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New Customer Training
Introduction to Collections
- Overview of Collections Software
- What is it?
- How is it organized?
- How do I navigate?
- The Beginning...
- Overview of Contacts Form
- Adding Contacts and additional addresses
- Generating client correspondence -- saving/retrieving
- Generating client correspondence using MS Word
- Changing/Editing/Deleting information, records, and links
- Emailing contacts via Outlook
- Creating Artist Biographies in Contacts
- Customizing The Program
- Preferences -- Using the Administrative Options
- User Fields
- Contacts
- Dimensions
- Inventory Number
- Value fields
- Editing Related Fields
- Character Map
- Viewing Records
- Finding a record
- Setting Order of view
- Difference between View Set (live) and Worksheet (snapshot)
- Setting, Saving and Retrieving View Sets and Worksheets
- Marking Records
- Spreadsheet Layout
- Saved Custom Spreadsheet Reports
- Contacts Reports
- Overview of Reference Lists, Labels, Saved Views, Worksheets
- Contact Reference
- Mailing Lables
- Works and Images
- Overview of Works Form
- Adding Inventory into Works
- Scanned Images Size
- Saving images in central location
- Attaching images
- Attaching multiple images
- Viewing images
- Spreadsheet Report
- Lightbox
- Work Reports
- Overview of Reference Lists, Labels, Saved Views, Worksheets
- Work Reference
- Wall Labels
- Infosheet
- Creating a DataKit/Importing a DataKit
- What is included in the DataKit?
- Overview of how to export a DataKit / DataKit file format
- Administrative Options pertaining to the DataKit
- Importing a DataKit
- Transactions
- Overview of Basic Transactions and Main Form
- Examples:
- Receive Work (DataKit)
- Shipment
- Exhibition
- Loan
- Converting Transactions to Returns
- Transaction Document Views
- Setting Administrative Options for Transactions
- Review and Answering Questions
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