Note: This feature is only available in the Supportworks Package of improveit 360.
The Print Label feature from List Views is only available on the Prospects Tab and the Appointments Tab.
Create Print Label Custom Field
First, follow the steps below to create a custom 'Print Label' button in the Org. Each Org will have their own custom 'Print Label' button as each button is unique to the Org's Domain.
If the Print Label Field already exists, skip to Step 6.
1) Click Setup
2) Go to the Objects menu -> Prospects
3) Click 'New' next to 'Customer Fields and Relationships' then click 'Formula' and 'Next
4) Name the field 'Print Label' and set API name to 'Print_Label_2'. Select 'Text' as the 'Return Formula Type' and click 'Next'
5) Copy and Paste the following formula into the formula editor:
HYPERLINK("https://improveit360-8532--i360.na59.visual.force.com/apex/supportworks__PrintAddressPage?ids=" + Id + "&sfdc.override=1", "Print" , "_blank")
Replace the highlighted portion with the domain of the Org you are in. A quick way to obtain this address is to navigate to a Prospect record and copy the URL up the '/apex'
Click 'Next' across a few screens until it becomes 'Save'.
6) Hover over the small menu item 'Field Sets' then click 'edit' next to the 'Prospect – Phone/Email Information' field set in the popup
7) Drag and drop the 'Print Label' field (Print_Label_2__c) into the field set and click 'Save'
8) Run the 'First Time Setup' to finalize the new field set addition
9) Navigate to any Prospect record, scroll to the Contact Information section. Click the Print link within the Print Label Link Field:
The Dymo Label Printer integration should appear, allowing you to select your Printer and proceed with printing.
Next Add Print Label Button to Search Layouts
Now we need to add the “Print Labels” button to the appointments page. So head over to the Appointment Object (Setup -> Create -> Objects -> Appointment) and hover over “Search Layouts” one of the related list menu items at the top of the Appointment page, then click on “Edit” next to “Appointment List Views”
Under the “Custom Buttons” section, add the item “Print Labels” to the Selected Buttons box (use the Add arrow to move it over). This adds the Button to visibly on the page. Then click “Save” to save our changes.
