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Dovetail Agent (RSS)
While setting up some advanced capabilities of DovetailAgent, we ran into some IIS/Windows permission issues. This post is to capture and share some of the learnings. To start with, Kevin Miller has a good post on installing Classic ASP web application
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The Dovetail SDK (fcSDK) includes Data Restriction Technology.Data Restriction allows you to segregate your Clarify/Dovetail database so that different sets of users can use the same forms (and customizations), yet see different sets of data from the
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A not-so-uncommon request I’ve heard over the years is the need to be able to close a solution. You can close a case, close an action item, close an opportunity – but you can’t close a solution in the out-of-the-box product. But this is a pretty easy
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Kevin Miller did a recent sneak preview of Dovetail Seeker 2.0, which we’re hard at work on here. Here’s an additional sneak preview of search capabilities from the Agent side of things. Search attachments Search case attachments, solution attachments,
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In a previous post, I discussed how to publish activities from your Clarify/Dovetail CRM system into Socialcast . Cool stuff. Continuing on this same line, I wanted to explore having access to Socialcast within your CRM application UI. Since this is where
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When we talk about workflow within our CRM systems, we commonly talk about cases, subcases, part requests, etc. But every queueable object within our Clarify/Dovetail system can have its own workflow. Including Solutions. Many people don’t think about
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Saving Searches in Dovetail Agent One of the things under development for the next version of Dovetail Agent is the ability to save your favorite searches. Here’s a screenshot: So you can now save your searches, and easily execute them again at anytime.
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I recently upgraded my day-to-day environment to Windows 7 (64-bit) using MSSQL 2008. This week I needed to do some Oracle work, so I needed to get DovetailAgent working with an Oracle 9 (technically 9.2.0.1.0) database, so I needed Oracle client software.
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I was recently at a customer site, and while sitting down with one of their agents, noticed that this agent belonged to over 100 queues. Because of this, the left column of the console within DovetailAgent, which shows all of the queues, had a scrollbar
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The case history within Clarify has always been a bit of a sore spot with users for a long time. It was good - in that it made it easy to quickly review the details of the case. But, it did have its issues: Its just one giant text blob. You have no control
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