How to Generate Multiple Labels Using MS Word - G5

How to Generate Multiple Labels Using MS Word - G5

This document tells you how to get:

  1. A list of names from G5
  2. An activity report that shows more than one user’s activities at the same time.

Instructions

Exporting the list of names from G5

  1. Go to the Contact Workspace in G5 and filter to the list you want to create labels for. How to use filters to create your list is covered in this video: https://clients.billgoodmarketing.com/lessons/navigation-and-filters/
  2. Click the Reports button on the top right of the list and select Phone Book Report.
  3. Select Current Contact List and Excel from the options, then click Run Report. This will put a spreadsheet in your windows Downloads folder, or other default download location if using another operating system.
  4. Split the address into columns for it to be used to make labels. The Addresses in this spreadsheet are in a 1-line format. Breaking it up into separate columns will allow word to format it correctly for labels later.
  5. Select Column C, Right-click in that column to bring up a menu, then select insert. Repeat this until you have 4 blank columns between B and C.
  6. Select Column B (with the full addresses). Go to the Data tab of the Ribbon. Select Text to Columns.
  7. Select Delimited and click Next.
  8. Select Comma and click Finish.
  9. Add headers to each of the new columns for City, State, Zip, and Country. Save the spreadsheet. It is now ready to use to make labels.

Using Microsoft Word to Generate a Label Merge

Word will take the spreadsheet you just worked on and merge it into labels.

  1. Go to the Mailings tab in the ribbon and select Start Mail Merge. Select Step by Step Mail Merge from the dropdown.
  2. In the sidebar that opens on the right, select Use Existing List and click Browse. Select the spreadsheet you made earlier.
  3. Make sure the checkbox for “First Row of data contains column headers” is checked. Click Okay, then Click Okay again on the next window.
  4. In the sidebar on the right, click Next: Arrange Your Labels.
  5. Set the format of the Address Block by clicking Address Block. Make any changes you want, then click Okay.
  6. Click Update All Labels. Then click Preview Your Labels.
  7. Click Complete the Merge. Then click Print to print them or Edit Individual Letters to preview all the labels.

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