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Notifications in Dovetail Agent

February 2, 2015 When a business rule fires, most of the time the result is a notification to one or more users. There's a few common ways a user can get notified - email, pager, sms/text messages, and the "notifier". Notifier means that the user gets a notification within the application itself. In the Clarify Classic Client, there is a Notifier form (Desktop - Notifier) where messages are displayed. Notify Server On the back end, Clarify uses  a Notifier service/daemon, commonly referred to as the Notify Server. The Clarify Client communicates with the Notifier service using a Windows socket connection. This is notoriously buggy. It wouldn't always connect, the connection would drop, messages would get lost, etc. Often, the Notifier service would think it delivered a message to the client, and then delete the message from the database. If it didn't actually get…

Commitment Templates

January 28, 2015 In our last episode, we looked at Commitments in Dovetail Agent. When a commitment expires, or is about to expire, the system will notify the user. Rulemanager is what sends out the notification, and the content of the notification message is defined by the commitment templates. Lets take a look at these templates, and see how we can make them better. Templates There are two templates in the system that are used for commitments: Commitment and Warning. These are stored in table_com_tmplte. With the commitment enhancements that we’ve made to Dovetail Agent, we can also enhance the commitment templates to provide more information and context. Commitment Template Here’s the commitment template we provide with Dovetail Agent.  They’re simply DAT files that you import using dataex or DIET. The interesting part of the template is really the action field: RE: Commitment…

Commitments in Dovetail Agent

January 26, 2015 Like a lot of the work we do here at Dovetail, we try to deliver newer, cooler, better software, while still maintaining compatibility with Clarify as much as we can. The commitments functionality in Dovetail Agent is a good example of this. What is a commitment? From the Clarify docs: A commitment is a promise to perform some action by a certain time, such as a promise to call back a customer with a progress update. To keep track of this promise, you can make a commitment. Some folks call them reminders, or ticklers. New Commitments Lets compare the new commitment form in Clarify vs. in Dovetail:   Notice a couple of things: We’ve simplified it down to just the core fields- title, due date, warning (reminder) and notes. We default the due date to be now + 24 hours…

Dovetail Agent: Hello Tags, Goodbye WIPbins

January 23, 2015 Within Dovetail Agent, we’ve replaced WIPbins  with tags. I wanted to explain a bit of the difference, and some of the reasons why we did so.What’s a WIPbin?Your WIPbins (Work In Process bins) contain the objects on which you have agreed to work (that is, objects you have accepted from a queue) or that have been assigned to you.Think of WIPbins like folders that can be used to organize your work.What’s a tag?Wikipedia says:In information systems, a tag is a non-hierarchical keyword or term assigned to a piece of information (such as an Internet bookmark, digital image, or computer file). This kind of metadata helps describe an item and allows it to be found again by browsing or searching. Tags are generally chosen informally and personally by the item's creator or by its viewer, depending on the system.Tagging an objectTagging…

Enhanced queries functionality in Dovetail Agent 5.6

August 18, 2014 With the 5.6 release of Dovetail Agent we've really amped up the querying functionality. This is a quick walkthrough of some of the new functionality. Queries Page Click on the Query list icon in the sidebar.This takes you to your Queries page. From here you can: View your existing queries Share, Delete, and Favorite queries View queries that you've subscribed to View queries that have been shared to you Create It Click on the green + icon on the My Queries tab header to start a new queryNow we can add our filters Click on the + (Add Filter) buttonSelect Created from the Name dropdownSelect within last (days) from the Operator dropdownType 30 into the Value textbox.Click ApplyWe now get results back - items created in the last 30 days. Lets add our 2nd filterClick on the Add Filter button…

Clarify Infrastructure Upgrade Services for MS SQL and Oracle Customers

February 14, 2013 Are you running a Clarify version prior to Clarify 12.5? Is your Clarify database running on a version earlier than MS SQL Server 2005 or Oracle 10?   With the news that MS SQL 2000 will no longer be supported by Microsoft in March, we’ve been receiving a lot of inquiries this month about our Clarify Infrastructure Upgrade Services. While we haven't marketed it as a service in the past, our team has extensive experience upgrading RDBMS Infrastructures for Clarify clients.   It’s very common for organizations that have implemented Clarify over the last 20 years to lag behind on the Clarify version they are running and for good reason. Clarify upgrades are costly, time-consuming and the new features are often not the best fit for their business model. If you’re running an older version of Clarify and need to upgrade…

Native vs. Web Mobile Applications for Amdocs/Clarify

February 23, 2011  It's hard to miss all the changes going on in the mobile phone world lately. Every time you read the news there is something about Apple's iPhone, Google's Android or their respective ecosystems. For me it's been a validation of sorts because I was one of those guys that paid $600 for my first iPhone. Ever since then, I've been fascinated by and watched the smart phone business and things are really getting interesting. There are massive changes taking place as the incumbents struggle to adjust to new players. The stakes are huge because the market, even in its infancy, is already enormous. Having a networked computer in your pocket that is also a phone is incredibly compelling and it seems quite clear to me that it's true what many are saying, that soon smart phone users will outnumber “feature…

CRM Thrives on Open Standards

Static image February 1, 2007 Through all of its evolution, Dovetail Software’s family of CRM products has embraced open standards in the process of bringing extensibility to Clarify’s proprietary code. Open-standard scripting languages such as JavaScript simplify and energize extension and integration throughout the enterprise computing environment. These languages are readily recognized by many applications, and freely employed by in-house IT departments.   Standards sometimes arise first, often from a single developer or project, and afterwards get the seal of approval of a trusted authority that enables all developers to embrace the technology. This happened with JavaScript, created initially by Netscape. The same thing is happening now with Adobe’s PDF (Portable Document Format) specification, which it is currently offering for ISO standardization.   Other times, standards have to be created. This is occurring now in the CRM environment as SOA (Service Oriented Architecture) continues its evolution: suggested standards begin to be discussed, and standards already accepted are…
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