Customer Labels

Table of Contents

Overview

The Customer Labels report will print contact and address information on sheeted labels stock.  There are several standard Avery label formats to choose from.  The user can choose to print all of the contacts or just the default contact information for each customer. 

Detail

AR>Customer Reports>Customer labels
  • Starting/Ending Customer - Choose a range of customers to be included in this report.  This parameter has a list function that will allow you to create a custom list and save it.

  • Active Customers Only – This is a check box that will limit the report to customers that are active or have the active attribute checked.

  • Label Formats - Currently there are three label formats.

    • Avery #4014        4” x 1 7/16” (2 columns)

    • Avery #5962        4” x 1.33” (2 columns)

    • Avery #5160        1” x 2.63” (3 columns)

  • Order By – This report can be ordered by customer name, salesperson or zip code.
    Contact to include – You may not want all to print labels for every contact a customer has, much like the card in your Roll-a-dex there can be many contacts per customer.  So you can use these check boxes to get what you need to print ion the report. 

Note: The actual fields that show up in the address block can be controlled by setting up the “customer label” address template that is in the SYS > Address Templates menu.