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Clarify interview questions

July 1, 2009 There was a recent discussion in the Clarify CRM Professionals group in LinkedIn regarding the GeekInterview Clarify CRM Interview questions. (and no, I didn't have anything to do with these questions) Take a look - what do you think? Are these good questions? Are the answers accurate? Are they the kind of questions you would ask if you were at Amdocs and hiring an employee? Are they the kind of questions you would ask if you were hiring an Amdocs/Clarify consultant to work on your project? What questions would you ask? I posted my comments in the Clarify CRM Professionals group in LinkedIn - but my short answer is I think these questions are terrible. What say you, dear readers?

Dovetail Developer Training, August 10-14

June 24, 2009 Our next Dovetail Developer Workshop is scheduled for August 10 through August 14 here in Austin, TX for developers interested in learning how to configure, manage and customize a Dovetail CRM environment. Space is limited, so please register ASAP by simply sending Nathan Shilling an email, or calling (512) 610-5455. The workshop will kick off with a review of the Dovetail CRM components and the base-line architecture. Later sessions will walk participants through the installation of each of the Dovetail CRM modules, with hands-on programming labs where students will acquire skills and develop expertise to build new functionality, which they then can utilize to extend and customize their own CRM environment. For instance, you will: Learn how to extend your schema using SchemaEditor; Import data using ArchiveManager; Perform data access operations using the Dovetail SDK; Learn how to use Dovetail…

Using SqlHelper in a .Net application

In the Dovetail SDK, there is a very useful SqlHelper class. SqlHelper provides a convenience and data provider-agnostic wrapper around ADO.NET. This allows an application to execute SQL commands in a database.   SqlHelper has various ways of being initialized, which all depend on a DbProvider instance to make a connection to the database. In most applications the DbProvider is separately instantiated based on configuration, so the examples here will not detail that process.   SqlHelper can execute a variety of SQL commands. SQL SELECT statements are usually performed by the ExecuteDataSet method. The ExecuteNonQuery method can be used to perform other SQL commands such as UPDATE or DELETE statements. ExecuteScalar is used frequently to get a value returned from a SQL statement for use later in the application.   public void SqlHelper_example() {     var sqlCommand = "select title, id_number from table_subcase";    …

Creating Bug-Free software

June 4, 2009 I've heard some rumblings of late about software companies claiming that they have bug-free software, while behind the scenes they are simply closing bugs that have been opened without actually fixing them. Well, this is certainly a much easier way to create bug-free software that actually having disciplined engineering practices. We can do this pretty easy by simply creating a business rule that calls a script. The business rule Object Type: Change Request Rule Name: Bug Free Rule Set: Best Practices Start Event: Create Conditions: None Action Title: Go bug free Message Type: Command Line Start Action: 0 minutes From: Event Creation Using: Elapsed Time Command Line: C:WINDOWSsystem32WINDOW~1v1.0powershell.exe C:workPowerShellScriptsGoBugFree.ps1 "[Object ID]"   The Script GoBugFree.ps1: $IdNumber = [string] $args[0]; $ClarifyApplication = [Fchoice.Foundation.Clarify.ClarifyApplication] $ClarifySession = $ClarifyApplication::Instance.CreateSession() $qualityToolkit= new-object FChoice.Toolkits.Clarify.Quality.QualityToolkit( $ClarifySession ) $bugSetup = new-object FChoice.Toolkits.Clarify.Quality.CloseCRSetup($IdNumber) $bugSetup.Status = "Will Not Fix" $bugSetup…

A plethora of uses for Dovetail Mobile

May 27, 2009 Dovetail Mobile has quickly become one of my favorite products. Although it was originally designed for use on Mobile devices, it seems that I'm constantly coming up with new ways to use it. On a Mobile Device In its original intended state: on a mobile device.   On the Desktop As I've shown before, a little bit of styling makes it pleasant to use on the desktop.     Within a Google Gadget From a previous post: Clarify / Amdocs / Dovetail access from a Google Gadget     Within Outlook You can easily add a folder in outlook that points to a URL. That makes it easy to incorporate Dovetail Mobile within Outlook. This is easy to setup. Create a folder in Outlook, right-click on the folder, choose Properties. Check the box that says "Show home page by default",…

