ARTERNAL Updates

📔 Contacts

[Now Live] Contact sync with MailChimp is launched!

What is it?

In the new Contact Sync Portal, users can sync contacts between ARTERNAL and MailChimp

Why does it matter?

With the MailChimp integration, users can sync contacts in one click, instead of exporting from one platform and importing to the other.

How to use it?

Go to Contact Sync Portal, log into your MailChimp account, and choose how you want to sync the contacts. Support article linked here for more details.

🖼️ Inventory

[Now Live] Added the clear location option

What is it?

In the Location field, there is now a Clear Location button

Why does it matter?

Previously, without this button, users could only change from one location to another, but not fully remove the location.

How to use it?

Hover over the right side of the location section and click on the Clear Location button.

🎉 Inventory UI Improvement:

• Increased the image resolution in PDFs
• Removed the Recently Added tab and added a Date Created column in inventory detailed list view

🎉 Contacts and Inventory UI Improvement

Increased the size of the tag picker so that users can see selected tags/roles/work status/etc. easier

🐛Bug Fixes

• Fixed an issue where sometimes searching partial words in inventory did not work
• Fixed an issue where searching for a payee when adding expenses sometimes did not work
• Fixed an issue where the tax did not round up
• Fixed an issue where a bottom bar would show up when adding contacts in a smart mail
• Fixed an issue where the Holds and the Sales tabs were always empty in an inventory list

📔 Contacts

🎉 Contacts UI Improvement:

• Updated the contact filter to pull up contacts that contain the keyword
• Updated the contact selection cart so that it no longer automatically clears out

🐛 Bug Fixes

• Fixed an issue where deleting archived contacts did not work
• Fixed an issue where the “Not” keyword in inventory filter did not work
• Fixed an issue where contact counts were incorrect in smart mail groups
• Fixed an issue where adding tags to contacts sometimes did not work
• Fixed an issue where the sublocation in invoices sometimes did not save
• Fixed an issue where the inventory search in the mobile app sometimes did not work
• Fixed an issue where filtering by tags with special characters did not work

🖼️ Inventory

🎉 Inventory UI Improvement: updated the inventory search and it now supports special characters

🐛 Bug Fixes

• Fixed an issue where notes were not saving in inventory and contacts
• Fixed an issue where the smart mail subject line was not saving sometimes
• Fixed an issue where converting inventory dimensions from cm to inches would add an extra 1/8 inches
• Fixed an issue where the “H W D” text did not automatically apply to the dimensions in inches

Bug Fixes

• Fixed an issue where re-ordering artworks in the artist page did not work
• Fixed an issue where deleting a transaction did not affect the artwork’s financials breakdown
• Fixed an issue where not all contact lists were loading in smart mail
• Fixed an issue where the contact general search bar was not working properly
• Fixed an issue where archiving alt views in editioned works did not work
• Changed the help text on the Economic Nexus page

✉️ Smart Mail

🎉 Smart mail UI Improvement:

• Updated the smart mail settings to allow users to send smart mails via AWS even when the user is disconnected from gmail
• Updated My Inbox so that when the user opens a thread, it will automatically go to the most recent email

📔 Contacts

🎉 Contacts UI Improvement: improved contact tags to prevent colon from causing issues

🖼️ Inventory

🎉 Inventory UI Improvement: updated the OVR settings so that the documents under individual inventories will never show up

🐛 Bug Fixes

• Fixed an issue where apply contact filters in smart mail causes browser crashes
• Fixed an issue where archiving an invoice did not remove the discount on the financials page
• Fixed an issue where dimensions fraction conversion was not working properly
• Fixed an issue where archived alt view images did not show up under the Archived tab

⚙️Settings

[Now Live] Multiple Footers for all PDFs

What is it?

Under Settings > PDF Settings, users can now upload multiple footers.

Why does it matter?

For businesses with multiple addresses, this allows you to create a footer for each address and easily switch the footer.

How to use it?

Under Settings, upload all the footers, and then when create a PDF, choose the footer in the dropdown.

