ARTERNAL Updates

📔 Contacts

[Now Live] New contact filter “Type”

What is it?

In contacts, there is now a new filter “Type”

What does it matter?

It allows you to filter contacts by the type

How to use it?

In contacts, open the filter drop down menu, choose Type and select the desired type

🎉 Contacts Improvement: improved the Filter button UI to make it more consistent with the other buttons on this page

🐛 Bug Fixes

• Fixed an issue with replacing primary images for imported inventories
• Fixed an issue where creating a new contact opened another contact’s profile
• Fixed an issue where there was no error message when sending invoices with unlinked emails
• Fixed an issue where Apply terms to all in consignments did not apply the consignment terms to all works
• Fixed an issue where dimension range filter in inventory did not include the lower bound
• Fixed an issue with sorting inventories by artist last name in inventory lists/exhibitions/fairs
• Fixed an issue where empty rows sometimes showed up in inventory detailed view
• Fixed an issue where uploading documents failed with the “Server responded with 0 code” error message

🖼️ Inventory

[Now Live] Users can now create custom field groups

What is it?

In the inventory custom fields, users are now able to put them into different groups and reorder them

Why does it matter?

It allows users to better organize custom fields. For example, you can have a group of custom fields for crating and another group for shipping

How to use it?

Go to your Settings > Custom Fields > Inventory, create a new custom field or click on an existing custom field, you will see the new Field Group section and can create a new group from the dropdown.

🎉 Inventory Improvement:

• Removed the text “(no notes)” in the Tags/Notes column in the list view
• Optimized the query of creating new custom fields

📔 Contacts

[Now Live] Users can now create contact custom fields

What is it?

Under each contact’s profile, there is a new Custom Fields section at the bottom

Why does it matter?

It allows users to create custom fields that show up in every contact’s profile, such as social media handle or birthday

How to use it?

Go to a contact’s profile > click on the Edit Contact button > scroll down to the Custom Fields section > click on Manage Custom Fields to add a new field

🧾 Invoice V2

🎉 Invoice V2 Improvement: improved the connectivity between invoice and inventory & contacts so that it will show up on the activity feed of the sold work and the buyer’s profile

⚙️Settings

🎉 Settings Improvement: moved the automatic payable toggle from user settings to organization settings

🐛 Bug Fixes

• Fixed an issue where re-importing existing contacts did not work
• Fixed an issue where blank custom fields left empty lines in captions
• Fixed an issue where some invoices total showed NaN
• Fixed an issue where the remove contacts from list button was missing in the selection cart

✉️ Smart Mail

🎉 Smart Mail Improvement: changed the notification message when sending out more than 80 emails

🐛 Bug Fixes

• Fixed an issue where the transaction did not open when creating a consignment in the inventory’s financials tab
• Fixed an issue where the caption did not display text in multiple lines
• Fixed an issue where My Inbox did not show the most recent emails
• Fixed an issue where the nsf availability status did not display properly for parent records
• Fixed an issue where the auto-generated inventory numbers were incorrect

🖼️ Inventory

[Now Live] New buttons on documents in the inventory profile page

What is it?

In the Documents section under an inventory’s profile, if you hover over the document, there are now the Download and Add to List buttons.

Why does it matter?

It allows users to more easily download the file or add it to an inventory list

How to use it?

Go to an inventory > scroll down to the Documents section > hover over the document > the new buttons will show up and click on either of them as desired

⚙️Settings

[Now Live] Hide currency code in PDFs

What is it?

In the settings > Account > PDFs, there is a new toggle Hide Currency Codes

Why does it matter?

It offers the option to hide the currency code (e.g. USD and EUR) in PDFs

How to use it?

Go to Settings > Account > PDFs, and switch on the second toggle as needed.

📈 Reporting

[Now Live] Users can filter contacts by total sales in a certain time rage

What is it?

In the Contacts by total value of sales report, you can filter the Revenue column by the time range

Why does it matter?

It allows users to filter clients by how much artwork they bought in a specific time range

How to use it?

In Reports, go to the Contacts by total value of sales report and click on the Revenue header. In the filter, enter the time range as desired.

