If you want to create labels for mailings to your standalone contacts, select Contact. When you create a report, you can either use the Report Wizard to assist you or create the report yourself. SELECT THE FONT YOU WANT TO USE FOR YOUR. SELECT THE TABLE OR QUERY YOU WANT TO USE TO CREATE YOUR LABELS AND CLICK OK. For example, if you are creating a letter to be mailed to clients, select Client. TO CREATE LABELS: IN THE DATABASE WINDOW, CLICK THE REPORTS ICON IN THE OBJECTS BAR, CLICK THE NEW BUTTON ON THE TOOLBAR, SELECT LABEL. The choices are Client, Contact, Firm, Office, and Staff. Your selection in this field determines for whom the letter or label can be generated, and it also determines the set of fields that are available for selection from the Fields pane when you design the label or letter. Expand the appropriate folder in the left pane of the wizard and click a standard format, which will then populate the Selected standard label/letter/report for this format field.įor labels and letters only, there is a Label/Letter type field. Next, you must select a standard format, on which the new report, letter, or label will be based. This is the name that will appear in the list of formats on the Custom Formats screen. On the main tab, enter a name for your format in the Enter a description for this format field. When you click Finish to exit the wizard, the format will open in the designer screen, where you can further customize it. To open the Format Wizard dialog, choose Setup > Custom Formats to open the Custom Formats setup screen, then right-click within the list of formats and choose Add Report or Add Label/Letter from the context menu. For letters and labels, you will also select a type for the label or letter. Use the Format Wizard dialog to begin the process of creating a custom report, letter, or label by entering a description for the format and selecting a standard format on which to base the new format.
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