Import a View for Reports, Labels, & More
Views allow you to do just that – view information in a customizable format. There are predefined Views for each list: Customer, Address, Unit, and Products, as well as the Invoice Log. Choose to load additional views to use and customize to fit your needs.
Import a View
- From the list toolbar, select
View Options, then
Import.
- Choose a view, then click
OK .
Tips:
- You only need to import the view once. To access the view in the future, select it from the View drop-down next to View Options. Or if no longer needed, from the
View Options drop-down, select
Delete, then click Yes to confirm. View
- For more information on adding additional fields to the view, see Add, Move, or Hide Columns on Contact Lists.
Customer List Views |
On-Screen |
Report |
Birthdays (Mobile Phone) | View | View |
Contact Cards | View | View |
Customer Last Order List | View | View |
Customer Listing | View | View |
Customers (column style) | View | View |
Email Listing | View | View |
Follow-up Cards | View | View |
Grouped by City | View | View |
Grouped by State-Prov | View | View |
Grouped by Zip-Post Code | View | View |
Last Order | View | View |
Next Contact Listing | View | View |
Partner Listing | View | View |
Profile Card | View | View |
Referred By | View | View |
Rewards | View | View |
Spouse Birthdays | View | View |
Unpaid Accounts | View | View |
Wedding Anniversaries | View | View |
Address List Views |
On-Screen |
Report |
Contact Cards | View | View |
Grouped by Primary Type of Contact | View | View |
Below is a listing of Views that replace obsolete reports.
If you used this report... | Try this view | |
Previous Report |
New View |
Fields Included |
Account Balance Listing - Unpaid | Unpaid Accounts | Name, Preferred Contact Method, All Phones, Last Invoice, Account Balance, and Reward Points |
Customer Email Address Listing | Email Listing | Name, Email 1, Email 2, Spouse Email |
Customer Follow-up | Follow-up Cards | Name, Best Contact Time, Birthday, Preferred Contact Method, Last Contact Date, Last Invoice, Account Balance, with a wide area for notes |
Customer Last Order Listing | Last Order | Name, Last Invoice Date, Preferred Contact Method, Best Contact Time, and Account Balance |
Customer Listing by Last Name | Customer Listing | Name, Address, All Phones, and Birthday |
Customer Listing by Last Name (multi-column) | Contact Cards | Name, Birthday, Best Contact Time, Preferred Contact Method, and Account Balance |
Customer Profile by Last Name |
Option 1: Option 2: Or print from the customer's profile toolbar: |
Name, Family Name, Address, Preferred Contact Method, Birthday, Best Contact Time, All Phones, Account Balance, Client as of Date, Birthday, PC Program Date, Next Contact, Last Contact, Last Invoice, Occupation, Referred By, Potential Recruit, Interviewed, Summer/Winter Formulas, User Codes and Spouse Info |
Customer Referral Listing | Referred By | Name, Preferred Contact Method, All Phones and Referred By |
- Click the checkboxes next to the names to be selected (or the checkbox column header to select all).
- From the toolbar, click
Print and select Mailing Labels or Single Label (if printing from a Dymo printer).
- From the Mailing Label Options form, select the following options: Label Types, Use Name, and Font, then click
OK .
See Print Mailing Labels for additional information and options.
Note: Your Outgoing Email Settings must be added under Preferences before proceeding with the instructions below.
- Click the checkboxes next to the names to be selected (or the checkbox column header to select all).
- From the toolbar, click
to launch the message.
- After composing the email, click
.
A copy of each email message will be added to your email provider's Sent folder. If using Boulevard's internal email feature, each recipient will have an event logged into their Contact Log that an email message was sent. To view, open their profile and click on the Contact Log tab.
See Sending Email through Boulevard and Send Personalized Group Email Messages for additional information and options.