ARTERNAL Updates

🖼️ 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

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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.