Contact Mailing Labels General Tab

Use the General tab to select report options for contact mailing labels and to save sets of options for reuse.

Page Size Validation

DPS checks the vertical and horizontal measurements in Print Setup to make sure the label format you define fits on the page size you specify. If not, DPS displays a message to notify you of the problem.

Left Margin + (Label Width x Number Across) + (Horizontal Gap x number of gaps) + right margin must be less than or equal to Page Width.

Top Margin + (Label Height x Number Down) + (Vertical Gap x number of gaps) + bottom margin must be less than or equal to Page Height.

DPS assumes that the right margin is the same as the left margin and that the bottom margin is the same as the top margin.

Contents

Field Description
Create Activity To create activities in the Activity Manager when you generate the report, select this check box. DPS displays the Activity dialog box so that you can enter information about the activity, including its type (email, phone call, meeting, touchpoint, and so on), primary contact, and date/time. DPS creates an activity for each record included on the report.
Address Type: Mailing

Select one of three settings:

  • Mailing: DPS prints labels using the address that is designated as each contact's mailing address in the Contacts hub.
  • Business: DPS prints labels using each contact's business address.
  • Other/Home: DPS prints labels using each contact's other address or home address.
Contact Type Use these options to indicate if you want to run the report for client contacts, vendor contacts, or both.
Type

Specify which of the following types of labels you are printing addresses on:

  • Avery 5160 (three labels across on a standard 8.5" x 11" page)
  • Avery 5161 (two labels across on a standard 8.5" x 11" page)
  • Avery L7163 (two labels across on a standard 8.26" x 11.69" A4 page)
  • User-defined (any other label format)

When you select a type of label, DPS sets the other options in the Print Setup section to default measurements.

If you select one of the standard types of labels, print a test page to check the alignment of the information on the labels. If the alignment is not correct, change the default measurements.

If you select User-defined, take the required measurements from a sheet of labels and enter them in the Print Setup section.

If you make any changes to the default settings or if you enter settings for a user-defined label, save the new measurements as a set of saved options or as a favorite, so you do not have to adjust the alignment the next time you print labels.

Top Margin Enter the distance from the top of the page to the top of the first row of labels. Enter the distance using the unit of measure (inches or millimeters) that you entered in the Unit of Measure field.

If you use inches, enter decimals for fractions. For example, enter .500 for a margin of one-half inch.

Left Margin Enter the distance from the left edge of the page to the left edge of the first column of labels. Enter the distance using the unit of measure (inches or millimeters) that you entered in the Unit of Measure field.

If you use inches, enter decimals for fractions. For example, enter .125 for a margin of one-eighth inch.

Vertical Gap

Enter the distance between the bottom of one row of labels and the top of the next row. Enter the distance using the unit of measure (inches or millimeters) that you entered in the Unit of Measure field.

Enter 0.000 if there is no gap.

Horizontal Gap

Enter the distance between the right edge of one column of labels and the left edge of the next column. Enter the distance using the unit of measure (inches or millimeters) that you entered in the Unit of Measure field.

If you use inches, enter decimals for fractions. For example, enter .125 for a gap of one-eighth inch.

Enter 0.000 if there is no gap.

Label Height Enter the distance from the top edge of a label to its bottom edge, using the unit of measure (inches or millimeters) that you entered in the Unit of Measure field.
Label Width Enter the distance from the left edge of a label to its right edge, using the unit of measure (inches or millimeters) that you entered in the Unit of Measure field.
Number Across Enter the number of labels in each row.
Number Down Enter the number of rows of labels on each page.
Orientation Select one of the following options for the orientation of the page of labels:
  • Portrait: The horizontal dimension of the page is smaller than the vertical dimension.
  • Landscape: The vertical dimension of the page is smaller than the horizontal dimension.
Page Size

Select the mailing label page size. The width and height of the page size that you select in this field display in the Page Width and Page Height fields.

When you select the Custom size, the Page Width and Page Height fields are enabled so that you can specify the page width and height.

Page Width and Page Height If you select a standard page size, these fields display the width and height of the page size that you select. If you set the page size to Custom, enter the page width and height in these fields. The measurements display in inches or millimeters based on your setting for the Unit of Measure field.
Unit of Measure Select the unit of measure, inches or millimeters, to use for the measurement fields under Print Setup on this tab. When you switch from one unit of measure to the other, the measurements that are currently entered or displayed in the measurement field are automatically converted to the new unit of measure (1 inch = 25.4 millimeter).
Font Name Select the font for the mailing labels. The font that prefills in this field is the default font that you selected in User Settings.
Font Size Select the font size (type size) for the mailing labels.
Contact Name Select this check box to print the contact name on the labels.
Contact Title Select this check box to print the contact title on the labels.
Client/Vendor Name Select this check box if you want the name of the client or vendor associated with the contact included as part of the contact’s mailing address.

In some cases, companies that convert to DPS from other systems have the client or vendor name in the Address 1 field in the contact address. If Address 1 for a contact contains the client or vendor name and that name exactly matches the name in the client or vendor record associated with that contact, DPS automatically adjusts for that special case. If you select Client/Vendor Name, the client or vendor name is printed only once. If you do not select this option, the client or vendor name is not printed.

Be aware, however, that if Address 1 contains the client or vendor name but that name does not exactly match the name in the client or vendor record, Address 1 is always printed. As a result, if you do not select Client/Vendor Name, the label will still include the client or vendor name from Address 1, and if you do select Client/Vendor Name, it will include it twice, once from the client or vendor record and once from Address 1.

The Client/Vendor Name check box only applies to labels printed for contacts that are associated with a client or vendor record in DPS. For contacts that are not associated with a client or vendor, the address is always printed exactly as it is entered in the Contacts hub.