provide an option to print labels for only fund advisors receiving paper fund statements.
Need an easy way to create envelopes or labels for paper fund statements, preferably in the same order that the statements print to allow easy stuffing. (Currently labels print for every fund rep which isn't useful if only need for fund reps receiving paper statements. To create a mail merge, you have to export all fund reps, delete non paper statements and then use as source for your mail merge however envelopes created are then in order by fund rep and not the fund name so matching them up takes considerable time.) Would be nice to be able to create labels or envelopes in the same order as the printed fund statements and for paper statements only.
-
Megan Roswick commented
If you have not figured out how to do this yet I can walk you through it. Creating a report, sorting by mail and sorting by the way it prints