Tags are custom keywords you add to your artwork and contacts so you can categorize, group, and organize them your way. Use tags to filter your inventory and contact records, making it easier to find specific pieces and contacts in your account.
Creating Tags on a Piece Record
Select a Piece record > select "Edit" or create a new Piece record
Scroll to find the Tags field
Type a keyword or phrase followed by a comma or hit enter to separate search terms. A gray box will appear around each tag
Click Update Piece in the bottom right-hand corner to save the record
To remove a tag, hover over it and click the "X" that appears or "delete" on your keyboard
Filtering Your Inventory by Tags
You can filter by tags in various places within Artwork Archive, such as your main Pieces page, when creating Reports, setting up Private Rooms, or choosing which pieces to showcase on your Public Profile. Wherever the filter bar appears, you can use tags to narrow down your selection.
Navigate to a page where the filter bar is available, such as your main Pieces page.
Click the More box.
In the Tags field, type one or more tags that you want to use for filtering your pieces. As you type, matching tags appear. Click one to select it.
Click Apply in the bottom right corner to filter your pieces by the selected tags.
The page will automatically update to display only the pieces that have been assigned the selected tag(s).
To remove a tag from the filter, click the "x" next to it.
To clear all tag filters and return to your full inventory view, click on "Clear All Filters" at the top of the page.
Creating Tags on a Contact Record
Go to your Contacts page
Open a Contact record and click Edit, or click New Contact
Click the Relationships tab and find the Tags field
Type a keyword or phrase, then type a comma or press Tab to add it as a tag
To remove a tag, hover over it and click the "X" that appears or "delete" on your keyboard
Click Save Contact
Did you know?
You can also create Contact Groups for your contacts!
Did you know?
When on your Contacts page, you can use the filter bar to narrow down your search by a few different categories, including your Contact record tags!
If you'd like to filter by any overlapping Contact tags that fit all selected tags, you can select the checkbox that reads "Must have all tags"
How to Manage, Edit, and Delete Your Piece Tags and Contact Tags
As you create and assign tags to your pieces and contacts, you may need to review, edit, or delete tags to keep your inventory organized and up-to-date.
Navigate to your Account page
Scroll to the Account Data section and choose one of these options:
Manage Piece Tags - This option allows you to manage tags assigned to your piece records
Manage Contact Tags - This option allows you to manage tags assigned to your contact records
On the Tags page (your piece tags) or the Contact Tags page, you will see a list of all the tags you have created
To edit a tag, click Edit, make your changes, and then click Update Tag
To delete a tag, click Destroy, then click YES, DELETE to confirm
Important Note
Deleting a tag is permanent and cannot be undone.
Using Tags + Collections for Organization and Hierarchy
Artwork Archive Tips:
Tags can also be used to create sub-locations for pieces within your inventory. By default, pieces not assigned to a Location Record are assumed to be "in your inventory." Use tags to note specific storage areas where your inventory is kept, such as "flat file drawer 2," or "studio rack." This allows you to maintain a more detailed and organized view of your inventory's physical location without creating separate Location Records for each storage area.
(Note: Organization accounts have access to sub-locations and tertiary locations for even more granular organization.)
In addition to tags, Collections can also be used to organize your pieces and create a hierarchy within your inventory system. Collections allow you to group related artworks together based on criteria such as series, themes, exhibitions, or any other custom category. Pieces can be in multiple Collections at once, and there is no limit to the number of tags or Collections you can create.
Example:
Pablo Picasso's "The Old Guitarist" (1903)
Collection: Blue Period
Tags: monochromatic, portrait