Incorporating Dovetail Search into your Case and Solution Workflow within the Clarify Client

An additional customization is provided with Dovetail Search for Clarify that allows Search to be incorporated into your case and solution workflow. For example, from the Case form, clicking the Dovetail Search button will open the Search form, and can search Solutions using the case title. A solution can be opened from the Search results form, and the Link to Case button on the Solution form can be clicked, which will link the solution to the case.

Clicking on the Dovetail Search button from the case form:


opens the Search form, and automatically executes a search using the case title:


Clicking on one of the solutions from the search results opens the Solution form:


and then clicking the Link to Case button links the case to the solution.

Super easy.