Merge similar fields for all agents in a group
  • 08 Apr 2020
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Merge similar fields for all agents in a group

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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.

  1. Open the Web Console.
  2. Select Agents, then select the agent group you want to open.
  3. Select Summary > Fields.

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  1. Select the field you want to use.

    Once you select a field, other fields with the same type will be hidden in the list.

  2. 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.

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  1. Click Merge fields.

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  1. Enter a new name for the merged field.
  2. Select applicable field settings: Confidential, Watch this field, or Included in the template.
  3. Click SAVE.

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