Logo
Sign in
Contacts Inventory Invoices Business Tools Reports Calendar Community Help Submit a request Downloads
Boulevard Installed Software Support
  1. Boulevard Installed Software Support
  2. Contacts

Contacts

Contacts in Boulevard are those that you sell to or leads added for future tracking. Boulevard can help you manage every aspect of your relationship with your customers: their birthdays and anniversaries, how often they buy a particular product, even products they've tried and added to their wish list! Contacts can be imported from online, from a file, or manually.

  • Working with Contacts
    • Create a New Contact Profile
    • View History from the Customer & Address List Toolbar
    • Set Inactive Status and Additional Settings
    • View Previously Purchased Items for a Contact
    • Move a Contact to Another List, Change Inactive Status, or Delete
    • Add Additional Information to the Profile
    See all 13 articles
  • Contact Profiles
    • Contact Profile Toolbar & Quick Info Fields
    • Contact Profile: Main Tab
    • Contact Profile: Additional Info Tab
    • User Code Fields
    • Set a Default Discount & Other Contact Profile Settings
    • Contact Profile: Notes Tab
    See all 12 articles
  • Customer & Address List
    • Default Customer List Views
    • Customer, Address, & Unit List Toolbars
    • View Customers Based on Last Invoice Date
    • Save Custom Contact Groups to the List Builder
    • Export Customers to InTouch® or Other Apps
    • Export to CSV or other File Formats
    See all 8 articles
  • List Builder
    • Working with a List in the List Builder
    • List Builder Overview
    • Create, Edit or Delete a List from the List Builder
    • Add, Move or Hide Columns in List Builder
  • Contact Log
    • Create a Contact Log Entry & Record Time Spent
    • Create a Log Entry for Multiple Contacts
    • View Entries from the Contact Log
  • Organize, Filter & Search Contacts
    • Contact List Filters & Column Sort
    • Last Name Alphabetical Order
    • Find or Search For a Contact
    • Create Connections to Link Customers
    • Find a Duplicate or Missing Profile
    • Restore or Delete Contacts from the Recycle Bin
    See all 7 articles
  • Importing Contacts from Other Sources
    • Import Customers from InTouch® (US)
    • Import Customers from InTouch® (Canada)
    • Import Customers from InTouch® (UK)
    • Importing Customers From a File
    • Import Consultants from InTouch® (US)
    • Import Consultants from InTouch® (Canada)
  • Unit Tracking
    • Default Unit List Views
    • Change Unit List Colors
    • Import Current Production From InTouch
    • Manually Enter Production
    • Import Weekly Accomplishment Sheets (WAS)
    • Consultant Recognition
    See all 7 articles

Copyright © Boulevard Installed Software Support. All rights reserved.
Need to update your billing information or access downloads? Please sign in to your Main Street account online.

All third-party trademarks, registered trademarks and service marks are the property of their respective owners.

Theme Designed by Diziana