Generating Address Labels; Generating A Standard Marketing Letter - Calyx Point 7 User Manual

Marketing tools

Generating address labels

Use the standard mailing label templates to generate mailing labels for a select group of
clients or prospects.
To create address labels:
Click the Reports & Marketing tab from the navigation panel to open the
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Marketing Generate Results
Select the data folders where the data is to be obtained. Click Select All to collect
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report data from all data folders.
Select the file types that you want to include in the output by using any combination of
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the
In the workspace, select
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address label templates from the dropdown list.
If not already displayed, click Additional Filters to display more options to refine your
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report criteria.
Use the Loan Rep and Loan Processor dropdown lists to filter the search results by a
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specific loan representative or loan processor.
In the
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select
To filter only loans that were in a certain status during a specific time period, select a
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loan status from the Status Date dropdown list and specify a date range in date fields.
Click Generate.
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10 If the
supports various standard Avery label sizes.
When the report generation is complete, a Point Report Viewer document is displayed
that contains the records that are produced from the report.
11 To prevent a mailing label from being created for any record, select the record and
click Delete Selected Rows.
12 In the Mail Merge Document(s) box in the lower left corner, select the label option that
you selected in
13 Click Generate.
The records are merged and output to a Microsoft Word document, formatted for the
label size that you selected.
14 If needed, modify the Microsoft Word document using standard features in Word.
15 Click Print to print the labels.
16 To use the set of labels again, save the Word file.

Generating a standard marketing letter

Use the standard marketing letter templates to generate letters for mass mailings to a
select group of clients or prospects.
398
Prospect Borrower
, , and
Marketing
Current Status section, select the status of the loans to include in the report, or
All
to include loans of any status.
Label Options dialog box is displayed, select a label type and click OK. Point
Step 10.
Refer to the Microsoft Word documentation for information about how
to format a Word document.
screen.
Include Co-Borrowers
check boxes.
to specify the type of output, and select one of the
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