Working with Contacts
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!
- 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
- Clear Multiple Account Balances
- Emailing from Different Areas in Boulevard
- Tracking Skincare Profile Information
- Add an Item to a Wish List
- Invoice Wish List Items from the Profile
- Record a Bad Debt or Account Unrecoverable
- Remove PC Program Date for Inactive Customers