Avery 5160 Merge Template

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smcchord
Posts: 6
Joined: Wed Jan 19, 2011 4:44 pm
Brief Company Description: An Architecture, Interior Design, Civil Engineering and Landscape Architectural firm serving educational clients in Kentucky for more than 40 years.
Deltek Vision Version: 6.1
Number of Employees: 46
Company Position: Marketing Manager
Vision Modules: Accounting & CRM
Number of Offices: 0
Year Vision Installed: 2007

Avery 5160 Merge Template

Postby smcchord » Wed Feb 04, 2015 10:45 am

Hey, all!

I'm looking for a merge template for Avery 5160 (standard) address labels. I know I can print a group of records to a label report, however that report doesn't seem to line up with my labels for whatever reason, and adjusting it after the fact is next to impossible. I'm thinking a merge template will offer the flexibility I'm looking for.

Has anyone had success in creating a Word label merge template? If so, would you be willing to share it?

Stacey

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Karen Sigel
Posts: 58
Joined: Mon Jun 02, 2008 8:41 am
Company: Buchart Horn, Inc.
Brief Company Description: Buchart Horn is a multi-disciplined consulting firm with more than seven decades of award wining engineering and architectural design experience. Established in 1945, the firm’s architects, engineers, and planners serve a growing list of clients in the US and Europe. The company is well known for designs of courthouses, offices, schools, churches, libraries, airports, highways, bridges, and environmental projects such as water treatment facilities, wastewater plants, and environmental studies.

Buchart Horn services include architecture; environmental, transportation, civil, electrical, mechanical, structural engineering services; construction management, disaster resistance assessments, site development, GIS, photogrammetry, planning, permitting, grant application assistance, and telecommunications.
Deltek Vision Version: 7.0
Number of Employees: 200
Company Position: Marketing Coordinator/Database Manager
Vision Modules: CRM & Proposals/MODI/Sync Server
Number of Offices: 15
Year Vision Installed: 1999
Location: York, PA
Contact:

Re: Avery 5160 Merge Template

Postby Karen Sigel » Wed Feb 04, 2015 10:51 am

Yeah, I've never gotten those reports to line up correctly either. I'm not sure a Vision template would be your best solution, though. An export to Excel and then using a Word mail merge to create the labels might be easier, even though it may seem like more steps. What version of Vision are you using?
Karen L. Sigel
Buchart Horn, Inc.
717 852-1465
http://www.bucharthorn.com

smcchord
Posts: 6
Joined: Wed Jan 19, 2011 4:44 pm
Brief Company Description: An Architecture, Interior Design, Civil Engineering and Landscape Architectural firm serving educational clients in Kentucky for more than 40 years.
Deltek Vision Version: 6.1
Number of Employees: 46
Company Position: Marketing Manager
Vision Modules: Accounting & CRM
Number of Offices: 0
Year Vision Installed: 2007

Re: Avery 5160 Merge Template

Postby smcchord » Wed Feb 04, 2015 11:30 am

I'm using 7.3. I agree, exporting to excel and doing a mail merge is totally an option. Merge templates would just eliminate so many unnecessary steps!

S

User avatar
Karen Sigel
Posts: 58
Joined: Mon Jun 02, 2008 8:41 am
Company: Buchart Horn, Inc.
Brief Company Description: Buchart Horn is a multi-disciplined consulting firm with more than seven decades of award wining engineering and architectural design experience. Established in 1945, the firm’s architects, engineers, and planners serve a growing list of clients in the US and Europe. The company is well known for designs of courthouses, offices, schools, churches, libraries, airports, highways, bridges, and environmental projects such as water treatment facilities, wastewater plants, and environmental studies.

Buchart Horn services include architecture; environmental, transportation, civil, electrical, mechanical, structural engineering services; construction management, disaster resistance assessments, site development, GIS, photogrammetry, planning, permitting, grant application assistance, and telecommunications.
Deltek Vision Version: 7.0
Number of Employees: 200
Company Position: Marketing Coordinator/Database Manager
Vision Modules: CRM & Proposals/MODI/Sync Server
Number of Offices: 15
Year Vision Installed: 1999
Location: York, PA
Contact:

Re: Avery 5160 Merge Template

Postby Karen Sigel » Wed Feb 04, 2015 11:36 am

If you select all the records you want, use list view and display the columns you need, the export should only take a minutes. The Word mail merge can go fast or slow, depending, but you can set up the labels the way you need them each time, so there's that. It's how I've always done labels (even back in 5.1 and earlier, when exporting to Excel was a huge pain.) Sorry I wasn't more help, and good luck!
Karen L. Sigel
Buchart Horn, Inc.
717 852-1465
http://www.bucharthorn.com


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