If your team makes frequent stops to multiple locations, it is vital to visualize time and distance in your schedule. You’ll want to see if you’ve created realistic routes and drive times. Using DayBack’s mapping integration, you can optimize your schedules and plan routes that work best for your drivers and your customers. DayBack gives […]
Salesforce
Resource Filters and Skill-Based Scheduling
Match available resources to the demands of your work by filtering based on resource location, skills, or any tags you need. Folders are a great way to organize your resources, and it’s common for larger organizations to create folders for each location or for teams. This way, I can easily filter for “my team” or […]
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 […]
Default Durations for each Resource
KC Embrey has just published a new custom action for assigning default values to new appointments: this is great for giving each resource in your org a default duration or status. This action works in any calendar source, including FileMaker and Salesforce. Here’s what it looks like in action: While you can usually set defaults […]