Whether you are looking to produce a Label or Envelope for an individual or a group of clients, you can perform this action from your Advanced Search page (Contacts --> Advanced Search). So, your first question might be how to get your desired contacts to the Advanced Search page to run Labels / Envelopes for them. This can be accomplished in several ways, which we’ll describe below:
1. Run an Advanced Search using your desired search parameters.
2. Send a QuickList to Advanced Search.
3. Send a Tag Group to Advanced Search.
After you've run your Advanced Search (or sent a Tag Group or Quicklist to the Advanced Search page) and selected your desired contacts from the results, click Labels under the Contact Options menu above your results:
Then, click inside the Select Label or Envelope area of the modal that you see:
You'll then see a scrollable area containing all of your default Label and Envelope choices:
You can see Redtail offers a number of default, commonly used Label choices, as well as some Envelope templates at the bottom of this list. To clarify what each of these represent:
Avery 5160 - Selecting this option would open up a Word document with one Label for each record in your search results.
Avery 5160 - Single Sheet - Selecting this option would open up a Word document with a Single Sheet of labels for each record in your search results.
Avery 5160 - Family Names - Selecting this option would open up a Word document with one Label for each Head of Household in your search results, and would include the Family Name indicated in their record rather than their individual name.
Avery 5160 - Ordered by Zip - This option will order your Labels alphabetically within Zip Codes, rather than just alphabetically.
The Label choices are the same for the rest of the Label style numbers. You can create Custom Labels for use within Redtail, but these will show up in the Mail Merge menu on your Advanced Search page, rather than in the Labels menu.
After you've verified which Label or Envelope template you would like to use, you can click its name from this list. After downloading and/or opening your Labels or Envelopes in Microsoft Word, you can then print them out for your use.