Contacts module tools

Export contacts for Excel

Steps

1. Within 'List', select those contacts you need to export
2. Click on 'Tools', in the upper right corner of the list, and select the option 'Export to Excel'
3. An Excel file will be automatically generated with all the data register into the system of the chosen contacts
4. You can also choose the option 'Export all to Excel' to download a file with all the entries of your ITGallery account.

Edit contacts in bulk

Steps

1. In the 'Contacts' module, within 'List' (you can also use the Dashboard to access the list), select all those contacts you need to modify
2. Click on 'Tools', in the upper right corner of the list, and select the option 'Edit selected'
3. Complete the data in those fields you need and, finally, click on 'Save'.*

* Keep in mind that the fields you fill in will overwrite the data in the case that these were previously filled.

Merge contacts

Use the 'Merge Contacts' tool to eliminate duplicates quickly; delete contacts that are repeated in your list; or join two different records that refer to the same person without losing information.

Steps

1. In the 'Contacts' module, within 'List', select the contacts you want to merge, marking their respective boxes
2. Click on 'Tools', in the upper right corner of the list, and select the option 'Merge contacts'
3. Choose by marking 'Select as main' the contact you want to remain as principal and overwrite the information in the fields you need to modify
4. Finally, click on 'Merge'.*

*Remember that when you click on 'Merge' the following will happen:

• The date of the contact selected as main will be updated
• The interests of the merged contacts will sum up to the interests of the contact selected as main, except for the Min. Price, Max. Price, Min. artwork year and Max. artwork year, that will stay as they are in the contact selected as main.
• The sales of the merged contacts will sum up to the sales of the contact selected as main
• The traces of the merged contacts will sum up to the sales of the contact selected as main
• The related contacts of the merged contacts will sum up to the sales of the contact selected as main
• The merged contacts will be deleted

Print labels

Create labels with your customers' data (name and address); very useful when you need to make a postal sending.

Steps

1. Within 'List', select those contacts you need the label to be created
2. Go to 'Tools' on the upper right part of the list and select 'Print labels'
3. Choose the type of label*, as well as the type of address to display (personal, business, shipping or billing; you can select multiple addresses). Remember that before this step you must have marked the desired address/addresses for sending postal mail. Finally, click on 'Generate'.

*You can check the available label sizes. If you need a size that is not currently into the system, let us know at  support@itgalleryapp.com  and we will study its configuration.

Export contacts for mailing

Steps

1. Within 'List', select those contacts you need to export *
2. Click on 'Tools', in the upper right corner of the list, and select the option 'Export for mailing'
3. An Excel file in .CSV format will be automatically generated with the name and email of the chosen contacts.

* Tip: make use of this function after applying an 'Advanced Search' on your contacts to send newsletters or communications to specific groups. For example, invite your contacts under the type of collectors interested in contemporary sculpture to the next opening of your gallery.