Filtering a mail merge allows you to categorize your data sources; this way you can exclude any contacts based on the filters you apply. In the Filter dialog box, you will find three areas to base the filter on: Field, Comparison, and Compare to. The field is what the filter is based on; for example, if you select Company, all of the contacts you have containing a company name will be the only ones used for the mail merge. Comparison is the phrase the filter is based on; for example, it contains commands such as equal to, less than. In the Compare to box, you can add any information that will include or exclude any contacts. For multiple filters select And, then enter a second filter field, as shown below.

 

 

 Sorting the mail merge will let you preview and print the merge in the order you state. You can sort the data source by last name, first name, company, etc. This feature allows you to sort by ascending or descending, and provides a second Sort category. Therefore, you can sort the data source alphabetically by Last Name, then by Company Name.