Import a View for Reports, Labels, & More

Views enable you to display information in a customizable format. Each list—Customers, Addresses, Units, Products, and the Invoice Log—comes with predefined views. You can also load additional views and customize them to suit your specific needs.

Import a View

1. From the list toolbar, select  View Options, then  Import.
2. 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.

Additional Customer & Address List Views

Customer List Views	On-Screen	Report	Default Orientation*
Birthdays (Mobile Phone)	View	View	Portrait
Customer Listing	View	View	Portrait
Email Listing	View	View	Portrait
Grouped by City	View	View	Portrait
Grouped by State-Prov	View	View	Portrait
Grouped by Zip-Post Code	View	View	Landscape
Last Order	View	View	Portrait
Next Contact	View	View	Portrait
Ordered Within the Last Year	View	View	Landscape
Partner Birthdays	View	View	Portrait
Partner Information	View	View	Portrait
Referred By	View	View	Portrait
Rewards	View	View	Landscape
Unpaid Accounts	View	View	Portrait
Wedding Anniversaries	View	View	Portrait

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Address List Views	On-Screen	Report	Default Orientation*
Grouped by Primary Type of Contact	View	View	Landscape

* Applicable to version number 32.0.2.0 or higher.

Print Report (or Export as Other File Formats)

To print the current view displayed as a report, from the toolbar, click  Print and select View from the drop-down list. Customize further from the preview window if desired (including the page orientation), then click  to print (or  to export as a pdf).

Print Mailing Labels

1. Click the checkboxes next to the names to be selected (or the checkbox column header to select all).
2. From the toolbar, click  Print and select Mailing Labels or Single Label (if printing from a Dymo printer).
3. From the Mailing Label Options form, select the label from the Label Types list (you can also choose between Primary, Spouse, or Family name from the Use Name drop-down list).
4. If printing to a partially used sheet of labels, select the number of labels to skip from the top.
5. Click Font..., if you want to change the font used; otherwise, click   OK   to print.
6. From the preview window, click  to print (or  to export as a pdf or other file format).

See Print Mailing Labels for additional information and options.

Send an Email Message

Note: Your Outgoing Email Settings must be added under Preferences before proceeding with the instructions below.

1. Click the checkboxes next to the names to be selected (or the checkbox column header to select all).
2. From the toolbar, click  to launch the message.
3. 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.

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Additional Information:

• Import Additional Unit Views
• Import Additional Product List Views
• View Entries from the Contact Log