1. In Mail, Labels and Envelopes, highlight Labels or Envelopes and click New
     
  2. On the General tab, select the create for option
     
  3. On the Fields to Include tab, select the appropriate fields to include on the labels or envelopes
     
  4. On the Filters tab, select the appropriate filters
     
  5. On the Attributes tab, you can include or exclude records based on attributes
     
  6. On the Address tab, select the appropriate addresses
     
  7. Click Preview
     


For more information, refer to The Mail Guide for The Financial Edge