New Customer Training

Introduction to GalleryPro for Businesses

(new license purchases only — others see Basic Training)

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

2. 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 / setting task-reminder ticklers via Outlook
   • Creating Artist Biographies in Contacts

3. 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

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

5. Works and Images
   • Overview of Works/Editions Form
   • Adding Inventory into Works
   • Scanned Images Size
   • Saving images in central location
   • Attaching images
   • Attaching multiple images
   • Viewing images
   • Spreadsheet Report
   • Lightbox

6. Working With Infosheets
   • Overview of the Provenance Tab
   • Overview of the Catalogue module and Catalogue Tab
   • How Provenance and Catalogue Tabs work with Infosheets

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

8. Work Reports
   • Overview of Reference Lists, Labels, Saved Views, Worksheets
   • Work Reference
   • Wall Labels
   • Infosheet

9. 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

10. 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
11. Review and Answering Questions

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