New Customer Training

Introduction to GalleryPro for Collections

(new license purchases only — others see Basic Training and Best Practice Mini-Courses)

1. Overview of Artsystems Software
   • What is it?
   • How is it organized?
   • How do I navigate?
   • What information is saved in each Module?

2. In the Beginning...
   • Overview of Works Form
   • Using Types and Categories in Works
   • Color Codes in GalleryPro
   • Signficance of blue text fields
   • Finding a record
   • Overview of the different views: Form, Spreadsheet, and Document
   • Setting Order for records
   • Using dropdown lists and how to add or change information in the lists
   • Marking records to create a list

3. Contacts
   • Overview of Contacts Form
   • Adding Contacts and additional addresses
   • Using Types and Categories in Contacts
   • Overview of Contacts features: Email option, creating correspondence and fax letters
   • Overview of Reports: Reference Lists, Full Page, Labels

4. Works and Images
   • Adding Owned Inventory into Works
   • How to add Primary Images to Work records - Image Specifications
   • Attaching multiple images : Secondary Images
   • Lightbox
   • Overview of Standard Reports

5. Working With Infosheets
   • Overview of the Provenance Tab
   • Overview of the Catalogue module and Catalogue Tab
   • How Provenance and Catalogue Tabs work with Infosheets
   • Running a Catalogue report

6. Viewing Records
   • Overview of View Set (live) and Worksheet (snapshot)
   • Setting, Saving and Retrieving View Sets and Worksheets
   • Spreadsheet Layout
   • Saved Custom Spreadsheet Reports

7. Editions
   • How the Editions and Works modules interact
   • Overview of Editions form

8. 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

9. Transactions
• Overview of Basic Transactions and Main Form
• Examples:
  • Receive Work (DataKit)
  • Consignment/Loan/Offer
  • Invoice and printing the document
  • Converting Transactions to Sales/Returns
  • Exhibition
  • Shipment
• Transaction Document Views
10. Review and Answering Questions

(top)