Customer, Address, & Unit List Toolbars
When hovering over each button in Boulevard, additional tips will display. Below you will find information about each.
Customer & Address List
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Column Chooser: Add profile fields to the current view displayed. -
View Options: Views that have been either previously created or imported; standard views always included are Default, Birthdays, Cards, Top Sales Summary, and Wish List (the last two views are only available in the Customer List). Create a new view, reset the current view, import pre-defined views based on previous reports in Boulevard, or delete the current view displayed.
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New: Add a new profile to the list. -
Edit: Opens the selected contact -
History: Drop-down options include Product, Invoice, and Contact Log. -
Invoice: Launch a new invoice for the selected contact. -
Payment: Post a payment for the selected contact; if multiple contacts are selected, account balances for all selected contacts will be cleared.
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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, a group email will be launched. -
Log Entry: Create a new contact log entry for the selected contact. If multiple contacts are selected, an identical Contact Log Entry will be created for each one. -
Sales Event: Choose a current promotion previously created in Sales Events to begin a group email to the selected contacts. -
Copy: Copies various information for the selected contacts.
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Clear Filters: Clears all filters set. -
List Builder: Add the selected contacts to a new or existing List Builder list.
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Move: Change multiple contacts' status to either active, inactive or move to a different list. -
Delete: Moves the selected contacts to the recycle bin in Boulevard.
Unit List
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Column Chooser: Add profile fields to the current view displayed.
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View Options: Views that have been either previously created or imported; standard views always included are Default, Birthdays, and Cards. Create a new view, reset the current view, import pre-defined views based on previous reports in Boulevard, or delete the current view displayed.
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New: Add a new profile to the list.
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Edit: Opens the selected contact
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Invoice: Launch a new invoice for the selected contact.
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Payment: Post a payment for the selected contact; if multiple contacts are selected, account balances for all selected contacts will be cleared.
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Import: Various import functions, including production and consultants from InTouch, as well as Weekly Accomplishment files. -
Production: View consultant production for your team, unit, or offspring units. -
Sales: View Weekly Recap (Accomplishment) Sheets for your team or unit. For information on importing, see Import Weekly Accomplishment Sheets (WAS). -
Recognition: Create and view summarized sales, production, and weekly accomplishment information for consultants.
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Print: Print the current view as a report or mailing labels for the select contacts.
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Email: Begin an email for the selected contact. If multiple contacts are selected, a group email will be launched.
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Log Entry: Create a new contact log entry for the selected contact. If multiple contacts are selected, an identical Contact Log Entry will be created for each one.
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Copy: Copies various information for the selected contacts.
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Clear Filters: Clears all filters set.
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List Builder: Add the selected contacts to a new or existing List Builder list.
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Move: Change multiple contacts' status to active or inactive or move to a different list.
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Delete: Moves the selected contacts to the recycle bin in Boulevard.
Additional Information:
- See Set Default Profile Tab, Change Font Sizes, & More to compress the toolbar to make more vertical space visible.
- Main Application Toolbar
- Boulevard Window Sizes & Layout Options