Adding a Customer's Previously Purchased Products from InTouch

If you are new to using Boulevard and want to quickly add a customer's previously purchased products without entering them as invoices, you can copy and paste them from myCustomers into the Notes tab of their contact profile in Boulevard.

1. Sign in to the InTouch website, and proceed to myCustomers.
2. Select the Manage Your Customers button to view your customer list.
3. Select to open a customer profile, and from the Products tab, select Previously Purchased.
4. Select and highlight the products, then press Ctrl + C (or Cmd + C for Mac) to copy the Part Number, Name, Suggested Retail, and Order Date for each product they have purchased from you in the past.
5. Sign into your Boulevard online account if you are not already, then locate and edit to open the customer profile.
6. From the Notes tab, click inside the Notes field and press Ctrl + V (or Cmd + V for Mac) to paste the information.
7. When finished, select and then to close the profile.
8. Repeat for each customer that you would like to copy previously purchased products.

Sample Customer Profile from myCustomer: 

Sample Contact Profile (Notes tab) in Boulevard: