Interested in mailing out holiday letters or promotions to families? Quickly create address labels with a Passare report and Mail Merge.
✋ Before you start... make sure you have label paper and access to Microsoft Word & Excel.
Build your report
Go to System > Reports > User Reports. Click Add new report.
Name your report and select necessary filters.
For this type of report, you'll only want to select the information you want to appear on the label.
We suggest Full Name, Address Line 1 (Address Line 2, if needed), and City, State Zip.
✉️ To create labels for a specific role (i.e. Informant), leave field 2 selected on Cases.
✉️ To create labels for all or several family members, change field 2 to Family & Friends. With this option, you can filter for specific roles under the Advanced Filtering tab.
Once, you've selected all of your filters, go to the Run Report tab.
Choose Excel CSV as the Report Format and select your Date Range.
Click Save & Run. The report will appear in the Download Center where you can download the Excel file to your computer
🗺️ Feeling lost? Check out this article on User Reports.
Complete the Mail Merge
Open the Excel file and delete unneeded contacts or edit outdated addresses.
You'll need to delete the top lines with the Funeral Home Name and the Report Ran On as well as the bottom rows with Basic Filter Criteria.
Make sure to leave the column headers!
Once you've edited the excel file, Save and Close.
Then open a blank Word document.
Select Mailings > Start Mail Merge.
There will be several options to choose from. For this example, we'll choose Labels.
Select the appropriate Vendor & Product number, according to the specific labels you use.
📦 Oftentimes, this information can be found on the labels' box or packaging.
Once selected, click OK.
Next, click Select Recipients > Use Existing List.
Locate the saved excel file and select Ok.
You'll see <<Next Record>> on all of the labels except the first one.
Select the first label and choose Insert Merge Field. The columns from the report will show as field options.
In the first label, put your cursor where you want the Name to go, select Informant Name, and it will appear on the label.
Enter and repeat this step for the Address and City, State Zip.
Then select Update Labels. This will add the fields to all of the labels.
Lastly, Finish & Merge > Edit Individual Documents.
Check the box for All and select OK.
The names and addresses should now appear on the labels. Print and you're done!
Need more information?
Need Help? Email us or call 1-800-692-5111!