Customer label forms to print mailing labels for your customers or prospects.
You can print mailing labels for all customers (or prospects) or just
a range.
When you choose to print or preview a form, the preview and print filter screen appears. You do not have to make any changes to this screen. You can select the Print/Email or Print Preview button to print, email, or preview the form based on the default filter settings. However, if you want to change the filter selections, you may do so using the different tabs on the filter screen.
The Print/Email tab lets you select the criteria you
want to use to print the form.
Refresh List: Select this button to refresh the selection grid. You must select this button after opening the filter screen or making any changes to the filter selections to see the correct information in the grid.
Selection Grid: This grid shows all of the customers that meet the filter selection criteria. Select the customers that you want to print labels for from the grid. All of the customers are selected by default. You can manually select and deselect the customers in the grid. You can also use the All and None links above the grid to select all of the customers or deselect all of the customers in the grid. You can change the sorting of the customers in the grid by clicking on the heading of the column that you want to use to sort the customers.
Order labels by: Select the order that you want the labels to print. You can choose to print them in order by customer ID, customer name, zip code in the customer's first ship to address, or zip code in the customer's billing address.
Use this form: Select
the form you want to print.
Customize this form: Select this link if you want to customize the selected form. The form will open in the Forms
Design window.
Filter customers by: This
allows you to further specify the labels that you want to print.
Customer ID: If you want to print labels for a particular customer or range of customers, enter the customer IDs here. If you want to filter for one customer, enter that customer's ID in both ID boxes. Leave this filter selection blank if you do not want to filter by customer ID.
Type: If you want to print labels for a particular customer type or a range of customer types, select Range and then enter the customer types in the From and To boxes. If you want to filter for one type of customer, enter that type in both the From and To boxes. Customer types are specified for each customer on the Maintain Customers window. Select All if you do not want to filter by customer type.
Zip Code: Select All to create labels for customers in all zip codes. Select Mask if you want to create labels for customers in specific zip codes. For example, if you want to create labels for customers with zip code 30316, select Mask and enter "30316" in the zip code field. If you want to create labels for customers whose zip code begins with 303, select Mask and enter "303**" or "303**-****" in the zip code field depending on how you have entered zip codes for your customers.
Active/inactive: You can choose to print labels for active customers only, inactive customers only, or both active and inactive customers. Customers are made inactive by selecting the Inactive checkbox on the Maintain Customers window.
Customers/prospects: You can choose to print labels for customers only, prospects only, or both customers and prospects. Prospects are created on the Maintain Customers window by selecting the Prospect checkbox.
Predefined customer label forms