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Can we help you purchase more software?

February 13, 2008 As I mention in a previous post we are using Campfire a lot these days. I just asked Doc to add an account for our Dovetail to Campfire integration and it caused us to brush up against our user limit. Campfire lets you know this in a non-invasive and graceful way. As an administrator you may not like the idea of all your users seeing a message like this. But it works. Users know to expect issues if more people login and they can email the application administrator if necessary. Also making this limitation visible likely helps Campfire sell more software. At Dovetail Software our user licensing has the idea of a grace license limit. If you hit your user limit on Dovetail CRM we can allow a few more users into the system so that you have time to…

Testing Business Rules

January 3, 2008 More and more I'm starting to pay attention to the discussions regarding DSLs (Domain Specific Languages). Specifically, I've been thinking about business rules as a sort of DSL. Scott Bellware and I have had many conversations about this. To me, how we define business rules is a good example of a Business DSL.   A simple business rule example: Object Type: Case Rule Name/Description: Notify all queue members upon dispatch Start Event: Dispatch Cancel Events: Accept Conditions: None Action Title: Notify Queue Members Who to Notify: Current Queue Members Start Action: 0 minutes From: Event Creation Using: Elapsed Time Repeat Every: 4 hours Repeat for: 999 days Message: [Object Type] [Object ID] has been dispatched to queue [Current Queue].     Ayende had a recent post that touched on keeping DSLs under source code control, and testing DSLs.   This got me to thinking about an issue we have in Clarify today.   If…

Are Queue Supervisors also Queue Members?

December 10, 2007   We've recently had a couple questions from customers in regards to queue members and supervisors. There is definitely some weirdness here, so hopefully this post will clear up a little confusion.   In Clarify, there are two relations from queue to user: queue2user, a ManyToMany relation, which is the users assigned to the queue queue_supvr2user, a ManyToMany relation, which is the users supervising the queue Queue Membership in the Clarify UI   In the Clarify Classic Client, when you add a user as a supervisor, you see the user listed only as a supervisor.   For example, here I just added the user "texas" as a supervisor of the WebSupport queue. Notice that he shows up in the Supervisors list, but not in the Members list. As expected. Notice there are only two queue members listed.   Queue Membership…

Commitment warnings and escalations – only by email?

November 27, 2007 It seems like Rulemanager sends all commitment notifications (warnings and escalations) via email.It does not seem to honor the notification preferences of the user (Pager, Notifier, etc.).Is this true?If so, is there a way to have commitment notifications honor the user’s notification preferences?

Automatic Subcase Creation

November 14, 2007 While working with a customer this week, they asked about automatic subcase creation, similar to Clarify's Task Manager module.   For example, if a new case of type "New Employee" is created, then I want to automatically create 3 subcases: One subcase for setting up network accounts, dispatched to the network queue One subcase for ordering office furniture, dispatched to the furniture queue One subcase for ordering a new computer, dispatched to the hardware queue   This is easily accomplished with a business rule and a simple script. The script   A simple PowerShell script (my favorite new scripting environment) which takes 1 input parameter (a case id number), and then calls the CreateSubcase API that is part of the Dovetail SDK to create subcases and dispatch them to the appropriate queue.   $connectionString = "Data Source=moorea;Initial Catalog=dovetail;uid=gary;pwd=not4youris"; $databaseType =…

Firing Business Rules based on the business hours of a queue

November 6, 2007 One of our customers posed an interesting problem to me this week. They have offices in different locations, in different time zones, with different business hours. The employees in these offices work on different hours from one another, meaning that while one group is working, another group is not working, and vice-versa. The issue comes in when one group dispatches a case to a queue to be worked by the other group. More specifically, the issue is when the queue members should get notified by RuleManager. If the queue members are off-hours, then they should get notified as soon as their next work day starts. Seems like it should be straight-forward. Let's give it a go. First Try Let's create a specific test example to illustrate the notification process. I created two sites, the Texas Support Center (in CST), and…

Clarify Rule Manager: The Final Answer

Static image October 16, 2007 Clarify Rule Manager, and Dovetail RuleManager, are the all-important modules that manage the business rules such as when to escalate an open case to the next level of response. Being able to work with Rule Manager is crucial of course, and questions arise from time to time.   One conversation about Rule Manager and Time Bombs in the ITtoolbox forums lasted for six years. Started in August 2000 with a question about time bomb errors, the thread finally ended (or so it seems) last year, when Dovetail Software, experts in the Clarify install, supplied the last word.   “When a rule changes via the Clarify classic client, Clarify creates a timebomb with the title of the rule and the flag of 131076 (0×20004). No other information on the timebomb are relevant (relations are all null, the times are the zero time, etc.).…

Amdocs Clarify Dashboard Tutorial

Static image September 6, 2007 How does the user of the Amdocs Clarify CRM system derive real-time situation analysis – business intelligence for Clarify – in easy-to-use dashboard views of the Clarify data? One simple answer is Dovetail Software’s RuleManager – a drop-in replacement for the Amdocs Rulemanager product – as detailed in the following example.   We’ve been discussing business intelligence for the last few days, the need to integrate data, and the need to present business users with very simple tools. In the background, Dovetail’s own Gary Sherman has written an extensive tutorial showing precisely how to: write business rules to reflect real situations; query the Clarify database for current situations; export the retrieved data as XML; and display them in color-coded graphics in the form of dashboard gauges.   The result is an attractive graphic display, understandable at a glance, showing real-time business intelligence – in this…

SLA Monitoring

August 31, 2007 One of the common tasks for a support/call center manager is making sure the team is living up to its service level agreements (SLAs). Pretty much every customer I've ever dealt with has different SLAs. As you can imagine, there's a zillion ways for companies to setup and track their SLAs.   Example SLAs:   All cases must be responded to within 2 business hours All Urgent priority cases must be responded to within 1 hour regardless of business hours All cases must be responded to within the phone response time as stated on the contract All cases must be closed within 5 days. All subcases of type "Hardware Upgrade" must have a technician onsite within 36 hours. All new cases for a Gold level customer must get a call back from a senior tech within 1 hour. An initial response…

A new version of fcSDK and finalizing the move to .NET 2.0

August 28, 2007 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. To obtain this release, create a request using Dovetail SelfService, or send us an email. .NET 2.0 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: fcSDK SchemaEditor RuleManager SEC.NET