Prepping for a demo

May 20, 2009 I typically have a checklist of things that I go through before I give a demo or presentation. I know Scott Hanselman does as well: Have a Pre-Talk Checklist and Demo Reset The following is a set of checklist items and tips that I use before doing a demo. Demo Prep Close all apps that won't be used. I know this sounds like a duh!, but I've seen no shortage of Outlook toast popups, and Instant Message popups during someone's presentations and demos. Setup a one-click restore of my database. I have a simple BAT file for SQL Server that looks like: sqlcmd -Usa -Psa -Q "restore database dovetail from disk = 'C:db_backupsdovetail.bak' with replace" Start the apps that you'll be using - especially the slow ones. I know Visual Studio takes 4 minutes to startup on my laptop. 4…

Applying Game Mechanics to Customer Service and Support systems

May 12, 2009 I've been having an ongoing conversations over the last few months with Kevin Leahy around applying gaming mechanics on top of enterprise systems. I'm still trying to get my head around a lot of this, so I'm using this post to jot down some of my ideas, some of the background, and to use it to hopefully continue the conversation with others. It's far different than most of my how-to posts. Mostly, its a brain dump.   Can we use gaming mechanics to influence the behavior of users of our system?   Would this improve our service? Can we make work more fun? Would this lead to happier employees, thus leading to happier customers? What is a Game?   what is a game? “a rule-based activity involving challenge to reach a goal" (fromhttp://www.changemakers.net/node/1308) a more informal definition: a structured experience with rules…

Introducing Dovetail DataMap

April 27, 2009 Update: I’ve modified this post as what were called DataMaps are now called ModelMaps. You can download the source from the Dovetail Bootstrap project. I want to introduce a handy library called ModelMap we created during the development of Dovetail Mobile. ModelMap makes it easy to populate model objects from a Clarify/Dovetail CRM database. It is a sort of one-way Clarify specific object relational mapper tool. Your CRM data to Objects It is very common to need a way to pull data out of your CRM for creation of a user interface. What if you could define a plain old C# object as your model and a map which defines how data in your Clarify database should populate that .Net model class? Does this sound better than hand rolling your own code every time? I hope it does. Let’s take…

Clarify / Amdocs / Dovetail access from a Google Gadget

I was playing with Google Gadgets a bit lately, and wanted to see what I could do with creating a gadget for Clarify / Amdocs / Dovetail.Gadgets are simple HTML and JavaScript applications that can be embedded in webpages and other apps.Google has good details on gadgets - how to use them, how to create them, etc.Here's what I came up with: What can we do with this gadget?Review my open cases:Review recent activity for your workgroup (in this case, the user belongs to the Administration workgroup):Work a case, including workflow (assign, dispatch, etc.) log phone notes, send email, review the case history, change status, close the case, etc. :  Search the knowledgebase (solutions), cases, or both:access the knowledgebase (solutions):There's a few other things you can do as well, but you get the point. How is this done?In all honesty, it's actually…

Installing Visual SVN Server

April 15, 2009 After being forced to re-install a Apache hosted Subversion service I decided to use Visual SVN Server and found the process of migrating from a existing multi-repository Apache Subversion service to be quite straight forward. I did learn a few things along the way that I wanted to share. Why I Had to do it. (a.k.a Whoops!) I did a dumb thing. I attempted to upgrade the version of our own existing Apache Subversion service in the middle of the day. You likely know how the rest goes, terribly. I Backed up all the files I was going to touch and dropped in the new .dlls in the right places and viola upgrade! right?. Not so much. The server didn’t start. So I reverted to my backups and the server still didn’t start. Oh noes!!!111one. Apache puked and people started…