Creating Labels (Using Label Merge)

Creating Labels (Using Label Merge)

Creating Labels 

  1. Select Contacts from your left hand side navigation menu to open up your CRM Dashboard
  2. Select the More Actions drop down menu in the upper right hand corner and then select Create Labels
  3. This will open up the Contact Management Label Merge Wizard.  Select Next to begin
  4. Choose the fields you would like to include in your label merge by CHECKING the box next to the title. CLICK NEXT
  5. CHOOSE the contact type that you would like to add to the label merge by CLICKING them  and then CLICKING >. If you would like to move all contact types to the selected box CLICK >>.
  6. If you would like to include contacts with no contact type CHECK the box next to include contacts with no contact type. CLICK NEXT
  7. CLICK on the check boxes next to the names of the contacts you would like to include. If you would like to include everyone on the list CHECK the box next to FIRST NAME to select all the contacts on the list. CLICK NEXT
  8. You will be given an overview of your label merge.  It will include the contact types and the Contact Count. 
  9. If everything looks correct then CLICK NEXT. This completes the label merge and your label merge document will automatically download.  
  10. CLICK finish to exit the wizard.
Your Labels will now be ready to print

The file name will be Labels if you are searching for it in your computer. 
CLICK finish to exit the wizard.

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