REQUEST A DEMO

Tag: productivity

Introducing Personal Slack Notifications using Dovetail Rulemanager

August 21, 2018 When employees are notified as part of a business rule action, the notification method is determined by the employee’s notification preference. We've recently added support for Slack as a personal notification preference. The default notification methods are: Email Notifier Forward to my Supervisor Tone Pager Text Pager Digital Pager None Dovetail Rulemanager also supports SMS, which will send an SMS message (text message) to an employee’s configured device, typically their mobile phone. Refer to a previous post SMS Notifications using Dovetail Rulemanager. Now, Dovetail Rulemanager also supports Slack as a notification preference. Instead of getting notified by email, a user can choose to receive notifications within Slack. What is Slack Slack is essentially a chat room and messaging platform for your whole company, commonly used to replace email as your primary method of communication and sharing. Slack Notifications Instead of getting notified by email, a user…

10 features that power users will love in Dovetail Agent

January 17, 2017 Last year I highlighted 10 things to love about the new Dovetail Agent, that showcased some of the ways that the new Dovetail Agent is so much better than its predecessor.Since we use Dovetail Agent every day for supporting our own customers, we’re power users of the app ourselves. Here, I’ll highlight some of the features that we love, and that we think other power users will love as well.Photo by @laurent_peignault 1. 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.And power users will appreciate the @@ keyboard shortcut. Typing @@ (two at signs) will start an inline canned response picker. You can then start…

Email Enhancements in Dovetail Agent 11 – Video walk-through

July 27, 2016 In Dovetail Agent 11, we've made a number of enhancements that improve working with email, including: Reply / Reply All / Forward The Log Email form can now be popped out to a full screen modal window Drag-and-drop file attachments Preview/download a file attachment Remove a file attachment Canned responses This video is a quick walk-through of these enhancements     Direct link to video on YouTube

Canned Responses in Dovetail Agent & Video Walk-through

July 22, 2016 I recently posted some details about Canned Responses in Dovetail Agent, including detailed descriptions and a bunch of screenshots. That ended up being a pretty long post, so I figured a video walk-through of canned responses might be more useful. Enjoy.   Direct link to video on YouTube

Increasing user productivity with Canned Responses

July 21, 2016 In Dovetail Agent 11, we introduced Canned Responses. In a previous post, I gave an introduction to canned responses. Here, I’ll go into much more detail.     What are Canned Responses? Canned 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. Canned responses save users time, increase productivity, and enable more consistent responses to customers.   Creating Canned Responses From the User menu, click on the Canned Responses item:   Which will take you to the Manage Canned Responses page:   Click on the + sign in the My Canned Responses tab header to create a new one:   Canned Response Content Now that we’re…