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Webinar Replay: Inventory Management Webinar Replay: New User Essentials Jump Start Setup Service Import an Inventory Product Order from InTouch View Customer Product Usage (Purchase History for Products) Customizing Your Invoices Popular Topics
  1. Boulevard Online Support Center
  2. Business Tools

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Business Tools

Expenses

  • Change the Category for Multiple Expense Entries
  • Expenses Overview
  • Expense Categories
  • Add a New Expense Entry
  • Find and Edit or Delete an Expense Entry
  • Create, Edit, or Delete Recurring Expenses
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Emailing, Printing Labels, & Misc.

  • Send an Individual or Group Email
  • Print Labels
  • Dashboard Overview

Reward Program

  • Setting Up a Reward Program
  • Assign Reward Points to Checklist Tasks
  • Redeeming Rewards
  • Add or Remove Reward Points

Checklist

  • Checklist Overview
  • Setting up a Checklist

Calendar

  • View Upcoming Events
  • Birthdays, Follow-ups/Tasks, and Appointments
  • Single, Repeating, or Multiple Action Items
  • Agenda View

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