Introduction
This article guides you through all the steps needed to add a contact from scratch, edit or delete an existing one. Here you can also find the explanations of the available fields you can use to detail your contacts in Artshell.
Add a contact
Step 1: Create a new tab
Click the icon in the top right corner to open the contact tab (the window on the right), where you can enter the contact's details.
Tip: You don't need to fill in all the fields right away. You can complete only the essential fields and return later to add more information as needed.
Step 2: Fill in the fields
Below is a list of all the fields available on the contact tab.
Click each section to expand and see further details:
First Name, Last Name, Company
Enter the contact's first and last name and the company they work for.
Add a tag
The
Tag field lets you assign labels to organize and group your contacts.
Click here to read the dedicated article on Tags.
Add email
Enter one or more email addresses for the contact. After entering an address, you can assign a label: Personal, Work, and Other, or choose Custom to enter a label of your choice.
Add phone
Add one or more phone numbers. You can label each one as: Mobile, Work, Home, or you can choose Custom to define your own label.
Add address
You can associate one or more physical addresses with the contact.
Add contact
Use this field to link the current contact with other existing contacts. You can label each one as: Assistant, Press office, Other, or you can choose Custom to define your own label.
Important: Linking is not reciprocal. For example, to link two spouses, you'll need to perform the action in both contact tabs. Additionally, email addresses added in this field are not considered recipients when sending communications to the main contact.
Add link
Paste one or more URLs to associate with the contact, and choose a label for each: Website, Instagram, and Facebook, or choose Custom to create your own label.
Billing information
Company Name: enter the contact's company name.
Billing address: provide the full billing address.
VAT Number: enter the VAT number if applicable.
Tax Code enter the Tax Code (Codice Fiscale) if applicable.
Email: here, you can enter an additional reference email address.
Important: This billing email address is not used for sending emails or newsletters and will not receive any communications from Artshell.
Contact Type, Position, Nationality, and Date of Birth
Contact type: here, you can specify the type of contact, such as Supplier, Gallery, Collector, Press, etc.
Position: specify the contact’s job title.
Nationality: choose the contact's nationality from the drop-down menu.
Date of birth: enter the contact's date of birth.
Notes
Add any other relevant information or details about the contact.
Add document
Upload and associate documents with the contact.
Step 3: Save
Once you have added all the necessary details, click Save in the top left of the contact tab.
Edit a contact
If you want to edit a contact you have already created:
-
Select the contact you want to edit to open its tab.
-
Click the icon to enter edit mode.
- Make your changes, then click Save.
Delete a contact
Important: Deleting a contact is permanent and irreversible. Once deleted, it cannot be recovered. Artshell includes a confirmation step to help prevent accidental deletions.
To delete a single contact:
-
Select the contact you want to delete.
-
Click the icon.
-
Select Delete.
-
Confirm by clicking Delete again, or click Cancel if you selected the wrong contact.
To delete multiple contacts at once:
Use the Select function to choose and delete multiple contacts simultaneously.
See the short demonstration below:
