DayBack supports selecting multiple items on the calendar by shift-clicking on them, as documented here. However, what if we want to use custom logic to determine which items are selected. For example, what if we want to quickly select items that share the same resource, contact, status, or another facet of the items we are viewing. […]
Dev
Open to a Default Bookmark for Each User
To be productive, your users need a calendar view optimized for their individual workflow. Once you’ve configured DayBack to tell the right stories to each user, you can save this setup as a default bookmark. Using bookmarks, you can snap to specific views and filters, easily switching between workflows when selecting a different bookmark. Now your […]
Prevent Resource Conflicts in Salesforce
DayBack does not prevent the double-booking of resources by default. Instead, it shows you conflicts by presenting events as overlapping. But some organizations want to make sure a resource is never double-booked; this can be done by using a Custom Event Action to change the way DayBack behaves. What constitutes a resource conflict? Using a […]
Extending TaskRay with DayBack: Adding Times and Timezones
We recently had the opportunity to work with a customer, 2Win Global, who has been a long-time fan of TaskRay. 2Win trains the largest and most successful technology companies globally to improve their sales demos and presentations resulting in improved win-rates and revenue. They’d been hosting all-day training workshops, but now that they were doing lots of […]
Select Specific Resource Filters when Switching Between Calendars
DayBack can help you filter your events by grouping Resources into Resource Folders. By creating folders and using them as a filter, you can view the availability of specific lists of resources at a glance. Using filters gives you a lot of flexibility, but what if you manage multiple calendars and need a quicker way to switch your […]