Mass highlight and print multiple labels using the following screens:
Action Items
- From the Employee tab go to My Action Items
- Highlight a customer, hold down the shift key to mass select, then click Print Labels.
- Complete the Print Options Tab
Maintenance Contract Search
- From the Administration tab go to Maintenance Contracts > Contract Search. Select your filters. Then you are going to highlight a customer and hold down the shift key to mass select
- Right-Click > Select Customer Labels
- Complete the Print Options tab
Search Service Schedule List View
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From the Administration screen go to Service and Delivery > Search Schedule - List View (select day, week, or month) > Sort the view as you prefer.
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Mass highlight by right-clicking and holding down the shift key > Right-click and select Print Labels.
- Complete the Print Options tab.
Print single labels in the following screens:
- My Leads
- My Customers
- My Quotes
- My Orders & Invoices
*Note: Each of the screens varies slightly, but the process is the same.
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Click into a screen
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Highlight the customer
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Right-click to select Print
Customer's Tab
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From the Customers tab, search for your customer.
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Highlight your customer and right click
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Select Other Functions
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Select Customer Labels
Print multiple labels for customers based on specific criteria in the following screens:
Marketing Lists
*Note: a list must be created before following this option. You can learn all about Marketing Lists via the Complete Marketing Guide.
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From the Administration screen go to Marketing > List Generation > Marketing Lists.
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Select the Marketing List and click "Execute List."
- From here, you will be able to select how you want the label created.
Money Tree
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From the Administration tab go to Reports > Sales > Orders And Invoices > Evosus Money Tree
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Complete your filters, and click Create Money Tree
- Click the Customer tab
- From this screen, you will need to highlight your customer, click Print, and select Print Report
