Word > Word 2007 Intermediate > Mailings

Edit the Recipient List

After setting up the main document and selecting the data source, you have the opportunity to edit the data source. You can exclude recipients, sort and filter the list to only display the recipients you want to use.

Exclude Recipients from the Mail Merge

  1. Click the Edit Recipient List button on the Mailings tab on the Ribbon
  2. Uncheck the boxes for the recipients you wish to exclude
  3. Exclude recipients from the mail merge letter

  4. Click Ok

Sort the Recipient List

  1. Click the Edit Recipient List button on the Mailings tab on the Ribbon
  2. Click the header of the column you want to use to sort the list
  3. Or

    Click the Sort link to sort by more than one field

    Sort mail merge recipients by more than one field

  4. Click Ok

Filter the List of Recipients

  1. Click the Edit Recipient List button on the Mailings tab on the Ribbon
  2. Click the filter arrow on the column header you want to use to filter the list
  3. Apply a filter using the membership column

  4. Select the filter criteria
  5. Or

    Click the Filter link to use a more complex filter

    Filtering using more than one condition

  6. Click Ok

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