The Main tab of a contact profile displays details such as name, contact information, birthday, account balance, and notes. This information is referenced across invoices and other account activity.
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.
Sections:
Contact Information: By default, Preferred Contact, Best Time, address information (field labels depend on your country), Email 1, Email Unsubscribe, and Inactive options will be displayed. Additional fields can also be added from the section header.
Dates: By default, Next Contact, Last Contact, Client as Of (defaults to the date the profile was created), and Birthday will be displayed. PC Program or Wedding Anniversary* fields can also be added from the section header.
Formulas: Display fields for both Summer and Winter seasonal tracking, and visible if using Boulevard for the Mary Kay industry.
Main
Contact Information
- (1) Preferred Contact: Set to No Preferred Contact Method (None) by default; the preferred contact method can be selected from the drop-down list and includes Home, Work, FAX, Other, Email, Mail, Mobile, or Text.
- (2) Best Time: Set to Anytime by default; the best time to contact can be selected from the drop-down list and includes Anytime, Morning, Afternoon, or Evening.
- (3) Street 1: The first line of the contact's address
-
(4) City / Town: Select the drop-down arrow
to choose from the list of previously created cities, type to enter a new option, or select the edit button 
to edit existing entries. - (5) State / Province / County: The contact's state or province
- (6) Zip / Postcode: The contact's zip or postal code
- (7) Mobile: The contact's mobile phone number
-
(8) Email 1: The contact's primary email address is used by default. Select the email button
to launch and compose a message to send to the email address shown in this field -
(9)
Email Unsubscribe: Select to not include this contact in group email messages to comply with SPAM laws -
(10) Inactive: Select to specify that the contact is inactive
-
(11)
: Select the add fields button to add Company, Family Name, Street 2, Home Phone, Work Phone, Other Phone, FAX, Email 2, or Language fields. These fields will not display if left blank.
Dates
- (12) Next Contact*: The date can be changed manually, but is automatically set when the contact is invoiced based on the number of days set in Preferences or contact log entry
- (13) Last Contact: The date can be changed manually but is automatically set based on the last invoice date or contact log entry created.
- (14) Client As Of: The date the profile was created
- (15) Birthday*: The contact's birth date
-
(16): Select the add fields button to add PC Program or Wedding Anniversary* fields. These fields will not display if left blank.
* Next contact, birthdays, and wedding anniversaries will automatically be displayed on the calendar.
Formulas
This section is visible only to those using Boulevard for the Mary Kay industry. Select the drop-down arrowto choose from the list of previously created options, type to enter a new option, or select the edit button to edit existing entries.
- (17) Cleanser: The contact's preferred cleanser formula
- (18) Mask: The contact's preferred mask formula
- (19) Freshener: The contact's preferred freshener/toner formula
- (20) Moisturizer: The contact's preferred moisturizer formula
- (21) Foundation: The contact's preferred formula/shade of foundation
- (22) Mascara: The contact's preferred line/color for mascara
