Tag: Dovetail Agent

10 things to love about the new Dovetail Agent

June 22, 2016 There are so many things I love about the newer Dovetail Agent compared to the older versions. Here’s a few of my favorites. (For reference, when I say “new”, I mean version 5 and higher. As of this writing, the latest version is Agent 10. Although I say “new” Dovetail Agent, it’s really been out since 2013. But it is much newer than our older Agent app (version 4 and below), which is over 10 years old now.) 1. No popups This is probably one of the biggest complaints we had about the older app – every page was a new popup window. Start with the console, then open a case, then click on the Site, then click one of the contacts, then click on Log Phone Call. You now have 5 windows open. Ugh. It’s difficult to manage…

Task Manager Comparison: Dovetail vs. Clarify

June 20, 2016 I’ve received a few questions asking how Dovetail Task Manager compares to Clarify Task Manager. So let's cover that here.First, a quick refresher on what Task Manager is. Task Manager OverviewTask Manager is an optional module that allows actions to occur automatically when a task set is selected from a case.The most common action is creating a subcase.For example, when the New Employee Task Set is run:Create a General subcase for setting up the employee's network account and dispatch to the Network queue.Create an Administrative subcase for ordering business cards and assign to a specific employee.Create a General subcase for creating the user's account in the CRM system, and dispatch to a queue based on auto-destination rules.Dovetail Agent can work with either Clarify Task Manager or Dovetail Task Manager. High level comparison ClarifyDovetailTask evaluationTasks are evaluated within the Clarify Classic Client itself, or…

Task Manager trick: Properties with static text and a case property

June 17, 2016 With Dovetail Task Manager, a Task will define the properties that get set when the task is executed. Set a Property to a Static Text ValueFor example, I can have a task that creates a subcase, and I can set it up so that the subcase title will be set to Do something awesome!The task property setup would look like:So when the subcase is created, its title will be Do something awesome! Set a Property to the Same Value as a Case PropertyAlternatively, instead of setting a property to a static text value, we can set it to be the same as a case property.For example, we can set the subcase title to be the same as the case title, as shown here:So when the subcase is created, its title will be the same as whatever the case title is. Dynamic Property NotationWhen…

Invoking custom actions in Dovetail Carrier without using Task Manager

June 13, 2016 In my last post, I demonstrated how to create a custom action for Dovetail Task Manager – namely a GetStockQuote action.Now, let's see how we can invoke a custom action without using Task Manager at all.We’ll invoke the same GetStockQuote code within Carrier, but, this has nothing to do with Task Manager. It’s simply a way to get Carrier to execute some custom code.To invoke it, we’ll create a business rule, and have Rulemanager send this message into Carrier. (Recall that Dovetail Rulemanager version 2.0 added Carrier Message as a business rule action message type) ProcessHere’s the overall process: A New Carrier Message TypeOut of the box, Dovetail Task Manager fires a business rule with an action of Carrier Message.The business rule action message content looks like:type=RunTaskSet caseId=12345 taskSetName=Do Something Cool Task Set Rulemanager turns this into an actual message, and sends…

Creating custom tasks for Dovetail Task Manager

June 8, 2016 Out of the box, Dovetail Task Manager supports one action - Create Subcase. (See this post for a primer on Task Manager) But because Task Manager is extensible, we can add our own custom actions that can do almost anything. For this example, we’ll walk through how to add an action named Get Stock Quote, that will call an external web service to get a stock quote. The quote will then be logged as a note to the case. Just for testing, we’ll use Alternate Phone Number field on the case to store the stock symbol. Setup Add the custom Task Action Using Dovetail Admin, edit the Task Action user-defined list. Add an element named Get Stock Quote Add the custom Task Action parameters Using Dovetail Admin, add a new user-defined list named Get Stock Quote Params Add an…

Dovetail Task Manager Introduction

June 6, 2016 Dovetail Task Manager is an optional module that allows actions to occur automatically when a task set is selected from a case.The most common action is creating a subcase. For example, when the New Employee Task Set is run: Create a General subcase for setting up the employee's network account and dispatch to the Network queue. Create an Administrative subcase for ordering business cards and assign to a specific employee. Create a General subcase for creating the user's account in the CRM system, and dispatch to a queue based on auto-destination rules. Dovetail Task Manager is also extensible using customization, allowing it to perform other actions, within the Clarify/Dovetail system itself, or even as a mechanism for integrating with other systems. Dovetail Task Manager replaces the old Clarify Task Manager module. But it also opens up a whole new avenue…

What’s New in Dovetail Agent 10

June 1, 2016 We recently released Dovetail Agent version 10. Or Dovetail Agent X, for you roman-numeral types.Here’s a quick rundown of the major changes. Dovetail Task ManagerDovetail Task Manager is a new optional module that allows actions to occur automatically when a task set is selected from a case.The most common action is creating a subcase.For example, when the New Employee Task Set is run:Create a General subcase for setting up the employee's network account and dispatch to the Network queue.Create an Administrative subcase for ordering business cards and assign to a specific employee.Create a General subcase for creating the user's account in the CRM system, and dispatch to a queue based on auto-destination rules.Dovetail Agent can work with either Clarify Task Manager or Dovetail Task Manager. No surprise, we recommend using Dovetail Task Manager!Dovetail Task Manager is also extensible using customization, allowing…

What’s New in Dovetail Agent 9

January 19, 2016 Dovetail Agent ReleaseWe recently released Dovetail Agent version 9. Here’s a quick rundown of the major changes.Recent Cases tabs on the Create Case pageWhen creating a new case, a user can now easily see recent cases for both the contact and the site. By default, it shows cases created in the last 30 days, and the available filters button makes it easy to change this if needed. Calendar SharingUsers can share their calendar using a standard ICS format. This allows calendar data to be pulled into other calendar applications, such as Microsoft Outlook.Clicking the Share button on My Calendar:and this exposes a public URL for your calendar. Copy this URL and give it to the people you wish to share your calendar data with. Create TagA user can now create a tag on the My Tags page. This makes it easy to…

Improving our Slack integration

December 10, 2015 SlackLast year I posted about Integrating Clarify/Dovetail with your group chat app. That post was around the time we started using Slack for our group chat.At that time, I was using Slack’s simple webservice to post messages about cases. OriginalFor example, case dispatch notifications looked like:Simple. But not very detailed. ImprovedRather than just using Slack’s simple web service, I’m now using their Attachments, which allow for more richly formatted messages.Notice there’s now much more information available, including:Top-level message (In this case, “Case Dispatch Notification”)Case IDContact and Site NameCase title (which links to the case in Dovetail Agent)SeverityQueueLink to the case in Dovetail Mobile And it’s easy to add whatever other relevant information in there that I would like. Business Rule ActionThe business rule that fires on case dispatch now calls the CaseMessage.bat file, like so:C:\Dovetail\RuleManagerActions\slack\casemessage.bat [Object ID] dovetail "Case Dispatch Notification"To that BAT file,…

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