Saved Search > Contacts per Customer Stage, Category

Scenario

A user would like to display Contacts based on their Customer's category and stage to be used as a Dynamic Group for Bulk Mail Merge.

Solution

1. Navigate to Lists > Search > Saved Searches > New

2. Select Contact as the search type

3. Under Criteria tab > Set the following filter
   
   Customer : Stage = is Customer
   Customer : Category = is customer category

4. Click Save & Run