Working with Mailing Labels


Printing Mailing Labels:

  1. Perform a search (i.e., Search -> Find Contacts).
  2. On the Search Results screen, select the contacts you want for the labels.
  3. Select Mailing Labels from the Actions drop-down.
  4. Select the appropriate label from the Select Label drop-down (Avery 5160 is one of the most common).
  5. Check Merge labels for contacts with the same address or Merge labels for contacts belonging to the same household to ensure you do not print duplicate labels.
    1. (If one spouse does not have an address at all, then they will automatically be combined with the other spouse on the shipping label.)
  6. Click the Make Mailing Labels button.

Important Note: When printing mailing labels the CRM uses the customer's Addressee field by default to determine which tokens to use for the customer's name. i.e. full name, title, wife's name, the order of names, etc. To fully control the look of your making labels you may want to update your contact's Addressee field. Check out this article here to find out how to do that.

Customizing Mailing Labels:

You can change the default fields that appear on the mailing labels by going to Administer > Localization > Address Settings.

Creating a Mailing Label Format:

 The CRM has created a number of standard mailing label formats. Check to see if the format you want already exists. If it does not, you can create a new format:

  1. Navigate Administer > Communications > Label Formats.
  2. Click the Add Label Format button at the bottom of the page.
  3. Enter a Name for the Mailing Label Format.
  4. Enter a Description (if desired).
  5. Configure your mailing labels using the available fields.
  6. Click the Save button.

Tip: One common problem that occurs when making a mailing label is that children's names will often appear on the mailing label alongside their parents and this is not always desired. The best way to deal with this problem is to not add an address in children's contact records, then you can create a smart group for whoever has no street address and exclude them from the search when making your mailing labels.