1) Create your lookup
First you will want to decide who will be getting cards and how you will organize them. We recommend either creating a group to which you then add all card recipients or selecting recipients by a commonality--all clients, all networking contacts, etc. Once you have the card recipients organized, create a lookup of those contacts. If you have your contacts marked off by ID Status already, you can simply create a lookup based on the relevant ID Status.

2) File>Print>Labels or Envelopes
From your lookup, go to the File dropdown and select Print. From the Print window, you can select either Label or Envelope (label if you will be printing address labels, envelope if you will be printing addresses directly onto your envelopes).

3) Select your stationery
Stationery companies like Avery make it easy to print directly from your computer. Act! has the dimensions of the most popular labels already saved as defaults. Simply select the product number that matches the labels or envelope size you have purchased, and Act! will print your labels so that they fit properly on the labels or envelopes you've selected. We can also help you create templates for envelopes or labels whose templates are not included in Act! if need be.

4) Preview and print
Once you’ve chosen your template, you can then preview your labels, save the document and print later, or print right away. It's that easy.

Do you need help using Act! to create holiday card or gift recipient lists, to create mailing labels or to print envelopes for holiday cards? Please Contact Us today. We’re happy to help!

Father’s Day is just around the corner.  Have you considered reaching out to the fathers in your network to say Happy Father’s Day?

Act! is equipped with a tab that can easily keep track of the dads in your database.  By making use of the Personal Info tab a part of your best practices, you can store contact details that are not directly linked to your business but that should be noted to strengthen your relationships.

For instance, you are speaking with a client who tells you he is a team dad for his daughter’s basketball team.  You may make a note of the client’s daughter’s name on the Personal Info tab.  Then the next time you speak to your client, you can depend on your notes to remind you to ask how your client’s daughter’s basketball team is doing.

If you make a habit of noting the anecdotal details your contacts tell you as faithfully as you record the details relevant to your business, all you have to do is run a lookup in your Act! database to pull up a clean list of contacts you should reach out to on a holiday like Father’s Day.

Would you like to learn how to run a lookup of fathers in your database and send them a template email?  Or would you like us to assist in customizing your Personal Info tab for optimum contact data organization?  Contact us to set up an appointment.

Do you already use your Personal Info tab?  How has it improved your relationship with clients?