Tag Archives: Label Templates

Create & manage label templates

Set up custom label templates for company-wide use …

Lesson #98
Tools – Label Templates function

In the Production module’s Envelopes and Labels function, you can print addresses on a variety of labels for parties, contacts, firms, and locations using information from MR9’s database.

Before printing labels out of MR9, set up label templates that will automatically include the recipient mailing address, plus your company logo and other information, if desired. Then store them in the Label Templates function for everyone on your staff to use. With DYMO label software and MR9’s Label Templates function, you can modify label templates, create new ones, and manage all of your company’s label templates.

Customize default labels & create your own

MR9 comes with a default set that you can use as is or customize to better match your company. You can also create an unlimited amount of new label templates to meet all of your company’s labeling needs. MR9 works with DYMO label printers only.

Use DYMO software to set up labels. Whether editing existing templates or creating label templates from scratch, you can add/delete:

  • Text
  • Address field (which MR9 uses for mail merge)
  • Graphics like your company logo

Label template management made easy

After creating/editing label templates, upload them to MR9’s Label Templates function, which stores all of your company’s label templates together in the database. This way, everyone has access to the same label templates when printing labels from MR9, and you won’t lose your label templates when transferring to new computer because they are stored in the cloud not locally.

The Label Templates window lists all label templates in your MR9 database. By default, labels are sorted by type, then name, but you can sort your results in the grid by one or both columns in ascending or descending order (but when you exit the function, MR will revert back to the default order). Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.

You can download any existing template to modify. Afterwards, upload the modified template with a new name to add as a new template in MR9 or with the same name to replace the existing template in MR9.

You can also add as many new templates as you want by uploading .dymo files from your computer. If you no longer need a template or want to replace it with a modified version, you can delete it from the Label Templates list.

TL;DR: Modify default label templates and create new ones for your office to use when printing addresses on labels for parties, contacts, firms, or locations using information from MR9’s database.

MR concepts in this lesson

Contact: Person who works for a firm you do business with.

Firm: Business you provide services to, usually law firms.

Location: Place where jobs occur.

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Tools

Import data, create forms and labels, perform custom data searches, and more in this versatile toolkit …

Lesson #93
DIY in your MR9

Import data, create forms and labels, perform custom data searches, and more in this versatile toolkit. In this module, you can:

  • Import existing client and location information from other applications into MR9.
  • Quickly update different clients, jobs, and locations at the same time. 
  • Use tags (keywords or phrases) to organize entities like clients or locations. Send emails or regular mail to all entities tagged the same. 
  • Create forms and letters using the set of customizable templates in a word processor with mail merge that automatically incorporates your MR9 data. 
  • Modify default label templates and create new ones.
  • Search notes globally in MR9 Notes Logs.
  • Monitor repository usage by in-house staff as well as by clients via MR Connect as required by general security rules for business applications.
  • Save copies of your MR9 database to your hard drive/server.
  • View automatic emails sent from your MR9.
  • Audit entity merges done in your MR9 database.
  • Perform custom searches of your MR9 data­base, and create your own reports from the results. (If you require more complex reports from MR9, we offer a plug-in called Data Reader and custom programming if you would like OMTI to create something for you. )
  • Import MR9 entities, invoices, paychecks, and payment transactions into QuickBooks. 

Tools functions by name

TL;DR: Import data, update records, create forms and labels, and more in this versatile toolkit.

MR9 concepts in this lesson

Notes Logs: Un-editable internal-use only notes entered either by a user or automatically by MR9 appear in chronological logs in the database record where they occurred.

MR Connect: Online repository, orders, and access to your office for clients and others. More >

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