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3.8. How do I print my customer list, and mailing labels?

Q:  How do I print my customer list, and mailing labels?

A:  In EstiMate 2 you can pint Mailing Labels (Avery style) to affix to mailings to your customer.  You can also print a Customer Phone List (Company, contact, phone, and Email), and a Customer List Complete which also includes physical addresses.

To print any of these lists:

• From the Quote And Produce toolbar click People > Customers to open the customer list.

• From the bottom left corner click Customers > Reports > and select one of the 3 options.  (NOTE:  If you want to see a "Preview" of the report before it prints be sure there is a check mark next to "Preview List Reports" otherwise click on it to select the preview option).

• Select the customers you want to show on the report by placing a check mark next to there name, or click the "Select All" link, and press the OK button.

• Click the printer icon in the upper left corner of the preview to print the report.
  

If you need to print out a list of Vendors you have all of the same options.  All you need to do is click People > Vendors, and the directions above are the same for the Vendors list.

NOTE:  If you don't see the list of customers to select from, or if the report shows up blank restart EstiMate, and that should resolve the issue.