- (1) View:
- Default views include Default, Birthdays and Cards
- (2) Customize:
- Add columns using Column Chooser; create or load views as well as deleting or resetting views
- (3) Find:
- Find consultants in the list
- (4) Clear Filter:
- Clears all filters set
- (5) New:
- Add a new consultant profile
- (6) Edit:
- Opens the selected consultant profile
- (7) Delete:
- Deletes the selected consultant (Moves the profile to Boulevard's Recycle Bin)
- (8) Invoice:
- Initiates a new invoice for the selected consultant
- (9) Call:
- Creates a new call note for the selected consultant(s)
- (10) Payment:
- Record a payment for the selected consultant. If multiple are selected, option to clear account balances for all. View
- (11) Email:
- Launches an email for the selected consultant. If multiple consultants are selected it will initiate a group email.
- (12) List Builder:
- Add the selected consultant(s) to a new or existing List Builder list.
- (13) Copy Special:
- Copies various information for the selected consultant(s)
- (14) Send to:
- Print, preview or preview mailing labels for the selected consultant(s) in the current view.
- (15) Move to:
- Option to mark one or more profiles active, inactive or set as international. Or move to either the customer or address list. View
- (16) Settings:
- Set if and/or when notifications appear for birthdays, anniversaries, upcoming auto deliveries, as well as the default language preference.
Customize the list to view the information important to you.
- Quick reference color coding that corresponds to activity status
- Filter the list to display or hide groups of consultant View
- Inactive quick filter has been added (filter is based on profile setting, not production activity). View
- Change the sort order
- Add or remove columns to show/hide other consultant information
- Jump to a consultant quickly by typing their name anywhere on the list
- Select multiple consultants to initiate batch functions such as print, add notes, or copy to the clipboard
Missing Info
If the information you are looking for is missing or they are difficult to see on-screen, view the following help articles:
Comments
0 comments
Article is closed for comments.