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Dovetail information feeds
Did you know we provide a few different information feeds that help you stay informed with information about Dovetail? By subscribing to feeds, new information is delivered to you – which means you don’t have to go visiting lots of different web sites Read More...
Initial Response
When working cases in Clarify / Dovetail, an option available to agents is Initial Response. Initial Response allows an agent to mark that the initial response to a customer has occurred. True to its name, an Initial Response can only occur once in the Read More...
Segregating your data using Data Restriction
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 Read More...
Closing (and reopening) a solution
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 Read More...
Linking Solutions / Cases / Change Requests
One of the features available within a Clarify / Dovetail system is the ability to “link” cases to solutions. What this essentially means is that we’ve noted the particular solution that solved the case at hand. For example, if we have a case titled “How Read More...
Dovetail Seeker Sneak Preview
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, Read More...
Advanced Business Rules webinar follow-up
Thanks to those that attended today’s webinar on Rulemanager and Advanced Business Rules We had a good turnout, and some really good questions from attendees. Slides The slides from today’s presentation are available on Slideshare . Links Rulemanager Read More...
Upcoming Free Training Webinars: Advanced Rulemanager and Business Rules
I previously announced an Advanced Business Rules and Rulemanager talk. After further consideration I’ve decided to break this into two sessions. There’s a lot of information to share, and I don’t want to rush it (nor do I want everyone overwhelmed with Read More...
Objid generation - including limits
Anyone who’s been around Clarify for a while is probably well aware of the objid (primary key) generation algorithm. The basic algorithm The basic algorithm looks like: objid = (2^28 * adp_db_header.site_id) + (next_val + 1) Additional Notes next_val Read More...
Rulemanager webinar follow-up
Thanks to those that attended today’s webinar on Rulemanager. We had a good turnout, and some good questions from attendees. Slides The slides from today’s presentation are available on Slideshare .   Links Rulemanager Wiki: http://rulemanager.wikispaces.com/ Read More...
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