The Details tab in Contacts

Introduction

The "Details" tab on record allows you to collect, organize, and manage all additional content associated with a contact. From this section, you can link images, videos, folders, attachments, and files.

Prerequisites

This article explores the advanced features of the Contacts section. Before proceeding, we recommend that you also consult the articles on:

Go to the Details tab

To access the Details tab, select a contact from the Contacts section and click Details in the upper-left corner of the record.

The Details tab contains several sections:

Images and videos
Folders
File
Artworks

Images and videos

In the " Images and Videos " section, you'll find all the multimedia content associated with the contact.

You can use this section to upload, for example,a photo of the personor thecompany logoin the case of a business record .

In this section, you can:

Search for content using the search bar.
Add images or videos from Medialibrary by clicking the icon .
Select multiple media items using the selection icon .
Manage individual media files or multiple selections.

Managing a single media file

By clicking on an image or video, you can open the content and view its details, such as the file name, the video link ( if the media is a video), the description, any notes, and the language set at the time of upload.

The "Description " and "Notes" fields in this section are different from those in Medialibrary, so the content does not overwrite each other.

The description entered here appears alongside the image when it is shared and can be used, for example, to provide photo credits. The "Notes" and "Type" fields, on the other hand, are always private: they are visible only within your account and are never included in shared posts.

By clicking the icon You can open the options menu in the upper-right corner of the media.

At the top of record also find the lock icon and the X icon to return to the full media view.

The management menu is also available in grid view, again via the icon .

In the case of the profile picture,you'll notice two iconsindicating that the image has been set asthe contact's avatarand that it has beenlockedusingthe lock feature.

Manage a media library

To manage multiple images or videos at once, click the selection icon and select the media you want to edit. Once you've selected them, click the icon to open the options menu. The selected action will be applied to all selected items.

Note: Removing an image or video from the Images and Videos section does not delete it from Medialibrary.

Folders

The"Folders"section expands the information record , allowing you to upload and link additional data, images, files, and videos. It is ideal for attaching legal documents such asinvoices,loan agreements, andpowers of attorney, or other documents containingpersonal information, etc.

Below is an example of the fields within a record .

If this is your first time using folders, we recommend that you first read the article titled "Folders and Attachments: Structure, Use, and Management" so you can set up the main folders you might need in advance.

For your convenience, here is a summary of the main features, such as how to create a folder and add an attachment.

To create a new folder:

Select the record .
Open the Details tab and select Folders.
Click ➕, type the name of the new folder into the search bar, and click Create.
If you plan to share the content with an international audience, include the folder name in the other available languages as well.
Click " Create " to finish.

To add attachments:

Open the folder and click the ➕.
Enter a title, text, or multimedia elements (images, videos, or files) or graphics (separators or sliders), the date, and translate the content using the multilingual feature if needed.
Click Save to update the contents of the folder.

Returning to the list of folders, you can view some useful information:

The number next to each title indicates the number of attachments in the folder.
The date on the right indicates when the folder was added to the record.
The icon allows you to move attachments to another folder or delete the folder itself.

Warning! You cannot delete a folder that contains attachments. To delete the folder, first move all the attachments to another folder.

Managing attachments

Within folders, attachments can be: locked using the lock feature, moved to other folders, or deleted.

File

In the " Files " section, you'll find all the files associated with the contact.

Within the Files section, you can:

Search for a file using the search bar.
Click the ➕ icon to add new files. You can upload any type of file (e.g., .zip, .mp4, .docx, etc.) with no restrictions on format or size. You can also attach documents generated using Artshell’s export features.

If the file you want isn't already in the Medialibrary, click the ➕ icon again to upload it directly from your computer.

Before you begin uploading files, the system will display a record each file, where you can add a description and notes in three languages (Italian, English, and French). The file name, however, remains the same in all three languages.

Tip: Fill out all the available fields to keep your files organized in Medialibrary make them easier to find. This way, you can easily locate and reuse files you've already uploaded, instead of having to upload them again.

You can further manage your files using the icon , specifically, you can:

lock a file using the lock icon;
Copy the link, download it, or remove it from the record .

If you remove a file from record file will still remain saved in Medialibrary. You can also perform these same actions by opening the file.

Artworks

The Artworks tabwithin a record automatically displays all the Artworks in the Artworks section Artworks that contact has been listed (for example, as the owner, source, expert who provided an appraisal, etc.).

This section is populated automatically: you cannot manually add or remove Artworks.

You can learn more about the role of each contact for each work at the bottom of the record .

Set an avatar for your Contacts

With Artshell, you can add a profile picture—or avatar —to your Contacts. This provides immediate visual feedback and makes it easier to identify a contact.

To set your avatar, follow these steps:

Select the record .
Open the Details tab and click Images and Videos.
Hover your cursor over the image you want to set as your avatar and click the icon .
Click the second option, " Set as contact avatar."

Conclusions

Advanced features of the section Contacts section of Artshell offer you much more than just a simple contact list. Thanks to the ability to integrate media, attachments, and folders, as well as link Contacts Artworks, you can build a rich, structured, and easily searchable database.

Making the most of these features means improving cataloging, optimizing workflows, and ensuring more accurate and effective communication.