Introduction
Dovetail Agent brings the power of your Clarify system to the web, replacing the legacy Clarify Classic Client.
Dovetail Agent's UI has been updated with a clean new style that incorporates many of the usability features that have become standard in today's popular web applications, allowing new users of the system to reach proficiency more quickly than ever. The application enables a wide range of efficient customer support operations with the following core features:
- Cases, Subcases, and Solutions
- Part Requests
- Contacts, Sites, Accounts, and Addresses
- Contracts (Contract Manager, not ClearContracts)
- Log Notes, Log Email, Log Research, Log Commitment
- Flashes
- Attachments
- Workflow Actions - Accept, Assign, Dispatch, Reject, Forward, Yank, Close, Reopen
- Auto-destination rule support
- Install, De-Install, Re-Install Site Parts
- Calendar view for commitments and subcases
- Robust case/subcase history
- Tagging of workflow items
- Task manager integration
- Multi-select workflow operations from the console
- Privilege Classes
- Console Preview Pane
- Robust Querying
- Full-text search
- Automated Password Reset
- Impersonation (Switch User)
- User-configurable console
- Reporting module for creating reports and dashboards