Mailing Lists & Labels
Marketing and waiting list management activities frequently involve sending mailings to prospective clients and/or their families.
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
- Navigate to the Fax/Print button > Reports > select report category Quick Report
- 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.
- Specify what filter you wish (active, closed, etc...)
- Select Excel format
- Create the report
Labels can be made using Excel functionality.