Import Additional Unit Views

Views allow you to display the information of your choice selected from the available profile fields in a format that allows for further customization (such as sorting, filtering, etc.) and allows you to print.  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 Unit List Views

Unit List Views	On-Screen	Report	Default Orientation*
Active Consultants (Non-Former)	View	View	Landscape
All T Consultants	View	View	Portrait
Consultant Phone Numbers	View	View	Portrait
Consultants Grouped by Recruiter	View	View	Portrait
Email Listing	View	View	Portrait
Final Month Termination (T6)	View	View	Landscape
First Month Termination (T1)	View	View	Landscape
Former Consultants	View	View	Portrait
Grouped by City	View	View	Landscape
Grouped by State-Prov	View	View	Landscape
Inactive Consultants	View	View	Portrait
MK Anniversary	View	View	Portait
Unit Listing	View	View	Landscape

* Applicable to version number 32.0.2.0 or higher.

Print Report

To print the current view as a report, from the unit list toolbar, click Print, then select View from the drop-down options. From the preview window, 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 unit list toolbar, select  Print, then Mailing Labels or Single Label from the drop-down options.
3. From the Mailing Label Options form, select the following options Label Type, Use Name, and Font, then click   OK  .

See Print Mailing Labels for more information.

Send an Email Message

1. From the Filter sidebar, under the Email drop-down, select Has Email.
2. Select the checkboxes next to the names to be selected (or the checkbox column header to select all).
3. From the unit list toolbar, click  Email to launch the message.
4. Add a Subject, and select CC me to ensure you receive a copy of the email.
5. After composing the email, click .

A copy of each email message will be added to your email provider's Sent folder. Each recipient will have an event added to their Contact Log indicating that an email message was sent. To view, open their profile and click on the Contact Log tab. See Send an Email Message for additional information.

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Additional Information:

• Using Your Online Email Address within Boulevard
• Send a Group Email (Option 1)