March 7, 2018
Update your Clarify Environment Dovetail has a total system approach to update and modernize Clarify and addresses all aspects of the system, from the user interface and its customization framework to the backend server applications and security. It is possible to completely overhaul your whole system or just as easily solve one or two particular issues. What our solution does is allows organizations to infuse current technologies with new life - an updated and modernized system by expanded methods of deployment, increased functionality, simplified customization and administration, as well as this: lower costs. <- Who doesn't want that? Access Through the Web Dovetail offers a completely independent framework for accessing Clarify data through the web. This framework can be used to replace your existing access points to Clarify such as the classic client, eSupport, and smart client or it can…
Update and Modernize Your Clarify Environment
March 7, 2018
Update your Clarify Environment Dovetail has a total system approach to update and modernize Clarify and addresses all aspects of the system, from the user interface and its customization framework to the backend server applications and security. It is possible to completely overhaul your whole system or just as easily solve one or two particular issues. What our solution does is allows organizations to infuse current technologies with new life - an updated and modernized system by expanded methods of deployment, increased functionality, simplified customization and administration, as well as this: lower costs. <- Who doesn't want that? Access Through the Web Dovetail offers a completely independent framework for accessing Clarify data through the web. This framework can be used to replace your existing access points to Clarify such as the classic client, eSupport, and smart client or it can…
July 25, 2016
Task Manager for ClarifyI decided to write this to help me get my head around the business end of our new Task Manager product for Clarify. Gary Sherman has put together several posts recently:Dovetail Task Manager IntroductionCreating Custom Tasks for Dovetail Task ManagerTask Manager Trick: Properties with Static Text & a Case PropertyEach of these posts does a great job explaining the technical merits of Dovetail Task Manager, but I felt like I needed to run through some more real-life scenarios to fully understand it. Hopefully, you will find some value here too.The Ease of Task ManagerIt turns out, it’s not really that hard to understand. If you have a business process with multiple activities that could be handled independently of one another, Task Manager makes it easy to set up and maintain. If you have several processes like this,…
July 5, 2016
Clarify SupportMany organizations who utilize Amdocs Clarify or Dovetail CRM also employ field based specialists to support everyone and everything from end customers, smaller satellite offices, clinics, retail store fronts, to various campuses or colleges associated with a larger, central university perhaps. They could be IT technicians, seasonal staff, lab support, just about any type of field deployed employee.When the deployment of field personnel reaches a point of needing to be managed on a sizeable scale, technology typically comes into play. There are more than a few providers offering this type of technology, but is the use of these specialty offerings simultaneously creating a rash of ROI killing effort on the backend? Is it tied directly into the CRM where you’re already managing cases and tracking work and workflow? If not, is this causing disparate cross-functional reporting and/or increasing reporting…
June 29, 2016
We recently released Dovetail Agent version 11. Here’s a quick rundown of the major changes. Canned ResponsesCanned responses are re-usable text snippets that you can use when logging emails or notes. Canned responses can save you time if you’re often typing similar responses. Users can create personal canned responses, and can also share canned responses to workgroups, or to everyone.They can include dynamic properties, such as the Case Title, Status, or Customer information. Markdown is supported as well, meaning these canned responses can contain rich text, tables, images, hyperlinks, etc. Example: Salutation and Signature Example: Images and Links Select a Canned Response for useOnce some canned responses have been created, from a Log Email or Log Note, users can select one, which will automatically insert that response into the text area. Canned Response inserted into a note I’ll have another post soon that covers Canned Responses…
September 11, 2015
Customer Service in Your Selection of Software VendorsI was reading Naomi Bloom’s blog post, “In Enterprise Software and Luxury Accommodations, Details Matter and No Disappointment Accepted” and it got me thinking. While Naomi is referencing HR software, her points apply to all Enterprise Software and she makes a really good comparison, yet I will add another element, Customer Service. Things will happen, whether at the luxury accommodations or with your Enterprise Software. The key question becomes what does the establishment/vendor do when there is a problem? That will probably be what you remember more than the actual problem.Addressing Enterprise SoftwareIt is inevitable that there will be problems during implementation. Any software vendor who tells you they never have problems is lying to you. Expectation differences, communication gaps, the customer environment is slightly (or vastly) different than the vendor was told/expected…