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 (previously called Sales Transactions). Choose to load additional views to use, and customize to fit your needs. 

Import a View

1. From the list toolbar, select  View, 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. Or if no longer needed, from the  View drop-down,  select  Delete, then click Yes to confirm. View
• To add additional fields to the view, see Add, Move, or Hide Columns on Contact Lists for more information.

Additional Customer & Address List Views

Customer List Views	On-Screen	Report
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

Views based on Previous Reports

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: Profile Card Option 2: Or print from the customer's profile toolbar: Profile Card	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

Print Report

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, 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 from the drop-down list.
3. From the Mailing Label Options form, select the following options Label Types, Use Name, and Font, then click   OK  .

See Print Mailing Labels (Option 1) or (Option 2) 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