Arts & Antiques Management Solutions

 

 

 

 

 
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


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