Terms we'll use to describe your Artlogic database
Use this page to learn the terms we'll refer to in our guides and to understand a bit more about your artworks, contacts, sales and marketing tools, accounts and settings of your database.
These terms are used to identify areas and features in your Artlogic database and we'll use these terms when we reply to your support queries.
If you have forgotten your account ID, get in touch with your account administrator or email us at firstname.lastname@example.org letting us know your organisation.
For integrated clients: Your account ID is also used in your website CMS and will look like: https://www.website-accountID.artlogic.net.
Admin/ administrator users
Admins/ administrators have access to the entirety of your database. They do not have any restrictions on their user account. This is the person/s responsible for managing your database. You can add/ change the permissions of your users if you are an admin user and your account is an Artlogic Pro plan.
Beta (in development)
All of our new features will be tested thoroughly before they are officially launched. Part of this testing process often involves a preliminary release, where it is ready to be used by clients but is still undergoing testing or research. This stage is called 'Beta' and means further developmental work to the software is likely.
Below is an example Main Artwork browse screen. By clicking the 'Artworks' tab in the menu, you'll see the browse screen of all relevant records. From here, you can view and edit individual items, make advanced searches, search and flag records, make update multiples/delete multiples, create documents and many other functions. This layout is the same for your Contacts screen.
You can set a default and secondary monetary values in your database by going to Accounts > Value lists > Currencies. See also: Historic currency.
Your Artlogic database allows for inventory and contact management with CRM, marketing, a sales app, and accounting tools built-in.
You will be able to access it via your unique URL, which will look like this https://app.artlogic.net/YourAccountID/
Your Artlogic database allows users to export a wide variety of documents and reports.
The main areas that include document export functionality are:
- Activity timeline
- Market intelligence
- Sales pipeline
The main document types which can be downloaded are Word and Excel (so they remain editable by the user after download), and PDF where appropriate.
Adding document templates to your site allows you to export information, from presentations to invoices with your custom header and footer and in the style you decide. See these guides for more: Document templates and Set up document templates for your invoices
Editing records/ the edit screen
If you click the 'pencil edit' button of a contact or artwork record you'll be able to see it's edit screen. It contains all the fields relating to that record, divided into sections.
Multiple records can also be opened in one edit screen.
Grouping your editions allows you to display multiple sizes of the same edition on your Artlogic website. This guide explains how to set this up.
Custom Excel documents can also be created, allowing users to choose which fields to include in the spreadsheet.
- Artworks > Create > Export
- Contacts > Create > Export > Custom export
You can add your favourite artworks & artwork lists to your Artlogic home screen by clicking the pin icon on artworks or contact records.
If you click into the search box while on the Browse screen, the Filters pane appears. These are secondary filters; they operate on the current list of records, selected via the 'View' menu.
Historic currencies are currencies that were used in previous financial transactions, invoices, or accounts, but are no longer in use (Deutsch Mark, French Franc, etc.). New records will not be able to use historic currencies when setting prices, but they will be displayed on any previous records that have this currency set.
Your database home screen will display shortcuts to the various sections of your database, any updates from Artlogic, your calendar and your featured artwork lists or favourites.
There are three types of mailings in the Artlogic database:
- Mailing campaigns
- Text emails
- Standard emails with text/attachments.
- Offer emails
- Can attach artworks from the system.
- Recorded in the Sales Pipeline as offers.
Text emails and Offer emails can be created by the following routes:
- Contacts > Send emails/offers
- Artworks > Sell/offer/share
- Sales Pipeline > New offer > Send offer email
- Email marketing campaigns > Compose/edit email
- Uses the mailing composition tool, which gives advanced formatting options and version control
- Cannot send offer emails
Mailing campaigns allow users to send out newsletters or event invitations to either all contacts, a selected mailing list, or a group of contacts selected according to certain criteria (e.g. area of interest).
The process for creating a mailing campaign is:
- Create an email in the mailing composition tool (Email marketing campaigns > Compose/edit email)
- Optionally create a Marketing/Events list with a selection of contacts
- Go to Sales & marketing > Email marketing campaigns > Mailing campaigns > New record
- Email source - Select the email composed in step 1
- Email settings - Enter some other settings (e.g. subject, from address etc)
- Recipients - Select the marketing/events list created in step 2, or another group of contacts
- Send a test email - To see what recipients will receive.
- Send the mailing.