🐛 Bug Fixes

• Fixed an issue where searching inventories in a list did not show results
• Fixed an issue where the contact counts are incorrect in smart mail groups
• Fixed a UI issue where the import contact button did not align with the other buttons
• Fixed an issue where the contact general search did not support &
• Fixed an issue where the Metric Dimensions toggle did not work in Data Sheet PDFs
• Fixed an issue where the font size was not consistent in invoice totals

🖼️ Inventory

🎉 Inventory improvement: optimized the loading speed in inventory

⚙️Settings

🎉 Settings Improvement: changed the default settings to switch off hold/sold email notifications for new accounts

🐛 Bug Fixes

• Fixed an issue where uploading documents failed without notifications
• Fixed an issue where line breaks in inventory custom fields did not save
• Fixed an issue where it assigned duplicate inventory numbers when uploading multiple works at once
• Fixed an issue where the documents showed up in the viewing room main page
• Fixed an issue where inventory PDFs failed to generate
• Fixed an issue where the transactions tab did not show up settings for some accounts
• Fixed an UI issue when clicking into an inventory list in the Lists/Exhibitions/Fairs tab
• Fixed an issue where the invoiceV2 captions had empty lines if the inventory field was blank
• Fixed a compatibility issue with invoiceV2 and Outlook Windows
• Fixed an issue where an invoice could not be sent more than once in invoiceV2

📱iOS update: iOS version 4.50 released

• Added the ability to toggle installation views in viewing rooms
• Fixed an issue where deactivated users showed up in the user list
• Replaced the instances of the copy “set” to “list”

🧾 Invoice V2

🎉 Invoice V2 Improvement: added the Auto-create payables button

🐛 Bug Fixes

• Fixed an issue where video alt views caused the work not to show up in viewing rooms
• Fixed an issue where the Back to all lists button was cut off in smart mail inventory search
• Fixed an issue where selecting exhibition date in the calendar was off by one day for some time zones
• Fixed an issue where some images turned sideways

⚙️Settings

[Now Live] New toggle for auto-create payables

What is it?

In Settings > Account > Inventory > Settings, there is a new toggle to automatically create payables

Why does it matter?

It will automatically create a payable for the consignment terms when the invoice is paid, so that the user does not have to click on "auto-create payables" for each invoice.

How to use it?

Go to Settings > Account > Inventory > Settings, and switch on the last toggle. After that, when you mark an invoice as paid, and the work has an active consignment term, it will automatically create a payable.

📈 Reporting

🎉 Reporting Improvement:

• Improved the Sold Artworks report’s Sold To column to include more sold artworks
• Improved the custom reports feature so that hiding, resizing, moving columns are now saved

✉️ Smart Mail

🎉 Smart Mail Improvement:

• Improved the inventory search in smart mail so that the status filter applied in inventory no longer carries over to the smart mail inventory search
• Improved the smart mail attachment uploader so that it notifies the user to try again if the upload temporarily fails

🖼️ Inventory

🎉 Inventory Improvement: added the “list” category under artist’s Lists/Exhibitions/Fairs tab (previously Exhibitions/Fairs)

🐛 Bug Fixes

• Fixed an issue where searching quotation marks was not supported in contact general search

🧾 Invoice V2

[Now Live] The new field “Due Date” is available in invoices

What is it?

In the invoice, there is a new field Due Date

Why does it matter?

It helps remind the user when an invoice is due, and the user can sort invoices by due date.

How to use it?

In individual invoices, click on the Due Date field to select a date, and then in the All Invoices page, click on Sort by and select due date

[Now Live] User can change invoice creator

What is it?

In individual invoices, user can now change the creator of the invoice

Why does it matter?

This feature helps the organization to keep track of who is responsible for which invoice, in case it is different from the actual creator of the invoice.

How to user it?

Click on the Created By field and choose a user from your organization

🎉 Invoice V2 Improvement: connected invoices to contact’s timeline

📈 Reporting

🎉 Reporting Improvement: added the image column in Sold Artworks and Inventory on Consignment reports

✉️ Smart Mail

🎉 Smart Mail Improvement:

• Optimized the speed of opening inbox threads
• Improved sending large images via smart mail to prevent internal server error

🖼️ Inventory

🎉 Inventory Improvement:

• Added the sold to field in captions formatter
• Added the sold to columns in inventory detailed list view

