This is where you get to pick and choose who to add. You can sort your recipient list, filter to select records and find duplicate recipients.
To sort the recipients by a single column, click the column heading. For example, click Last Name to sort the recipients by last name.
To sort recipients by multiple columns, click Sort and pick your columns, for example, Last Name, First Name.
To filter the list, click the drop down-drown on the column and remove the selection checks for the names you do not want included. For a more advanced filter, select Filter and enter multiple criteria, for example, State is equal KS will only merge recipients that live in Kansas.
To remove duplicate recipients, click Find Duplicates. If duplicate entries are found, remove the selection checks from the names you do not want included.