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Tag: business rule

Use rule properties in your outgoing emails

November 18, 2010 Did you know you can use rule properties in your outgoing emails (log emails)? I was recently asked this question, and I thought the answer was yes, but I wasn’t positive, so I decided to test it out (and of course document it here). Since you’ve read this far, you’ve probably figured out that the answer is Yes. In this particular scenario, I simply wanted to include the case title in the email subject. By default, the subject of the email is Regarding Case Number XXX (where XXX is the case id number). Lets create a better email subject. A little reminder before we get going – we’re talking about Log Emails that are actually sent out via RuleManager. No surprise, for my testing and usage, I’m using Dovetail RuleManager. The send_email_about_obj template When sending an email out, the send_email_about_obj…

Initial Response

August 26, 2010 When working cases in Clarify / Dovetail, an option available to agents is Initial Response. Initial Response allows an agent to mark that the initial response to a customer has occurred.   True to its name, an Initial Response can only occur once in the history of a case.   This Initial Response operation can be performed on either the Log Phone call or Log Email forms. Initial Response button in the User Interfaces   Phone Log form in the Clarify Classic Client:     Email Log form in the Clarify Classic Client:     Phone Log form in DovetailAgent:     Email Log form in DovetailAgent:   Activity Log   When the Initial Response action occurs, it is logged to the case activity log:   Time Bomb   When the Initial Response action occurs, a time bomb is created. Once we…

Advanced Business Rules (Part 2) webinar follow-up

July 29, 2010 Big thanks to those that attended today’s webinar on Rulemanager and Advanced Business Rules We had a good turnout, and some really good participation from attendees. Slides The slides from today’s presentation are available on Slideshare.   Links Rulemanager Wiki: http://rulemanager.wikispaces.com/ Send SMS message from Rulemanager using Twilio: http://github.com/gsherman/Javascripts Ideas for Future Webinars? Have an idea for a future webinar? Something you’d like to see or learn more about? Leave a comment here or drop me an email: gary [at] dovetailsoftware [dot] com

Reminder: Advanced Business Rules (Part 2) Webinar this week

July 27, 2010 Just a little reminder that I will be hosting a training webinar this Thursday. Advanced Business Rules (Part 2) User-defined Business Rule Events Business rules based on custom object types New Event Creation Times and Calendars Custom Notification Methods Time Bombs Tips & Tricks Troubleshooting Tips etc. When: Thursday, July 29, 2010 11:00 AM - 12:00 PM CDT Register here: https://www1.gotomeeting.com/register/138608689

Advanced Business Rules webinar follow-up

July 22, 2010 Thanks to those that attended today’s webinar on Rulemanager and Advanced Business Rules We had a good turnout, and some really good questions from attendees. Slides The slides from today’s presentation are available on Slideshare. Links Rulemanager Wiki: http://rulemanager.wikispaces.com/ Blogs: http://blogs.dovetailsoftware.com/search/SearchResults.aspx?q=rulemanager Next up: Advanced Business Rules (Part 2) I’ll be doing a follow-up webinar next week. The second session will build on the first, and will discuss even more advanced usage of Business Rules. Advanced Business Rules (Part 2) User-defined Business Rule Events Business rules based on custom object types New Event Creation Times and Calendars Custom Notification Methods Time Bombs Tips & Tricks Troubleshooting Tips etc. When: Thursday, July 29, 2010 11:00 AM - 12:00 PM CDT Register here: https://www1.gotomeeting.com/register/138608689

Reminder: Advanced Business Rules Webinar this week

July 20, 2010 Just a little reminder that I will be hosting a webinar this Thursday. Topic: Advanced Business Rules (Part 1) Understanding Rule Properties Understanding recipient aliases Creating your own rule properties Better ways to search/view business rules Tips & Tricks etc. When: Thursday, July 22, 2010 11:00 AM - 12:00 PM CDT Register here: https://www1.gotomeeting.com/register/902787625

Upcoming Free Training Webinars: Advanced Rulemanager and Business Rules

July 14, 2010 I previously announced an Advanced Business Rules and Rulemanager talk. After further consideration I’ve decided to break this into two sessions. There’s a lot of information to share, and I don’t want to rush it (nor do I want everyone overwhelmed with too much info at one time). Advanced Business Rules (Part 1) Understanding Rule Properties Understanding recipient aliases Creating your own rule properties Better ways to search/view business rules Tips & Tricks etc. When: Thursday, July 22, 2010 11:00 AM - 12:00 PM CDT Register here: https://www1.gotomeeting.com/register/902787625   Advanced Business Rules (Part 2) User-defined Business Rule Events Business rules based on custom object types New Event Creation Times and Calendars Custom Notification Methods Time Bombs Tips & Tricks Troubleshooting Tips etc. When: Thursday, July 29, 2010 11:00 AM - 12:00 PM CDT Register here: https://www1.gotomeeting.com/register/138608689

Rulemanager webinar follow-up

July 8, 2010 Thanks to those that attended today’s webinar on Rulemanager. We had a good turnout, and some good questions from attendees. Slides The slides from today’s presentation are available on Slideshare.   Links Rulemanager Wiki: http://rulemanager.wikispaces.com/ Blogs: https://clarify.dovetailsoftware.com/search/?q=rulemanager Knowledgebase Articles: http://www.dovetailsoftware.com/resources/solutions/rulemanager.aspx Code I was asked to share the script I used to post a message to Campfire using a web service. I’ve posted CampfireSpeak.bat and CampfireSpeak.ps1 to github: http://github.com/gsherman/powershell And here’s the business rule message I used: c:powershellcampfirespeak.bat [Object Type] [Object ID] has been dispatched to the [Current Queue] queue. http://myserver/agentlite/cases/summary/[Object ID] Also, you do this same thing using curl without using Powershell. I blogged how to do this previously here. Upcoming Webinar: Advanced Business Rules I’ll be doing a follow-up webinar in 2 weeks. The second session will build on the first, and will discuss more advanced usage of Business…

Reminder: Rulemanager and Business Rules Webinar this week

July 6, 2010 Just a little reminder that I will be hosting a webinar this Thursday. It will be an introduction and overview of Rulemanager and Business Rules. What is Rulemanager? What is a Business Rule? What can business rules do (and not do)? Examples Extensibility Clarify Rulemanager vs. Dovetail Rulemanager etc. When: Thursday, July 8, 2010 11:00 AM - 12:00 PM CDT Register here: https://www1.gotomeeting.com/register/247692112

Upcoming Free Training Webinars: Rulemanager and Business Rules

June 28, 2010   A few months ago, I threw out some thoughts regarding Clarify training and knowledge: One of the themes I’ve picked up on recently is that there seems to be a lot of organizations who still use Clarify /Amdocs, but not to its full potential. Nowhere near its full potential. I’ve recently talked to a bunch of people who don’t really know how to use it fully, extend it, what functionality is available, or even how to maintain it. I’ve seen the same issue on both sides of the house: Technical IT resources who don’t know how to customize it, what all of the moving components are, what to do when something goes wrong, or even where to look for knowledge, Business resources who don’t fully know what the product is capable or what exactly they even have. For example,…