Don’t lose anyone in your Boulevard software again. We know there are times your customer leaves just a first name on your voicemail, doesn’t sign their email, or part of the phone number is cut off in her message. Boulevard makes finding them easy.
Search By Name: Each list in Boulevard allows you to type part of their name to locate. Your lists in Boulevard are alphabetized. Therefore, type the first few letters of the person’s name (First or Last, depending on how your list is sorted). Boulevard will bring you to the closest match alphabetically (e.g., type Smi and Boulevard will bring you to Smith, Smitherton, Smitty, etc.). Select the name by double-clicking.
Search By Phone or Email: Depending upon what phone fields you show in the selected list (Customer, Unit, or Address), you can sort the list by phone number. Then using the same tip from above, type the part of the information you know and voila! Boulevard brings you to the contacts who most closely match the information you provided.
You can also use Boulevard’s Find feature by clicking on the magnifying glass icon located on the right side of your toolbar.
For more information on customizing the view of your Customer, Unit, or Address lists, in your Boulevard Help, search topic: Column Definition. (To locate this help topic, copy and paste the title into the Search selection of Help.)
To find out other ways to tailor your Boulevard software for your business, visit the Customizing Boulevard section of our website.
