Print mailing labels from my contacts list?
Step 1. Open your Contacts
Click on the Contacts button
Highlight the contacts you want to print mailing labels for
The list can be filtered by Contact Type
When you have finished making your selection, click on the Mail Merge button at the bottom right
Step 3. To Start Mail Merge
Open Microsoft Word and:
Click on the Mailings tab across the top
Click the Start Mail Merge button
In the dropdown list, select Labels
Step 4. Selecting the Label Vendor
Select the Label Vendor from the dropdown list
Pick the product number.
If either the Label Vendor or product number doesn't exist
Click on the New Label button
Fill in the required information then click the OK button
Once you have selected the appropriate Label Vendor and product number, click the OK button
Step 5. Selecting Recipients
Click on Select Recipients button
Select Use Existing List
Step 6. Location of Mail Merge File
The Mail Merge file will be located in your Documents\Stockbook folder
Step 7. Selecting Text for Labels
Once you have selected the file:
Click on the Insert Merge Field button
Select the desired item in the list
Repeat this step to add each field you want to print on your labels
Once you have all of the fields inserted, you can:
Add extra text by typing in the desired area
Add line breaks and
Set up any formatting e.g. font size, text alignment, etc
Step 8. Updating and Previewing Labels
Click on the Update Labels button to copy all of the formatting for the first label into all the other labels
If you edit any more labels, don't forget to click on Update Labels
You can also use the Preview Results button to check out how the labels look as you go
Step 9. Finish & Merge
Click the Finish & Merge button
Select the appropriate option
If you're unsure, select Edit Individual Documents
Step 10. Save the Document
Save the Word Document so it can be used as a template for next time
The next time you open that Word Document, click the Yes button to use the information in the Mail Merge file
It will automatically update if a new file has been exported from Stockbook
Article ID 779
Related Articles
Contacts: Last Contact Date
Contacts: Last Contact Date Used for recording a date when contact was made in Stockbook Step 1. Open Contacts to Edit Open the Contacts Screen Select the Contact that you wish to record the date of contact on from the contact list in Stockbook by: ...
Type of labels to use when printing contact addresses
Contact Address Label Size The best type of labels to use when printing the Stockbook contact address labels are: Avery DL 20 labels The sheet needs to have: 2-across, 10-down 20 labels per A4 sheet Article ID 1303
Exporting contact list to excel
Step 1. Contacts Click on the Contacts toolbar icon. The list presents basic details of every contact in your database. A Dark Green background means that you have selected the contact. You may select contacts in a continuous group by clicking on the ...
Contacts: Setup and assign categories
Contacts: Setup and Assign Categories Assigning categories to my contacts in Stockbook Step 1. Selecting Contacts Open the contact page in Stockbook by selecting Contacts from the Main Screen menu Step 2. Category Field Click on the ellipsis next to ...
Contacts: History
Contacts: History Adding a note or event relating to a specific Stockbook contact. Editing a Contact: Select the Contact from the Contact List Click on Edit at the bottom of the screen The History information will be at the bottom of the contact ...