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Boulevard Desktop Software Support

Working with Contacts

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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!

  • Set a Default Discount & Other Contact Profile Settings
  • Remove PC Program Date for Inactive Customers
  • Create a New Contact Profile
  • Add Additional Information to the Profile
  • View History from the Customer & Address List Toolbar
  • Set Inactive Status and Additional Settings
  • Move a Contact to Another List, Change Inactive Status, or Delete
  • Create Custom Discount Types
  • Clear Multiple Account Balances
  • Emailing from Different Areas in Boulevard
  • Add or Remove Credit Card Information
  • Tracking Skincare Profile Information
  • Add an Item to a Wish List
  • Invoice Wish List Items from the Profile

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