Creating Interests for Contacts

Last edited: 27 February 2025 17:46

Interests are a great way to tag, locate and group your contact records. This article shows you how to add and edit new interest values in your database.

Create an Interest

Steps

1. Find and create interests by going to Contacts > Value lists > Interests.
2. Create a New Record.
3. Type in the name of your Interest (i.e. Still life) and then select Ok.
4. Navigate back to Contacts and either add the Interest manually to an individual record in the Categories & Interests tab in the preview pane, or update many records at the same time with the Update Multiple tool.

Add an Artist as an Interest

Creating an Artist as an Interest helps you easily group contacts by their interests.

Steps

1. Click the pencil icon to edit your chosen contact record.
2. Go to the Contact narrative tab and select Add narrative note, or select the speech bubble icon in your Contacts list view.
3. Type the artist's name into the Artist/Interest search field.
4. Your artist's name should appear in a drop-down menu, alongside a paintbrush icon.
5. Select the relevant artist, then click Save.

Attach an Interest to a contact

Steps

1. Navigate to Contacts.
2. Double click to edit the relevant contact record.
3. Click on the Categories & Interests tab.
4. Type in the interest in the search bar, or choose to show all to add multiple interests at once.
5. Save.

Where will they show?

Once you've assigned an interest to a contact record, they will also appear under the Lists and Categories tab in the preview pane of each contact record.

Create an Interest Group 

You can utilise the contact interest groups to broaden your search terms and group together your interests. For example you can create the interest group Art Movement and add interests such as Pop Art and Street Art. This will enable you to search for a broader group of contacts through the Advanced Search tool. 

Steps

Find and create interests by going to Contacts > Value lists > Interest Groups

1. Create a New Record.
2. Type in the name of your Interest Group (i.e. Art Movement) and then select Ok.
3. Navigate back to Contacts > Value lists > Interests and add each Interest to the correct Interest Group.

Video Tutorial

The below video shows you how to create categories and interests and how to assign them to contacts in the Management System:

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