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Getting started

You're already set up — here's how to print your first labels.

If you just installed PrintCrate, the permission set is already assigned to you and the Avery template library is already loaded. Nothing else to configure before your first run.

1. Print labels from a Contact, Lead, or Account list

Open any Contact, Lead, or Account list view (including a related list, like Contacts on an Account, expanded to "View All"), select the records you want labels for, and click Generate Mailing Labels from the list-view action buttons.

  1. Pick an Avery template — 12 supported layouts, covering address/shipping labels, name badges, postcards, greeting cards, and tent cards.
  2. Map which fields go on the label (Name, mailing address, and similar fields are pre-selected by default — add or remove any field you can already see on the record).
  3. Click Generate PDF. A new tab opens with a print-ready sheet sized exactly for the template you picked.

2. Printing labels for any other object

Contact, Lead, and Account have a dedicated one-click button. Every other object — Cases, Opportunities, Campaign Members, or any custom object — works through the standalone Label Generator app page: open it from the App Launcher, pick the object and records, and the same template/field/generate flow applies.

3. The free tier

Every account starts on the free tier: 25 labels per month, no credit card required. The counter resets automatically at the start of each calendar month. If a batch would put you over the monthly limit, PrintCrate tells you right there rather than generating a partial sheet — upgrading removes the cap entirely.

Tip: the permission set (PrintCrate_User) is assigned automatically to whoever installs the package. If a teammate needs access too, an admin just needs to assign them PrintCrate_User under Setup → Permission Sets — no other configuration is required for them to use it.

Not seeing a mailing address field in the picker?

This only comes up for a teammate on a very locked-down, custom-built Salesforce profile (not the standard "Standard User" profile or higher, which almost every real Salesforce user is on). Salesforce itself, not PrintCrate, controls visibility of the mailing/billing address fields on Contact, Lead, and Account — a from-scratch minimal-access profile doesn't get automatic access to them, and no permission set (including PrintCrate_User) is able to grant it. If this happens, an admin just needs to put that user on a standard-or-higher Salesforce profile — everything else about PrintCrate works the same either way.

Questions or something not working?

PrintCrate is built and supported directly by Georgina Hawley — there's no support queue. Write to hello@printcrate.org and a real person will read and answer.