Running Customer Labels

Running Customer Labels creates labels used when mailing to your customer base or for labeling customer files.

1. From any IntelliDealer screen, navigate to Customer Care > CRM > Customer Reports tab.
   

   The Customer Reports screen can be accessed from theFinancial Management Quick Links screen or the Customer Care Quick Links screen by clicking the Customer Reports link from the Accounts Receivables or CRM list.

   Customer Reports screen

   
   

2. On the Customer Reports screen, click on the Customer Labels link.
   The Selection Criteria tab appears.

   Selection Criteria tab

   
   

3. On the Selection Criteria tab, select the Click here to add selection criteria link.
   The Selection Criteria screen appears.

   Selection Criteria screen

   
   

4. On the Selection Criteria screen, select a field Group code from the drop down list.

5. Enter a Field or click the Search icon to search for and select a Field.
   

6. Select an Operator value from the drop down list. See the Operators table.

7. Enter a Value or click the Search icon or Calendar icon next to the Value field and select a value (depending on the field selected).

8. (OPTIONAL) click on the More icon to add more values.

   Selection Criteria screen

   
   

9. Click one of these buttons: 

   • Save—to save your save your selection criteria and remain on the Selection Criteria screen.

   • Save/Exit—to save your selection criteria and return to the Selection Criteria tab.

   • Close—to exit without saving.

10. On the Selection Criteria tab, click the Sort tab.
    The Sort Order tab appears.

    Sort Order tab

    
    

11. Select the Click to add sort field link.
    The Add Columns screen appears.

    Add Columns screen

    
    

12. Select which columns you wish to use for the sort order on the report, then click Save.
    The Sort Order tab appears.

    Sort Order tab

    
    

13. Click Run Report.
    The Report Options screen appears.

    Report Options screen

    
    

14. On the Report Options screen, select a Customer Status.

15. Select a Label Style:

    • Page

    • Individual

      Note:  
      If Page is selected a page dimension must also be selected (2x10 or 3x10).

16. Enter the Printer that will print the customer labels or click the Search icon to search for and select a printer from the Printers screen.

17. Click the Run Report button to submit the customer labels report.
    Depending on your selection criteria one of these reports will be produced: (WCCCR02C) or (WCCCR02C2).