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 which you then add all card recipients to, or selecting recipients by a commonality--all clients, all networking contacts, etc. If you have them marked off by ID Status already, you can then create a lookup based on the ID Statuses very simply. Once you have the card recipients organized, create a lookup of all those contacts.
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 envelope).
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 default. Simply select which product number matches the labels or envelope size you have purchased, and ACT! will print your labels so they fit on the labels or envelopes you've selected.*
4) Preview and print
You can then preview your labels, save the document and print later, or print right away. It's that easy. You have then reduced the amount of time you've spent on an activity that strengthens your current relationships, giving you time to create new ones.
If we could be of any assistance to you as you put together your holiday cards or gifts, please give us a call at 847-520-0860. *If you would like our help creating a template for an envelope or label that does not come with ACT!, we are happy to help.