Print mailing labels from the contacts list

Print mailing labels from the contacts list

Labels can be printed using the Contact List in Stockbook:

 1. Open your Contacts

Click on the Contacts button


 2. Select Contacts 

  1. Highlight the contacts you want to print mailing labels for
  2. The list can be filtered by Contact Type
  3. When you have finished making your selection, click on the Mail Merge button at the bottom right


 3. To Start Mail Merge

Open Microsoft Word and:

  1. Click on the Mailings tab across the top
  2. Click the Start Mail Merge button
  3. In the dropdown list, select Labels


 

 4. Selecting the Label Vendor

  1. Select the Label Vendor from the dropdown list
  2. Pick the product number.
  3. If either the Label Vendor or product number doesn't exist
    1. Click on the New Label button
    2. Fill in the required information then click the OK button
  4. Once you have selected the appropriate Label Vendor and product number, click the OK button



  5. Selecting Recipients

  1. Click on Select Recipients button
  2. Select Use Existing List 


  6. Location of Mail Merge File

The Mail Merge file will be located in your Documents\Stockbook folder


  7. Selecting Text for Labels

Once you have selected the file:

  1. Click on the Insert Merge Field button
  2. Select the desired item in the list
  3. Repeat this step to add each field you want to print on your labels
Once you have all of the fields inserted, you can:
  1. Add extra text by typing in the desired area
  2. Add line breaks and
  3. Set up any formatting e.g. font size, text alignment, etc


  8. Updating and Previewing Labels

  1. Click on the Update Labels button to copy all of the formatting for the first label into all the other labels
  2. If you edit any more labels, don't forget to click on Update Labels
  3. You can also use the Preview Results button to check out how the labels look as you go

 


 

 9. Finish & Merge

  1. Click the Finish & Merge button
  2. Select the appropriate option
  3. If you're unsure, select Edit Individual Documents


 10. Save the Document

  1. Save the Word Document so it can be used as a template for next time
  2. The next time you open that Word Document, click the Yes button to use the information in the Mail Merge file
  3. It will automatically update if a new file has been exported from Stockbook


Article ID 779

    • Related Articles

    • 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: Last Contact Date

      Last contact date is 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 Select Edit Step 2. Enter the date of last ...

    • 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 ...