Watch a replay of the live webinar, covering new enhancements to Boulevard 2020 and other helpful tips!
(51:58) Video Clarity Help
Topics covered
- 0:00: Window Layouts & Toolbars
- 5:25: Collapse/Expand (or hide) toolbars when not in use
- 6:15: Various Buttons:
Clear Filters, 
Expand, 
Collapse
Boulevard 2020 Toolbars - 7:20: Searching by partial description or part number on the product list using the Find Panel
- 8:40: Product Usage by Customer
- 9:50: Create a List Builder list based on Product Usage by Customer
Create Custom Contact Groups from Any List
Send a Sales Event Email with a Listing of Items Included
Contact Log Tab - 12:40: New! - Contact Profile Toolbar
- 13:25: Using the Checklists to track skincare profile selections
- 15:55: Checklist Filtering
- 17:22: Using the Formula fields
- 18:00: View Previously Purchased Items for a Contact
- 19:48: Edit Physical Count Directly On the Product List
- 20:10: Setting your Default discount for Inventory Orders
New! - Inventory Orders Toolbar - 21:20: Use Chat and Boulevard at the same time
Get Help & Access Chat - 22:25: Backup options and the default location
Boulevard Default Data & Backup File Location - 25:29: The importance of keeping Boulevard closed when not actively working inside it
- 27:48: Where to find new feature info along with current service release information
Questions & Answers
- 29:25: Handling items sold but not entered into Boulevard when you don't remember whom it was sold to, and your inventory is accurate
Handle Miscellaneous or One-time Purchase
Handle Demos, Donations, or Expired Product
Handling Personal Use - 32:25: Backing up to a flash drive
- 34:05: How to display the Search bar/Find Panel is displayed on each list (customer, unit, address & product list)
- 35:16: Changing Your Sales Tax Rate
- 38:18: The different ways to post payments to an account
Posting Customer Payments - 39:20: Importing Product Orders
Import a Product Order from InTouch®
֍ Import a Product Order - 40:39: Print or Export the Weekly Accomplishment Sheet(WAS)
- 42:45: Changing the invoice sale type
- 44:48: Prompt to install new version and service releases with the auto-update feature
- 45:09: Boulevard tutorials and getting help
- 46:00: Print Support Center articles
- 47:32: Importing Direct Ship orders
- 50:58: Tax on Freight