How To Create aMS WordVista/2007 Mailing Labels

 Tabbing will take you sequentially through data entry.

1.  Click from the menu bar of CollectMax.

2.  Select   from the menu.

3.  Click the button.

4.  Select Document Style as LABEL TEMPLATE from the list.

5.  Select a DEFAULT PRINTER from the list.

6.  Give document a NAME and DESCRIPTION. The Name should be a short code for the template.  The description should describe what that code means.  

7.  Click the button.

8.  In Word, the mail merge header should be displayed.

If not , click the tab to display the mail merge tool bar.

9.  Click the button in the Start Mail Merge section.

10.  Select Labels from the list to display the Label Screen.

11.  Select the Printer Information.   Continuous-Feed printers do not work with CollectMax Labels.  So, select the Page Printers.  Next, select the Tray Options that work for the printer that will printing the labels.

13.  Select the Label Vendor/Manufacturer and Product Number of the labels purchased to use with CollectMax.

If the File Label is not listed or a custom label is preferred or to customize the existing label, click the button to display the Label Details Screen.

Select the Label Name and adjust the margins.  Click the button to be taken back to the Label Options Screen.

14.  Click the tab to display the mail merge tool bar.

15.   From the Start Mail Merge Section, click the button.

16. Select Use Existing List from the menu list.

17. In the Select Data Source Browse Window,  Click My Computer or Computer.  Find and double click the C: drive.   On the right-side select the JSTEMP directory/folder.  

18.  Open the JSTEMP directory/folder.  Select the CMWINVAR data source and click the button.

19.  In the Write & Insert Field Section, click the button.

20.  Click to Insert the merge fields. These merge fields will correspond to the label definition variables.   Insert the Lines in order.

Once the first line is inserted, select the location of the second line by entering, tabbing or spacing.   Enter as many lines as needed.

21. Once all lines are entered and put in the proper location on the label, click the button to insert the fields into all labels.

22. If the or are not available, click the button and check the box to select the first line in the recipients grid.  Then go back to step 22 or 23.   

23. Select the tab to display the JST buttons.

24. Click the button to be taken back to CollectMax.

 SETTING UP A LABEL DEFINITION

1.  Click from the menu bar.

2.  Select LABEL DEFINITION.

3.  Select MAILING LABELS.

4.  Click  the button.

5.  Enter a NAME & DESCRIPTION .

6.  Click in Zip Code field.

7.  Select the Zip Code variable from the list to insert in the Zip Code field.   

      I.E.   DEZIP

     This is required to be able to sort by the zip code when printing.

8.  Click in the Label Line 1 field.  

9.     Select the variable from the he list to insert in to the Line 1 field.

10.   Repeat steps 6-7 for additional label lines.

11.  Click the button.

12.  Click the button.

See Also Generating a Mailing Label and Printing Mailing Labels

 SETTING UP MAILING LABEL USER PREFERENCES

1.  In CollectMax, click .

2.  Click

3.  Click  

4.  Click the button.

5.  Click PREFERENCES tab

6.  Select a LABEL QUEUE, PRINTER DEFAULT, and

        DOCUMENT DEFAULT from the lists.

7.  Click the button.

8.  Repeat steps 15-21 for each USER