Critical Review Survey 1 Step 1 Critical Review Basic Client Information Client companyno-icon Client rep nameno-icon Title/Roleno-icon Emailemail Phone #no-icon Client details0 / Client Source DatabaseGalleryProStudioCollections V2 to V3 Migration Includes1:1 transfer of data fields from source to Artsystems ProMinor remapping of some GalleryPro data fieldsUp to 60 minutes to accommodate for differences in the way images are handledOnline training sessionServices Artsystems can provide for a fee (175/hour)Cleanup of dropdown listsAdjusting existing inventory numbersImplementing SAIN and applying to existing inventoryAssistance with images beyond 60 minutesClient should use this opportunity to cleanup data prior to migrationEdit drop-down listsRemove outdated worksheetsRemove outdated view setsReview artist list and fix multiple entriesResize large image files to below 1MBReview system requirements at:https://www.artsystems.com/support/system-requirements/ Financial Identify client home (base) currencyno-icon Does the client convert all values to their home currency?YesNo Does the client use foreign or multiple currency?YesNo Does the client use VAT?YesNo Foreign or multiple currency details0 / Does the client use Quickbooks integration for V2?YesNo Does the client plan to use use Quickbooks integration for V3?YesNo Identify client Quickbooks versionno-icon NOTE: Artsystems support for setup and integration of the QuickBooks Chart of Accounts requires separate purchase of a 3 hour block of dedicated QuickBooks Support Time for $299. Reports Client should review Artsystems Pro standard reports at:http://www.artsystems.com/support/reports/Each new V3 report: $175/hourEach converted V2 -> V3 report: $87.50/hourhttp://www.artsystems.com/custom_report_survey/ Does the client use A4 or US reports?A4US Does the client currently use financial reports in V2?YesNo What are the Critical Reports used to account for Mailing Lists, Inventory, Sales, Accounts Receivable, and Accounts Payable? Dailyno-icon Weeklyno-icon Monthlyno-icon Quarterlyno-icon Annuallyno-icon List any Critical view sets that correspond with the above Critical Reports0 / Does the client use GalleryPro Report Glossary?YesNo Backup Report Glossary to Word doc during conversion?YesNo Does the client use Balance Due, Credit Memos and Applied Payments (receipts) on a custom invoice?YesNo Database Note: A single database is included in the conversion. Additional databases require an estimate from our Conversion Department and will be billed at the standard rate ($175/hour). Does the client have more than one V2 database?YesNo Additional database details0 / Works Does the client use system assigned inventory numbering (SAIN)?YesNo Base number onArtistOwnershipWorkType Length of numberno-icon Sectionsno-icon Additional SAIN details0 / Does the client currently use a barcode scanner with V2?YesNo Does the client plan to use a barcode scanner with V3?YesNo Note: Review barcode feature changes in how Works are selected and marked Additional barcode details0 / Does the client have saved Worksheets?YesNo Do they want them migrated to V3?YesNo Does the client have saved View Sets?YesNo Do they want them migrated to V3?YesNo Additional Worksheet and View Set details [Works]0 / Does the client use Works notesYesNo Note: V3 has a smaller character limit for notes fields. Documentation and Condition Note fields containing more than 4096 characters will be saved as a Document and linked to the Work record. Miscellaneous Note fields with more than than 8192 characters will be saved as a Document and linked to the work record. Custom user field remapping details [Works]0 / Contacts Does the client use Contacts in V2?YesNo Do they want them migrated to V3?YesNo Does the client have "Recreate Contact Label when saving" checked?YesNo Note: If "Recreate Contact Label when saving" is UNchecked, find out if the client was aware of this option. Has the client been manually editing Contact Labels?YesNo Does the client have saved Worksheets?YesNo Do they want them migrated to V3?YesNo Does the client have saved View Sets?YesNo Do they want them migrated to V3?YesNo Additional Worksheet and View Set details [Contacts]0 / Does the client currently use linked email feature in V2?YesNo Does the client plan to use linked email feature in V3?YesNo What type of email does the client intend to use with V3? (i.e. Exchange, Gmail, etc.)no-icon Does the client use Contact notes?YesNo Note: V3 has a smaller character limit for notes fields. Contact Note fields containing more than 4096 characters will be saved as a Document and linked to the Contact record. Custom user field remapping details [Contacts]0 / Transactions Does the client use Transactions?YesNo Do they want them migrated to V3?YesNo Review the client Transaction numbers. Would they like to have them adjusted for proper sorting? (with dash and leading zeros)YesNo Does the client have any saved View Sets?YesNo Do they want them migrated to V3?YesNo Additional View Set details [Transactions]0 / Editions Does the client use Editions?YesNo Do they want them migrated to V3?YesNo Does the client have any saved Worksheets?YesNo Do they want them migrated to V3?YesNo Additional Worksheet details [Editions]0 / Catalogue Does the client use Catalogue?YesNo Do they want to migrate V2 Catalogue data to V3 References?YesNo Does the client have any saved Worksheets?YesNo Do they want them migrated to V3?YesNo Does the client have any saved View Sets?YesNo Do they want them migrated to V3?YesNo Additional Worksheet and View Set details [Catalogue]more details0 / Security Does the client have security enabled?YesNo Does the client plan to use security in V3?YesNo Additional Security details0 / Note: Remind client that they will need to re-administrate security settings *Collections Clients Note: Review changes in financials tab and related field remapping issues Does the client have data in any of the following fields?DetailsBrokerInsurerPolicyOwnerDesignationTax Paid (will migrate to UserValue field) Purchase Details data will migrate to Notes or Documentation field. Does the client have a preference?NotesDocumentation Are any of the above mentioned fields included in Collections client custom V2 reports?YesNo Additional Collections client details0 / *Studio Clients Note: Review changes in Financials tab related to ownership and how cost is calculated Are any of the above mentioned fields included in Studio client custom V2 reports?YesNo Additional Studio client details0 / Additional Features Does the client currently have an Artsystems Website?YesNo What fields is the client exporting to the website admin?0 / Does the client plan to develop a Website with Artsystems in the future?YesNo Note: Client should review the Pro Website features page at: https://www.artsystems.com/product/art-gallery-website/ Does the client plan to use ProFile?YesNo Note: Client should review the ProFile app features page at: https://www.artsystems.com/product/art-gallery-app-art-collection-app/ Submit keyboard_arrow_leftPrevious Nextkeyboard_arrow_right