Dovetail Software Blogs

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 a workflow around their knowledge. I wanted to touch on this, and show an example of a business ...

Kevin has started his first in a series of posts around customizing Dovetail Carrier. Good stuff! I’m looking forward to the rest of his series.

We received a request recently about how to deal with some text in the system that was formatted using a fixed width font. For example, a customer might send in an email that contained some text that was laid out in a nicely formatted table structure. Such as this: ...

I was talking to a customer today, and they asked me about how to notify additional people when a commitment expires. For example, if a support agent makes a commitment to call the customer back at 4:00, but the agent goes home, we want to notify others within the department, so that someone else can call back the customer. When the commitment ...

Kevin has put together an RSS feed for our most recent knowledgebase articles. The feed can be subscribed to using a feed reader (such as Google Reader), and any new articles will be delivered to you. Very cool. We eat our own dogfood here, meaning we use our Dovetail/Clarify system for our customer support team - including the knowledgebase ...

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 over the formatting. Its in chronological order. Sometimes this is OK, but ...

Someone recently asked me if the Clarify Classic Client could handle rich text in multi-line text controls - i.e. can text be made bold, italics, use different fonts/colors, etc. Out of the box - no. Clarify handles plain text only. But, we can customize Clarify. One approach to this problem is to use an ActiveX control that supports rich ...

Ever since we introduced Dovetail Seeker this summer, I was anxious to incorporate its capabilities with our applications. It is integrated within Dovetail Agent, Dovetail SelfService, and Dovetail Mobile Agent. Kevin also demonstrated how to incorporate it into your own applications (his particular example was integrating Seeker with an ASP.NET ...

Recently I had the need to consume JSON in ClearBasic. For example, I make a request to a web service, and the service returns a result set in JSON format. I want to display those results within Clarify. JSON JSON (JavaScript Object Notation) is a lightweight data-interchange format. JSON is a pretty popular data transfer format, especially for ...

I recently responded to a  question about adding a Save button to the CR (Change Request) form in Clarify. Dusting off my Clarify knowledge, I gave some details about how to simply copy the Save button from the Additional Features form. I'm sure not everyone knows about these forms. We wrote about this years ago, in one of our newsletters, ...