You can export data from Neon CRM to a .CSV file and use that file to generate labels using Microsoft Word.
To export data, go to Reports and select New Report from the drop-down menu.
Select the Communication and Mailing tab and then Mailing Report. Then, select Create Report.
In the left panel, you can see that Neon CRM is automatically excluding the following accounts from results:
- Anyone who is marked as Deceased (more information in this guide)
- Anyone who is marked as Do Not Contact (more information in this guide)
- Anyone who has all email addresses marked as Email Opt Out (more information in this guide)
To add or remove criteria, first click Edit.
Hover over a criteria and click the X to remove it, or add any additional criteria by clicking Add Criteria.
In this example, I want to print mailing labels for every account in Neon CRM with the State of Illinois.
After I save my changes, I can see a summary of my modified criteria in the left panel.
In the right panel, Neon will display the default output columns, including Address Line 1, City, State, and Zip Code.
You can also use Address Type as a search criteria to generate mailing labels. For example, you could specify to only generate labels for work addresses instead of home addresses.
Note: If address Type is not added as a report criteria, the primary addresses will be shown in the report by default.
If you need to modify these columns to get the information that you need to generate mailing labels, click Edit.
Save your changes, then click Run Report to view your results.
Once you have run the report, use the Export Results dropdown to export your data to a .CSV file. Save the file on your computer.
You can now use this .CSV file to generate labels using Microsoft Word.