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Tag: Clarify CRM

Clarify CRM: Successful Migration & Modernization is our Standard

March 1, 2018 What More could a Clarify CRM Customer Ask for? How about a Modern Solution at a Low Risk Migration CIOs and Heads of Customer Support have nightmares thinking about changing their customer support software. It is quite the dilemma. Their current solution has many issues and it doesn’t do everything they want, but “it works”. Therefore, the lesser of evils seems to be to continue to use their current solution because of the fear of what could happen if they attempt a migration strategy to a new solution. Many companies have suffered tremendously by selecting the wrong enterprise software, and there is the further possibility of limiting one’s career, or worse, losing your job if you are part of a project involving the wrong software selection. What is your current situation? This is the situation for all users of Clarify…

What’s New in Dovetail Agent 8

November 13, 2015 This week we released Dovetail Agent version 8. Here’s a quick rundown of the major changes. Rich Text in Logs Agent now support rich text (using Markdown) on case/subcase logs (email, notes, research) and commitments. For example, creating a richly formatted Log Email:   And the received email looks like:   Convert Markdown to HTML for rendering rich text These rich text logs and images now render as expected in the Case History: And in the Preview Pane:   Rich text is also supported within Broadcasts:   within business rule notifications: and even within commitment messages:   Multiple count badges in tab headers Subcases tab on Case page - show open and total # of Subcases Part Request tab on Part Request Header page - show open and total # of Part Requests Contracts tab on Site page - show…

Clarify Infrastructure Upgrades Continue to Grow in Popularity

January 20, 2015 It’s only natural that legacy Clarify deployments are often supported by outdated or soon to be outdated versions of operating systems and databases.  More and more we’re contacted by clients exhibiting a slight tone of panic in their voices because the database and/or operating system their Clarify CRM software is residing on is soon to be unsupported, leaving them with more questions than answers.  Will our customizations break?  Will our event rules still fire properly?  Will our Outlook version interact properly with legacy Clarify tools after an upgrade?  What the heck are we going to do if something mission critical breaks?  What if our auto-generated customer emails cease to work?  Can you even imagine the increased workload to our support center staff if they have to individually email a follow up to each customer?   Have we waited too long…

What’s New in Dovetail Admin 3.0: Part 3 : User-Defined List Editor

September 12, 2012 Dovetail Admin 3.0 was recently released, so I figured it was a good time to highlight a few of the things that are new in this release. Part 1: Employee templates Part 2: Reports Part 3: User-defined List Editor enhancements We’ve been working with a few customers who have some serious big-ass user-defined lists (over 60,000 elements!) . Performing certain operations on these lists was taking a while, such as cloning a list, or deleting a large level/tree. We’ve improved the performance of these functions by making Dovetail Admin be a hybrid Classic ASP / ASP.NET application. We can now take advantage of native .NET code, especially where we need higher performance than Classic ASP can provide. Pretty slick. We’ve also made a couple of small but useful enhancements to the user-defined list editor. You can now reorder a list level alphabetically…

What’s New in Dovetail Admin 3.0: Part 2 : Reports

September 11, 2012 Dovetail Admin 3.0 was recently released, so I figured it was a good time to highlight a few of the things that are new in this release. Part 1: Employee templates Part 2: Reports. We’ve added a couple of new reports to Dovetail Admin.  Lets take a closer look at them. Business Rule Usage Report This tells us what business rules are firing along with how often. Perhaps even more importantly, it allows you to see the rules that are not being fired. Perhaps those rules could be removed, or made inactive, therefore simplifying business rule administration. Or maybe they should be firing, and need further investigation. I ran it against our production system, and it was pretty enlightening. Here’s an example (run against my development database, so the rule firing numbers are pretty small): Dovetail Agent Login Report This…

What’s New in Dovetail Admin 3.0: Part 2 : Reports

Dovetail Admin 3.0 was recently released, so I figured it was a good time to highlight a few of the things that are new in this release. Part 1: Employee templates Part 2: Reports. We’ve added a couple of new reports to Dovetail Admin.  Lets take a closer look at them. Business Rule Usage Report This tells us what business rules are firing along with how often. Perhaps even more importantly, it allows you to see the rules that are not being fired. Perhaps those rules could be removed, or made inactive, therefore simplifying business rule administration. Or maybe they should be firing, and need further investigation. I ran it against our production system, and it was pretty enlightening. Here’s an example (run against my development database, so the rule firing numbers are pretty small): Dovetail Agent Login Report This…

What’s New in Dovetail Admin 3.0 : Part 1: Employee Templates

September 10, 2012 Dovetail Admin 3.0 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? Employee Templates / Workgroups We’ve brought the functionality of the classis Employee Manager Utility into Dovetail Agent. This allows an administrator to associate employee properties (such as queues, privilege class, business calendar, office location, supervisor, and resource configuration) to a workgroup.  New employees that are assigned to that workgroup can automatically inherit all of the proper attributes. This will speed up and simplify the process of adding new employees to the system, since most of the attributes for an employee will be defined by the type of job they are destined to be performing.…