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 Quick 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 to remove any filters set.