🖼️ Inventory

[Now Live] Re-ordering inventories in the selection cart

What is it?

A Re-Order/Save Order button in the inventory selection cart

Why does it matter?

After changing and saving the order, the order in the selection cart will be reflected in the PDF

How to use it?

After adding inventories to the selection cart, click on Re-Order > drag and move the inventories > click on Save Order. And the PDF will have the same order.

🎉 Inventory UI Improvement:

• Changed Master Records to Parent Records

📔 Contacts

🎉 Contacts UI Improvement:

• Removed the auto-fill when creating a static list
• Changed the view and added a search bar when adding contacts to a list

🐛 Bug Fixes

• Fixed an issue where repeating contacts were showing up under Contacts
• Fixed an issue where Sold Artworks report had empty financial columns
• Fixed an issue where uploading images in parent record didn’t apply to add editions
• Fixed an issue where the location filter in invoices did not work properly
• Fixed an issue where searching by contact first names did not work properly

🖼️ Inventory

🎉 Inventory UI Improvement:

• Fixed alignment in the edition list view
• Added an archive button when editing individual editions
• Fixed unexpected behaviors of archiving or unarchiving an edition

🐛 Bug Fixes

• Sold artworks report
• Fixed an issue where the captions and caption formatter did not show up
• Fixed an issue where certain font and browser caused text to overlap in smart mail
• Fixed an issue where the dropdown did not display in the custom fields
• Fixed an issue where the paste caption feature did not paste the correct inventory number
• Fixed an issue where archiving multiple works caused artist inventory counts to be incorrect
• Fixed an issue where “consignor” and “consignee” were mixed up

🎆 Happy Fourth of July!

⚙️Settings

[Now Live] Make the caption settings user-only or organization wide

What is it?

Inventory caption settings (under the Inventory Settings tab) now has the Use my captions / Use organization captions toggle.

Why does it matter?

It allows different team members to set up the captions according to their own needs, but also allows users to easily switch to the standard org-wide captions.

How to use it?

Go to Settings > Inventory Settings > Inventory Caption Formatter, and toggle between user- and org- specific captions. Please note that if you change the organization captions, it applies to all accounts.

✉️ Smart Mail

🎉 Smart mail UI Improvement: Made the attachment in smart mails look smaller

🖼️ Inventory

🎉 Inventory UI Improvement: Lower the .png file resolution on the backend to improve the experience of uploading images to inventory.

🐛 Bug Fixes

• Fixed an issue where the captions in consignment contained empty custom fields
• Fixed an issue where the personalized message in smart mail didn’t go through
• Fixed an issue where long inventory lists were not fully loading in consignments
• Fixed an issue where attaching editions to smart mails didn’t show artist names
• Fixed an issue where the installation views in artist page always said 0

📱 Mobile App: v3.97 released

• Fixes issue with new inventory lists being created as hidden
• Added a rate limiter to contact searching to improve search performance on larger contact lists
• Added the ability to enter plain emails in the TO fields when drafting a smart mail (given the option to create the contact on the fly as well, otherwise only the email is saved in contacts
  

📈 Reporting

🎉 Reporting UI Improvement: Added the Contact Associations column in the Sold Artworks report

🖼️ Inventory

[Now Live] A Show/Hide on Mobile button in inventory lists

What is it?

In each inventory list, there is now a Visible/Hidden button next to the list title.

Why does it matter?

It allows users to control which lists can be displayed on iPhone or iPad.

How to use it?

Go to any inventory list, and click on the Visible/Hidden button.

🎉 Inventory UI Improvement:

• Made the “(framed)” text in dimensions automatically apply to both cm and inches
• Added a Date Created column in inventory detailed list view
• Updated the font setting of the “Installation Views” text in the viewing rooms

💹 Transactions

🎉 Transaction UI Improvements: Added help text on the top of the Economic Nexus page

🖼️ Inventory

[Now Live] More sorting options for inventory lists

What is it?

