Customizing Features for Your Practice > Printing Mailing Labels for Households

Defining a Mailing Label AutoLink

To create an AutoLink for a Lives With mailing label:

1. Click Lists > People. The Person Pick List is displayed.

2. Right-click the Actions button at the lower-right of the window.

3. Select Define AutoLinks. The Current AutoLinks for PersonPickListActionBtn button event window is displayed.

4. Click Add.  The Select Response Type window is displayed.

5. Select Create Document.

6. Click OK. The Create Document Response window is displayed.

7. Select Create a specific document.  The Select document to create window is displayed.

8. Select Mailing label for lives with.

9. Click OK. The Create Document Response window is displayed.

10. Click OK. The Select print time window is displayed.

11. Click Always print later. The Define New AutoLink - Step 1 dialog box is displayed.

12. Select Yes, ask each time if I really want this response.  The AutoLink for PersonPickListActionBtn button event window is displayed.

13. Under "Response criteria," click the Select button to the right of "Must be at least one of these."

14. On the Must be at least one of these screen, select who is a Lives With.

15. Click OK.

16. To limit the labels only to active clipboards, click the Select button to the right of "Cannot be any of these."

17. On the "Cannot be any of these" window, select who is Inactive.

18. Click OK. The AutoLink for PersonPickListActionBtn button event window is displayed.

19. Click OK. The Current AutoLinks for PersonPickListActionBtn button event window is displayed.

20. Click OK. The Person Pick List window is displayed.

21. Click Cancel to exit the Person Pick List, or follow the steps to print household mailing labels.