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Tag: Amdocs Clarify CRM

Dovetail Mobile on tablets

January 17, 2012 The question has come up a few times: can I use Dovetail on a tablet?  Well, Dovetail Mobile supports mobile devices, and a tablet is a mobile device, so it should work, right? Yes, indeed it does. Our Dovetail Mobile app works great on tablets.   And for and for those Clarify customers who want to access their Clarify system via smartphones and tablets, Dovetail Mobile is a great choice for this. We’ve certainly seen more and more organizations allowing employees to use their own devices, so having apps that are compatible with a user’s device is important. Web apps are a great choice for this.   I’ve captured a few screenshots using a few different devices (iPad, Kindle Fire, and a Motorola Xoom), so you can see that Dovetail is compatible with a variety of tablets.     iPad   Kindle Fire  …

What’s New in Dovetail Agent 4.5 : Part 3

January 12, 2012 We’re continuing on with highlighting some of what’s New in Dovetail Agent 4.5. Part 1. Part 2. Multiple phone numbers and email addresses for contacts I’ve posted in the past about multiple email addresses for a contact, and how we have existing schema for this within Clarify, but we needed the UI to support this. Dovetail Agent now provides this UI. Contacts can now have unlimited phone numbers and email addresses. There is a new Phone/Email tab used to manage the phone numbers and email addresses for a contact. In addition, all of the additions/changes/deletes of these email and phone numbers are tracked in the activity log: Link Solutions to Closed Cases A common workflow we see here is: 1. A case is opened for a customer 2. We work with the customer to figure out a resolution to the…

What’s New in Dovetail Agent 4.5 : Part 2 : Search and Query

We’re continuing on with what’s New in Dovetail Agent 4.5. Part 1 is available here. Simplified Search Tips We’ve simplified the Search Tips page, making it easier for users to understand all of the robust searching capabilities that are available. Simplified Date Searching We’ve simplified searching using a date/time property. The baseline date/time range search can be a little cumbersome. For example, to search for items created in December of 2011: created:[20110101 TO 20111231] That syntax is still available for use, but we’ve expanded data/time searching for some common scenarios. Search for items created today: created:today Search for items created in the last 30 days: created:30days And that number (30) can be any number: created:7days, created:365days, etc. And, of course, you can combine this with other properties and keywords, and even save it as a favorite. Here’s my search for…

What’s New in Dovetail Agent 4.5 : Part 1 : Console

Dovetail Agent 4.5 was recently released, so I figured it was a good time to highlight a few of the things that are new in this release. BTW – did you know you can subscribe to our Dovetail product release RSS feed – so you’ll always know about new releases? Console Improvements We’ve improved the user interaction quite a bit in the main console pages. Right-click operations replaced by Actions button. Previously, you could right-click on an item in the console to perform workflow and log operations. This is how it used to look: Right-clicking in web-apps is not really expected. So we’ve replaced it with a more common and expected Actions button located at the top of the page. If there’s only one item selected, the menu will show all of the actions available for that item type: If…

Automated Deployment for Clarify Example

January 11, 2012 Last year I posted about automated deployments for Clarify. From that post:   Doing automatic deployments of Clarify changes is pretty straightforward. If I was starting off, I would use a contemporary build script tool such as nant or rake, and simply have it call out to your schema editing tool (Dovetail SchemaEditor, or ddcomp) to perform schema changes, use an import tool (such as Dovetail ArchiveManager, or dataex) for importing forms, and then compile your Clearbasic code using CBEX, or just import it as a DAT file using Dovetail ArchiveManager. File copying, registering components, configuring web servers, and setting permissions are all common tasks that are available in these build tools as well.   Should you also need to do additional stuff in your database, some code that uses the Dovetail SDK can be useful.   You could tie this…

Better message notifications in the Clarify Client

December 12, 2011 One of the common ways to do a message / notification to  user from a from within the Clarify Classic Client is with a simple popup message box.   For example, if the user does a save operation on a form, and the save is successful, then it’s not uncommon to see a simple message box posted. Sub btn_message_click() App.MsgBox "Something Interesting Just Happened" End Sub     These messages are purely informational. We’re not requiring the user to make a decision – we just want to tell them something.   The problem is that these message boxes interrupt the user’s flow. Don’t interrupt my flow, man   Alan Cooper, in his book About Face 2.0, calls this stopping the proceedings with idiocy. And that's exactly what it is.   There is a particular form of excise that is so prevalent it…

Credit Card Authorization via Clearbasic

May 27, 2011 I was recently asked if we could tie into a credit card authorization service from the Clarify Classic Client.   The particular service in question was Authorize.net, which allows merchants to accept credit card payments.   What’s nice about Authorize is that they expose web APIs that can be called via HTTP. Their developer site is pretty good – with lots of different options, and sample code in a variety of languages.   I’ve blogged in the past about making web requests and consuming result sets, so the approach here is similar – although in this instance it’s even easier. The results from Authorize are just a delimited string, which is much easier to parse in ClearBasic than JSON. Giddy Up   I signed up for a test account, grabbed some sample code from their site, and ported it to ClearBasic.   The API is pretty much what you expect…

How much disk space do I need for Seeker indexes?

May 25, 2011   As we continue to roll out new instances of the Dovetail Seeker search engine to our customers, one question that frequently arises is: How much disk space do I need for the Dovetail Seeker indexes? A little background   Dovetail Seeker contains two major components: indexing and searching. Before you can search for your data, you need to index it.   An index is a collection of searchable data organized into documents, each having many fields of information. Every document in the index is a potential search result with each document's field potentially containing one or more searchable terms.   For example, you will likely wish to search for cases. For each case in the system, the indexing application will add adocument to the index containing details about that case. The document will contain at least an id, title, and case summary. Once…

Automated Deployments for Clarify

March 7, 2011 I had an inquiry this week asking about our experience with automatic deployments for Clarify – specifically around deploying ClearBasic code and schema changes.   So I jotted down a few rambling thoughts that might be useful to others. Most of this stuff is pretty standard for software development shops, but not as common in enterprise internal IT organizations. (But it should be!)   At Dovetail, we have lots of experience in automated deployment. Let me lay out some of our experience and tools and scenarios.   Obviously, one of the big benefits of automation is that repeatable work can be moved from a manual to an automated strategy, and by reducing the manual components, we can eliminate the human error factors, while also improving productivity and increasing employee happiness. Customization Replicator   Years ago, we created a product called Customization Replicator (CR).  …

Complimentary Webinar – Contemporary Search for Clarify / Dovetail Systems

January 18, 2011 For years, organizations have been filling their CRM system with information. A common challenge is finding this valuable information within. In this webinar, we’ll cover traditional approaches to search (including the challenges of these approaches), and then we’ll look closely at use of a more contemporary search solution, including non-traditional ways to use search within a Clarify / Dovetail system.   Topics Search usage Search Technologies – Traditional and Contemporary Use of search in different applications Search as part of workflow Architecture Extensibility Demonstrations When Wednesday, February 2, 2011 11:00 AM - 12:00 PM (Central Time) Register Register at: https://dovetailsoftwareevents.webex.com/dovetailsoftwareevents/onstage/g.php?t=a&d=661099603 Call for Ideas Have something specific you’d like to hear or discuss in the Search webinar? Let’s hear it! Have an idea for a topic for a future session? Please share! We'd love to hear your ideas. Interested in presenting,…