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Create All Customers Mailing Labels

Use these steps to generate a master list of all customers for holiday mailing labels:

1. Go to Reports, select the Followup tab; choose ANY template and you'll open up on the History tab.
2a. Change BOTH date ranges beyond the current day you are running this effort. [e.g. 01/01/2015]
2b. Change the Selection Method to 'Select by customer NOT found within selected date range'.
3. Click on Search to build the list.




The View List screen displays the results; my effort collected 564 database names.

TIP: Perhaps you have some names in your database that don't yet include vehicle records. To add these to your list follow the Customer tab steps below. If not, you may skip this step and click on the Print button at this time.


4. To add customers without vehicle records, change to the Customer tab.
5a. Check the 'Add Customers without Vehicles' checkbox.
5b. Click on Add to append these additional records to your existing results list.
This will add records to the previous results for new total of customers on the list.

6. Click on View List tab to work with your results


7. Click on Print to access user selection box for letters, labels or lists in the next step.


8. Change the selector to the output you wish to use; in this example, we select Print Labels and then click Print to generate the output which will now become visible in a screen preview*.


9. From print preview screen, click the printer icon to start printing labels.


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Comments (2) Comments
Comment by Kris Kline on Tue, Sep 24th, 2013 at 3:58 PM
how do you print address labels without the customers plate number and vehicle?
Comment by Mitchell1 Technical Support on Thu, Sep 26th, 2013 at 2:09 PM
The image depicted below #7 list the different print options available for the followup report. Print Letter/Postcards will print the Letter template or Postcard template configured in the Setup->Standard Descriptions->Followup section.The Print Customer List will list a detailed report of the customers you‘ve filtered in the report and allows you to sort the report by: the Customer‘s Last Name, Invoice Date (Posted), Zip Code, or by the Technician who worked on the vehicle. Vehicle information and works performed are displayed using this option.The Print Label option will provide a printout generally used for Mailing labels. Only a customer‘s name and address will generate by running this report. No vehicle information is displayed.
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