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InterAction® Web Client Answer Center

Creating a Label with an InterAction Contact

  • Updated

Microsoft Word provides an option for creating and printing labels. You can create an entire sheet of labels for a contact, or a single label. To make this more useful, you can look up an InterAction contact and create the label(s) with the contact’s address.

You can search any of the following lists:

  • My Contacts (i.e., your contact list) and the contact lists of anyone for whom you are a proxy
  • The Firm List
  • Marketing Lists
  • Working Lists

If your organization has licensed any InterAction Related Modules – InterAction Matters, InterAction Opportunities, or InterAction Engagements, you can search contacts in these lists as well.

The Labels button is available from both the Mailings tab and the InterAction tab.

Create a Label From an InterAction Contact

  1. In Word, choose the Label button from the InterAction group on the Mailings tab.

    InterAction displays the Find Contact dialog box. This is the same as the dialog box used for creating envelopes.

  2. If you are working on behalf of another user, select that user’s name from the Search on behalf of list.

    If you select to work on behalf of another user, the lists you can search reflect that user. For example, searching My Contacts will search the contact list of the other user rather than your own contacts.

  3. Choose the tab for the list(s) you want to search for the contact.

    You can choose from the following:

    • My Contacts
    • Firm List
    • Marketing Lists
    • Working Lists
    • Any licensed InterAction Related Modules (such as Matters)

  4. If you want to change the version of data to insert (your version or the firm’s version), choose Actions > Preferences and select the appropriate radio button.

    For more details, see Selecting the Contact Data to Use. Note that the language-specific option does not apply when creating a letter.

  5. Enter search criteria for the contact and choose Search.

    There are different options available depending on the tab you chose in the previous step. For example, when searching My Contacts, you can select a specific category, whereas when searching the Firm List you can select a contact type. For details, see Entering Search Criteria in the Find Contact Dialog Box.

  6. Select the contact for whom you want to create a label. The contact’s addresses are displayed in the box on the right.

  7. Select the address you want to use and choose OK.

    You can set an option to determine which addresses are displayed in the dialog box. For details, see Selecting the Contact Data to Use.

  8. Review the label information in Word’s Envelope and Labels dialog box. Make any changes and then complete the label.

    See Microsoft Word Help for details about the options available for a label.