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Query Converter – a New Tool to Migrate ClarifyCRM Queries to fcQuery Objects

November 18, 2008 Long time ClarifyCRM users may have a number of traditional Clarify queries accumulated over time. After such a business acquires Dovetail Software CRM products for Clarify database, it becomes one of the migration issues: how to reuse Clarify queries in the new thin client.   Dovetail Software Agent has no built-in support for Clarify queries, and for a good reason. fcQuery is far superior to traditional Clarify query model and all the users are highly encouraged to abandon Clarify queries in favor of fcQueries. If the business no longer uses Clarify Classic Client, migration is a must.   Until the release of Dovetail Agent v.4.2. the only way to move a Clarify query to fcQuery was to recreate it manually.   The new Dovetail Query Converter makes migration of Clarify queries into fcQueries very easy. Clarify Query vs. fcQuery These are the…

Dovetail Search for Clarify

Ever since we introduced Dovetail Seeker this summer, I was anxious to incorporate its capabilities with our applications. It is integrated within Dovetail Agent, Dovetail SelfService, and Dovetail Mobile Agent. Kevin also demonstrated how to incorporate it into your own applications (his particular example was integrating Seeker with an ASP.NET 2.0 web application). We've now integrated Seeker with the Clarify Classic Client, bringing the simple and ubiquitous search box into Clarify. Dovetail Search provides the User Interface (UI) for searching and displaying retrieved search results. Dovetail Search for Clarify makes a request to Seeker, and Seeker returns a set of search results. Dovetail Search displays these results in a simple, intuitive format. What can you search?You can search any data in your Clarify database. Out of the box, Dovetail Search is configured for searching cases, solutions, change requests (bugs), subcases, and part request details. Its easily configurable, so…

Site And Contact Merge Tools in Dovetail Agent

Dovetail Agent v.4.1 has been expanded to include two tools to merge duplicate sites and contacts. Before Dovetail Agent v.4.1, this functionality was available as Clarify Classic Client extension known as fcMerge, which is still available as a separate product. While fcMerge is also capable of handling duplicate address, part, and employee records, Dovetail Agent version of the tool concentrates on sites and contacts only, as these are the most likely ones in need of merging. The new tools do not use any Clarify technology. No more Clarify form customizations are required. I'd like to use this opportunity to stress out the importance of having contact and site duplicates eliminated from the business process. Why is this important ? Due to spelling errors made by Call Center agents or automated feeds, there may be a situation when one contact or…

Dovetail Mobile Agent: Only show the queues that have stuff in them

November 5, 2008 As I've mentioned before, I use Dovetail Mobile Agent for my day-to-day case activities. Its simplicity and ease of use really pleases me. Even though it was targeted as an app for mobile devices, it works just as well using normal browsers on desktops & laptops. On the Home page, there's a link to My Open Cases, Recent Activity for my workgroup, as well as a list of My Queues (including the number of items in the queue). But, its not actually all of my queues. Its only the queues that have stuff (such as cases) in them. If a queue is empty, I don't care about it. So it simply doesn't show up. Nice. In our production environment, I belong to 19 queues. And all of them show up in the Classic Clarify Client: Most of them are empty,…

Looking for your opinion on linking cases to solutions

One of the more underused features within Clarify/Dovetail is the ability to link cases to solutions. Its a great feature - I just don't see it used often enough. This allows organizations to track which solutions are used the most, and use that information to feed back to production groups (development, engineering, documentation, etc.) to help prioritize changes/fixes/enhancements. Solutions Solutions have a title, an id, and a description of the problem. They also have 1 or more resolutions (workarounds). For example, take a look at this solution on our website. It has a title:  Dovetail SDK Web Service calls return a Could Not Load Assembly error an ID: 348 a description of the problem: Could not load the assembly 'FChoice.WebServices.Clarify,... and 2 resolutions (which I'm paraphrasing here): 1. run the Dovetail SDK installer 2. copy the "bin" directory from the…

