Client List and Labels

(available in  Standard.png Professional.png OnLocation.png Enterprise.png )

 

The Client List and Labels feature allows you to print a client list, client mailing label, or account label based on either a predefined filter, client group, or marketing plan.

 

Client Lists - The client list prints a client name, number, address, and home phone for each client in a client group, filter, or marketing plan.

 

Mailing Labels - Mailing labels print the client name and address for each client in a client group, filter, or marketing plan. Note: Labels are printed in a standard Avery 5160 format.

 

Account Labels - Account labels print the client name, number, address, and home phone for each client in a client group, filter, or marketing plan. Note: Labels are printed in a standard Avery 5160 format.

Printing Client Lists or Labels

  1. Go to Reports > Lists and Labels > Client List and Labels.

    client_list.jpg

  1. Select the Type, either Client List, Mailing Labels, or Account Labels.

  2. Then select the Criteria based on a filter, client group, or marketing plan.

  3. If you're a printing a client list, type in or modify the Report Header Description.

  4. If you are printing a client list using a "Client with Family Members" type of filter, you can choose whether to display the main contact client name or the name of a family member. For more information about creating various types of filters (i.e., "Client with Family Members"), refer to "Using the Filter Builder."

    lists_and_labels.PNG

  5. If you're printing labels, select the label format.

  6. Then click Preview Report to see a preview.

  7. You can print the report or export it.

 

Related Topics


Return to top    |