Calyx Point 7, Руководство пользователя, Страница: 416 / 537

398 Calyx Software
Marketing tools
Generating address labels
Use the standard mailing label templates to generate mailing labels for a select group of
clients or prospects.
To create address labels:
1
Click the Reports & Marketing tab from the navigation panel to open the Reports &
Marketing Generate Results screen.
2
Select the data folders where the data is to be obtained. Click
Select All
to collect
report data from all data folders.
3
Select the file types that you want to include in the output by using any combination of
the
Prospect
,
Borrower
, and
Include Co-Borrowers
check boxes.
4
In the workspace, select
Marketing
to specify the type of output, and select one of the
address label templates from the dropdown list.
5
If not already displayed, click
Additional Filters
to display more options to refine your
report criteria.
6
Use the Loan Rep and Loan Processor dropdown lists to filter the search results by a
specific loan representative or loan processor.
7
In the Current Status section, select the status of the loans to include in the report, or
select
All
to include loans of any status.
8
To filter only loans that were in a certain status during a specific time period, select a
loan status from the
Status Date dropdown list and specify a date range in date fields.
9
Click
Generate
.
10
If the Label Options dialog box is displayed, select a label type and click
OK
. Point
supports various standard Avery label sizes.
When the report generation is complete, a Point Report Viewer document is displayed
that contains the records that are produced from the report.
11
To prevent a mailing label from being created for any record, select the record and
click
Delete Selected Rows
.
12
In the Mail Merge Document(s) box in the lower left corner, select the label option that
you selected in
Step 10 .
13
Click
Generate
.
The records are merged and output to a Microsoft Word document, formatted for the
label size that you selected.
14
If needed, modify the Microsoft Word document using standard features in Word.
15
Click
Print
to print the labels.
16
To use the set of labels again, save the Word file.
Generating a standard marketing letter
Use the standard marketing letter templates to generate letters for mass mailings to a
select group of clients or prospects.
Related information
Refer to the Microsoft Word documentation for information about how
to format a Word document.