Printing Client Labels

This section describes how to print labels containing general client information. To print client address labels for mailings, see Printing Address Labels in the Mail section.

To Print Labels For A Single Client

• Choose Modify Clients from the People menu.

• Enter the first few letters of the client's last name into the Find Client field and press tab.

  Success Tracking will search for clients whose last name begins with the entered letters. If more than one client matches, a window will appear listing all of the matching clients to allow you to select the correct one. If the client was found, Success Tracking will display the appropriate client data. For more information, see Finding People in the Searching section. If you cannot find the client using the Find Client field, try choosing "Open search window" from the Search pop up menu. See Searching For Records in the Searching section.

• Choose Print Client Labels from the Print pop up menu.

  A window will appear asking if you want to print using an existing label format or edit an existing or new format.

• To print using an existing format, click the Print button and select the desired label format file from the window that appears.

• To edit an existing or new format, click the Edit button.

  The label editor window will appear. To create a new label format, see Creating Label Formats in the Label Editor section. To edit an existing format, see Editing Existing Label Formats in the Label Editor section.
   

To Print Labels For Several Clients

• Choose List Clients from the People menu.

• Find the clients to print by choosing "Open search window" from the Search pop up menu. Alternatively or in addition, you can select the clients to print by clicking their entries in the list while holding down the Ctrl key.

  For help with searching for the clients, see Searching For Records in the Searching section. If you select one or more clients, SuccessWare will print labels for the selected clients only. If you do not select any clients, it will print labels for all of the listed clients.

• Choose Print Client Labels from the Print pop up menu.

  A window will appear asking if you want to print using an existing label format or edit an existing or new format.

• To print using an existing format, click the Print button and select the desired label format file from the window that appears.

• To edit an existing or new format, click the Edit button.

  The label editor window will appear. To create a new label format, see Creating Label Formats in the Label Editor section. To edit an existing format, see Editing Existing Label Formats in the Label Editor section.