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Filter recipient list

  1. Select the Field box down arrow, and then choose the column name in your Excel mailing list that you want to use as the first-level filter.

  2. Choose the Comparison box down arrow, and then select a comparison option.

    • Equal to or Not equal to

    • Less than or Greater than

    • Less than or equal or Greater than or equal

    • Is blank or Is not blank

    • Contains or Does not contain

  3. In the Compare to box, type data you want the selection in the Field box to match.

    Comparisons are not case sensitive, so MEGAN matches with megan, Megan, or mEGAN.

  4. (Optional) To add a second-level filter, in the far-left column, choose one of the following:

    • And to make sure both the filter conditions are met.

    • Or to make sure either filter condition is met.

    As part of Word mail merge, choose Edit Recipient List, and under Refine recipient list, choose Filter.

  5. Repeat steps 1 through 3 as needed.

  6. Choose OK when done, and then view the results of the filtered records.

    As part of Word mail merge, results of a filter applied to a recipient list.

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