Boulevard 2025 Webinar Replay

What a great turnout! Thank you to those who were able to attend and ask so many great questions! View the webinar replay below to learn about the new features and enhancements included in Boulevard 2025. Please be sure to download and print the Webinar Handout for additional information. 

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Topics Covered:

• If Show Dashboard at startup is enabled, the Dashboard tab will be in focus when opening Boulevard. View
• Added the option for Credit Receivable notifications in Application Settings. If enabled, when there are outstanding transactions in Credit Receivables, an alert will be displayed when opening Boulevard. View
• When applicable, the customer's name and Invoice number will be included with Expense entries associated with Credit card processing fees. View
• Setting Ideal amounts and using the Sales view to create an inventory order
• Using the Fill Order form (List button) to make additional adjustments to an order then exporting it out to InTouch. View
• Changing the Status of an order to Placed, then, and Received.
• Using the Top Sales Summary view, adding columns on the customer list, and saving Custom Contact Groups to the List Builder.
• Using the Insert option on the Right-Click menu of the invoice grid to insert a product between items already added.
• Using the Day Code field to add additional information which will now be displayed to the left of the Qty field on the printed invoice. View the Sample Invoice, which shows the field used to indicate a monthly special. The freeform field can be used for anything! (back ordered item, day code, etc.). View
• Adding text to the Check Number field when the payment type is Cash/Check which will be displayed as Paid by XXXXXX on the printed invoice. Example: Paid by Venmo. View
• Reduced margins on the invoice, footer information will be displayed directly below the note, and when invoices span multiple pages, only the first page will display the images at the top, and only the last page will display the totals and Standard Note and footer images. View
• Changes to the printed invoice and customizing them
• Adding images to documents in the Document Builder using the right-click menu to Import from the Image Gallery (or left-click to add your own images) along with the different file options when saving.
• Using the new Simplified Main Toolbar to quickly access Preferences, customize your invoices, and application settings.
• Accessing Help

Additional Helpful Topics:

• Verify Credentials to load Product Updates, Service Releases, & More
• Sending Email through Boulevard

Topics from the Q & A Portion:

• Avenue Mobile App
• Link Your ProPay Account & Credit Card Fees, Add or Remove Credit Card Information (and Handling Credit Card Payments)
• Expenses (Why the Memo field can't be added to the grid due to Split Expenses)
• Creating/Printing Mailing Labels
• View Customer Product Usage
• Import a Product Order into Your Inventory from InTouch® and reset your imports, if necessary.
• Add the PC Program Date column to the customer list, filter by Preferred Customer, and export Preferred Customers to InTouch. 
• Setting up a Rewards Program
• Archiving products and moving them to other categories.
• Handling Customer Delivery Service invoices (Direct Ship/Guest Checkout) 

Do you have a suggestion or idea of something you'd like to see in the new Document Builder? Check out the Community section of our online support center to request and view other ideas and suggestions given!