Create an envelope or label

When you create an envelope or label in Customer Manager, the Microsoft Word or Microsoft Publisher Mail Merge Wizard starts with your customer information automatically imported into the wizard.

You can use the wizard to create an envelope or label for as many customers as you like. When you have finished, Customer Manager creates a communication item to track the correspondence.

  1. Open the Customers folder.
  2. Select the customers you want as recipients.
  3. On the Customer Manager Actions menu, point to New, and then click Envelope or Label.
  4. Choose the type of envelope or label that you want, and then click Create.

    Word or Publisher will start.