Purpose: Generates mailing labels for client referral firms. The labels can be run for active, inactive, or all firms. A generic “attention line” may be entered to direct the mailing to the person in a specific position at the firm. There are several label styles (3 across – Avery 5160, 2 across – Avery 5161, 2 across – Avery 5162, and 1 across).
Launch Point: This report can be launched from the following location(s):
•Client Referral → Reports → Mailings →
Example: When the report is launched the report wizard will open