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Clarify Infrastructure Upgrades Continue to Grow in Popularity

January 20, 2015 It’s only natural that legacy Clarify deployments are often supported by outdated or soon to be outdated versions of operating systems and databases.  More and more we’re contacted by clients exhibiting a slight tone of panic in their voices because the database and/or operating system their Clarify CRM software is residing on is soon to be unsupported, leaving them with more questions than answers.  Will our customizations break?  Will our event rules still fire properly?  Will our Outlook version interact properly with legacy Clarify tools after an upgrade?  What the heck are we going to do if something mission critical breaks?  What if our auto-generated customer emails cease to work?  Can you even imagine the increased workload to our support center staff if they have to individually email a follow up to each customer?   Have we waited too long…

New home for Rulemanager companion wiki

October 27, 2014 Back in 2010 I created a wiki for sharing Rulemanager knowledge that went along with some Rulemanager and Business Rule webinars that I was doing. At the time, wikispaces was a great place to host a free wiki. They recently announced that they are no longer offering a free wiki option. So, I’ve moved my rulemanager wiki to Github. You can now find it at https://github.com/gsherman/rulemanager/wiki Github I really dig Github for being able to share and collaborate on projects. We use it internally for hosting our codebases, we use Github Issues for issue tracking, we use their wiki features, and gists for sharing code snippets. In their own words: “GitHub is the best place to share code with friends, co-workers, classmates, and complete strangers.” I agree. What else do we share on Github? Tons of stuff! Bolt – a…

Integrating Clarify/Dovetail with your group chat app

September 19, 2014 Here at Dovetail, we’ve evolved our use of group chat over the years. We used to use Campfire, then went to Hipchat, and now we use Slack. Our dev and support teams are in Slack all day, and I find it much more enjoyable than email. I’ve noticed that the amount of email we deal with now is considerably less. It’s integrated with Github, so we get notifications on Github issues and code commits. And, of course, we post messages based on business rules from Clarify/Dovetail.  For example, a message is auto-posted when a case is dispatched and when it is accepted. As a group, we often discuss a case to help the case owner get it resolved. And this discussion happens in our group chat.  Slack really is pretty awesome. Regardless of which group communication tool you use, it’s…

ThrowBackThursday: Source Code Interface

September 11, 2014 One of our early products in the company was SCI – the Source Code Interface. From the docs: The Source Code Interface provides tight integration between leading source control systems (Visual Source Safe, PVCS, and ClearCase) and  Clarify. A simple GUI is provided to perform all of the source control operations from within Clarify. Gotta love those leading source control systems  - Visual Source Safe, PVCS, and ClearCase! Well, I guess they were leading in 1998. Couldn’t even think about returning to VSS after using Git.

Exploring the Dovetail Support Center

September 10, 2014 I’ve seen a few questions come up recently about our Dovetail Support Center / SelfService portal, so I figured a post was in order. Our portal vs. the app we sell We have our Dovetail SelfService portal that we make available to our customers and community. And we sell a SelfService application. Our Dovetail SelfService portal is basically an older, customized version of the SelfService application that we sell. It’s been customized to provide specific capabilities for our customers. Public Access If you’re not yet a Dovetail customer, there’s a number of things you can do: Access the Clarify/Dovetail knowledgebase Search Browse recent articles Browse articles by product Subscribe to the knowledgebase feed, which will let you know when new solutions become available Access product information Product summary information Latest release version and release date Version history (release version and…

ThrowBackThursday: Tool Time 2001

August 21, 2014 Tool Time was a tradition from the old Clarify user groups. It was a chance to give away some cool tools, with a bit of Tim Allen shtick thrown in.It started in 1995, vanished in 1999, and then we (as First Choice) resurrected it back in 2001 at our Connections user group for Clarify. This was our 2001 Tool Time presentation. Notice that one of the presenters was our own Sam Tyson - who is still rockin' it here at Dovetail today. Gotta love those Office 2000 Powerpoint templates!

Enhanced queries functionality in Dovetail Agent 5.6

August 18, 2014 With the 5.6 release of Dovetail Agent we've really amped up the querying functionality. This is a quick walkthrough of some of the new functionality. Queries Page Click on the Query list icon in the sidebar.This takes you to your Queries page. From here you can: View your existing queries Share, Delete, and Favorite queries View queries that you've subscribed to View queries that have been shared to you Create It Click on the green + icon on the My Queries tab header to start a new queryNow we can add our filters Click on the + (Add Filter) buttonSelect Created from the Name dropdownSelect within last (days) from the Operator dropdownType 30 into the Value textbox.Click ApplyWe now get results back - items created in the last 30 days. Lets add our 2nd filterClick on the Add Filter button…

What’s New in Dovetail Agent 5.6

August 13, 2014 This week we released Dovetail Agent 5.6. Here’s a summary of what’s new in this version. Queries With this release, we've really amped up the querying functionality.  I’ll have another post soon that covers querying in more detail, but here’s a quick summary: A new Queries page, allowing user to easily access My Queries, Subscriptions, and Shared Queries Easily create a new query from the Queries page Queries can now be shared to another user, to a workgroup, or to everyone Shared queries can be subscribed to, which indicates that it's a query that you're interested in. These are queries that you may run occasionally, but aren't quite to the level of a favorite. Queries can now be starred/favorited. Favorite queries are queries that you run frequently, or want easily accessible. These show up in the left sidebar under the…