Mailing labels
If you print and send cheques, quotes, invoices, statements or personalised letters you may also want to print mailing labels that you can stick on the envelopes. The Print Mailing Labels function in the Card File command centre prints your contact’s name and address on sheets of adhesive mailing labels. You customise the way mailing labels are printed, including their size, the number of labels per sheet and the margins.
To print mailing labels
1 Go to the Card File command centre and click Print Mailing Labels. The Review Labels Before Printing window appears.TIP: Print invoices and labels simultaneously When you print a batch of invoices using the Print/Email Invoices function in the Sales command centre, you can choose to print a label for each invoice.
2 Click Advanced Filters. The Advanced Filters window appears.
3 From the Selected Form for Mailing Label list, select the form template that best matches the size and layout of your labels and label sheets.
4 Make any other selections in the Advanced Filters window as required (for example, you may want to filter your contacts list to only those living within a specific postcode) and then click OK.
5 Click in the select column next to each contact for whom you would like to print a mailing label.
6 Click Print.
The contact log
The contact log enables you to keep a detailed log of all the phone calls you and your contacts make to each other, and any other type of correspondence. For example, let’s say that you call a customer regarding an overdue invoice. You could create a log entry that records the date of the phone call, a summary of the outcome, and the date you will want to recontact them by if their invoice is still outstanding. When a customer or supplier calls, you can use the contact log to retrieve a complete history of your business relationship with that contact.
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