Tag Archives: Label Templates

Create & manage label templates

Set up custom label templates for company-wide use

Lesson #98
Tools – Label Templates function

In the Production module’s Envelopes and Labels function, you can print addresses on a variety of labels for parties, contacts, firms, locations, and resources using information from RB9’s database.

Before printing labels out of RB9, set up label templates that will automatically include the recipient mailing address, plus your company logo and other information, if desired. Then store them in the Label Templates function for everyone on your staff to use. With DYMO label software and RB9’s Label Templates function, you can modify label templates, create new ones, and manage all of your company’s label templates.

Customize default labels & create your own

RB9 comes with a default set that you can use as is or customize to better match your company. You can also create an unlimited amount of new label templates to meet all of your company’s labeling needs. RB9 works with DYMO label printers only.

Use DYMO software to set up labels. Whether editing existing templates or creating label templates from scratch, you can add/delete:

  • Text
  • Address field (which RB9 uses for mail merge)
  • Graphics like your company logo

Label template management made easy

After creating/editing label templates, upload them to RB9’s Label Templates function, which stores all of your company’s label templates together in the database. This way, everyone has access to the same label templates when printing labels from RB9, and you won’t lose your label templates when transferring to new computer because they are stored in the cloud not locally.

The Label Templates window lists all label templates in your RB9 database. By default, labels are sorted by type, then name, but you can sort your results in the grid by one or both columns in ascending or descending order (but when you exit the function, RB will revert back to the default order). Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.

You can download any existing template to modify. Afterwards, upload the modified template with a new name to add as a new template in RB9 or with the same name to replace the existing template in RB9.

You can also add as many new templates as you want by uploading .dymo files from your computer. If you no longer need a template or want to replace it with a modified version, you can delete it from the Label Templates list.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: Modify default label templates and create new ones for your office to use when printing addresses on labels for parties, contacts, firms, locations, or resources using information from RB9’s database.

RB9 concepts in this lesson

Contact: Person who works for a firm you do business with.

Firm: Business you provide services to, usually law firms.

Location: Place where jobs occur.

Resource: Person or thing that provides your business with a service, such as reporters.

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Tools

Import data, create forms and labels, perform custom data searches, and more in this versatile toolkit

Lesson #93
DIY in your RB

Import data, create forms and labels, perform custom data searches, and more in this versatile toolkit. In this module, you can:

  • Import existing client and resource information from other applications into RB.
  • Quickly update different clients, jobs, resources, and locations at the same time. 
  • Use tags (keywords or phrases) to organize entities like clients or resources. Send emails or regular mail to all entities tagged the same. 
  • Create forms and letters using the set of customizable templates in a word processor with mail merge that automatically incorporates your RB data. 
  • Modify default label templates and create new ones.
  • Search notes globally in RB Notes Logs.
  • Monitor repository usage by in-house staff as well as by clients and resources via RB Connect as required by general security rules for business applications.
  • Save copies of your RB database to your hard drive/server.
  • View automatic emails sent from your RB.
  • Perform custom searches of your RB data­base, and create your own reports from the results. (If you require more complex reports from RB, we offer a plug-in called Data Reader and custom programming if you would like OMTI to create something for you. )
  • Import RB entities, invoices, paychecks, and payment transactions into QuickBooks. 

Tools functions by name

TL;DR: Import data, update records, create forms and labels, and more in this versatile toolkit.

RB concepts in this lesson

Notes Logs: Un-editable internal-use only notes entered either by a user or automatically by RB appear in chronological logs in the database record where they occurred.

RB Connect: Online repository, calendar, and access to your office for clients and resources.

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