Profiles
Each contact in Boulevard has a profile that allows you to record everything from their contact information, birthdays, anniversaries, product preferences, when you've contacted them, their purchases and so much more. Keeping track of these personal details make them life-long customers!
- Find a Missing or Duplicate Profile
- Profile Overview
- Account Balance & Payments Simplified
- Profile Toolbar
- Create a New Customer Profile
- Add a Default Discount & Other Profile Settings
- Add Additional Information to the Profile
- Mark Contact Inactive and Additional Options
- Add an Item to a Customer's Wish List
- Add or Remove Credit Card Information
- Create a Reminder
- Move or Transfer a Contact to Another List
- User Code Fields
- Account & Invoice Tab