Back Office >Members > Member Labels
Description
This menu item is used to design and print Customer/Member Labels. Generally used for the printing of address Labels to stick to envelopes in a Customer/Member mail out. The Member Label screen enables the building of a list of Customer/Members that require the printing of Labels. The building of the list can be done in either of two ways:
- Using the Add Row button to manually add Customer/Members.
- Using the Build List button to add large numbers of Customer/Members.
Member Labels
This screen is accessed from here.
Header
- Label - Select to open the Search Labels screen and select a Member Label design.
Grid
- Card - Displays the Member Number.
- Alternate ID - Displays Member's Alternate ID.
- Name - Displays the Member's Name.
- Classification - Displays the Member's Classification.
- Label Qty - Displays/Enter the number of Label to be printed.
Footer
- Add Row - Select to add a row.
- Delete Row - Select to delete a row.
- Reset Grid - Select to delete ALL rows.
- Reset Qty's - Select to reset all Label Qty values in the grid to zero.
- Import Marketing List - Select to import all Customer/Members listed in the Member Marketing screen into the grid.
- Build List - Select to invoke the Labels Wizard to add a large number of Customer/Members to the grid.
- Label Designer - Select from the drop down list to invoke the Designer and either add a New Label design or Edit an existing design.
- Preview - Select to open the Preview screen and review/print Labels.
- Close - Select to exit.
Labels Wizard
The Labels Wizard enables the building of a large list of Customer/Members to be retrieved and added to the grid to facilitate Label printing.
Member Type
Select the type of Classification of Customer/Members that are to be added to the grid.
- Member Classification - Select from the drop down list the Classification to which the Customer/Members are assigned, that need to be added to the grid.
- Back - Select to return to the previous step.
- Finish - Select to run the wizard.
- Cancel - Select to exit the wizard without running it.
Select
Select a date to further restrict the Customer/Members added to the grid.
- Use Last Changed - Select to enable selection of the Last Changed Date.
- Last Changed Date - Select from the drop down calendar the date to restrict the selection of Customer/Membersv to only those that have had their details changed since the date selected.
Label Qty
- Number of Labels - Enter the default number of Labels to be printed per Customer/Member.
Once the grid has been populated with the list of Customer/Members retrieved, it can then be further edited by adding or removing Customer/Members and setting the Label Quantity as desired.
Label Designer
The Label Designer screen enables the adding/editing of Label designs for the purpose of printing custom Member Labels. The steps to create a Label are outlined below. Prior to starting the Label Designer it is good practice to have a basic plan of how the Label is to appear, with particular focus on the size. It is also beneficial to know the dimensions of the Label paper to be used for printing.
Header
- Description - Displays/Enter the Label Description
- Draw Grid - Select to show/hide the grid.
- Snap to Grid - Select to snap items added, to the grid.
Designer Toolbar
For more information ...
Grid
- Label - Displays the Labels as they will appear on a page.
- Text Only Item - For more information ...
- Database Linked Item - For more information ...
Status Bar
- Currently Selected Item - The database field name or text is displayed on the left hand side of the status bar showing the item currently selected.
- Position Indicator - Displays the position of the currently selected item relative to the Label.
- Dimension Indicator - Displays the width and height of the currently selected item.
Footer
- New - Select to add a Label.
- Open - Select to open the Search Labels screen and select an existing Label.
- Save - Select to save changes.
- Undo - Select to undo changes made.
- Delete - Select to delete the current Label displayed.
- Page Setup - Select to open the Page Setup screen and configure Page Layout and Label Dimension settings.
- Tools - Select from on of the following options:
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- Preview - Select to open the Preview screen and review/print Labels.
- Close - Select to exit.
Page Setup - Page Layout
This tab contains the default printer, paper size, margins and orientation settings.
- Default Printer - Select to open the Print screen and select the print to be used to print the Member Labels.
- Paper Size - Select from the drop down list the paper size to be used for printing.
- Width/Height - Display the width/height of the paper selected above.
- Margins Left/Right - Displays/Enter the size of the left/right margins.
- Orientation - Select to print Member Labels in either portrait or landscape mode.
Note : If unfamiliar with the settings in this tab, please refer to the documentation provided with the printer. Also, it maybe worth knowing that a lot of new printers can perform borderless prints, that is, no margins.
Page Setup - Label Dimensions
This tab contains the Label count and dimensions settings enabling the physical size of the Labels and the number of Labels to be printed on each page to be set.
Label Design
Right click a Label item or using the formatting buttons available in the Designer Toolbar change the design of the Label by formatting and resizing items. This involves adjusting the position, resizing (by dragging the borders/corners of the item), alignment, font, colours, and other attributes of the currently selected item.
Designer Toolbar
- Add New Item - Select to a add a new item to the Label. Use to add data, text only or picture items to a Label.
- Cut Item - Select to cut the currently selected item.
- Copy Item - Select to copy the currently selected item.
- Paste Copied Item - Select to paste the copied item.
- Delete Label Item - Select to delete the currently selected item.
- Edit Text/Link to Database - Select to open the Add/Edit Text screen.
- Change Background Colour - Select to change the background colour of the currently selected item. To set the background to transparent, select Transparent from the drop down list.
- Add/Change Picture - Select to open the Images Menu screen and select an Image.
- Edit Font - Select to open the Font screen to allow the changing of font related settings for the currently selected item.
- Align Left - Select to align the text within the currently selected item to the left.
- Align Centre - Select to align the text within the currently selected item in the centre.
- Align Right - Select to align the text within the currently selected item to the right.
- Add / Edit Borders - Select to open the Add/Edit Borders screen and set the border for the currently selected item.
- Bring to Front - Select to bring the currently selected item to the front, placing all other items behind it.
- Send to Back - Select to send the currently selected item to the back, placing all other items in front of it.
Add/Edit Text
The Add/Edit Text screen is used to edit the currently selected item and assign it as a text only item or link it to a database field.
- Database Field - Select from the drop down list the one of the following: to either assign as text or link to a database field.
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- Card Item Text - Displays/Enter the text that is to appear in the currently selected item.
- Word Wrap - Select to ensure that word wrapping is applied to the currently selected item.
- Data Format - Select to open the Data Format screen to format the currently selected item.
- OK - Select to assign text / link the selected database field to the currently selected item.
- Cancel - Select to exit without assigning/linking.
Preview
The Preview screen is used to preview/print Labels.
Operation
The following is an outline of the steps required to create a new Label design:
- Select the New Label option from the Label Designer drop down list.
- Configure the Page Layout settings.
- Configure the Label Dimension settings.
- Add Data Fields, etc to the Label as follows:
- Select the Add New Item button on the Designer Toolbar to add a Data/Text field to the Label.
- Select the Edit Text/Link to Database button to open the Add/Edit Text screen and edit the currently selected item and assign it as a text only item or link it to a database field. Alternatively, select the Add/Change Picture button to load a picture into the currently selected item.
- Select OK to apply the selection/changes made to the currently selected item.
- Change the Label Design.
- Save and close the design.
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