Is there a way to have Billings import the company name when generating envelopes and labels. It only seems to pull in the client/contact name and address, but omits company name, title, dept. etc.

Just want to reactivate this request in case one of the MarketCircle team wants to weigh in with an answer. "Yes" with an answer would be ace, but even a "no" would be helpful <grin>

Closing thread out. I figured out how to get the information I wanted generated so that it is included on the envelope.

Hi

How do you do it..

It's driving us mad

Laurie

Laurie,

Select Billings > Design > Edit Template (if you've already created an envelope template) or > New Envelope... in case you haven't. Look for the dynamic Client info and double click the block/text. In the Edit Dynamic Text box put your cursor where you want the Company info. Select Report in the Fields column on the right and select Object in the Special column. Select and double click Client Company. Same procedure for title, dept etc - choose Client's Address Book Card instead of Client Company. Style it anyway you want in the Edit Dynamic Text box. Save.