July 9, 2012
I’ve had a couple of recent business trips to Europe and back, so the long flights gave me some time to tinker with a few ideas. This is my latest experiment: watching cases. It’s not uncommon that we want to keep up with what's going on with certain cases – specifically cases that are being worked by others. For example, a high priority case for a new customer may have been recently created, and even though its being worked by someone else, I still want to keep abreast of what’s happening with it. Or perhaps the customer I’m going to visit next week has a case open that I want to stay in the loop on. Or I want to follow how one of my guys is dealing with a difficult customer. The concept is that we can “watch” a…
Watching cases in Clarify / Dovetail
July 9, 2012
I’ve had a couple of recent business trips to Europe and back, so the long flights gave me some time to tinker with a few ideas. This is my latest experiment: watching cases. It’s not uncommon that we want to keep up with what's going on with certain cases – specifically cases that are being worked by others. For example, a high priority case for a new customer may have been recently created, and even though its being worked by someone else, I still want to keep abreast of what’s happening with it. Or perhaps the customer I’m going to visit next week has a case open that I want to stay in the loop on. Or I want to follow how one of my guys is dealing with a difficult customer. The concept is that we can “watch” a…
April 27, 2009
Update: I’ve modified this post as what were called DataMaps are now called ModelMaps. You can download the source from the Dovetail Bootstrap project. I want to introduce a handy library called ModelMap we created during the development of Dovetail Mobile. ModelMap makes it easy to populate model objects from a Clarify/Dovetail CRM database. It is a sort of one-way Clarify specific object relational mapper tool. Your CRM data to Objects It is very common to need a way to pull data out of your CRM for creation of a user interface. What if you could define a plain old C# object as your model and a map which defines how data in your Clarify database should populate that .Net model class? Does this sound better than hand rolling your own code every time? I hope it does. Let’s take…