---
title: Contact Record Overview
description: Read about every tab and field on ArtCloud Artist Records.
---

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1. [Artlogic Connect Knowledge Base](https://help.artlogic.net/connect?hsLang=en-us)
2. [Artlogic Connect Manager - Contacts](https://help.artlogic.net/connect/artlogic-connect-manager-contacts?hsLang=en-us)
3. [Contact Records](https://help.artlogic.net/connect/artlogic-connect-manager-contacts?hsLang=en-us#contact-records)

November 12, 2026

# Contact Record Overview

## Read About Every Tab And Field On ArtCloud Artist Records.

Quick Jump To Guide:   
[Contact Info](https://help.artlogic.net/connect/contact-record-overview#contact)   
[Interests](https://help.artlogic.net/connect/contact-record-overview#interests)   
[Opportunities](https://help.artlogic.net/connect/contact-record-overview#opportunities)

[Activities](https://help.artlogic.net/connect/contact-record-overview#activities)   
[Purchase History](https://help.artlogic.net/connect/contact-record-overview#purchase)   
[Financial](https://help.artlogic.net/connect/contact-record-overview#financial)   
[Quick Actions and Actions Bar](https://help.artlogic.net/connect/contact-record-overview#actions)

---

Contact Records are the core of ArtCloud’s CRM. This article walks through each tab and field on a Contact Record. You don’t need to fill out every field, but the more data, the better.

### Contact Info

The Contact Info tab stores essential contact information. Opening a Contact Record defaults to this tab.

![Screenshot 2026-11-12 at 4.53.26 PM](https://help.artlogic.net/hs-fs/hubfs/Screenshot%202026-11-12%20at%204.53.26%20PM.png?width=670&height=419&name=Screenshot%202026-11-12%20at%204.53.26%20PM.png)

- **Prefix, First Name, and Last Name:** Enter the contact’s name.
- **Profile Image:** Upload an image for the contact.
- **Spouse Prefix, First Name, and Last Name:** Record information for a secondary person associated with the contact.
- **Email:** Enter the contact’s email address and click “Add Another Email” to include multiple addresses.
- **Subscribe this email to communications?** Indicate whether the contact is subscribed to your email communications. Manually created contacts default to off. Read more: [Marketing Consent.](https://help.artlogic.net/knowledge/marketing-consent?hsLang=en-us)
- **Phone:** Enter the contact’s home, mobile, and other phone numbers.
- **Title and Company:** Enter the company the contact works for and their title.
- **Website:** Enter the contact’s website.
- **Birth Date and Death Date:** Select the contact’s birth date and death date, if applicable.

![Screenshot 2026-11-12 at 4.57.35 PM](https://help.artlogic.net/hs-fs/hubfs/Screenshot%202026-11-12%20at%204.57.35%20PM.png?width=670&height=328&name=Screenshot%202026-11-12%20at%204.57.35%20PM.png)

- **Tags:** Associate the contact with terms and phrases to organize, filter, and search across the ArtCloud Manager.

- **Origin:** Record where the contact came from. ArtCloud automatically creates contacts from website and Marketplace inquiries, purchases, offers, and sign-ups, and assigns an origin like “Website,” “ArtCloud Market,” or “Artsy.”
- **Private Notes:** Enter extra information about the contact. Only your gallery team sees private notes.
- **Address:** Enter the contact’s address name, type, city, state, zip code, and country. Add multiple addresses if needed.
- **Documents:** Upload documents related to the contact.
- **Social Platforms:** Select a social media platform and enter the contact’s handle.

### **Interests**

The Interests tab records what the contact likes, including artists, styles, and tastes. Use this information to build Audiences. Read more: [Use Audiences to Tailor Email Campaigns.](https://help.artlogic.net/knowledge/how-to-create-a-list-of-recipients-for-your-campaigns-with-audiences?hsLang=en-us)

![Screenshot 2026-11-12 at 4.53.35 PM](https://help.artlogic.net/hs-fs/hubfs/Screenshot%202026-11-12%20at%204.53.35%20PM.png?width=670&height=419&name=Screenshot%202026-11-12%20at%204.53.35%20PM.png)

- **Interests:** Enter plain text to indicate the contact’s general interests.
- **Artist Interests:** Select an artist from your account to indicate the contact’s interest in them. ArtCloud automatically assigns an artist interest when a contact purchases from, inquires about, or subscribes to an artist. Read more: [What is an “Artist Interested” Contact?](https://help.artlogic.net/knowledge/what-is-an-artist-interested-contact?hsLang=en-us)

### **Opportunities**

The Opportunities tab lists any Opportunity Records associated with the contact. Read more: [What are Opportunities?](https://help.artlogic.net/knowledge/what-are-opportunities?hsLang=en-us)

![Screenshot 2026-11-12 at 4.54.09 PM](https://help.artlogic.net/hs-fs/hubfs/Screenshot%202026-11-12%20at%204.54.09%20PM.png?width=670&height=327&name=Screenshot%202026-11-12%20at%204.54.09%20PM.png)

### **Activities**

The Activities tab shows a summary of the contact’s emails, to-dos, notes, invoices, opportunities, and campaigns.

![Screenshot 2026-11-12 at 4.54.19 PM](https://help.artlogic.net/hs-fs/hubfs/Screenshot%202026-11-12%20at%204.54.19%20PM.png?width=670&height=327&name=Screenshot%202026-11-12%20at%204.54.19%20PM.png)

### **Purchase History**

The Purchase History tab lists the contact’s invoices. Open an invoice or create a new one from this tab.

![Screenshot 2026-11-12 at 4.54.29 PM](https://help.artlogic.net/hs-fs/hubfs/Screenshot%202026-11-12%20at%204.54.29%20PM.png?width=670&height=327&name=Screenshot%202026-11-12%20at%204.54.29%20PM.png)

### **Financial**

The Financial tab displays the contact’s saved credit cards from past purchases, shown by their last four digits.

![Screenshot 2026-11-12 at 4.54.37 PM](https://help.artlogic.net/hs-fs/hubfs/Screenshot%202026-11-12%20at%204.54.37%20PM.png?width=670&height=327&name=Screenshot%202026-11-12%20at%204.54.37%20PM.png)

- **Available Credits:** View any credits from the contact’s invoices. Read more: [Issue a Credit.](https://help.artlogic.net/knowledge/issue-a-credit?hsLang=en-us)
- **Secondary Market:** View inventory on consignments associated with the contact. Read more: [How to Create a Consignment.](https://help.artlogic.net/knowledge/how-to-create-a-consignment-list?hsLang=en-us)

### Quick Actions and Actions Bar

The buttons below the contact’s name and at the bottom of the Contact Record include quick actions for frequent tasks.

![Screenshot 2026-11-12 at 4.54.46 PM](https://help.artlogic.net/hs-fs/hubfs/Screenshot%202026-11-12%20at%204.54.46%20PM.png?width=670&height=35&name=Screenshot%202026-11-12%20at%204.54.46%20PM.png)

- Send Email
- Add To-Do
- Add Note
- Create Opportunity
- Add to Audience
- Create Invoice
- Merge
- Delete

- [Welcome to Artlogic Connect](https://help.artlogic.net/connect/welcome-to-artlogic-connect?hsLang=en-us#main-content)

    - [Subscription](https://help.artlogic.net/connect/welcome-to-artlogic-connect?hsLang=en-us#subscription)
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    - [Records](https://help.artlogic.net/connect/welcome-to-artlogic-connect?hsLang=en-us#records)
    - [Extras](https://help.artlogic.net/connect/welcome-to-artlogic-connect?hsLang=en-us#extras)
- [Getting Started Series](https://help.artlogic.net/connect/getting-started-series?hsLang=en-us#main-content)

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- [Artlogic Connect for Artists](https://help.artlogic.net/connect/artlogic-connect-for-artists?hsLang=en-us#main-content)

