Dovetail Software Blogs

The custom field lists will only be applied to the base object for any of the APIs, so you will have to have seperate code to update the workaround table after the API call.

The close_cr.asp form handles all of that functionality in Dovetail Agent. That form gets opened when the CR status gets changed to Verified.

It looks like close and close_cr are 2 separate sets, both with just the two files each. Looking at the open_cr_window.asp page will help determine which files belong to each action:CR_DUPLICATE          ...

In most cases, using the file names as a guide should work. What I reccomend is opening each page, and looking at which other pages get referenced in each one. Workflow can be tricky, and is an area where we want to provide guidance, and we can improve our documentation on.Dispatch for example would use these pages:dispatch.aspdispatch2.asp ...

The case_history field, as you probably know, is simply one big text field. And the classic client is hard-coded to simply append new entries to the end of that field. So, there's not a way to alter that field. But, what you can do instead, is to build the case history up yourself. For example, create a new tab on the case form.Use CB code to ...

Posted - 04/14/2004 :  08:54:04     We don't currently bundle any spell-check software with Dovetail.We do have it on our enhancement list for the future.There are a bunch of freeware/shareware spellcheck programs out there that can easily be ...

This question below was original published on another Dovetail forum: On Clarify's standard GUI you can right-click to get to a spell checker on text fields such as case_history. This was extremely useful to bad typers because words would be checked for consitency. Later, when someone was using FTS (full text search), they could find what ...

By Gary Sherman  Over the last 12 years of working with Clarify, email integration always seems to be a key topic of conversation, and I get many questions about email integration capabilities. So hopefully this post will answer most of these questions. I'm sure there will be details I've missed (especially on some of Clarify's later ...

Is the on-demand delivery model the largest single contributor to the renaissance of CRM from its moribund state of two-three years ago? The industry seems to think so, from an informal survey taken by CRMBuyer ''Not surprisingly, on-demand topped many vendors’ list of things to be hopeful about in 2007 and beyond—and for good ...