Contacts & projects
Create, search, edit, and reuse contacts in specialist workflows
Use the contact list
Select a contact type first. The number on the active tab shows its current result count. The table always contains the name and, depending on CRM settings, additional property columns.
Search narrows contacts by the entered term. If filterable properties exist, the filter button opens an additional dialog. Its badge shows the number of active criteria.
Filters behave by field type:
| Field type | Filter behaviour |
|---|---|
| Text, textarea, link | Search by entered content |
| Number | Limit by numeric value |
| Date | Select a date |
| Yes/no | All, yes, or no |
| Selection | One or more options; several selected options are alternatives within that field |
Active filters appear as tags in the dialog. Remove them individually or reset everything.
Create a contact
New contact is available only for directly maintained types. Choose the type, enter a clear display name, and complete the required properties. Add optional details on the contact page after creation.
For mirrored Users, Freelancers, and Service Providers, Artwork points to the corresponding user-management area instead.
Edit a contact
Open a contact by its name and select Edit. The display name and all fields released for that type become editable. Asterisks mark required fields; Artwork will not finish editing until they are completed.
Available property types include:
- short and multiline text,
- number and date,
- yes/no checkbox,
- selection from prepared values,
- web link,
- file upload.
Links open directly in view mode. Uploaded files can be downloaded or, with edit access, replaced and deleted. Fields are organised in collapsible groups. Confidential groups are marked and available only to authorised users.
Mirrored system contacts are read-only here. Change them in the original user, freelancer, or service-provider profile.
Accommodation and room types
Contacts of the Accommodation system type have an additional Room types section. Create, rename, update, or remove items such as single and double rooms with their cost per night. These values are then available in artist-residency planning.
Link contacts to projects
Links are normally created in the specialist workflow, not on the CRM detail page.
Project artist
In the Project artist component, search and link existing CRM artists. With suitable access, create a new CRM artist there and link it immediately.
Expand a card to see permitted contact details and open the full CRM profile. A project may have several artists. Unlink removes only the relationship, not the contact itself.
Artist residency
An artist residency selects an artist, accommodation, and room type. Artist contact data can be copied into the process. When changing those values, the available synchronisation option determines whether the CRM contact should be updated as well.
Documents and requests
Contracts or document requests can be linked to a CRM contact. This makes its permitted data available in the process and preserves the context.
Linked projects in the CRM
Once project links exist, a Projects tab appears on the CRM contact. It shows project name, period, and link date, and the name opens the project.
This tab is an overview and does not provide a general Add Project action. Create or remove the relationship in the relevant project component.
Delete a contact
Directly maintained contacts can be deleted from the list menu. The action requires confirmation and is marked as irreversible. First review project, residency, and document links as well as uploaded files.
Unlink or delete?
If a person simply no longer belongs to a project, unlink them. Delete the CRM contact only when the record as a whole should no longer be maintained.