General Information about Print Customer Label
You will find a general description of how to manage lists in MONITOR in the chapter Managing Lists in the System under General in the MONITOR Basics guide.
Why Use This Procedure?
Here you can print address labels for letters and also send e-mails and text-messages (SMS) to one or more customers at a time.
Under the Create tab you can for example make different selections depending on which printer you have selected and if you have selected to send via e-mail or text message. Furthermore, you can select what to print on the labels.
Label Printer or Ordinary Printer
When printing labels, you can use special label printers that print labels on rolls in 100x50 mm format. We recommend the label printers Direct thermal or Thermal transfer.
If you do not use a special label printer, it is also possible to print labels on a regular laser or ink-jet printer instead. There are five standard label types for A4 page size.
If the text is not properly placed on the label when using an Ordinary printer, you can try to go to Settings | Customize... in the Window menu and select the Printouts tab. There you temporarily deselect the setting MONITOR printer dialog before re-printing. The most common reason why the printout/text is not properly placed on the label is that the margins of the MONITOR printer have not been configured for printouts on label sheets in the Printers procedure. The printer in question might be configured for other printout types.
Via E-mail
When the procedure is used for e-mail messages, you can under the E-mail address heading select whether to send to the Main address (one message per customer) or to the Reference person's address (one message per reference and customer). The latter alternative can result in more than one message sent per customer.
Please note that the e-mail addresses will be entered in the "Bcc" (blind carbon copy) field and the "To" field will be empty in the e-mail program.
Via SMS
In order to send text messages (SMS), an account is required at one of the SMS operators. The operators that are supported by MONITOR are described by the setting Operator under the SMS heading under the System tab in the Settings procedure. Other necessary settings are also found in that section.
See printout samples for labels and lists when sending e-mail and SMS.
What Update Options Exist for this Procedure?
You can only make temporary changes in the Display List mode.
When selecting Label printer or Ordinary printer, you can change the information on the address rows before printing, if needed. The reference person row also contains a field where you can select one of the references registered for the customer in question.
When selecting Via e-mail, you can deselect the rows that you do not want to include in the recipient list of the e-mail. All rows with an e-mail address are included by default. You can also select if you want to create an entry in the text log in the CRM (custom relationship management).
E-mail servers can have specific rules regarding how many recipients that an e-mail message may have. The sender can also be classified as spam if too many recipients are selected (mainly concerns external e-mail service). Tip! Send the e-mail message to a few recipients at a time.
When the "printing method" Via SMS has been selected, the alternative to create an entry in the text log in the CRM is also available.
Window Functions
Read more about the Window functions under Window Functions in the MONITOR Basics guide.
See also: