Step 1: Log Into Artbook & Access Clients

 

First, we need to login to Artbook and access the client’s section. Please keep in mind that this will need to be logged in as the user that the clients are moving from.

 

Step 2: Filter & Select Clients

 

First you will need to filter the clients down to the user they are moving from. To do this, click on the orange search icon in the top left-hand corner as seen below.

Scroll down the list of filters and you will see “Gallery/Salesperson”. Click on there and then select the Area, Gallery and Managing Salesperson.

 

Step 3: Select The Clients

Now that we have the clients filtered, there are two ways in which we can select multiple clients at the same time. You can either hold CTRL and then click on the desired clients you wish to move, or if you would like to move all the clients, you can click on the top client, scroll to about 100 clients down, hold left shift and click on the client. You will notice that this will highlight all the clients in between, it should look like the below.

 

Step 4: Moving The Clients

Now you have the clients selected, look towards the top of the screen and you will see a button that says, “Update Consultant”. All you need to do is select the current art consultant and then the consultant that you wish to move them to.

 

Additional Info

Try not to move too many clients at the same time, this will likely cause your browser window to crash. We recommend moving no more than 100 at a time. Please also keep in mind that this process can take a couple of minutes.