Use the Rewards / Wish List tab on a contact profile to view earned reward points and items added to the contact’s wish list. This tab helps track rewards activity and products the contact is interested in, all in one place.
From the sidebar navigation, click
Contacts, then Contact List. Select the checkbox to the left of the contact, then select the edit button
to open the profile. Or from the Actions menu on the profile slideout, choose Edit Profile, then select the
Rewards & Wishlist tab to open.
Rewards & Wish List
Rewards
Note: The Rewards section will only be visible if you are tracking Rewards in Boulevard.
-
(1)
: Manually add or reduce points
- (2) Points: Points received or deducted
- (3) Date: The date the reward transaction was posted
- (4) Source: Will display the invoice number or Checklist (manual entries will be left blank)
- (5) Comments: When creating a manual entry, a comment can be included and then displayed
-
(6)
: Allows you to remove the reward point entry
Wish List
-
(7)
: Add items to the Wish List -
(8)
: Items are grouped by the product group from the Product List
-
(9)
: Allows you to remove items from the Wish List
