Archive for mailing

Creating Labels Using PCLaw

While holiday season is the most common time to do a mass mailing, you may also need to do this at other times. Whatever software you are using, there is generally a way to create address labels so that you don’t need to re-key data. In this series of blog posts we show how to create address labels using the different programs with which we work.

1) From the top menu click on File, then choose Contact Manager and click on the Label button.

2) Choose the label format. If you need to create a new label format that must be done before you start by using the Template Editor (Tools – Template Editor).

3) To choose specific contacts click on the Contact button and then click on the contacts you want to include. They will appear with a check next to the name. You can also choose contacts associated to a specific matter, client or vendor, or contacts belonging to a certain contact type using the various boxes on the Labels – Select Contact screen. The Advanced Search at the bottom of the screen allows filtering based on additional, specific search criteria.

4) Click OK. A screen will come up allowing you to choose the first label position on which you want to start printing. Make your selection and click OK. The selected labels will print.

If you need help in creating labels or setting your search criteria, please call us at 203-254-7736.

Creating Labels Using Amicus Attorney Small Firm Edition

While holiday season is the most common time to do a mass mailing, you may also need to do this at other times. Whatever software you are using, there is generally a way to create address labels so that you don’t need to re-key data. In this series of blog posts we show how to create address labels using the different programs with which we work.

1) From the Contact list select those for whom you will be creating labels. You can do this by marking them or by highlighting them by clicking on the name. To highlight you can select a Range by clicking on the first name in the list, holding down the SHIFT key and clicking on the last name you want included. Additional names can be selected by holding down the CTRL key while clicking on the name. To mark Contacts, open the Contact and click the upper right Yellow corner to change the indicator to a check box. You can also Mark contacts by highlighting as described above and then clicking on CONTACTS from the top menu and choosing Mark Contacts.

2) Once you have selected or marked the appropriate names, Click on CONTACTS on the top menu and then choose Generate A Document or CTRL-D.

3) Choose whether Labels should be created for All Shown, Selected or Marked.

4) Click on the drop down arrow in the Master Document box to expand the choices.
5) Click on Letters and Labels and then choose the Labels document you wish to print.

6) When you click OK, Word will open with your labels setup and ready to print. The Amicus – Save Options window will also open to allow you to Save the Document and Add to Amicus if you choose.

7) You can now use the features of Word to preview and print your labels. You can also edit the font or make other changes that you desire. If the changes are ones that you will want to be in effect for the future you will need to modify the Amicus Document Template. If you need help in doing that please call us.

Previewing of labels, prior to printing is highly recommended to verify that the fields chosen show as you expect. It is also recommended that you print one sheet to paper and hold it over your labels to make sure everything lines up correctly before you start.

If you need help in creating labels or setting your search criteria, please call us at 203-254-7736.

Creating Labels Using Peachtree

While holiday season is the most common time to do a mass mailing, you may also need to do this at other times. Whatever software you are using, there is generally a way to create address labels so that you don’t need to re-key data. In this series of blog posts we show how to create address labels using the different programs with which we work.

When using Peachtree you can create labels for Customers, Vendors or Employees.

1) From the top menu bar click on Reports & Forms then click on Forms and choose the group for which you want to create labels.

2) For Customers, Peachtree provides several pre-designed forms including 1 x 10, 3 x 10, continuous and Shipping Address labels. The Customer Labels 1 x 10 and 3 x 10 are set to use the Bill to Address. The 3 x 10 format matches the Avery Standard 5160 labels.

3) The primary customization you might want to do is to change the font. You can Preview prior to Printing your labels.

Previewing of labels, prior to printing is highly recommended to verify that the fields chosen show as you expect. It is also recommended that you print one sheet to paper and hold it over your labels to make sure everything lines up correctly before you start.

If you need help in creating labels or setting your search criteria, please call us at 203-254-7736.

Creating Labels Using Amicus Attorney Premium Edition

While holiday season is the most common time to do a mass mailing, you may also need to do this at other times. Whatever software you are using, there is generally a way to create address labels so that you don’t need to re-key data. In this series of blog posts we show how to create address labels using the different programs with which we work.

1) From the People list select those for whom you will be creating labels. You can do this by marking them – click on the Marked box – or by highlighting them by clicking on the name. You can select a Range by clicking on the first name in the list, holding down the SHIFT key and clicking on the last name you want included. Additional names can be selected by holding down the CTRL key while clicking on the name.

2) Once you have selected or marked the appropriate names, Click on Actions on the top menu and then choose Generate A Document or CTRL-D.

3) Choose whether Labels should be created for All Shown, Selected or Marked.

4) Click on the Plus Sign next to Letters to expand the choices.

5) Click the type of Labels you wish to print and the Word Processor you will be using – Word or Word Perfect.

6) When you click OK, Word will open with your labels setup and ready to print. The Amicus – Save Options window will also open to allow you to Save the Document and Add to Amicus if you choose.

7) You can now use the features of Word to preview and print your labels. You can also edit the font or make other changes that you desire. If the changes are ones that you will want to be in effect for the future you will need to modify the Amicus Document Template. If you need help in doing that please call us.

Previewing of labels, prior to printing is highly recommended to verify that the fields chosen show as you expect. It is also recommended that you print one sheet to paper and hold it over your labels to make sure everything lines up correctly before you start.

If you need help in creating labels or setting your search criteria, please call us at 203-254-7736.

Creating Labels using QuickBooks

While holiday season is the most common time to do a mass mailing, you may also need to do this at other times. Whatever software you are using, there is generally a way to create address labels so that you don’t need to re-key data. In this series of blog posts we show how to create address labels using the different programs with which we work.

When using QuickBooks you can create labels from the Customer, Vendor, Employee or Other names list.

1) From the top menu bar, click on File then choose Print Forms then Labels.
2) Choose the Group of Names you want to create labels for or filter based on Customer Type, Vendor Type, or Zip Code.

3) The screen will open to indicate the Printer, the Label Format and other customization.

4) From this screen you can Print, Preview or change the page Alignment if needed.
Previewing of labels, prior to printing is highly recommended to verify that the fields chosen show as you expect. It is also recommended that you print one sheet to paper and hold it over your labels to make sure everything lines up correctly before you start.

If you need help in creating labels or setting your search criteria, please call us at 203-254-7736.

Creating Labels Using Timeslips

While holiday season is the most common time to do a mass mailing, you may also need to do this at other times. Whatever software you are using, there is generally a way to create address labels so that you don’t need to re-key data. In this series of blog posts we show how to create address labels using the different programs with which we work.

Timeslips includes a report to print client labels using Avery 5160 or equivalent (3×10) format. If you want to create labels using a different format you will need to do some additional customization. You can contact us at 203-254-7736 for specific help with this.

1) From the top menu bar, click on Reports then choose Client then double click on Labels (or Mailing Labels depending on your version)
Note that if Labels / Mailing Labels is not listed on the client tab you will need to add it -click on the Plus sign and choose Add a specific standard report to the report list.

2) Select Clients using whatever criteria you would like (your Timeslips Certified Consultant can help you set up a Custom Field for this if you choose).
3) If you want the labels sorted in a particular way, click on the Sort Tab.
4) You can Print to Display to review the labels before printing to paper.

Previewing of labels, prior to printing is highly recommended to verify that the fields chosen show as you expect. It is also recommended that you print one sheet to paper and hold it over your labels to make sure everything lines up correctly before you start.

If you need help in creating labels or setting your search criteria, please call us at 203-254-7736.