141
edits
Changes
Jump to navigation
Jump to search
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 Main Menu (the three horizontal bars "tags..." icon in the upper left) select "Profiles"* select the "Tags" iconright corner* click on the + button in the upper right to create Edit Tags popup screen* give your Tags. Tag a name and if you wish, a description* click Create
Once you've created them here your Tags they will be available to you when you are creating or editing an Entryyour Entries.
This soundless video demonstrates the process of creating and using a Tag:.
[[File:Create a Tag-tag.mp4|600px|Create and Use A Tag]]
== Creating a Report from Profiles ==
Here's a quick video that shows the entire process (note: this video does not have sound):
[[File:Editing -a Profile-profile.movmp4|600px|Editing a Profile record]]
== De-duplicating and Consolidating Profiles ==
[[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!
{{#evt:
service=youtube
|id=https://youtu.be/gRG-yRyyTpQ
}}
== Creating Hierarchical Places ==
== 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]]
