Dovetail Agent Features
Home Page
The Dovetail Agent home page is Information Central
- Quick access to My Work, Queries, Searches, My Calendar, and Recent Items
- The Navigation Sidebar and Preview Pane are there when you need them and can be hidden with just a click – allowing users to focus on what they want
- Keyboard shortcuts throughout the app allow users to work more efficiently
- Batch actions make it easy to perform the same action on multiple items – such as assigning, dispatching, or logging a note
- Columns can be sorted, reordered, or hidden on an individual user base
Cases
Dovetail Agent provides deep case functionality but is designed to eliminate unnecessary clutter, reduce eye strain, and increase efficiency. The case history has been greatly enhanced to include inline images and richly formatted text, a user preference for ordering (chronological or reverse-chronological), and more details for each history item. In addition, the history updates automatically with any newly-added items while a user is viewing the page.
