The video below is based on Boulevard 2018 software version. Follow the links below when using the newest version of Boulevard.
Topics Covered
Below is a list of the topics covered and the time stamp when asked and answered along with additional articles for reference.
00:30 Boulevard default backup locations
03:06 Export new unit members from Boulevard (Export to CSV or other File Formats)
04:30 Export customers to InTouch
09:50 Importing Production & Handling Former Consultants
13:30 Avenue mobile app; how to turn off sync on exit
14:35 Marking a customer inactive and filtering the customer list
15:40 Changing the color of inactive customers, changing the font size and making bold
16:50 Marking a customer as a potential consultant and track skin care class hostesses
18:10 Add personalized fields to a group email
18:40 Deciding how many email messages to send at one time
21:18 Adding the Interview date to a profile, then including it on a printed report (Add Columns to the Customer List)
22:40 How to get caught up on entering inventory amounts in Boulevard
26:40 How to ensure your product list is current and Boulevard service release is the latest
31:20 Using the Product is For column on an invoice
33:35 Why the Activity Level on consultant profiles show Former Consultant and how to change the color from Light Gray
35:25 How to filter the unit list
38:10 How to move multiple terminated consultants to the Address List
40:00 When your computer crashes or is repaired by a tech company ensuring the Boulevard data file is saved
42:50 Backing up Boulevard to a cloud-based option
49:10 Import Product Order from InTouch
52:10 Customer Deliveries
55:02 Track Non-Recovered Sales Tax Due to a Discount Given
56:00 Shortcuts
56:25 Top Customers on Dashboard
58:12 ProPay in Canada
59:00 Adding credit card information to a profile; invoice, then submit to ProPay
1:00 Unit list filters
1:02 Service Release information
1:03 Recommended method to update On Hand amounts
1:04 Clearing On Hand amounts
1:06 Deleting a Received order