Introduction
Managing contacts is a key aspect for any organisation using Artshell. Beyond the basic functions of importing and organising, the Contacts section offers advanced tools that allow you to enrich each card with additional content, optimising cataloguing and improving the overall quality of your data.
Through the Details tab, you can associate media, files, and folders with your contacts, and even link them directly to artworks stored in your database.
Prerequisites
This article covers advanced features. To make sure you have all the necessary foundations, we recommend first reviewing the following articles:
- Medialibrary
- Introduction to the Contacts section
- Folders and Attachments: structure, usage and management
The Details tab
The Details tab includes additional elements linked to a contact’s card, such as:
- Images and videos
- Folders
- Files
- Artworks
To access it, select a contact and click the Details button in the top left corner of the card.
Click on each option to read more:
Images and videos
In this section, you can store all images and videos associated with a contact. For example, you might upload a portrait of the person or, in the case of a company contact, the organisation’s logo. Within the Images and videos tab you can search using the search bar, add new items with the icon, or select multiple with the icon.
To add media, click the icon and select it from the Medialibrary. Once opened, you can view its file name, description, notes, and the language defined at the time of upload.
If the media you need is not already in the Medialibrary, you can upload it directly from your computer by clicking the icon again.
You can manage content individually or via multiple selection.
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Managing a single media file:
Click the icon at the bottom right of the media to open the dropdown menu and select an action (see image):
In the case of a portrait image above, you will notice two icons indicating that the image has been set as the contact’s avatar and locked with the lock function. By selecting the media, you can view additional details such as Description, Notes, and Type. At the top, you will find the lock function (), the icon that opens the dropdown menu mentioned above, the multilingual option, and the icon to return to the media overview.
Note: The Description and Notes fields here are different from those in the Medialibrary, so the content is not overwritten. -
Managing multiple media files:
Click the icon to select the media you want to manage, then click the icon to open the dropdown menu with the available options, as shown in the image:
Folders
The Folders section expands the contact card, allowing you to upload and link additional data, images, files, and videos. This feature is ideal for storing legal documents such as invoices, loan agreements, or representation mandates, as well as other personal or organisational information.
Here is an example of folders within a contact card.
In the dedicated article Folders and Attachments: structure, usage and management, you can explore in detail what folders and attachments are. For convenience, here you will find a summary of the main features and instructions on how to create a folder and your first attachment directly from a contact card.
If this is your first time using folders, we recommend reading the dedicated article first and defining and creating in advance all the main folders you may need.
To create a new folder:
- Open the contact card.
- Go to the Details tab and select Folders.
- Click + and choose an existing folder, or type a new name and click Create.
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To add attachments, open the folder and click +. You can add a title, text, media (images, videos, or files), or graphic elements (e.g. separators or sliders). You can also add a date and, if needed, provide translations using the multilingual option.
- Click Save to update the folder content.
Returning to the folder list, you will find the following information:
- The number next to each folder name, indicates how many attachments it contains.
- The date on the right shows when the folder was added to the contact card.
- The icon lets you move attachments to another folder or delete the folder.
Attachment management
Within folders, attachments can be locked with the lock function, keeping them private during exports, moved to other folders or deleted.
Files
In this section, you can upload files linked to your contact. Examples include press kits, catalogues in PDF, graphic layouts, or Word and Excel files. Within Files, you can:
- Search for items using the search bar
- Add new files with the icon. Any file type is accepted (e.g. .zip, .mp4, .docx), with no size or format limits. You can also attach documents generated through Artshell’s Export function.
If the file is not already in the Medialibrary, click the icon again to upload it from your computer.
Before the upload, a file card appears, where you can add a description and notes in Italian, English, and French. The file name itself remains the same in all languages.
Artworks
This section automatically displays all artworks linked to the selected contact. It is not possible to manually add or remove artworks here. To edit them, open the artwork card directly and use the icon at the top.
Set a contact avatar
Artshell allows you to add a profile image—an avatar—to your contacts. This provides immediate visual feedback and makes it easier to identify contacts.
To set an avatar:
- Open the contact card.
- Go to the Details tab and click Images and videos.
- Hover over the chosen image and click the icon.
- Select Set as contact avatar.
Conclusions
The advanced features of the Artshell Contacts section offer far more than just a simple directory. By integrating media, attachments, and folders, as well as linking contacts to artworks, you can build a rich, structured, and easily searchable database.
Making the most of these features means creating more complete cataloguing, optimising workflows, and ensuring more precise and effective communication.