An account with multiple galleries differs from single-gallery accounts in the following ways:
- Different preferences can be set for each gallery under Other > Admin > Preferences > Gallery preferences
- Invoices can be separated according to gallery: Accounts > Invoices
- Artworks can be separated according to gallery: Artwork edit screen > Collection (Gallery)
Keep a series of timestamped notes relating to artworks/contacts. These can be found quickly by locating the 'speech bubble' icon in your artwork/contacts lists.
'Pencil edit' button
The 'pencil edit' button appears when hovering over an editable record. By holding down the command button (Mac) or Control button (Windows) and pressing this button will open the edit screen in a new tab.
Preferences/ core preferences
Your Core preferences in Artlogic are here: Other > Admin > Preferences > Core preferences. These customisable settings give administrators various options to create a more individual setup to your organisation.
Core preferences - Apply to the entire account (unless overridden in Gallery Preferences).
Gallery preferences - If an account has multiple galleries, the settings for individual galleries are found here.
For artwork and contact records, you are able to select the record once in the browse view to expand the individual record's preview pane. Here, you can make quick actions, downloads and see all affiliated records if it's an artwork edition.
Private Views are a way for users to present a selection of artworks to their clients.
As well as these individual selections of works themselves being known as Private Views, the term 'Private Views' can refer to three main areas of the Artlogic ecosystem.
Private Views links
Artworks > Private Views > All
Here users can create selections of works within Artlogic Online. These can be either:
- Published online at a publicly accessible URL (e.g. https://privateviews.artlogic.net/2/b912effffa198d51c5885e/) so users can link their clients to a selection of works for viewing.
- Pushed to the Private Views iOS app (under Private Views edit screen > App synchronisation) so users can use the app to present to clients in person.
The Artlogic sales and presentation app. This is only available as part of our database package. It can be downloaded here.
An iOS app that receives selections of works from Artlogic. Works online and offline. Often used by clients to present work to customers at art fairs etc, where internet connections may not be so reliable.
Synchronisation settings: Artworks > Private Views > iPad/iPhone synchronisation
The app can showcase two types of Private Views:
- Automatic Private Views - Artist collections. Either all artists, or selected artists only.
- Manual/custom Private Views - Any selection of works, created under Artworks > Private Views.
Extra settings are available at Artwork edit screen > Share > PrivateViews iPad/iPhone synchronisation
'Records' are the editable items in your database and most commonly the artwork and contact records that you are able to add/update/delete in your database.
Create a link between related artworks/contacts. (In contacts organisations/members can also be linked).
Searching/ search box
There are numbers search boxes throughout the database. The most notable three are on the homepage and the Artworks and Contacts section. They look like this:
Homepage: A quick search function. Make searches like artist or contact name, artwork title or stock number
Tracking/ analytics for mailings
To find these tools: Email marketing campaigns > Email marketing campaigns > Email logs & analytics.
New tools for greater insights coming soon.
Update or delete multiple records allow users to make changes to records in bulk. Read more here: Update Multiple
The address of a World Wide Web page, like https://artlogic.net/.
Users/ user roles
Other > Admin > Users
User Roles are set for each user account on the system. This range of settings offers fine-grained control over what users have access to in the system.
Specify custom values to be used in the system (e.g. artwork categories, contact interests, accounting currencies and library and publications etc). These are viewable and editable under the menus: Artworks, Contacts, Accounts and, for Library and Publications, under Other.
Users with Artlogic Websites can select works from Artlogic Online to display on their websites. Artwork data is fed to the website as a JSON feed (users can also opt to have a feed sent to their own non-Artlogic website).
Users select which artists/artworks to display on their website in various ways:
- Artworks edit screen > Share > Website
- Artworks > Value lists > Artwork categories
- Artworks > Value lists > Website filters
Works can be sorted for the website under Other > Website
In Core/Gallery preferences, users can set generic or gallery-specific templates (including headers/footers and text styles) to be used on these documents.
Custom Word documents can be created as 'Advanced reports'. This allows users to select which fields to export (for each flagged record) and gives some formatting options.
- Artworks > Create > Documents, Reports & Exports > Documents & Reports > Advanced report
- Contacts > Create > Documents > Advanced report
Custom label documents can also be downloaded, allowing users to select from a range of 'Avery' presets or set custom measurements for their labels.
For Artworks and Locations (an Artworks value list), QR code labels can be generated as part of Artlogic's 'Stock management' feature.