Introduction (Please Read):
This document will provide you with the steps needed to take a group of contacts and set a consistent Contact Type for all of the contacts using tools available within Data Doctor.
1. On a Contact record, click the Groups button.
2. Identify the desired group in the list and double-click it. Doing this will automatically search for and show the contacts in that group.
3. Go to File –> Administration –> Data Doctor and then confirm your understanding in order to move through the warning message.
4. On the Find/Replace tab, select the “Set the Value In One Field” option. In the To Table enter “Contact”, and in the To Field enter “ContactType”. In the Set Value To field enter the name of the group or the label that you would like to be set as the Contact Type. Ensure that the Update Only Selected Contacts checkbox is checked and click the Start button.