If you created company or contact labels (see Chapter 13: Communications, Create Label Templates), you can print out these labels for a single company/contact or for a batch of companies/contacts.
Envelopes can be printed in the same way as labels, if you created an envelope template (Chapter 13: Communications, Create Envelope Templates).
In the Companies/Contacts screen, click on the Company List View tab or Contact List View tab.
You can include all of the companies/contacts in the label mail merge or you can limit the number of companies/contacts:
a.
Select One: In the selection grid, click to highlight the company/contact for which you want to print a label.
b.
Multi-Select: Hold down the Ctrl key and click on the desired companies/contacts. You can now include only these selected companies/contacts in the label mail merge.
c.
Filter: Set a filter so that only the companies/contacts you want included in the label mail merge appear in the selection grid. To review how to set a filter, see Chapter 1: Overview, Common Functions: Filter Informationabove.
d.
All: If you want print labels for all companies or contacts, you do not have to select or filter any.
2.
Click the Print button to the right of the selection grid.
In the Print Options dialog, choose whether you want to print labels for Selected (companies/contacts) or All (Filtered).
a.
Selected Companies/Contacts Only will only print a label for each company you selected above.
b.
All (Filtered) refers to all of the records visible in the selection grid. Therefore, if you set a filter so that twenty of one hundred companies/contacts are visible, those twenty companies/contacts amount to “All” for the purpose of printing labels.
If there is an Event merge field in the label template (e.g. “EventName”) you can find the relevant event by clicking the ellipsis next to the Event Selection field.
2.
Under Label Options, choose the appropriate Label Template from the Label Selection drop-down list. To learn how these label templates are created, refer to Chapter 14: Letter and Label Templates, Create Label TemplatesandCreate Envelope Templates.
3.
Choose the direction in which you want to print labels: Left to Right or Top to Bottom.
4.
If some of the labels on the paper have already been used and cannot be printed on, enter a number in the Skip Labels field to indicate how many labels the printer should skip. On the label paper, count from the top left corner in the direction you chose above – Left to Right, or Top to Bottom.
5.
If you are printing multiple labels, choose a Sort Order from the drop-down list.
6.
If you want to save a record of printing this label, check the Update Communications checkbox and select a Method and Reference.
7.
Select a radio button under Report Shading to choose the shading color scheme you want to use.
a.
Gray: The default EventPro Planner gray scheme, which is suitable for black and white printing.
b.
Color: The custom color scheme you created earlier in System Settings. Review Chapter 2: Setting Up EventPro Planner, Step 1: System Settings, Define System Settings: Reports, Shading/Line Colors.
c.
Designed: The color scheme set up in the report layout in the Report Designer. If you choose this option, EventPro Planner will not modify the color scheme as it appears in the report layout.
Select a Destination, which presumably will be your Printer.
2.
Ensure that the Printer settings are correct, including paper size, source and orientation. Click the Properties button next to the Printer Name to adjust additional settings.
