Amdocs Clarify CRM
Gary Sherman
September 26, 2017

If you receive a business rule notification message, but you’re unsure as to exactly which business rule it came from, there’s a few ways to find the originating rule.

Notification Message

For example, lets say that you received the following notification:

How do I find which business rule caused this notification to be sent?

There’s actually a few options here. 

 1. Dovetail Agent – Query Business Rule Actions

Using Dovetail Agent, create a query for Business Rule Actions

And filter for Message Contains something happened

This will show you a list of rules that contain that string in the message.

Clicking one of the results will take you to the Business Rule itself.

2. Dovetail Agent – from the History

If you know the work item (Case, Subcase, etc.) that the notification pertains to, then you


Gary Sherman
September 12, 2017

A few years ago I wrote a post titled Getting the most out of your business rules. Most of the information in that post is still relevant today. 

 

In that post, I discussed how we can analyze the data inside our database to see which rules are firing and how often. We can do this using a Business Rule Usage Report. 

This report tells us what business rules are firing along with how often. Perhaps even more importantly, it allows you to see the rules that are not being fired. Perhaps those rules could be removed, or made inactive, therefore simplifying business rule administration. Or maybe they should be firing, and need further investigation.

These reports are now available within Dovetail Agent.  Makes sense to have


Gary Sherman
September 5, 2017

One of the available extensions within Dovetail Carrier is the Parent-Child Cases Extension, which allows for automating workflow processes involving parent and child cases.

 

Quick Refresher on Parent and Child Cases

With parent and child cases, we can relate a group of similar problems with a root cause. The parent case identifies the root cause. A child case is a customer problem that arises due to the root cause and is linked to the parent case.

For example, suppose someone knocks out a utility pole, which causes an internet outage for many customers.

Each customer may call into the call center and report the outage. We can relate all of these cases to a parent case, which is where the repair is being tracked. Updates on the


Gary Sherman
August 29, 2017

We’ve recently added support for Configuration Item Rule Properties in Dovetail Rulemanager and Dovetail Agent. In this post I’ll cover what they are, why you’d want to use them, as well as a few examples. 

 

First, a quick refresher on Rule Properties and Config Items. 

Rule Properties 

Business Rule Properties are used in a number of places throughout the Dovetail suite, including:

Business Rule ConditionsBusiness Rule Action MessagesCanned Response VariablesEmail Log Templates

Traditionally, a rule property would traverse a path through the schema, starting from the base object, and ending at a column.

For example, the Contact First Name property for a case would use the path case_reporter2contact:first_name.

However, there are instances where a static value may be desired, and this static value cannot be traversed to via a schema path. In these


Gary Sherman
August 22, 2017

We recently released a major update to the Dovetail SelfService app. There’s SO many great new capabilities here.

I would group these enhancements into 2 major categories:

Dynamic Content, Pages, and Menus – making it easy to create and edit content throughout the app Knowledgebase Enhancements – making the knowledgebase much more prevalent, approachable, and functional

 

Lets take a run through the highlights of this release. 

 

Dynamic Home Page Content

When a user logs into SelfService, they’re immediately taken to the Home page.

In the past, if you wanted to change what was displayed on the home page, you would need to customize the HTML page content, and re-deploy the application.

Now, the home page content comes from a solution. So you can easily edit the solution using Dovetail Agent, and


Gary Sherman
August 15, 2017

When employees are notified as part of a business rule action, the notification method is determined by the employee’s notification preference.

 

The default notification methods are:

EmailNotifierForward to my SupervisorTone PagerText PagerDigital PagerNone

Dovetail Rulemanager recently added support for one additional option: SMS

An SMS notification will send an SMS message (text message) to an employee’s configured device, typically their mobile phone.

 

 

Users can set their notification preferences for SMS, just like any other preference.

Couldn’t we do this before?

In the past, if you wanted to send SMS messages, we would typically use a custom replacement paging application for Rulemanager. This custom script would call into a 3rd party web service, or  use the cell provider’s email to SMS gateway. These solutions all required


Gary Sherman
July 10, 2017

I’ve often stated that Rulemanager and Business Rules within Clarify/Dovetail are the most powerful (but often underused) components of the system.

And when you combine Rulemanager with Dovetail Carrier, it gets even more powerful.

To demonstrate some of this power, I’ve created a collection of business rule recipes that will educate and inspire you to make the most of your business rules.

There’s over 30 business rule examples, and they stretch across a number of areas, including:

User NotificationsWorkflow AutomationCustomer NotificationsIntegrating with third-party services/appsTask ManagerCalling external apps/scriptsSLA Rules (Service Level Agreement)Bonus!

There’s also a Business Rule Template, which is helpful when defining new business rules.

It can be provided to business users, who can fill out the template and submit it to the technical staff.

Get It!

This Collection of Recipes and the Business Rule Template is completely free.

Simply click


Rayanne Thorn
April 10, 2017

“Modernize Your Clarify Experience”

For years, we have been helping Amdocs Clarify customers / users update or modernize their Clarify experience, which in turn updates the experience of their own customers. We think it’s important enough to keep at it. We want to improve your experience and that of your customer.

We have a total system approach to modernizing Clarify that addresses all aspects of the system from the user experience and its customization framework to the back-end server applications and security.

Believe it our not, we make it possible to completely overhaul the system. Or we can simply solve just one or two particular issues. Dovetail allows you to infuse modern technologies to breathe new life into your Clarify system through expanded methods of deployment, increased functionality, simplified customization and administration, and lower costs.

With Dovetail, you can literally make


Gary Sherman
January 17, 2017

Last year I highlighted 10 things to love about the new Dovetail Agent, that showcased some of the ways that the new Dovetail Agent is so much better than its predecessor.

Since we use Dovetail Agent every day for supporting our own customers, we’re power users of the app ourselves. 

Here, I’ll highlight some of the features that we love, and that we think other power users will love as well.

power-user-features

Photo by @laurent_peignault

 

1. Canned Responses

Canned responses are re-usable text snippets that you can use when logging emails or notes. Canned responses can save you time if you’re often typing similar responses. Users can create personal canned responses, and can also share canned responses to workgroups, or to everyone.

And power users will appreciate the @@ keyboard shortcut.


Gary Sherman
January 12, 2017

Within Dovetail Agent, you can perform batch actions on a set of items without having to re-query or re-select the items.

For example, I can select a set of cases that are in a queue, accept them all, log a note to all of them, and then close them all – without having to re-query or re-select the set.

In older releases, after you accepted the cases, the grid would automatically refresh, and those cases would disappear from the grid (since they’re no longer in the queue).

We recently enhanced this functionality, adding  an “Automatic Grid Refresh” user preference that controls whether the grid is automatically refreshed or not after a batch action is performed.

When disabled, the console grid will not refresh automatically after an action. This allows for multiple actions before refreshing the grid. A Refresh Results button will appear in this


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