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Mailing Labels

How to export a list of contacts for creating mailing labels.

Updated over 11 months ago

It is not currently possible to print mailing labels directly from TidyHQ. However, you can select and export a list of contacts into a csv file, which can then be used for creating mailing labels.

There are a couple of ways in which to select the necessary group of contacts, depending on the labels you need.

Option 1: Using Contacts and Advanced Filters

This is the most flexible option - use it whenever you need to filter contacts on anything other than (or more than) simply their membership level.

1) Go to Contacts and use Advanced Filters to select the particular groups of members for which you need to create the labels.

2) Click the Displayed Fields icon at the top right to see a list of all available fields.

3) Untick all those you don't need and tick those you do (i.e. name and address fields).

3) Go to Actions > Export All. The exported csv file will include the list of names and addresses you need for creating labels. For example, if using MS Office, you can convert the csv file into Excel format and use the mail merge function in Word to create your labels.

Important note:

After completing these steps, remember to go back to the Displayed Fields option to select those you'd like to have as default visible fields when viewing contacts. The "Contact" field is the field that has the hot link to view a contact's record.

Option 2: Using Membership Reports

You can use this option if you want labels based only on membership levels with no other filters required. For example, to send a letter to all currently active members, or a gift to all your honorary members.

1) Go to Memberships > Reports and use the three drop down boxes to select the membership level and other choices.

2) Use the Options drop down to untick all the fields you don't need for mailing labels and tick those you do (i.e. name and address fields).

3) Click Search to generate the list of contacts you need

4) Export CSV. The exported csv file will include the list of names and addresses you need for creating labels. For example, if using MS Office, you can convert the csv file into Excel format and use the mail merge function in Word to create your labels.

Important note:

After completing these steps, remember to go back to the Options drop down and select those you'd like to have as default visible fields when viewing contacts. The "Contact" field is the field that has the hot link to view a contact's record.


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