ACT! 2005/2006/2007 Edition

Once you've created a letter for one of your ACT! contacts, you might want to print an envelope or label for this contact. You can easily print envelopes and labels of any size in ACT! 2006.

This issue of our tips & tricks newsletter focuses on generating envelopes and labels -- right from within the ACT! interface. 

Click these links to learn more detailed information about the the tips outlined in this issue:

As always, if you have any questions about ACT!, please do not hesitate to get in touch with me at 866-944-2281.

Best regards,

Michael Kadlub
ACT! Certified Consultant
CRM Coaching
 

  

Brought to you by:

CRM Coaching
ACT Certified Consultants
29023 Euclid Avenue
Cleveland, OH 44092
www.crmcoaching.com


 

  

L A T E S T   N E W S

CRM Coaching wishes you a Happy Holiday Season!!
 

We recommend that you purchase:

Managing Contacts
with ACT! 2006
$24.99   $22.49

Click here to order.
 
 
Printing Envelopes
Relevant for ACT! 2005, ACT! 2006 & ACT! 2007 Users

Most business envelopes are standard COM #10 size. You can print a COM 10 envelope using this simple procedure.

The default COM 10 envelope template includes field placeholders that show your return address in the upper left corner of printed envelopes. If you're printing on pre-printed envelopes, you may need to remove the return address from the envelope template. Click File | Print, and then select the Envelopes option, highlight an envelope template, and click the Edit Template button. In the Template Editor, delete the return address and save.

To print envelopes:

  1. Go to the contact for whom you'd like to print an envelope. (Or, if you'd like to print envelopes for multiple contacts, perform a lookup of the contacts for whom you'd like to print an envelope.)
  2. Click File | Print. The Print dialog box appears.
  3. In the Printout type area on the left, select the Envelopes option.
  4. In the white block, highlight the Envelope #10 option.
  5. Click Print. The Define Filters dialog box appears.
  6. In the Create report for area, select whether you'd like to print envelopes for the current contact, current lookup, or all contacts in the database.
  7. In the Send the report output to area, select whether you'd like to send the envelopes directly to the printer or whether you'd like to preview the envelopes before printing them.
  8. Click OK. The envelopes will either print or appear in the preview, depending on the option you selected in Step 7.
 
Printing Labels
Relevant for ACT! 2005, ACT! 2006 & ACT! 2007 Users

Printing many envelopes is easy if you have a printer that can easily accommodate large numbers of envelopes. If your printer doesn't feed multiple envelopes, you may find it easier to print mailing labels. ACT! can print on most standard Avery shipping labels.

If you have a custom-sized label, you can create your own label template. ACT! ships with many standard Avery label templates, and you can use these templates to print mailing labels for your contacts.

If you've printed on Avery 5160 (3 across and 10 down) labels with previous versions of ACT!, you've probably been frustrated that ACT! would only print four lines of text on the label. This wasn't very useful if you use the second address line! In ACT! 2006, you can fit five lines of text on the label.

To print labels:

  1. Go to the contact for whom you'd like to print a label. (Or, if you'd like to print labels for multiple contacts, perform a lookup of the contacts for whom you'd like to print labels.)
  2. Click File | Print. The Print dialog box will appear.
  3. In the Printout type area on the left, select the Labels option.
  4. In the white block, highlight the Avery label size you'd like to use.
  5. Click Print. The Define Filters dialog box appears.
  6. In the Create report for area, select whether you'd like to print labels for the current contact, current lookup, or all contacts in the database.
  7. In the Send the report output to area, select whether you'd like to send the labels directly to the printer or whether you'd like to preview them before printing.
  8. Click OK. The labels will either print or appear in the preview, depending on the option you selected in Step 7.
 
Creating a Label Template
Relevant for ACT! 2005, ACT! 2006 & ACT! 2007 Users

If you need to print a label size not listed in the default list in ACT!, you can create your own custom label template. This ability to create non-standard label templates is especially useful if you have pre-printed company shipping labels.

Label templates are saved as .lbl files in the Reports folder of your database supplemental files system.

To create a label template:

  1. Click Reports | New Report Template. ACT! launches the Report Editor, and the New Report dialog box appears.
  2. In the Report Types column, choose the Contact Reports option.
  3. In the Templates column, choose the Contact Labels option. Click OK.
  4. From the dropdown at the top of the Create Label dialog box, select an Avery label size. Alternatively, you could manually specify the margins, label size, spacing, and number of labels.
  5. Click OK to launch the Label Template Editor.
  6. Use the Fields option on the Toolbox to add field placeholders to your label.
  7. When you're finished designing the label, click File | Save As to save the template.

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