Use Case X-mas Card Labels
Version 2.4

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1 Enter
Contacts
From the fly-in menu, start the wizard
Create Contact:

Enter contact data with address:

click the [Search]
button to check for duplicates
if no duplicates are found, click the
[Create New] button;
otherwise, select one of the duplicates, update data, and then
click [Apply Changes]
2 Create
Address Filter
Navigate to [Accounts
> Address Filters]:

From the New
menu in the pane [Address
Filters], select the entry Address Filter:

Enter the name of the address filter, e.g.
Postal Addresses, and then click the [Save]
button:

Navigate to the newly created address filter
(click the operation result):

From the New menu in the
pane [Filter Properties],
select the entry Address Type Filter Property:

Define the filter as shown below and then
click the button [Save]:

3 Create
Address Group
Navigate to [Activities
> Address Groups]:

From the New
menu in the pane [Address Group],
select the entry Address Group:

Enter the name of the address group, e.g.
X-mas cards 2009, and then click the [Save]
button:

Navigate to the newly created address group
(click the operation result):

Start the wizard Import Addresses:

Select the desired address filter from the
drop down, e.g. Postal Addresses, and enter the number of
addresses you want to import.
Click the button [Import] to add
the filtered addresses to your address group:

Alternatively, you can add addresses
manually with the entry Address Group Member from the New
menu in the pane [Members]:

To remove addresses you can either delete
the respective address group member or disable it; if you disable
an address group member you can also provide a reason for disabling
it, e.g. “move abroad – new address unknown”.
4 Create
Campaign
Navigate to [Activities]
From the File
menu, start the wizard New Campaign:

Enter the name of your campaign, e.g. X-mas
cards 2009:

Click the button [Create]
5 Create
Mailing Activity
From the fly-in menu, start the wizard
Create Activity:

Populate the form as shown below and then
click the button [Create]:

Once the mailing activity has been created,
you will be forwarded to it:

Next, we add the previously created address group as a recipient to
this mailing activity. Select the entry Address Group from
the New menu in the pane
[Recipients]:

Select the address group X-mas cards 2009
with the auto-completer and set the recipient type to Addressee
as shown below. Click the button [Save]
to complete this step.

6 Create X-mas card labels with Mail Merge Wizard
From the Tools
menu, select the entry Mail Merge --> RTF Document:

Select the desired template from the drop
down and then click the button [OK]
to start the mail merge process:

Download
the (zipped) RTF document and then open it with any word processor
that can read RTF files (OpenOffice Writer, MS Word, etc.):

License
The contents of this file are
subject to a BSD license (the "License"); you may not use
this file except in compliance with the License. You may obtain a
copy of the License at http://www.opencrx.org/license.htm
Copyright 2009 ©
CRIXP Corp. All rights reserved. 