    - [Gallery Connections and Consignments](https://help.artlogic.net/connect/artlogic-connect-for-artists?hsLang=en-us#gallery-connections-and-consignments)
    - [Data Import](https://help.artlogic.net/connect/artlogic-connect-for-artists?hsLang=en-us#data-import)
    - [Account Settings](https://help.artlogic.net/connect/artlogic-connect-for-artists?hsLang=en-us#account-settings)
- [Account Settings](https://help.artlogic.net/connect/account-settings?hsLang=en-us#main-content)

    - [Profile](https://help.artlogic.net/connect/account-settings?hsLang=en-us#profile)
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    - [Tag Management](https://help.artlogic.net/connect/account-settings?hsLang=en-us#tag-management)
    - [Batches](https://help.artlogic.net/connect/account-settings?hsLang=en-us#batches)
    - [Merge Contacts](https://help.artlogic.net/connect/account-settings?hsLang=en-us#merge-contacts)
    - [Blocked Emails](https://help.artlogic.net/connect/account-settings?hsLang=en-us#blocked-emails)
- [Artlogic Connect Website Builder](https://help.artlogic.net/connect/artlogic-connect-website-builder?hsLang=en-us#main-content)

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    - [Blocks / Snippets](https://help.artlogic.net/connect/artlogic-connect-website-builder?hsLang=en-us#blocks-snippets)
    - [Resource Templates - Artist Profile](https://help.artlogic.net/connect/artlogic-connect-website-builder?hsLang=en-us#resource-templates-artist-profile)
    - [Resource Templates - Inventory Detail](https://help.artlogic.net/connect/artlogic-connect-website-builder?hsLang=en-us#resource-templates-inventory-detail)
    - [Resource Templates - Exhibition Detail](https://help.artlogic.net/connect/artlogic-connect-website-builder?hsLang=en-us#resource-templates-exhibition-detail)
    - [Resource Templates - Header](https://help.artlogic.net/connect/artlogic-connect-website-builder?hsLang=en-us#resource-templates-header)
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    - [Inventory Block Configuration](https://help.artlogic.net/connect/artlogic-connect-website-builder?hsLang=en-us#inventory-block-configuration)
    - [Artist Block Configuration](https://help.artlogic.net/connect/artlogic-connect-website-builder?hsLang=en-us#artist-block-configuration)
    - [Exhibition Block Configuration](https://help.artlogic.net/connect/artlogic-connect-website-builder?hsLang=en-us#exhibition-block-configuration)
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- [Artlogic Connect Manager - Inventory](https://help.artlogic.net/connect/artlogic-connect-manager-inventory?hsLang=en-us#main-content)

    - [Inventory Dashboard](https://help.artlogic.net/connect/artlogic-connect-manager-inventory?hsLang=en-us#inventory-dashboard)
    - [Inventory Record Overview](https://help.artlogic.net/connect/artlogic-connect-manager-inventory?hsLang=en-us#inventory-record-overview)
    - [Inventory Record - Financial](https://help.artlogic.net/connect/artlogic-connect-manager-inventory?hsLang=en-us#inventory-record-financial)
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- [Artlogic Connect Manager - Artists](https://help.artlogic.net/connect/artlogic-connect-manager-artists?hsLang=en-us#main-content)

    - [Artists Dashboard](https://help.artlogic.net/connect/artlogic-connect-manager-artists?hsLang=en-us#artists-dashboard)
    - [Artist Record - Profile](https://help.artlogic.net/connect/artlogic-connect-manager-artists?hsLang=en-us#artist-record-profile)
    - [Artist Record - Contact](https://help.artlogic.net/connect/artlogic-connect-manager-artists?hsLang=en-us#artist-record-contact)
    - [Artist Record - Consignment](https://help.artlogic.net/connect/artlogic-connect-manager-artists?hsLang=en-us#artist-record-consignment)
    - [Artist Record - Payments](https://help.artlogic.net/connect/artlogic-connect-manager-artists?hsLang=en-us#artist-record-payments)
    - [Artist Record - Marketplace/Website](https://help.artlogic.net/connect/artlogic-connect-manager-artists?hsLang=en-us#artist-record-marketplace-website)
- [Artlogic Connect Manager - Invoices](https://help.artlogic.net/connect/artlogic-connect-manager-invoices?hsLang=en-us#main-content)

