Views can be imported in Boulevard to display information in customized formats for reporting, labels, email, or general list use. Each list includes predefined views, and additional views can be loaded as needed. Imported views remain available for future use, can be customized further, printed or exported, or deleted when no longer needed.
Options:
Additional Customer & Address List Views
- 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.
Additional Customer & Address List Views
| Customer List Views | On-Screen | Report | Default |
| Accounts (Unpaid) | View | View | Portrait |
| 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 |
| Potential Consultants | View | View | Landscape |
| Referred By | View | View | Portrait |
| Rewards | View | View | Landscape |
| Wedding Anniversaries | View | View | Portrait |
| Address List Views | On-Screen | Report | Default |
| Grouped by Primary Type of Contact | View | View | Landscape |
* Applicable to version number 32.0.2.0 or higher.
Print a 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 (including the page orientation), then click 
to print (or 
to export as a pdf).
Print Mailing Labels
- 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 dialog, 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).
- If printing to a partially used sheet of labels, select the number of labels to skip from the top.
- Click Font... if you want to change the font used; otherwise, click OK to print.
- 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
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.