Move a Contact to Another List, Change Inactive Status, or Delete

Contacts can be moved or transferred to one of the three lists in Boulevard (Customer, Address, or Unit list), or their status changed to either inactive or active (set to active by default). Alternatively, if you no longer want to store them, they can also be deleted. All of these options can either be configured individually on each profile, or multiple from the contact lists.

Note: For tax purposes, invoices are not deleted when a contact profile has been deleted. If necessary, invoices can be deleted from the Invoice Log if the contact profile associated with the invoice has been deleted.

Option 1: From a Contact Profile

Move a contact to another list

1. On the profile toolbar, from the Utilities group, select Move, then choose the list the contact will be moved to.
2. Click   Yes    to confirm the transfer.

Tip: After transferring a profile to the unit list, select  Clear Filters from the unit list toolbar, then update the profile with their consultant and unit number.

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Change Profile Status from Inactive or Active

1. Open the contact profile (from either the customer or unit list).
2. From the Main tab on their profile under the Contact Information section, select (or de-select) the Inactive checkbox.
3. Click  Save and close the profile.

See Mark Contact Inactive and Additional Settings for additional information.

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Delete a Contact

1. Open the contact profile.
2. From the profile toolbar, in the Utilities group, select Delete Profile.
3. Click   Yes    to confirm the deletion.
4. To permanently delete the contacts, see Restore or Delete Contacts from the Recycle Bin.

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Option 2: From a Contact List

Move one or more contacts to another list or change status

1. If necessary, to view all contacts, from the toolbar of the list you are on, click Clear Filters to clear any filters set.
2. Select the checkbox next to each contact to be moved or have their status changed.
3. From the toolbar select  Move; then Inactive (to mark inactive), Active (to mark active), Address List (to move to the Address List), Unit List (to move to the Unit List), or Customer List (to move to the Customer List).
4. Click   Yes    to confirm the transfer.

Tip: After transferring profiles to the unit list, select  Clear Filters from the unit list toolbar, then update each profile with their consultant and unit number.

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Delete one or more contacts

1. If necessary, to view all contacts, from the toolbar of the list you are on, click Clear Filters to clear any filters set.
2. Select the checkbox next to each contact to be deleted.
3. From the toolbar, click Delete.
4. Click   Yes    to confirm the deletion.
5. To permanently delete the contacts (or restore), see Restore or Delete Contacts from the Recycle Bin.

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Additional Information:

• Restore or Delete Contacts from the Recycle Bin
• Filters & Column Sort
• Find or Search For a Contact