Create a New Contact Profile

A new contact profile is created from the Customer, Unit, or Address list by selecting New and entering the contact’s information, allowing Boulevard to store details, generate invoices, and use communication tools for that person. Profiles may also be added from Contact Search or the Shortcuts sidebar.

Multiple contact profiles can be imported at once or to add them individually, from the contact list toolbar (Customer, Unit or Address List), click New. When finished entering information, click Save.

Tip: With any contact list open, press Ctrl + N to launch a new profile.

---

Additional Information:

• Contact Profile Overview
• Working with Contacts
• Import Customers from InTouch®
• Importing Customers From an Excel Template File
• Import Consultants from InTouch®
• Find or Search For a Contact