Follow these steps to generate a mailing label document using the Contact Management Label Merge Wizard.

1. Launch the Wizard

• Select Contacts  from the left-hand navigation menu to open your CRM Dashboard.

• Click the More Actions dropdown menu in the upper right-hand corner.

• Select Create Labels.

• When the Wizard opens, click Next to begin.

2. Customize Your Labels

• Select Fields: Check the boxes next to the information you want included on the label (e.g., Name, Address). Click Next. 

• Choose Contact Types: Highlight the contact types you want and click the > button to move them to the "Selected" box.

  • Tip: Click >> to move all contact types at once. ⏩

• No Category? If you want to include contacts that aren't assigned a specific type, check the box for "Include contacts with no contact type." Click Next.

3. Select Recipients

• Check the boxes next to specific names, or check the box next to First Name at the top to select everyone on the list. ✅

• Click Next.

4. Review & Download

• Overview: Review your "Contact Count" and selected types. If everything looks correct, click Next. 

• Automatic Download: The system will now generate your document. Look for a file named "Labels" in your computer’s downloads folder. 

• Click Finish to exit the wizard. 

🖨️ Printing Your Labels

Your document is now ready! Simply open the downloaded file and print it using your preferred label sheets.