Printing Address Labels or Envelopes

You can use Mail Merge to create and print address labels and envelopes. You can create address labels or envelopes for one contact or lead or for multiple contacts or leads.

If the Write menu is unavailable, you must download Infor CRM Office Integration. You can install Infor CRM Office Integration from the Web Client login screen. 
To create and print address labels or envelopes Closed
  1. On the Write menu, point to Address Labels.
  2. In the Merge With area, select one of the source optionsClosed.
      • Current record - Select to use the current record in focus. The source information might contain a contact for the account, contact, or opportunity record in focus or a lead.
      • Current Group - Select to use the current contact, account, opportunity, or lead group in focus. The source information contains contact names, account names, lead names, and addresses.
      • Specific Group - Select a group from the list. The source information are contact names, account names, lead names, and addresses for the group.
      • Specific - Select Account or Opportunity from the list and then use the lookup to find a record. Account - The source information are contact names, account name, and addresses. Opportunity - The source information are contact names, account name, and addresses associated to the opportunity.
  3. If applicable, select Do NOT send to contacts marked "Do Not Solicit".
  4. To get an estimate of the number of labels you need, click Count to view the merge count information.
  5. In the Label Type area, select a label or envelope.
  6. In the Report Viewer, click the Print button.
  7. Configure your printer settings, insert labels or envelopes into the selected printer, and then click OK.
To print an address label or envelope for a letterClosed
  1. Follow the steps for writing a letter.
  2. Click Yes on the Create an Address Label dialog box.
  3. Click the Label Type drop-down arrow and select a label or envelope from the list.
  4. In the Report Viewer, click the Print button.
  5. Configure your printer settings, insert labels or envelopes into the selected printer, and then click OK.
To print address labels or envelopes for Mail MergeClosed
  1. Follow the steps for using Mail Merge.
  2. On the Merge Options tab, in the Output To area, select Printer.
  3. Select Create Address Labels, and then click Configure Labels.
  4. In the Label Type area, select a label or envelope.
  5. Click OK.
  6. If you want to select another printer, click Printer Properties, select another printer from the list, and then click OK.
  7. After you have finished setting your Merge and History Options, click Merge.
  8. If the template requires an address selection or the contact has more than one address, select an address from the Select Type of Address dialog box, and then click OK.
  9. When prompted, insert labels or envelopes into the printer, and then click OK.

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Other Resources

 

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

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This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.