Arts & Antiques Management Solutions

 

 

 

 

 
GalleryPro Basic Training Courses

Introduction — Session I

  1. Overview of Artsystems Software
    • What is it?
    • How is it organized?
    • How do I navigate?

  2. The Beginning...
    • What is the Database File?
    • How to Identify and Connect to the Database File
    • General Procedure of Program — The Modules: Contacts / Editions / Works / Transactions / Catalogue

  3. Overview of Contacts Form
    • Entering Contact Information
    • Adding Client Categories and Types
    • Entering Email Addresses
    • Creating Mailing Labels
    • Exporting Contact Lists
    • Comprehending Client Statistics
    • Generating Correspondence/Documentation
    • Document Format Features
    • Utilizing Microsoft Word for documents
    • Changing/Editing/Deleting Data
    • Find Function
    • Emailing Contacts via Outlook
    • Editing/Enhancing Form Fields
    • Marking Record

  4. Customizing The Program
    • Preferences/Administrative Options
    • Renaming Phone/User Fields
    • Form Field Preferences
    • Character Map

  5. Viewing Records
    • Extracting Finite Data/View Set
    • Manipulating a Data Spreadsheet Layout
    • Creating/Editing/Retrieving Worksheets
    • Saved Custom Spreadsheet Data Reports

  6. Contacts Reports
    • Overview of Reference Lists, Labels, Saved Views, Worksheets
    • Contact Reference
    • Mailing Labels

  7. Works and Images
    • Overview of Works/Editions Form
    • Entering Inventory into Database
    • Comprehensive Color Reference Bar
    • Editing Artist Data
    • Attaching images
    • Image Property Requirements
    • Saving Images
    • Creating Image Reports
    • Creating PDFs of Reports
    • Sending PDFs in emails
    • Creating Slide/Wall Labels
    • Understanding the Lightbox Feature
    • Generating an Info Sheet & Work Reports
    • Duplicating Records
    • Establishing Inventory Number Protocol

  8. Answering Your Session I Questions


Session II Curriculum

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