Why would you want to use this feature of ACT!? If you are sending out quite a few cards, it saves you time and energy to set up mail merging through ACT!. Hand-writing several envelopes can be a real chore and manually imputing contacts into your word processing software is also less efficient. Learning to use this simple, fast feature now will save you time whenever you need to send out mailings in the future.
To start with, you’ll want to verify you have labels that are designed to work with your printer. In order for the ACT! template to print correctly to your labels, it is best to get labels that explicitly state they work with a laser or inkjet printer (for best results, by the type that correspond to your printer). Note that the labels you buy will have a label number—you will need this later.
Once you’ve selected your labels, you can get to the mail merging. First you will want to create a look-up of the contacts you will be sending cards to. Once you have your look-up of contacts, you just follow these instructions*:
1. Click the File menu, then click Print.
2. In the Printout type list box, click Labels.
3. Select the label that you want to use (should correspond to the label number on your package of labels), then click OK. The Run Label dialog box appears.
4. Under the Create report for section, enable the desired option. In most cases this will be Current lookup.
5. In the Send output to section, select Printer or Preview. (Preview allows you to view the labels as they will be printed.) You can also print from the preview if you are satisfied with the appearance of your labels.
6. Click OK to print your labels
And it’s that simple. Anytime you want to send out a mailing, you don’t need to spend your time writing out addresses or fighting with spreadsheets. Simply tell ACT! to print your labels and save yourself the trouble.
Could you use a personalized training to learn more ways ACT! can save you time on administrative duties? Contact our office for details at 847-520-0860
*instructions are modified version of this Sage ACT! Knowledgebase article