Merge similar fields for all agents in a group
Different fields used within an agent group can contain like-data. You can merge these fields in the harvested collection to make it easier to clean and consolidate fields in agent groups, so that information from different sources share a common field name in the resulting data.
- Open the Web Console.
- Select Agents, then select the agent group you want to open.
- Select Summary > Fields.
Select the field you want to use.
Once you select a field, other fields with the same type will be hidden in the list.
Select the field that gathers the same kind of data and should be merged.
- Helpful Tip: In this example, the Product Name, Product Title, Name, and Title fields all collect the same data and can be merged.
- Click Merge fields.
- Enter a new name for the merged field.
- Select applicable field settings: Confidential, Watch this field, or Included in the template.
- Click SAVE.