| Field | Description |
|---|
| Create Activity
|
To create activities in the Calendar/Activities application when you generate the report, select this check box. When you generate the report,
Ajera CRM displays the Activity dialog box so you can enter the activity information.
Ajera CRM then creates an activity for each contact included on the report.
Use this feature to create a record that an activity related to the report has taken place for the
clients, contacts, opportunities, or
projects included on the report.
For example, if you print a list report for contacts or
clients to send to a mailing service that will send out holiday greetings from your company, you can select this option to create an activity for each recipient. The following year, you can use those activity records to generate a list of the previous recipients as a starting point for the current holiday mailing.
|
| Mailing
|
Ajera CRM prints labels using the address that is designated as each contact's mailing address on the General tab of the Contact Info Center:
- Business address
- Home address or other address
|
| Business
|
Ajera CRM prints labels using each contact's business address.
|
| Other/Home
|
Ajera CRM 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,
Ajera CRM 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.
Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on this tab.
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.
Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on this tab.
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.
Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on this tab.
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.
Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on this tab.
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.
Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on this tab.
For example, if you use inches, enter
1.000 for a label that is one inch high.
|
| Label Width
|
Enter the distance from the left edge of a label to its right edge.
Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on this tab.
For example, if you use inches, enter
4.000 for a label that is four inches wide.
|
| 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 — This is the horizontal dimension of the page is smaller than the vertical dimension.
-
Landscape — This is the vertical dimension of the page is smaller than the horizontal dimension.
|
| Page Size
|
From the drop-down list, 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 below the
Page Size field.
When you select the
Custom size, the
Width and
Height fields are enabled so you can enter a width and height of your choice.
|
| Page Width and Page Height
|
The
Page Width and
Page Height fields display the width and height of the page size that you select in the
Page Size field.
The measurements display in either inches or millimeters based on which one you selected in the
Unit of Measure field on this tab.
|
| Unit of Measure
|
From the drop-down list, 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 on the Reporting tab of the User Options dialog box.
|
| 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 the
Client/Vendor Name 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
Ajera CRM 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,
Ajera CRM automatically adjusts for that special case. If you select
Client/Vendor Name, the
client or
vendor name is printed only once, and if you do not select
Client/Vendor Name, 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
Ajera CRM. For contacts that are not associated with a
client or
vendor, the address is always printed exactly as it is entered in the Contacts Info Center.
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