Under the Inventory tab, in lists/exhibitions/fairs, there is a new Order By button.

Why does it matter?

Previously, the inventory lists can only be sorted by alphabetical order. Now there are chronological sortings.

How to use it?

Click on the Order By button, and choose the order as desired.

🎉 Inventory UI Improvement: Made the history titles in the fact sheet PDFs uppercase

📔 Contacts

🎉 Contacts UI Improvement: added better summary and a cancel option when importing contacts

✉️ Smart Mail

🎉 Smart mail UI Improvement: prevented buttons stacking onto each other in the Add Contacts window

📈 Reporting

[Now Live] Sold artworks report

What is it?

A newly added sold artworks report that shows all sold artworks with a matching invoice in ARTERNAL.

Why does it matter?

It helps users to better understand the sales data, including how many artworks were sold, when they were sold, how long it takes to be sold, etc.

How to use it?

Go to the Reports tab, click on the Sold artworks report.

🐛 Bug Fixes

• Fixed an issue where the dimension are rounding automatically
• Fixed an issue where the viewing room description font couldn’t be changed
• Fixed an issue with inventory numbers for artist without a first/last name
• Fixed an issue where inventory number initials not updated when changing artist names

📱 Mobile App: v3.96 released

• Fixed broken hide price toggle in share links
• Fetches artwork items with pending hold/sold statuses
• Fixed long artwork titles clipping off the price on grid view

[Now Live] New tag search in Inventory and Contacts

What is it?

Wherever there is tag/role search in ARTERNAL, we now have updated our tag search tool

Why does it matter?

It improves the search experience, makes it easier to add a tag/role, and thus reduces the likelihood of users creating duplicate tags/roles.

How to use it?

Click on the downward arrow to expand the dropdown with all tags/roles. You can also search for tags/roles. To remove a tag or role, click on the red “x” mark.

🖼️ Inventory

[Now Live] Artist Biography field is now added into the artist page

What is it?

When editing an artist, there is now a Biography field

Why does it matter?

It stores the artist biographical information, so that users can easily pull it up and add it into PDF/smart mails/etc.

How to use it?

In Inventory, click into an artist in the sidebar, click on the edit button, and enter the artist bio

🎉 Inventory UI Improvements:

• Improved the layout of the quick browse sidebar
• Made the Additional Notes field self-expanding
• Added the Skip Image Step button when creating a new artwork

📔 Contacts

🎉 Contacts UI Improvement:

• Changed tooltip text from Archive to More Options
  

🐛 Bug Fixes

• Fixed a bug where the relationships between contacts did not go both ways
• Fixed a bug where the Preview image failed to generate error message always showed up when generating PDFs
• Fixed a bug where the contact list didn’t load when clicking on Choose Contact when creating transactions
• Fixed a bug where the tax agency modal window didn’t scroll when syncing invoices to QuickBooks
• Fixed a bug where the contact names didn’t show up in the selection cart when selecting contacts from the smart mail pipeline

📱Mobile App: v3.94 released

[Now Live] Users can now search smart mails in the app

What is it?

In the smart mail tab, there is a newly added search bar. If you click into any smart mail, it will also have the contact search bar.

Why does it matter?

It allows users to quickly find the smart mail instead of scrolling through all of the smart mails or contacts.

How to use it?

Click on the search bar and type in smart mail titles or contact names.

🎉 Mobile UX Improvements: Updated the share link process so that users no longer need to enter a contact to send a share link.

📱 Mobile App: v3.93 released

• Fix save function for holds + sold on iPad
• Added the provenance and VAT status toggles to OVR
• Added a price toggle to share links
• Revamped share link UX, to include a preview, quick copy button.
• Fixed saving of inventory fields after entering price
• Add the status toggle in settings (for the artwork view page)
• Fixed inventory grid view status dots (NFS and N/A now show up properly)
• Prevent documents being auto added to smart mail offers

📔 Contacts

🎉 Contact UI Improvements: we now support searching in accent characters. (For example, searching by Luís or Luis will have the same result.)