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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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I recently received a request asking how to migrate some data (specifically, cases) from Clarify into Zendesk . Seems the company is in the process of turning off Clarify and rolling out Zendesk. It’s all about the APIs We provide a full
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I was recently working on porting some existing ClearBasic batch (cbbatch) scripts to PowerShell. I’ve blogged in the past about using our SDK with Powershell . For this particular project, I had multiple scripts to port, and I was looking to extract
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We're considering a change to Dovetail EmailAgent , and wanted to float it by our users to see if anyone had any concerns or objections. Currently, when EmailAgent adds more information to a case, it actually performs a Log Note action. Clarify has a
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In the Dovetail SDK, there is a DeleteById method on the ClarifyGeneric object . This is useful when you know the objid of the record you want to delete. Perhaps the objid is posted to a web page, or you've pulled it out of a relation column from a different
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We publish our knowledgebase articles online: http://www.dovetailsoftware.com/resources/knowledgeBase.aspx . We use the Dovetail SDK to query the solutions in our Clarify/Dovetail database and build the HTML pages. In addition, we have a page that lists
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Many customers use hierarchical (multi-level) drop-down lists in their Clarify/Dovetail implementations. So, when one level of a select list changes, the down-level lists change as well. Clarify allows up 5 levels for a list. As an example, in baseline
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We recently received an inquiry from a customer asking about Clarify's cctvtmmain utility. Specifically, it was throwing a useless error message, and they wanted our help. Our first response was WTF is cctvtmmain ? A little research, and we discovered
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One of the common tasks for a support/call center manager is making sure the team is living up to its service level agreements (SLAs). Pretty much every customer I've ever dealt with has different SLAs. As you can imagine, there's a zillion ways for companies
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