Main Application Toolbar - New Simplified Option!

Boulevard 2025 introduces two toolbar options: Simplified, the new default (accessed from under the Window menu), and Traditional (the default toolbar in previous versions). Both offer a hover feature that displays helpful tips for each button, enhancing your user experience. The main toolbar can be temporarily minimized or hidden by default with either option selected. 

Option 1: Simplified Toolbar (Default)

The Simplified main toolbar provides quick access to Boulevard's most popular features and includes the Compress option (in the Main Toolbar fly-out, under the Window menu) to allow for more vertical space on smaller screens. 

New Feature for Boulevard 2025, released on August 8, 2024!

View drop-down menus

Button Information

	The Contacts button features a drop-down menu that lets you select from three contact lists: Customer, Address, Unit, or Builder (enables you to create a custom group with the List Builder).
	The Import button features a drop-down menu that lets you select the various importing functions: Customers, Consultants (including Production and Weekly Accomplishments), and Inventory Orders.
	The Orders button opens Inventory Orders to view past orders added or create a new order.
	The Inventory button opens the Product List, where you can view all items and change your current on-hand inventory.
	The Invoices button features the Invoice Log which includes various filters and views to print individual invoices or a tabular invoice report. The drop-down also includes Credit Receivables, where you can access transactions ready to be submitted to ProPay or record the fees if the transaction was submitted outside of Boulevard.
	The My WAS button provides access to the Weekly Accomplishment Sheet, allowing you to view, print, or export the data. This information is updated automatically as new invoices and related details are entered.
	The Documents button opens the Document Builder to create PDFs and images.
	The Expenses button opens Expenses to add/delete or find/edit expenses and print various expense reports.
	The Calendar button opens the Calendar and To Do List.
	The Options button features a drop-down menu that lets you select the various options to add or change settings found under Preferences and to tailor your Invoice, as well as other Settings (Checklist, Reward, & Application).
	The Help button includes a drop-down menu that allows you to access the Support Center, which is filled with numerous support articles and videos (like this one!), view Product Update Newsletters*, and visit our website to sign into your Main Street account. Additionally, use the search functions under Find to locate a specific contact or product.

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Option 2: Traditional Toolbar

The Traditional main toolbar (default in previous Boulevard versions) is divided into seven groups: Contacts, Products - Inventory, Reports - Tools, Events, Unit, Help, and Business.

Button Information

Contacts

• Customer List: View contacts in a grid format from the customer list, which can be viewed and filtered with custom-created layouts.
• Address List: The address list is similar to the customer list but is typically intended for anyone who is not a customer or part of your team or unit.
• List Builder: Create and save name lists of custom groups of contacts selected from any list.
• Import: Contacts can be bulk imported online or from a file.
• Contact Log: View a list of entries for all contacts from the contact log.
• Auto Delivery: View and add items on auto-delivery for customers and customize how often they will occur.
• Preferred: Add, view, and export customers to the preferred program.
• Settings: Checklist, Reward, and Application.
• Recycle Bin: When a contact is deleted from any list, the contact will then be moved to the recycle bin. From there, the contacts can either be permanently deleted or restored.

Products - Inventory

• Orders: Inventory product orders purchased to replenish your inventory and tracked for tax purposes
• Inventory: Inventory is stored in the product list and, by default, grouped by category.
• Backorders: If set in Preferences, items out of stock but invoiced will be tracked (this does not affect your current on-hand inventory).
• Loan/Borrow: Track items you loan, borrow from, or exchange with customers, consultants, and contacts.
• Sales Event: Apply discounts to products with the option of including an ending date. Discounts will automatically be applied to the items when invoiced. Also, generate a listing of items and their discounts for each event.

Reports - Tools

• My WAS: The Weekly Accomplishment Sheet includes your personal sales information containing a breakdown of invoice types, discounts, and other sales tax information for a specified time period (not intended for tax purposes).
• Invoices: View and filter all invoices as a report or individually (sales transactions) for a specified time period and apply additional filter criteria such as Invoice Type, Discount Type, Number, Name, and Non-Recovered Tax.
• Reports: Pre-defined reports that can be viewed and filters applied, including those recommended for tax purposes.
• Trip Log: Track mileage, destinations, reasons for the trip, and the vehicle used.
• Mailings: Create a Group Email (Option 2); print a sheet of labels, a single label using a Dymo printer, or Envelopes.
• Tools: View the Dashboard, Charts, Profit & Loss, Business Tracking Register, and Deposits.
• Expenses: Enter expense entries (some automatically added, such as freight/shipping from inventory orders and bank fees from credit card processing). Filter, view, and print expenses for a specified time period, Payee, Amount, Check #, or Category. Also, set up Recurring Expenses.
• Credit Receivables: Track credit card payments and automatically add expense entries for the fees associated with each card type.

Events

• Events: You can view Upcoming Events in a sidebar window, including Appointments, Action Items, Auto-Delivery, Birthday/Anniversary, and Follow-ups.
• Calendar: View the calendar and add appointments and action items in various formats (Week View is set as the default).
• To Do List: View action items (manually created and system-generated based on invoices created). Also, add new or multiple action items.
• Action Item: Create a new task, also known as an Action Item, that will appear in the Calendar, Upcoming Events, and, if linked to a contact, in the Action Items tab of their profile.
• Appointment: Create a new appointment that will appear in the Calendar, Upcoming Events, and if linked to a contact, in the Action Items tab of their profile.

Unit

Please note that the unit group may collapse if your screen resolution or size is smaller. Click the group to access the buttons included.

• List: View consultants in a grid format from the unit list, which can be viewed and filtered (by unit, team, offspring units, etc.) with custom-created layouts.
• Import: Options to import production, Weekly Accomplishment files from other Boulevard users, and Consultants from a file or online.
• Production: View production information grouped by various filters and add projections for future production.
• WAS: You can view, add, or import Weekly Accomplishment Sheets for consultants who have been previously added to your unit list.
• Recognition: Create custom summary information using filtered criteria for consultants on the unit list and either display it on-screen, copy it to the clipboard, or email it.

Help

• Find: Select to perform an advanced Contact or Product search.
• Support Center: Select to launch the online Support Center, where you can view articles, videos, and additional help.
• Getting Started: Select to launch the specially designed area of our online support center for new users of Boulevard, which will assist them with entering information and utilizing the software.
• About Boulevard: View the software version you have installed along with your computer system information
• Online: Select to launch various websites and pages.

Business

• Preferences: In Preferences, you can access various custom settings, such as Business Info (used to display your information on invoices), My Account Credentials (to keep your software linked to your Main Street account for product updates, service releases, and Avenue), Outgoing Email Settings, Seminar Year dates, Invoice Customization, Plug-ins (for Credit Card Processing using ProPay and mapping Directions).
• Data: Select Backup, Restore, or Delete various information, and set a password to access the software program (the application password is not connected to the password used on your Main Street account). You can also choose to export data in different formats for use in other applications.
• Forms: Access customizable application Shortcuts. Decide how application screens are viewed with Tab, Tile, or Floating and whether form placement and size are retained when Boulevard is reopened with the Recall Open option.
• Avenue Sync: Select to sync changes between the desktop and the Avenue mobile app.

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Additional Information:

• The Unit, Help, and Business button groups will automatically collapse if your screen size is too small.
• Boulevard Window Sizes & Layout Options
• Customer, Address, & Unit List Toolbars

* Applicable for those with a current Product Update Service subscription.