CREATING CUSTOMER MAILING LABELS
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1 CREATING CUSTOMER MAILING LABELS agrē has a built-in exports to make it easy to create a data file of customer address information, but how do you turn a list of names and addresses into mailing labels? In this example you ll export customer information form agrē, then create mailing labels with Microsoft Word 2010 or 2013 (the steps are the same). What you ll find: Exporting Customer Data from agrē... 1 From the Customer Mailing Label Export as an Excel file... 2 Selecting the Destination Folder for XLS files... 3 From Manage Customers as a Text file... 5 Selecting the Destination Folder for TXT files... 5 Create the Mailing Labels in Microsoft Word... 8 Exporting Customer Data from agrē There are two ways to export customer address information to create mailing labels. You can use: the Customer Mailing List export or the Manage Customers export Once you've created an export file, you can use it to create mailing labels in Microsoft Word, or in any other program that can read text or XLS files. Help If you are a hosted retailer and run agrē over the internet, please review the section on Selecting a Destination for Exported Files in the File > Exports> Data Exports section of online Help before exporting your data. Last Updated: 2016/08/15
2 From the Customer Mailing Label Export as an Excel file This is the easiest way to create an export file of customer names and addresses. The export file it creates can be opened directly in Microsoft Excel (or any other program that can read an.xls file). Navigate to File > Exports > Data Select Customer Mailing List from the drop down list Specify any Criteria to narrow down the list of exported addresses (you can always edit the list of names later to remove any extras) If you like, Preview the addresses that will be exported To export the names and addresses, click Export to Excel Select where you want to save the export file Creating Customer Mailing Labels Page 2 of 13
3 Selecting the Destination Folder for XLS files You want save the file on your own C: drive. Scroll down past the Computer link in the Folders pane to the list of all available network and local drives. Select your Local Disk C:. Navigate to the folder where you usually save your agrē exports or reports and double click it (or select the folder and click the Open button). Tip: Citrix needs to save the export file in a folder, not at the root (main level) of the C: drive. If you don t have a folder, create a new one by right clicking on the white space and selecting New > Folder. Creating Customer Mailing Labels Page 3 of 13
4 Once you re happy with the export file name (you can edit the suggested one), click Save. agrē lets you know the export was successful and offers to open its Excel viewer if you d like to see it. Creating Customer Mailing Labels Page 4 of 13
5 From Manage Customers as a Text file Exporting from the Manage Customer window offers more selection criteria to narrow down the list of exported addresses, but agrē won t offer to preview the export file once it s saved you ll need to preview the results outside of agrē (Notepad or another text reader can open it, or you can import it manually into Excel). Navigate to Accounts Receivable > Manage > Customers Specify any Criteria to narrow down the list of exported addresses and click Search (you can always edit the list of names later to remove any extras) Click Export to create the data file Select where you want to save the export file Selecting the Destination Folder for TXT files To choose where agrē will save the exported data file, click the Browse Folder button. Creating Customer Mailing Labels Page 5 of 13
6 You want save the file on your own C: drive. Scroll down past the Computer link in the Folders pane to the list of all available network and local drives. Select your Local Disk C:. Navigate to the folder where you usually save your agrē exports or reports and double click it (or select the folder and click the Open button). Tip: Citrix needs to save the export file in a folder, not at the root (main level) of the C: drive. If you don t have a folder, create a new one by right clicking on the white space and selecting New > Folder. Creating Customer Mailing Labels Page 6 of 13
7 Type a name for the export file (no default name is suggested for TXT export files) and click Save. Click the Export button to generate the data file. agrē lets you know the export was successful. Click OK to continue. Creating Customer Mailing Labels Page 7 of 13
8 Create the Mailing Labels in Microsoft Word open Microsoft Word 2010 or 2013 click on the Mailings tab start the Step by Step Mail Merge Wizard select Labels as the document type select Change document layout click Next click Label options select your label & printing options if your label vendor is not listed, the label box should specify equivalents click OK Creating Customer Mailing Labels Page 8 of 13
9 click Next: Select Recipients select Use an existing list since you ve already got a file of the customer addresses from agrē click Browse to find and select the data file Use the Folder pane to navigate to the file location of where you saved the agrē export, select the file, and click Open. Creating Customer Mailing Labels Page 9 of 13
10 If you've saved the export file in an Excel format, you may see a message asking you to verify that the "First row of data contains column headers". agrē does export a header row, so click OK to confirm. If you know that there are customers listed that won t need a label, you can deselect them here. Of course, you can leave all customers selected and print a label for everyone but just not use them all. Click OK to continue. Tip A shortcut to sorting data in a column is to click on its header. Click again to sort the other way. Creating Customer Mailing Labels Page 10 of 13
11 click Next to format the Word document as address labels click Address block Most of the time, Word will recognize the names and addresses and assign them to the proper data fields, but if the label preview is missing fields, click the Match Fields button and manually assign them. Creating Customer Mailing Labels Page 11 of 13
12 for example, match the Postal Code field in Word to the Postal_Code field in the export file click OK If Canada appears on each label and doesn t need to be there, change the exclusion from the United States to Canada. When the preview looks like how you want the labels to print, click OK. Creating Customer Mailing Labels Page 12 of 13
13 click Update all labels to copy the same address block format to each label click Next to see a preview of all labels if you need to make any changes, click Edit recipient list or Previous to go back when everything looks how you want it to, click Next click Print to send the labels directly to the printer click Edit if you d like to preview (and optionally make changes to) your labels before printing Creating Customer Mailing Labels Page 13 of 13
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