    - [Invoices Dashboard](https://help.artlogic.net/connect/artlogic-connect-manager-invoices?hsLang=en-us#invoices-dashboard)
    - [Invoice Record - Invoice](https://help.artlogic.net/connect/artlogic-connect-manager-invoices?hsLang=en-us#invoice-record-invoice)
    - [Invoice Record - Payments](https://help.artlogic.net/connect/artlogic-connect-manager-invoices?hsLang=en-us#invoice-record-payments)
    - [Logistics and Purchase Orders](https://help.artlogic.net/connect/artlogic-connect-manager-invoices?hsLang=en-us#logistics-and-purchase-orders)
- [Artlogic Connect Manager - Contacts](https://help.artlogic.net/connect/artlogic-connect-manager-contacts?hsLang=en-us#main-content)

    - [Contacts Dashboard](https://help.artlogic.net/connect/artlogic-connect-manager-contacts?hsLang=en-us#contacts-dashboard)
    - [Contact Records](https://help.artlogic.net/connect/artlogic-connect-manager-contacts?hsLang=en-us#contact-records)
    - [Contact Record - Interests](https://help.artlogic.net/connect/artlogic-connect-manager-contacts?hsLang=en-us#contact-record-interests)
    - [Contact Record - Opportunities](https://help.artlogic.net/connect/artlogic-connect-manager-contacts?hsLang=en-us#contact-record-opportunities)
    - [Contact Record - Activities](https://help.artlogic.net/connect/artlogic-connect-manager-contacts?hsLang=en-us#contact-record-activities)
    - [Contact Record - Purchase History](https://help.artlogic.net/connect/artlogic-connect-manager-contacts?hsLang=en-us#contact-record-purchase-history)
    - [Contact Record - Financial](https://help.artlogic.net/connect/artlogic-connect-manager-contacts?hsLang=en-us#contact-record-financial)
    - [Audiences - ArtCloud Marketing](https://help.artlogic.net/connect/artlogic-connect-manager-contacts?hsLang=en-us#audiences-artcloud-marketing)
- [Artlogic Connect Manager - Sales & Marketing](https://help.artlogic.net/connect/artlogic-connect-manager-sales-marketing?hsLang=en-us#main-content)

    - [Private Views](https://help.artlogic.net/connect/artlogic-connect-manager-sales-marketing?hsLang=en-us#private-views)
    - [To-Dos](https://help.artlogic.net/connect/artlogic-connect-manager-sales-marketing?hsLang=en-us#to-dos)
    - [Campaigns - ArtCloud Marketing](https://help.artlogic.net/connect/artlogic-connect-manager-sales-marketing?hsLang=en-us#campaigns-artcloud-marketing)
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- [Artlogic Connect Manager - Analytics](https://help.artlogic.net/connect/artlogic-connect-manager-analytics?hsLang=en-us#main-content)

    - [Analytics Overview](https://help.artlogic.net/connect/artlogic-connect-manager-analytics?hsLang=en-us#analytics-overview)
    - [Sales Over Time](https://help.artlogic.net/connect/artlogic-connect-manager-analytics?hsLang=en-us#sales-over-time)
    - [Payments](https://help.artlogic.net/connect/artlogic-connect-manager-analytics?hsLang=en-us#payments)
    - [Taxes](https://help.artlogic.net/connect/artlogic-connect-manager-analytics?hsLang=en-us#taxes)
    - [Artist/Consigner Payments](https://help.artlogic.net/connect/artlogic-connect-manager-analytics?hsLang=en-us#artist-consigner-payments)
    - [Commission](https://help.artlogic.net/connect/artlogic-connect-manager-analytics?hsLang=en-us#commission)
- [The ArtCloud Marketplace](https://help.artlogic.net/connect/the-artcloud-marketplace?hsLang=en-us#main-content)

    - [Marketplace](https://help.artlogic.net/connect/the-artcloud-marketplace?hsLang=en-us#marketplace)
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