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label for non-profit agencies

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PeterWpg

Technical User
Jul 15, 2007
7
CA
Hi. I need some advice on what may seem to be a very general questions but is more involved than it is at first glance. I need to be able to print labels for 90 non-profit agencies. Each agency has 1 or 2 contact, the Executive Director "E.D." and an "Admin" contact. The E.D. may or may not also be the Admin contact. The label have to be in the following format

Admin contact's name
address 1
address 2
City, Province, Postal Code
What is the best way to do this, can the billing address be used for companies, or should I use lookup and filter or a yes defined field, or ?????????

Any comments/recommendations would be greatly appreciated.

Peter in Winnipeg
 
Hello Peter,
Do these contacts have ID/Status applied to them? Have you created groups/sub-groups to better manage these contacts?

Also, which version of ACT! are you using?

Do you have complete address information for each contact you are planning to use in this mail merge?

Personally, I would create a group "Non-Profits" and add the contacts to it and then use the group as my lookup for a mail merge.

Hopefully this gives you enough to work with.

Regards,
Michael
 
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