Canadian Specific (Director's Only)
We recommend using Chrome internet browser when using the new InTouch website.
- From Business Tools > select myBusiness Home. View
- From the myBusiness toolbar, select Reports. View
- From the Reports toolbar, select Group Information > Birthdays. View
- To view and import all consultants, click All. View
- Highlight the entire web page using the browser’s Select All function (Ctrl + A).
- Copy the information highlighted to your clipboard using the browser’s Copy function (Ctrl + C).
Note: Boulevard uses the consultant number to match the consultants to be imported. If there is a consultant already found, Boulevard will not import by default. To update information for consultants already added, select the checkbox next to their name to be included in the import.
- From the Unit menu, select Import then Consultants from Online (or from the Unit group on the main toolbar, click Import then Online).
- The consultants to be added will automatically be selected. Click Select All if you would like to update all consultant information.
- Ensure the correct unit number is listed in the Unit Number field, then click OK .