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48.2 Print Labels |
  
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48.2 Print Labels |
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48.2.0 The Business Contact -> Print Labels allow you to generate a mailing/label list. Compared to generating a report, Print Labels can utilise the different fields in General tab. Note, that the txtUserFields can be used as a criteria for identifying who is included or not.
48.2.1 Determine what field to use
Begin by setting one of the custom fields to hold the information regarding who you wish to be in the mailing list. In Business Contact, use any of the checkboxes txtUserField11 to 20. If they are used up, use any of the text boxes txtUserField1-6 and txtUserFields21-30
48.2.2 Customise Fields
Customise the label of the field you decided to use. For example set it as "Christmas card yyyy" (replace "yyyy" with the current year, for example "christmas card 2003")
For information on how to rename/customise a field, refer to "How do I customise Fields on Screens & Reports" section in this Latitude How To Guide.
48.2.3 Select Client/Supplier
From the Home screen, click "Business Contact"
Select the Client or Supplier you want to include in the mailing list using the txtUserField you customised earlier
If you have used a check box, click the check box once to select.
If you have used a text box, enter something to use as a keyword, a single letter like 'Y' can be used to filter when generating the list. Make sure that you are consistent with the keyword(s) you use do NOT use "y" for some Clients and "yes" for others.
48.2.4 Filter Client/Supplier
In the Business Contacts screen, press the "Filter" button
Depending on how you set up Latitude, you can use the "Filter" screen or "Query Builder"
In the "Field Name" column, go to the custom field you define earlier. If it is not on the list, add it
In the "Criteria" column, enter the condition
If you used the checkbox, enter "Yes" (without the double quotes)
If you used a text box, enter "Yes" (with double quotes). Make sure that what you entered in the text box is the same do NOT use "y" in the criteria if you placed "yes" in the text box
Close the Filter screen
For information on how to use the Filter, refer to "How do I Filter Records" section in this guide.
48.2.5 Produce Mailing Labels
From the Home screen, click Business Contact
Click the dropdown arrow beside "Process Options"
In the Print To Labels dialog, select a label to print, and then press the "Preview" button
Click OK if there is a warning message displayed about spacing
Note: How you set your filter affects the result. Make sure to refine your criteria.