Default Customer List Views

The Customer List has four default layouts that allow you to view the information in various formats and give additional functionality. For additional views that can be imported, see Import a View for Reports, Labels, & More. You can also see Create a View or Custom Report to create a new view.

Updated Feature which includes the Top Sales Summary view in Boulevard 2025, releasing August 8, 2024!

Default Views

• Default: The fields displayed include Last, First, Next Contact, Preferred Contact, Home, Work, and Account Balance in a grid format.
• Birthdays: The fields displayed include Name, Preferred Contact, Email 1, Phones, Birthday, and Reward Points in a grid format.
• Cards: The fields displayed include Name, Address, Preferred Contact, and Email 1 in a card format.
• Top Sales Summary: The fields displayed include Total Sales, First, Last, Phones, and Email 1 in a grid format.
• Wish List: The fields displayed include Last, First, Preferred Contact, Home, and Work in a grouped grid format.

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Additional Information:

• Additional fields can be added to each view. For more information, see Add, Move, or Hide Columns on Contact Lists.
• To reset the current view layout back to the default, click  View Options, then select Reset.
• To delete the current view layout, click  View Options, then select Delete (default views will be recreated automatically after reopening the customer list).