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CatalogIt Quick Tips

3,250 bytes added, 20:23, 22 June 2022
* Combine quotes and the + symbol. A search for “blue jar”+tin will result in entries that include both the exact phrase “blue jar” as well as the word “tin.” You’ll find the blue glass jar with a tin lid.
 
* Use the - symbol to exclude terms. A search within your "All Entries" of -wood would result in all of your Entries that did not include the word "wood."
 
* Use the + and - symbols together. A search of basket + -willow will result in all of your baskets that did not include the term "willow."
 
* Use the * symbol as a "wild card" suffix. A search of harris* will result in entries that include the name Harris, as well as Harrisville, Harrison, Harrisburg, etc., any other words that start with "Harris."
== Creating Tags ==
Tags are a special class of Profile that can be thought of as "post-it" notes which you can attach to your Entries. Some useful tags might be, "Needs more photos" or "Needs dimensions."
To create your Tagsa Tag while editing or creating an Entry, follow these steps:* from click on the "tags..." icon in the Main Menu (upper right corner* click the three horizontal bars + button in the upper left) Edit Tags popup screen* give your Tag a name and if you wish, a description* click Create Once you've created your Tags they will be available to you when you are creating or editing your Entries. This soundless video demonstrates the process of creating a Tag. [[File:Create-tag.mp4|600px]] == Creating a Report from Profiles ==Generating reports from your Profiles, such as a list of all of your records related to a particular Person or a Location, can be very handy. It is easy to do. Here's how:* From your Main Menu, select "Profiles"* select Using either the "TagsFrequently Used" iconicons or the search bar, navigate to the particular type of Profile (Person, Location, etc.)* Select the specific Profile record you are looking for* click Click on the + button three dots in the upper right to create your Tags. (the Actions Menu) and select Usage Report
Once From there, you can select the specific fields you've created them here they will be available d like to you when you are creating or editing an Entryappear on your report.
This video demonstrates == Editing a Profile==You may find that a Profile you've used has a typo or that you'd like to add additional information to it. It is easy to edit a Profile. Here's how:* From the Main Menu, select "Profiles"* Using either the "Frequently Used" icons or the process search bar, navigate to the type of creating Profile you'd like to edit (a Person, Place, etc.)* Search for the record you'd like to edit and using a Tag:select it* Click the edit pencil in the upper right corner and make any changes you'd like* Click "Save"
Here's a quick video that shows the entire process (note: this video does not have sound): [[File:Create Editing-a Tag-profile.mp4|600px|Create and Use A TagEditing a Profile record]]
== De-duplicating and Consolidating Profiles ==
* edit and delete the unwanted Profile
Here's a quick , soundless video that shows the entire process:
[[File:Profile Replace.mp4|600px|Replacing Profiles]]
 
== Changing a Person Profile to an Organization Profile and Vice Versa ==
You may find that an Organization Profile was incorrectly created as a Person or vice versa. It is easy to fix that! Here's how:
* Click on your Main Menu and navigate to Profiles
* Search for "Person or Organization" (this is a special type of Profile that is essentially like the "parent" of Person and Organization Profiles)
* From within "Person or Organization" you can search for any Person or Organization Profile- search for the Profile you'd like to change
* Select the Profile and click the Edit pencil
* At the top of the Edit page you'll see a drop-down menu- click on it and you'll see that you can change the type
* Be sure to click "Save" in the upper right corner when you are done
Here's a brief video showing the process (Note- this video has no sound):
 
[[File:Change-person-to-business.mp4|600px|Change a Person Profile to a Business Profile]]
== Downloading your Original Image ==
* Click the "Download" icon in the upper left corner
Here's a quick , soundless video- take a look!
[[File:Download Image.mp4|600px|Download an Image]]
 
== Using the Hierarchical Category Profile ==
You can use the Category profile to create your own, customized hierarchical categories within your collections. Here's how:
* While editing or creating an Entry, at the "Category..." property, click the "+" button at the right
* Give your new Category a name, and if you wish, a description and even "also known as"
* Attach it as a "Subcategory of..." a "parent" Category you'd previously created, or create the new Parent category
* Click "Create" in the upper right-hand corner.
Here's a short video demonstrating the process- take a look!
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== Creating Hierarchical Places ==
* Click "Create" in the upper right-hand corner.
Here's a quick , soundless video showing how to create hierarchical places- take a look!
[[File:Hierarchical Places.mp4|600px]]
== Adding Users to your Account ==
CatalogIt Personal Accounts include up to three users; Museum, Organization , and Conservator Accounts include five eight users. To add users up to the amount included in your Account, simply send an email to support@catalogit.app and let us know the email addresses of the users you'd like to add, and for each of them, whether you would like them to have Owner, Read-Write, or Read-Only capabilities.
If you have already subscribed and would like to add users, here's how:
* Click Next and complete the credit card information.
Once you've finished, send an email to support@catalogit.app and let us know the email addresses of the users you'd like to add, and for each of them, whether you would like them to have Owner, Read-Write, or Read-Only capabilities.
Here's a brief video showing how to add users (beyond the users included) to your existing subscription.
[[File:Subscription-add-users.mp4|Adding Users to your Subscription|600px]]

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