Custom Mailing Labels

Concepts

Where the basic mailing labels limit the information you can put on your mailing labels, custom mailing labels let you put any information you want on the labels. There are a number of built-in label templates that you can use.

Steps in this task

From the VSys main screen or from within a project, select the Letters, mail merges and mailing labels panel, then click on Custom mailing labels.

When printing labels from within a project, if a person is registered in the project more than once, he will have a label printed for every delegation that he's in.

Select a basic template to use from the list.
Design the contents of the label itself using the Design report link.
Set the filters for the people to be included. People are only included in this export if they meet all of the criteria you specify.

For labels going to 2+ people...	If checked, and two or more people sharing an address are included here, only one label will be printed for all of the people sharing that address.
Starting label #	VSys can skip labels if you re-use a partial sheet of labels. Set this to the label to start. The label at the upper-left corner is considered the first label.
Exclude contact flags	Excludes people with one or more of the selected contact flags. Use this to eliminate people who don't want to get this mailing or use this mode of communication.
Groups (Delegations within a project)	Only people in these groups/delegations are included.
People types (Entrant roles within a project)	Only people of these types (globally) or roles (in a project) are included.
Volunteer types	Filters by volunteer type.
Team filters	Use this to include only people who are teams, exclude people who are teams, or include both.
Scratched people (projects only)	Only people not scratched, Only scratched people or (any).
Filter by assignments	Requires that the person has assignments which meet your criteria.
Only people on selected lists	Check this to filter recipients to only people on one or more of the lists you check.
Exclude people who are...	Filters to exclude people who are inactive, applicant, prospect, deceased, placeholder or banned.
Address filtering	Choose which address types are preferred by setting an order here, and include (any) as the last fallback address type. This creates a label for any valid address even if it's not selected here. Then include or exclude incomplete addresses (those missing one or more of an address line, city, state and zip/postal code), and whether people who don't have an applicable address should be excluded or included.

Add one or more sort criteria to make VSys sort the labels into a particular order for you. Labels will first be sorted by the topmost field, then the second field, then the third, and so on. The and arrows next to each field indicate that the field will be sorted ascending or descending, respectively. Checking (no page break) or with page break turns page breaks for this field on and off. You might use page breaks to separate labels by delegation, by role, or by postal code.
After setting your filters, label options and sorting options, pick the printer to send the labels to or to Screen. Click on the Print button.
If desired, use the Save links to save the labels layout and criteria for future use.

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