Column Chooser: Add profile fields to the current view displayed.
View: Create a New view, Reset the current view, Import pre-defined views based on previous reports in Boulevard, or Delete the current view displayed.
- View: Views that have been either previously created or imported; standard views included are Default, Birthdays, and Cards (always set to the Default view when opening the list).
New: Add a new profile to the list.
Edit: Open the selected contact.
Invoice: Launch a new invoice for the selected contact.
Payment: Post a payment for the selected contact; if multiple contacts are selected, it will clear account balances for all selected contacts.
Import: Various import functions including production from InTouch, Weekly Accomplishment files, and Consultants (either from a file or online).
Production: View consultant production for your team, unit, or offspring units.
Sales: View Weekly Recap (Accomplishment) Sheets for your team or unit. See Import Weekly Accomplishment Sheets (WAS) for importing information.
Recognition: Create and view summarized sales, production, and weekly accomplishment information for consultants.
Print: Print the current view as a report or mailing labels for the select contacts.
Email: Begin an email for the selected contact. If multiple contacts are selected, it will launch a group email.
Log Entry: Create a new contact log entry for the selected contact. If multiple contacts are selected, it will Create a Log Entry for Multiple Contacts.
Copy: Copy various information for the selected contacts.
Filter: Apply various filters to use when launching a group email, creating or adding to an existing name list in the List Builder, and creating a new view to print custom reports. This button will not be displayed if using the New Filter Slide-out Option for Lists.
Clear Filters: Clears all filters set.
List Builder: Add the selected contacts to a new or existing List Builder list.
Move: Change the status of multiple contacts either active, inactive, or move to a different list.
Settings: Set various profile rules for the list.
Delete: Moves the selected contacts to the recycle bin in Boulevard.
Additional Information:
- If the information you are looking for is missing or they are difficult to see on-screen, view the following help articles Find a Missing or Duplicate Profile or Change the Unit List Colors.
- When not in use, the main toolbar can be minimized by clicking
from the far right side of the toolbar, or other toolbars, from your keyboard press
+
. View
- Some of the button groups will collapse if your screen size is too small.