Multiple phone numbers and email addresses for contacts
I’ve posted in the past about multiple email addresses for a contact, and how we have existing schema for this within Clarify, but we needed the UI to support this.
Dovetail Agent now provides this UI.
Contacts can now have unlimited phone numbers and email addresses. There is a new Phone/Email tab used to manage the phone numbers and email addresses for a contact.
In addition, all of the additions/changes/deletes of these email and phone numbers are tracked in the activity log:
We’re continuing on with what’s New in Dovetail Agent 4.5. Part 1 is available here.
Simplified Search Tips
We’ve simplified the Search Tips page, making it easier for users to understand all of the robust searching capabilities that are available.
Simplified Date Searching
We’ve simplified searching using a date/time property.
The baseline date/time range search can be a little cumbersome.
For example, to search for items created in December of 2011: created:[20110101 TO 20111231]
That syntax is still available for use, but we’ve expanded data/time searching for some common scenarios.
Search for items created today: created:today
Search for items …
Dovetail Agent 4.5 was recently released, so I figured it was a good time to highlight a few of the things that are new in this release.
BTW – did you know you can subscribe to our Dovetail product release RSS feed – so you’ll always know about new releases?
We’ve improved the user interaction quite a bit in the main console pages.
Right-click operations replaced by Actions button.
Previously, you could right-click on an item in the console to perform workflow and log operations. This is how it used to look:
Right-clicking in web-apps is not really expected. So we’ve replaced it with a more common and expected Actions button located at the top of the page.
Continuing on with my series highlighting some of the free products we’ve recently made available, today I wanted to give an overview of ROOM. (You can also view the 1st entry in the series: EMU)
ROOM is the Recently Opened Object Monitor for the Clarify Classic Client.
It is often the case that Clarify users open up objects, close them, and then want to re-open them easily and quickly. Suppose, for example, that a case is found by executing a case query. After the case is closed, the user realizes that they need to look at the case again. If they don’t remember the case number, they have to execute the query again to find the case.
Many programs provide a mechanism to retrieve recently opened objects. For example, in MS Word, you can find recently opened documents via …
Back before we were Dovetail Software (we used to be First Choice Software), back before web applications were standard, back when Clarify was still its own company – many of our products were add-ons or enhancements to the Clarify Classic Client. And we had a boatload of them. But as mush as usage of the Clarify Client has declined over the years, there are still many organizations still using it. So we came up with the bright idea to open up some of these add-ons applications, and offer ‘em up for free.
We’ve already released a bunch of them for free (and we’ll be offering up more soon). So I’m starting up a little blog series (can I call it a series when this is the first?) where I’ll cover a brief overview of some of these products. And of …
Dovetail Mobile Agent 2.0 is now available.
New functionality in Dovetail Mobile Agent includes:
Subcase Functionality (creating, editing, closing, workflow, logging of phone calls, emails and notes, searching, privileges, etc.) Password Reset, allowing a user to reset their own password, should it be lost or forgotten Searching of files and attachments (case attachments, solution attachments, etc.) using Dovetail Seeker 2.0 Application-level privilege, allowing administrators to control which users can use Dovetail Mobile Agent. Data Restriction, allowing different groups of users to only see certain data within the system Subcases
Search for files and attachments
Dovetail Seeker 2.0
Dovetail Seeker 2.0 is now available.
Rich Document Indexing
We have added the ability to index and search the contents of rich documents such as Portable Document Format (PDF) or Microsoft Office documents. You can now index and search attachments (case attachments, solution attachments, etc.) You can also index and search files (that aren’t attachments), such as product documentation, whitepapers, etc.
An example of searching attachments:
An example of searching external documents:
New Architecture Benefits
We are now using a message oriented architecture for document indexing. This means that Dovetail Seeker is easier for us to …
New version of fcSDK available
fcSDK version 2.3.2 is now officially available. The big news in this release is that the fcSDK is now built on the .NET 2.0 framework. (fcSDK was previously built on .NET 1.1) There are also number of bug fixes in this release. The documentation details What’s New in this version.
With the fcSDK now ported, this finalizes our migration effort from .NET 1.1 to .NET 2.0.
All of our .NET based products are now built on .NET 2.0:
We’re currently working on version 1.1 of RuleManager. This version was fueled by customer requests, and should be available very soon.
Here’s what’s coming in version 1.1:
RuleManager can now include attachments for emails initiated via a LogEmail action, which are typically made from within fcClient or the Clarify Client. The application taking that action, such as fcClient or the Clarify Client, is responsible for relating the LogEmail (table_email_log) to the attachment(s) (table_doc_inst). Because RuleManager will only attach files that it has access to, we recommend that the path to the attachment is a UNC path such as "\serverpathfile.ext". If RuleManager cannot access an attachment, the email will still be sent without the attachment. RuleManager will log an error when this situation occurs.The working directory of RuleManager is now the directory where RuleManager is installed. This is …