Emailing from Different Areas in Boulevard
Boulevard allows you to send emails either through a connected desktop email client (such as Outlook or Windows Mail) or directly through Boulevard’s built‑in email feature. The built‑in option supports personalized fields and automatically logs sent emails in each contact’s profile.
Once you've decided on and set up your preferred method for sending email, there are several ways to start an email in Boulevard.
Note: When sending a group email, each message is sent separately to protect the privacy of each recipient.
Locations:
Contact Lists: Send either an individual or a group email using the various filters from the Customer, Unit, or Address Lists.
Contact Profile: Send an individual email from the main area of the profile, or from the toolbar, send an invoice, or launch an email message.
List Builder: Send either an individual or a group email from a previously created group.
Contact Log: Send either an individual or a group email from those who have an entry in the Contact Log
Business Tools: Send a group email using various filters
Contact Lists
Individual email:
Select a contact from the list, then click
Email on the toolbar.
Group email:
- Ensure that each recipient has an email address by selecting Has Email from the Email drop-down filter sidebar. See Filter Contacts by No Email or Has Email Address for detailed steps.
- Select the checkbox next to each contact to include (or select the checkbox column header to select all), then click
Email. See Send a Group Email (Option 1) for additional information.
Contact profile
Option 1:
Click
inside the Email 1 or Email 2 (if visible and applicable) within the Contact Information section on the Main tab of the contact profile. Or from within the Partner section on the Additional Info tab, click
inside the Email field.
Option 2:
From the contact profile toolbar, click
Email, then select either Email 1, Email 2, or Partner.
Alternatively, select the checkbox next to an invoice from the Account & Invoice tab. From the toolbar, select
Email, then choose Invoices to launch an email with the invoice attached (Email 1 will be used). See Email an Invoice for detailed steps.
List Builder
From the main toolbar, select
Contacts, then
Builder (or from the Contacts menu, select
List Builder).
- Select a list from the List drop-down options available.
- Select the checkbox next to each contact to include (or select the checkbox column header to select all), then click
. See Working with a List in the List Builder for additional information.
Contact Log
From the Contacts menu, select Contact Log.
- From the Filter sidebar, click ... to enter a Date Range.
- Select the checkbox next to each contact to include (or select the checkbox column header to select all), then click
. See View Entries from the Contact Log for additional information.
Business Tools
From the Business Tools menu, select
Mailings, then Group Email. See Send a Group Email (Option 2) for detailed steps.
Additional Information:
- Email an Invoice
- Preferences: Online Sync tab
- Sending Email through Boulevard
- Launch Desktop Email App from Boulevard (Outlook, Mail, etc.)
- Contact Profile: Contact Log Tab
- View Entries from the Contact Log






