Click Filter, to apply quick filters for the Customer, Address or Unit List for functions such as creating a Group Email, creating or adding to an existing name list in the List Builder, and creating a new View to print custom reports.
Customer List Filters
- Preferred Program
- Uses Basic Skin Care
- Potential Consultant
- Best time to call
- Account Status
- Reward Points
- Last Invoice
- Info Last Changed
- Next Contact
- User Code
- Referred By
- To sort by a particular field, click the column header.
- If the information you are looking for is missing check for the following:
Do they appear when you perform a Search?
Did the contact get accidentally deleted? If so, check Boulevard's Recycle Bin (See Restore Contact from the Recycle Bin).
Are there any filters set? From the toolbar click the Clear Filters to remove any filters set.