it?

Users now can add contacts to the selection cart and view contact information at the same time.

Why does it matter?

It allows users to view contact information while deciding whether or not to add them into the contact selection cart.

How does it work?

You can add a contact into the selection cart by clicking on the avatar, while viewing detailed information by clicking on other areas in the row.

• 🎉 Contact UI Improvement: Improved the “Create Static List” button to expedite adding contacts into a new static list via the selection cart.
• 🎉 Contact UI Improvement: Improved the contact profile picture upload page so that the buttons align

💹 Transactions

[Now Live] Clients can now find Transactions Settings in the Main Settings Menu

What is it?

You can now manage Transaction Settings in the Main Setting Menu

Why does it matter?

Previously, transaction settings could be found only in the “Transactions” tab. By adding them to the Main Setting Menu, they become more discoverable.

How does it work?

Currently, you can manage your transaction settings in two ways: 1) go to Settings > Transaction Settings, 2) go to Transactions > Settings.

🖼️ Inventory

• 🎉 Inventory UI Improvement: Improved the “Create Set and Add” button to expedite adding inventories into a new custom set via the selection cart.

📈 Reporting

[Now Live] Add description under each report title

What is it?

In the “Reports” tab, there is a short description under each report.

Why does it matter?

It allows users to better understand what insight each report provides.

How does it work?

Clicking on the “Reports” tab, and you will be able to see the descriptions.

🐛 Bug Fixes

• Fixed a bug where editing an inventory’s work status will wipe out its tags.
• Fixed a bug where duplicate and incorrect information appears in the contact activity feed.
• Fixed a bug where PDF subsetting does not appear under PDF settings when expanded.
• Fixed a bug where extensive contact list does not load
• Completed further Inventory optimization

🖼️ Inventory

[Now Live] Clients can now see a full view of the work.

What is it?

You can now see the full view of works within the basic list view within Inventory. .

Why does it matter?

Previously, the works in Inventory were shown in a cropped out view. With this release, the overall functionality of Inventory has remained the same but we’ve updated the inventory basic list view so clients can get a good understanding of what the work looks like.

This means clients can see the horizontal or vertical nature of a work with a quick glance.

[ Now Live] Remove/Manage Associations Statuses

What is it?

You can now manage Associations Statuses in Settings.

Why does it matter?

You can now manage your Association Statuses in settings. As clients continually use ARTERNAL we find they want to manage the custom inventory and contact association statuses. The ability to remove entries that are not used will help clients better manage their workflow.

How does it work?

Under Settings → Inventory Settings → At the very bottom

• 🎉 Inventory UX Improvement: Improved the UX for Location input field and Document list view to provide more clarity.

📔 Contacts

• Improved the search experience for contacts so users can search contact tags with symbols.

🐛 Bug Fixes

• Fixed a bug where when a user uploaded a spreadsheet of contacts and assigned the contacts to a list the list was not accessible from the smart mail list section.
• Fixed the bug with Online Viewing Room where the images in OVR were distorted to fit only a square rather than the original formatting of the images.
• Fixed a bug within inventory where when a client changed the inventory price, the change was not reflected.
• Fixed a bug within Inventory where clients that used the sublocation filter search results were not working.
• Fixed a bug within Smart Mail where when clients customized a mass reply the client information was shown on the left sidebar.
• Fixed a Bug within Reporting where contacts that were archived/deleted were incorrectly showing up in the current contact-related report.

🖼️ Inventory

• Improved the UX for searching for a specific Work-Status by allowing users to search for a specific Work-Status using a drop-down.
• Improved the UX for search within Inventory to provide more clarity on the number of results shown.

🏁 Permissions

• UX improvement to Account settings so clients know what email account they are signed in to within ARTERNAL.
• 🎉New Feature: The ability to choose which email notifications you want to receive.

📔 Contacts

• Improved the UX for List (Static or Customer) where List now have the ability to be saved without inputting a name.
• 🎉New Feature: You can now search for a client by works that are associated to the clients profile via hold/sold, invoice works to the client, interest, and tags.

🐛 Bug Fixes

• Fixed a bug where subject lines were automatically deleted within Smart Mail.

🖼️ Inventory

• Date selector UX bug is now fixed for smaller screens.

💹 Transactions

• Improved the UX for Point of sale so it provides a clearer user experience for clients.

📔 Contacts

• Contact list now has the ability to save the last selected filter.

🐛 Bug Fixes

• Contact bug now fixed, where uploaded images were automatically becoming icons in Contacts.
• UX updates when a client visits ARTERNAL so they know they are logged in.
• Fixed a bug where Inventory search was not accurate.
• Fixed a bug with Smart Mail's UX.
• Fixed a bug with Live List where the list and totals did not match.

🐛 Bug Fixes

• Fixed the bug in Inventory, where when deleting all editions, the master edition's status had a display error.
• Fixed the bug in Inventory, where the custom labels on association did not save.

[Now Live] Search For A Specific Note Within Inventory & Contacts.

What is it?

The Inventory and Contacts search now include the ability to filter and search for specific content within notes so you can find relevant information about Contacts or Inventory faster.

Search for a note within Inventory

Search for a note within Contacts

How does it work?

With this release, we've made improvements to the search filter, and sort experience within Inventory and Contacts.

Improved Filter Options

We’ve improved Inventory and Contacts filters - users can now filter within notes.

Inventory > click on search > Under “Other Info” > Notes

Contacts > click on search > Under “Identification” > Notes

🖼️ 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

#

🖼️ 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