New Customer Training

Introduction to Studio

1. Overview of Studio Software
   • What is it?
   • How is it organized?
   • How do I navigate?

2. The Beginning...
   • Overview of Contacts Form
   • Adding Contacts and additional addresses
   • Generating correspondence -- saving/retrieving
   • Generating correspondence using MS Word
   • Generating Bios using Catalogue Module
   • Changing/Editing/Deleting information, records, and links
   • Emailing contacts / setting task-reminder ticklers via Outlook

3. Customizing The Program
   • Preferences -- Using the Administrative Options
   • User Fields
   • Contacts
   • Dimensions
   • Inventory Number
   • Value fields
   • Editing Related Fields
   • Character Map

4. Viewing Records
   • Finding a record
   • Setting Order of view
   • Difference between View Set (live) and Worksheet (snapshot)
   • Setting, Saving and Retrieving View Sets and Worksheets
   • Marking Records
   • Spreadsheet Layout
   • Saved Custom Spreadsheet Reports

5. Contacts Reports
   • Overview of Reference Lists, Labels, Saved Views, Worksheets
   • Contact Reference
   • Mailing Lables

6. Works and Images
   • Overview of Works/Editions Form
   • Adding Inventory into Works
   • Scanned Images Size
   • Saving images in central location
   • Attaching images
   • Attaching multiple images
   • Viewing images
   • Spreadsheet Report
   • Lightbox

7. Works and Financials
   • Overview of Net/Cost/Profit
   • Entering Expenses
   • Understanding Retail Sales Price
   • Seller Profit
   • Discounts
   • Quick Transactions

8. Working With Infosheets and Biographies
   • Overview of the Provenance Tab
   • Overview of the Catalogue module and Catalogue Tab
   • How Provenance and Catalogue Tabs work with Infosheets
   • How to create Biographies from dummy Works

9. Work Reports
   • Overview of Reference Lists, Labels, Saved Views, Worksheets
   • Work Reference
   • Wall Labels
   • Infosheet

10. Editions
    • How the Editions and Works modules interact
    • Overview of Editions form

11. Creating a DataKit/Importing a DataKit
    • What is included in the DataKit?
    • Overview of how to export a DataKit / DataKit file format
    • Administrative Options pertaining to the DataKit
    • Importing a DataKit

12. Transactions
• Overview of Basic Transactions and Main Form
• Examples:
  • Receive Work (DataKit)
  • Consignment/Loan/Offer
  • Invoice and printing the document
  • Converting Transactions to Sales/Returns
  • Exhibition
  • Shipment
• Transaction Document Views
• Setting Administrative Options for Transactions
13. Review and Answering Questions

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