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Mailing Labels & Mail Merge
Mailing Labels & Mail Merge
Clu Connors avatar
Written by Clu Connors
Updated over a week ago

To generate mailing labels, go to Reports. Build a Saved Report. For information on how to build a Saved Report, click HERE

Once you've saved the report, you will be brought back to the Saved Reports page.
Select "What Do You Want To Do" next to the appropriate report. Select Generate Labels.
Print using Avery® Address Labels, 1" x 2-5/8" (5160).

There is not a reformatting option for Generate Labels. If you need to print other sized mailing labels or documents, create a report then choose "Email CSV File". You can then use that file to do a 'mail merge' to your other labels/documents.

Note: You can select as many fields as you want on the Saved Report for mail merge purposes. If you're using our Generate Labels, it will only pull the Name Address City State Zip, but the rest of the report can have as many options as you want to merge other data into a Mail Merge file.

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