Getting Things Done – with Dovetail ArchiveManager (DIET)

October 24, 2008 I am currently working on a project where I need to take a database from empty to usable with a script file. I am at the point where I need to import data files, and the data files I need to import don't exist. The customer has the data, and luckily they have a tool to create nice, tidy data files for me - Dovetail Software's Data Import Export Tool (DIET).   The challenge for me is to make it easy for them to use DIET, so I can get the data files that I need.   DIET is the perfect tool for the job, because it is designed to do exactly what I need. I need data from three related tables in the database for this file, so I created a directives file to specifically control what information to…

Resize text areas on any page

October 23, 2008 We use Community Server for both our internal as well as our external blogs. One of the things that I hate is the tiny textarea that they give you for entering comments:     Solutions If you're using Google Chrome, it allows you to easily drag and resize and textarea. It just works - nothing to do.   If you're using Firefox, there's a bunch of Firefox add-ons, as well as a bunch of GreaseMonkey scripts for doing the same thing. I grabbed this GreaseMonkey script: Textarea Drag Resize It allows me to easily drag and resize any textarea:   No more tiny textboxes. Sweet!

Dovetail Mobile Agent and Your Recent Case Activity

One of my favorite features in Dovetail Mobile Agent is the Recent Workgroup Case Activity view which displays a listing of all  the cases recently modified by agents in my workgroup. At the end of the day I sometimes browse Recent Case Activity using my Dash from the comfort of a bar stool or easy chair. Here is a snapshot of the Call Administrator workgroup (my emphasis not some silly CSS style) This is also quite a handy view for Support Managers wishing to keep tabs on their minions agents. Why filter by workgroup? The short answer is to avoid drinking from the support information fire hose. We are using the employee workgroup as an way to logically divide up an organization. For most organizations trying to see all case activity for any reasonable time period, say a day or…

Blackberry’s Web Browser Caching Stinks

Ran into an issue taking Dovetail Mobile Agent for a test spin on a Sam’s Blackberry Pearl. We noticed pretty quick that web pages were not getting refreshed. It was really obvious when I logged in to my account using Sam’s phone and saw his cases rather than mine. It turns out that the web browser on this particular Blackberry does not check with the web server to see if a particular web page has been updated. We found a pretty easy fix. Just add a Cache-Control HTTP header to every web page sent by the web application. Every page?! Isn’t that hard? Nope. Here is how to solve the problem on IIS6:

Consuming JSON in ClearBasic

October 22, 2008 Recently I had the need to consume JSON in ClearBasic. For example, I make a request to a web service, and the service returns a result set in JSON format. I want to display those results within Clarify. JSON JSON (JavaScript Object Notation) is a lightweight data-interchange format. JSON is a pretty popular data transfer format, especially for the web. Here's an example of a simple JSON object: { FirstName: Joe, LastName: SixPack, Programming Languages: [ClearBasic, Perl, Ruby] } A real-world JSON example I can make an HTTP request to a Google API to perform a web search. The result will be in a JSON format. For example, a search for "fcsdk powershell" can be made by using this URL: http://ajax.googleapis.com/ajax/services/search/web?v=1.0&q=fcsdk%20powershell The result will be this: {"responseData": {"results":[{"GsearchResultClass":"GwebSearch", "unescapedUrl":"http://blogs.dovetailsoftware.com/blogs/gsherman/archive/2007/04/25/using-the-fcsdk-in-powershell.aspx", "url":"http://blogs.dovetailsoftware.com/blogs/gsherman/archive/2007/04/25/using-the-fcsdk-in-powershell.aspx", "visibleUrl":"blogs.dovetailsoftware.com", "cacheUrl":"http://www.google.com/search?qu003dcache:u9RLwKjiIPYJ:blogs.dovetailsoftware.com", "title":"Gary Sherman : Using the u003cbu003efcSDKu003c/bu003e in u003cbu003ePowerShellu003c/bu003e",…