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Create a New Contact Profile

Create a new contact profile to store contact details, preferences, notes, and account information in one place. Contact profiles support invoicing, communication, activity tracking, and reporting, and can be updated with additional information or marked active or inactive as needed.

Boulevard has a simple list that lets you add any type of contact. You can also group them using Tags and the List Builder for even more flexibility.

New Contact Profile

From the contact list toolbar, select the new profile button Add New Profile. Add any necessary information (you can use your keyboard's Tab key to quickly navigate the fields). When finished, select the save buttonSavethen the X to close the profile.

New Contact Profile


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