Webinar: New User Essentials
Below is a replay of the New User Essentials webinar and corresponding support articles.
Additional Information:
- Entering Your Business Information in Preferences from the Main Application Toolbar
- Customizing Invoices & Adding Images, and Create Custom Images
- Back up to an Online Option Automatically (Cloud-based)
- Sending Email through Boulevard
- Verify Credentials to load Product Updates, Service Releases, & More
- Link Your ProPay Account & Credit Card Fees
- Add or Remove Credit Card Information
- Dashboard: View Your Business at a Glance
- Add, Move, or Hide Columns on Contact Lists
- Contact List Filters & Column Sort
- Find or Search For a Contact and Restore or Delete Contacts from the Recycle Bin
- Handle Demos, Donations, or Expired/Product Loss
- Handling Personal Use
- Handle Miscellaneous or One-time Purchase
- Import a Customer Website/Direct Ship order or Create a Direct Ship Invoice
- Posting Payments and Handling Credit Card Payments
- Get Help, View Support Messages, & Access Chat
- Access & Print Product Update Newsletters
- Set Default Discount & Update On Hand Wholesale Value and Edit an Inventory Order
Be sure to view the Boulevard 2025 Webinar Replay, too!