Follow these steps to generate a mailing label document using the Contact Management Label Merge 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.
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.
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.
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.
Your document is now ready! Simply open the downloaded file and print it using your preferred label sheets.