Managing Mailing Label Settings

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Some of the functionality described in this article is available as part of our Montepulciano release and will not be available if your Practifi instance is not upgraded to this release.

Overview

Physical mail is still a critical channel for client communications — particularly when it comes to personalization of service — but creating mailing labels with up-to-date addresses and suitably personalized mailing names can be a significant time investment.

The preformatted Mailing Label fields in Practifi solve this problem by allowing a firm complete control over mailing label formatting and the ability to configure label settings on a record-by-record basis. Once records are set up, use Mailing Lists from the Directory page to quickly generate a CSV file for use with mail merge tools such as Microsoft Word.

While users can edit Mailing Label settings on a record-by-record basis, Practifi Administrators can define default display settings for Mailing Labels across the firm. This article outlines adjusting Mailing Label settings within your organization. 

Adjusting Mailing Label Settings

A System Administrator can adjust Mailing Label settings for the firm within Salesforce Setup. To edit your organization's Mailing Label Settings, do the following:

  1. Navigate to the Salesforce Setup page by clicking the gear icon in the upper right-hand corner of the page (represented by Settings_Cog.png) and select Setup.
  2. Use the Quick Find on the left-hand side to search “Custom Settings” and select the Custom Settings option within the Custom Code menu. The Custom Settings page opens.
    Screen_Shot_2021-11-10_at_11.55.03_AM.png

  3. On the Custom Settings list, select Manage beside Mailing Label Settings.
    Screen_Shot_2021-11-10_at_11.58.49_AM.png

  4. Within the Mailing Label Settings page, select the New button at the top of the page.
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  5. On the Mailing Label Settings Edit, note the following options:
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    • Default Mailing Name for Households - replace the default preformatted string for households with the output of a custom formula field taken from the Entity record itself.
    • Display Country Default  - determine whether this field is checked by default when creating new Individuals & Contacts.
    • Display Employer & Title Default - determine whether this field is checked by default when creating new Individuals & Contacts.
    • Default Mailing Name for Contacts - replace the first line of a contact's Mailing Label with the output of a specified formula field on the Contact object. Use the field's API name when specifying it in this space.
    • Default Mailing Name for Individuals - replace the first line of an individual's Mailing Label with the output of a specified formula field on the Entity object. Use the field's API name when specifying it in this space.
    • Default Mailing Name for Organizations - replace the first line of an organization's Mailing Label with the output of a specified formula field on the Entity object. Use the field's API name when specifying it in this space. 

  6. Adjust the fields to change your firm's Mailing Label defaults. Select Save once all changes are made to finalize these adjustments within your organization. 

 

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