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copy a mailing address

Is there a way to quickly copy a contact's name and address in order to paste it into a letter, envelope, invoice, etc?

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  • Any comments on this? Trying to populate first names for a physical mail out letter in the most efficient way.

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  • Hello,

    It's not possible to print mailing labels directly from Insightly. What you can do is filter your customer list then export your data to a CSV and use the mail-merge program of your choice.

    You can export all the basic records or just a subset of them. Here is a link to our Knowledge Base article that explains how to do this: Exporting data from Insightly to a CSV file

    I hope that helps! 

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