🐛 Bug Fixes

• Fixed an issue where applying the work status and the location filters returned incorrect results
• Fixed an issue where an empty draft showed up in threads in inbox
• Fixed an issue where adding/removing an artwork or uploading a document did not show the update immediately
• Fixed an issue where entering multiple paragraphs in custom fields did not save

🧾 Invoice V2

• Added the feature to auto-create payables
• Improved the UI for selecting related contacts in the send stage

🖼️ Inventory

🎉 Inventory Improvement:

• Added cm dimensions to inventory export
• Added the additional inventory # column to inventory detailed list
• Improved the format of horizontal Certificate of Authenticity to enlarge the header
• Improved the vertical alignment of viewing rooms
• Added the change status pop up window when marking multiple works on hold

🐛 Bug Fixes

• Fixed an issue where adding a hyperlink in smart mail did not highlight the link
• Fixed an issue where it failed to sync invoices with QuickBooks
• Fixed an issue where the invoice page did not load for some users

🐛 Bug Fixes

• Fixed an issue where the consignment is incorrect in some inventories’ financial tab
• Fixed an issue where the certificate of authenticity format was broken
• Fixed an issue where empty inventory custom fields showed up in PDFs

🖼️ Inventory

[Now Live] Users can now change the type of inventory lists

What is it?

In an inventory list/exhibition list/fair list, the user can now change it to any other list types

Why does it matter?

Previously if the user created an inventory list and wanted to change it to an exhibition list, the only way was to add all the work to the exhibition list and delete the inventory list. Now the user can do it with one click.

How to use it?

Go to any inventory list/ exhibition list/ fair list, on the top there is an icon showing the list type. Click on it to change the list type.

🎉 Inventory Improvement:

• Improved the Artist field by enabling users to reorder the artists for works with multiple artists
• Optimized the performance of reordering works in inventory lists

⚙️Settings

🎉 Settings Improvement:

• Improved the instruction on the 2-Factor Authentication page
• Moved the Integrations tab from organization settings to account settings

🐛 Bug Fixes

• Fixed an issue where changing the default contact roles did not save in settings
• Fixed an issue where inventory search did not work properly in the new invoicing system
• Fixed an issue where the font size was inconsistent in the new invoicing system

⚙️Settings

🎉 Settings Improvement: added reset password option in the settings

🖼️ Inventory

🎉 Inventory Improvement: improved the inventory importer so that the blank space in the currency column will be automatically stripped away and not cause currencies fail to import

📔 Contacts

🎉 Contact Improvement: improved the relationships feature to show the contact’s company name if the contact has no first or last name

🐛 Bug Fixes

• Fixed an UI issue where long smart mail subjects overlapped with buttons
• Fixed an UI issue where long exhibition description caused OVR buttons pushed to the right
• Fixed an issue where the PDF download button showed up multiple times
• Fixed an issue where inventory lists failed to save the order of works
• Fixed an issue caused by special characters in inventory price labels
• Fixed an issue where creating artist share links had 504 error

⚙️Settings

🎉 Settings Improvement: added BSD (Bahamian Dollar) to the currency list

🖼️ Inventory

🎉 Inventory Improvement: improved support for high resolution images in viewing rooms

📱 Mobile App

🎉 Mobile App Improvement: Fixed the blank screen when the user did not have permission to see a certain tab

🧾 Invoice V2

• Added a feature where the invoice link expires after archiving the invoice

• Fixed an issue where an invoice could not be opened properly if its template was deleted
• Fixed an issue where users could not archive invoices using browsers with the DD/MM/YYYY date format
• Changed the search result text to “No results found” when no qualifying invoice comes up in the search

🐛 Bug Fixes

• Fixed an issue where location notes did not show up in individual inventory’s profile page
• Fixed an issue where the Add to List button in individual inventory’s profile page added the incorrect inventories to lists
• Fixed an issue where searching contact’s alternative emails did not work
• Changed Search sets to Search lists in the inventory list search bar
• Fixed an issue where creating an artist share link had 504 gateway timeout error

🖼️ Inventory

[Now Live] Users can make private inventory lists

What is it?

When making an inventory list/exhibition/fair, you can choose to make it public to all users or only visible to your account

Why does it matter?

It allows users to make private inventory lists, similar to contact lists

How to use it?

In any inventory list, next to the title, click on the Public button and it will change to Private

🎉 Inventory Improvement: added the option to put works On Hold in batch