Boulevard has pre-defined views for all of the contact lists, the product list and other areas which can be filtered and printed as a report or used to create a List Builder list, send individual and group email messages. You can also import additional views or create a new view following the steps below.
- Open the applicable list (Customer, Address, Unit, or Product list).
- From the toolbar, click
View then select
New.
- Give the new view a description in the Name field.
- Decide which template to base the new view on (for example, choose from Default, Birthdays, Cards, if creating a contact view. Alternatively, you can create a view based on one that you have previously created), then click
OK .
- To add or remove any of the columns displayed, see Add, Move, or Hide Columns on Contact Lists.
Access this newly created view any time from the View drop-down.
From the toolbar, click Print, then from the preview window, click
to print (or
to export as a pdf).
A view that has been imported or created can be deleted when no longer needed.
- From the View drop-down, select the view.
- Click
View then select
Delete.
- Click to Yes to confirm.
Default views cannot be deleted but can be reset to their original state.
- From the View drop-down, select the view.
- Click
View then select
Reset.
- Click to Yes to confirm.