Boulevard online stores contacts in one simplified list. After logging in to Boulevard, choose whether the Contact List or Dashboard is shown by default (See Preferences Overview to choose your preferred option). Contacts can then be added to custom groups using the List Builder and tags (for more information, see List Builder or Add Tags to Group Contacts).
- (1) :
Create a new contact profile
Open the profile of the selected contact
Create a new invoice of the selected contact
Create a log entry for the selected contact. If multiple contacts are selected, the log entry will be added to each contact.
If one contact is selected, the payment screen will appear to apply a payment. If multiple contacts are selected, you will receive a message to confirm whether or not to clear the account balance for the selected contacts.
Create an email message for the selected contact. If multiple contacts are selected, email messages will be sent individually to each recipient to protect their privacy. You will also receive a copy of the email as a confirmation that it was sent successfully.
From the drop-down options, choose to add the selected contact(s) to a New List or Add to List (an existing list) in the List Builder.
Copies the following information to the clipboard of the selected contact(s); Name, Name and Address, Name, Address, and Phone, Phone, Notes.
Choose to print either a report or mailing labels from the drop-down. Only the names of the selected contacts will be included. Leave all checkboxes unselected to include all contacts.
Choose to add or remove the columns displayed on the contact list from the Customization form shown in the lower-right corner by selecting Column Chooser from the drop-down. To display the default columns, choose Reset.
Choose to filter the contacts displayed by selecting Filter from the drop-down. Available filters include Inactive Contact, Preferred Program, Uses Basic Skin Care, Favored Contact, Potential Consultant, Best Time to Call, Birthday, Account Status, Checklist, Reward Points, or Tags. To clear all filters set, select Clear Filter from the drop-down.
Choose which notifications Birthday Month or Anniversary Month are automatically displayed when a profile is opened and the default Language Preference set for new profiles created.
Import contacts from an Excel file.
Delete the selected contact(s) (To restore or permanently delete contacts, see Delete or Restore from the Recycle Bin.)
Enter criteria to search all columns displayed.
- (16) Advanced Search:
Select the link to drop down fields used to search individual columns. Click Reset to remove the filtered search criteria and hide the column header search fields.
If the checkbox in the column header is selected, all contacts will be selected. Alternatively, choose to select the checkbox next to specific contacts
- (18) Last Name:
Default column displaying the contact's last name, and sorted in ascending order
Indicates whether the contact list is sorted by the column. Clicking the arrow will change the sort by ascending or descending order
- (20) First Name:
Default column displaying the contact's first name
- (21) Next Contact:
Default column displaying when to follow up with the contact. The date can be manually entered in the contact's profile or automatically, based on invoices generated or through a contact log entry. The Next Contact field is located in the Dates section on the Main tab on the profile.
- (22) Preferred Contact:
Default column displaying the preferred method of contact which can be set from the header section of the profile. Options include None, Home, Work, FAX, Other, Email, Mail, Mobile or Text.
- (23) Phone:Home:
Default column displaying the phone number listed in the Home field under the Contact Information section of the Main tab on the profile.
- (24) Phone:Work:
Default column displaying the phone number listed in the Work field under the Contact Information section of the Main tab on the profile. By default this field is hidden. To add, click the in the Contact Information header section.
- (25) Account Balance:
Default column which will display if the contact has an account balance. (29) Red indicates the amount owed to you; (30) Black indicates no account balance; (31) Green indicates a credit on the account.
The profiles below are suggestions that can be created for the following purposes:
- (26) House Account:
This profile is recommended to be used for Guest Checkout/Anonymous orders placed through your personal website or for one-time only transactions.
- (27) Personal Use:
This profile is recommended to track retail items taken out of inventory for your personal use (see Track Items Taken for Personal Use for additional information).
- (28) Business Supplies:
This profile is recommended to be used for retail items taken out of inventory for all of the following situations: demos, charity, damaged, expired, lost, or gifts when the recipient is unknown (See Handle Demos, Donations, Expired, Etc. for more information).
- (32) :
The contact list vertical scrollbar will expand when hovering over it.
- (33) :
Displays the Upcoming Events sidebar which are a snapshot of your Appointments, Action Items, Birthday/Anniversary, and Follow-ups (See View Upcoming Events for more information).