Reports and forms

To change the position of labels

 

Warning:  Changing the size or margins of a form may affect the way the form prints

  1. To reposition mailing labels, click Print Mailing Labels in the Card File Command Center.

    -- or --

    To reposition shipping labels    , click Print/Email Invoices in the Sales Command Center.


    If you have marked the "Always Display Advanced Filters Before Sending Forms" preference, the Advanced Filters window opens. Go on to step 3.
    If you haven't marked the "Always Display Advanced Filters Before Sending Forms" preference, the Review Forms Before Delivery window opens:
  1. Use the "Type" list at the top of the window to choose the type of label that you want to reposition.
  2. Click Advanced Filters on either the To be Printed or To be Emailed tab to open the Advanced Filters window for the form you selected.
  1. Verify that the correct type of label is displayed in the "Type" list at the top of the Advanced Filters window.


  2. Select the layout of the labels you want to change from the Selected Form for Label list, then click the Customize button to open the Customize window.


  3. Click the Form Properties button to open the Forms Information window.


  4. In the Form Properties window, change the top Margins field so it matches the location where your printer begins printing. For example, if your printer begins printing 2 inches from the top edge of the page, enter 2.0 in the top Margins field. When you've made your changes, click OK.


    Warning:  Fields not entirely within the printable area of a form layout will not print
  1. In the Customize window, click the Save Form As button. The Save As window appears; enter a name and a brief description for the new layout and click OK. (If you selected a custom form in step 1, click Save Form to save your changes without creating a new form layout.)


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