When Exporting Mailing Labels, Only Export Selected Relationships for Contact(s)
example: select contact A and B who are linked as spouses with same address and export them. on the export sheet you get the contacts selected and any other contacts that are linked as relationship to contact A or B who have an address. So the user is trying to just get labels for their couples, but then any sons, fathers, cousins, etc of those contacts are exported as well if they have an address. it is exported as a separate label, but it is confusing to agents as they didnt want those people exported. it would make more sense to not have these relationship exported automatically.
AdminLainee Hooks
(Admin, Keller Williams Realty)
shared this idea
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Aaron Maggard
commented
Bulk actions can be a great advantage, but I have clients who have brothers, and cousins and etc, and I have those connections in my contacts. Creating a bulk mailing label has been a nemesis! I kept wondering why it's printing so many extra labels that I don't want. I have to go back and research who I was actually sending something too. Definitely would love this tweaked. I personally select spouses anyway. These additional labels that print makes a quick job cumbersome!!
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Melanie Young
commented
Right now we utilize a excel spreadsheet to export our mailing labels because of this odd feature. It is an extra step that shouldn't be necessary. Our industry is driven by addresses more then contact name and so should command.