This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

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Print Documents

Use Print Documents to print letters and/or labels for participants in a sales campaign.

You must have proper security authorization to access Print Documents.

    ClosedAccessing Print Documents

    ClosedSales Center

You can access the Print Documents from the Sales Center, in two different ways.

Both methods open the Map Center where the first 100 target list participants with a valid street address (a Latitude and Longitude exist in the Customer record), are represented by a push pin on the map.

To access a map and driving directions for a single participant, do one of the following:

    ClosedViewing a Suspense

To access the Print Document form from View Suspense, open the Suspense from the User Center. Click the Print Campaign Documents link that appears under the Action list box. The Print Documents form appears.

    ClosedPrint Documents Selections

    ClosedSales Center

The Map Center displays the first 100 locations (push pins) for participants in the target list. You can view the entire list of participants in the grid below the map. Use Next and Previous or the page numbers to view additional names.

The underlined names in the list are participants whose locations appear in the map, if a valid street address and Latitude and Longitude exist in the Customer record. Click the name to open the Customer Center with that customer displaying.

When the Map Center appears you can:

    ClosedCustomer Center

When the Map Center appears you can:

What's Next?

Do you want to run Campaigns? For more information see the Campaigns topic.