Manage label templates for merges.

Label templates must use Avery address labels 15160, 18160, 18660, 5160, 5260, 5520, 5960, 8160, 8250, or 8460 (Those that are 3 across and 10 down).

The Label Merge only produces the one size label, but those specific labels that are mentioned in the Administrator Guide because the Closerware Label will fit/print on those specific labels. The standard one is 5160.

For customized labels we recommend an export (using the Contact Listing Report) and merge into Word. This is what has worked best for the myriad of desired merge outputs.

http://support.volunteermatters.com/entries/21712711-run-a-merge-label-mail-letter-etc-using-microsoft-excel-word

To manage label templates within VolunteerMatters:

1. Log into your organization's VolunteerMatters Administrative Site 
2. Click on Setup > Label Templates
3. If you have previously created label templates they will be listed here. The listing includes the name, type, description and active status (true = active, or false = deactivated). 
   You are also presented with three icons to the right of each listing. 
   View Details  - allows you view the label template. This is not a preview of the eventual output but just a view on the settings applied to this template. 
   Edit Label  - allows you to update all of the settings and values for a template
   Delete  - removes the label template 
4. Click 'new' to create a new template or Edit Label next to a template you wish to update.
5. Enter a name for this label template. For example, “Volunteer Mailing Labels” 
6. Enter a description for this label template. For example, “Standard mailing labels for Avery 5960 address labels”. When performing a label merge, all of the available label templates are listed with their names and descriptions to help the administrator select the appropriate label for a merge. 
7. Select the ‘Active’ checkbox if you would like this label template to be available for merges. If this template is still in progress and you would not like it to appear as an option when performing an actual merge, then leave this box un-checked. 
8. Select addressing preferences. The system will use addresses according to the preferences you specify. If you check the ‘Use primary address’ box, the system will insert the address information from each contact's uniquely specified ‘Primary address’ in the system.  (This address will be used to populate the merge fields you build in the body)
   
   Note: The system enforces that if a contact has only one address, then that address will be set to Primary. If a contact has more than one address an administrator must set one of the addresses as primary. Therefore every contact record with at least one address must have a primary address.
9. Enter any text or merge fields to be used in the label. This typically includes a person’s name and address and will require merge fields. 
   
   ${Title} ${FirstName} ${LastName} 
   ${Address1} 
   ${Address2} 
   ${City}, ${State} ${PostalCode} 
   
   For more information on Merge Fields see the "Letter/label merge fields." article.

10. Select addressing preferences. The system will use addresses according to the preferences you specify. If you check the ‘Use primary address’ box, the system will insert the address information from each contact’s uniquely specified ‘Primary address’ in the system. 

    Note: The system enforces that if a contact has only one address, then that address will be set to Primary. If a contact has more than one address an administrator must set one of the addresses as primary. Therefore every contact record with at least one address must have a primary address.

    Otherwise you may select up to four choices in order of priority as to how the system should choose a contact's address. For example, you may choose the following:
    
    
    
    This above example would use the ‘Home’ address by default. If the contact does not have a ‘Home’ address, then it would insert their ‘Business’ address. If the contact does not have a ‘Home’ or ‘Business’ address, then it would insert their ‘Summer Home’ address. If the contact does not have a ‘Home’, ‘Business’, or ‘Summer Home’ address, then it would insert their ‘Other’ address.

11. Click ‘Save’ (Saves and keeps you on this page) or ‘Save and Return’ (Saves and returns you to the list of templates).