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  2. Contacts

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Contacts

Contact List

  • Contact List Overview
  • Customize the Contact List
  • Using Search and Advanced Search
  • Sort or Filter Contacts
  • Create List Based On Last Invoice Date
  • Print the Contact List

Contact Profile

  • Contact Profile Toolbar
  • Profile: Main tab
  • Profile: Additional Info tab
  • Profile: Notes tab
  • Profile: Account & Invoices tab
  • Profile: Products tab
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Working with Contacts

  • Make a Contact Inactive/Active or Delete
  • Create an Entry in the Contact Log
  • View or Print a Customer's Product History
  • Tracking Leads or Potential Customers
  • Add Tags to Group Contacts
  • Add Items to the Wish List
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List Builder

  • List Builder Overview
  • Create a Custom Contact List
  • Add or Remove Names from a List Builder List
  • Working with a Group in the List Builder to Print, Email, and more

Preferred Program

  • Preferred Program Report
  • Export Contacts to myCustomers or Other Apps
  • Export Contacts into an Outlook .CSV File Format

Payment or subscription changes: myboulevardonline.com.
Access your contacts: blvd.online.
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