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  • Socialcast Integration, Episode 2: The UI

    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 agents spend a good deal of their day, why not have a widget that shows their home stream, ...
    Posted to Gary Sherman (Weblog) by gsherman on June 24, 2010
  • Clarify / Dovetail Activity Streams

    Ever since I heard about activity streams, I’ve been thinking about an activity stream out of our Clarify / Dovetail Customer Service system. I saw Chris Messina present about activity streams at SXSW 2010, and got even more jazzed. What are activity streams? From the activitystrea.ms wiki: ActivityStreams is a convenient and consistent way to ...
    Posted to Gary Sherman (Weblog) by gsherman on June 18, 2010
  • HTTP request from cbbatch on UNIX

    While answering some questions about integrating Clarify with web apps, I got a follow-up question (off the list) asking about how to make an HTTP request from cbbatch on UNIX. He didn’t care about the response – the page actually is just a php script that triggers a process on the web server; nothing visual is shown. Here’s my reply: I would ...
    Posted to Gary Sherman (Weblog) by gsherman on April 15, 2010
  • Integrating Clarify and the web

    There’s a good thread over on the Clarify list on IT Toolbox discussing integrating Clarify with web applications. Apparently there’s a lot more interest in this than I imagined.
    Posted to Gary Sherman (Weblog) by gsherman on April 15, 2010
  • WebHooks in Clarify/Dovetail

    What is a WebHook? From the WebHooks wiki: The concept of a WebHook is simple. A WebHook is an HTTP callback: an HTTP POST that occurs when something happens; a simple event-notification via HTTP POST. A web application implementing WebHooks will POST a message to a URL when certain things happen. When a web application enables users to ...
    Posted to Gary Sherman (Weblog) by gsherman on February 9, 2010
  • Customizing Dovetail Carrier

    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.
    Posted to Gary Sherman (Weblog) by gsherman on December 7, 2009
  • Migrating a case from Clarify into a Zendesk ticket

    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 set of APIs for Clarify within our Dovetail SDK, and Zendesk also provides a set of APIs. ...
    Posted to Gary Sherman (Weblog) by gsherman on September 21, 2009
  • A plethora of uses for Dovetail Mobile

    Dovetail Mobile has quickly become one of my favorite products. Although it was originally designed for use on Mobile devices, it seems that I'm constantly coming up with new ways to use it. On a Mobile Device In its original intended state: on a mobile device.   On the Desktop As I've shown before, a little bit of styling makes it ...
    Posted to Gary Sherman (Weblog) by gsherman on May 27, 2009
  • SMS notifications and alerts

    Notifications and escalations generated by Rulemanager are an integral component of the Clarify/Dovetail system. Traditionally, email and in-application notifications are the most common notification delivery mechanisms. Digital pagers were popular years ago, but are pretty much non-existent today. With mobile devices (iPhones, Windows Mobile, ...
    Posted to Gary Sherman (Weblog) by gsherman on April 6, 2009
  • Dovetail Search for Clarify

    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 ...
    Posted to Gary Sherman (Weblog) by gsherman on November 18, 2008
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