Mailing Lists & Labels

Marketing and waiting list management activities frequently involve sending mailings to prospective clients and/or their families.  

Label Reports

RTasks offers a variety of reports for printing labels.  Navigate from the Fax/Print button > Reports > report category Labels.  Here are options:

Print mailing labels from Excel

  1. Navigate to the Fax/Print button > Reports > select report category Quick Report
  2. The reports Quick Report - Contacts, Quick Report - Prospex Info will allow you to choose the fields that you'd like to pull into a report:  Last Name, First Name, Street Address, City, State, and Zip.  
  3. Specify what filter you wish (active, closed, etc...)
  4. Select Excel format
  5. Create the report

Labels can be made using Excel functionality.