It’s common for customers to have lists of items they need to schedule. These may be contracted services on an order that was just approved or canceled appointments that need rescheduling.
Often, these items don’t appear on the calendar because they don’t yet have a date assigned or their date is in the past.
Now you can browse and filter a list of these unscheduled items, dragging them into your calendar when you find an open resource. Here’s what that looks like in action:
“Unscheduled Items” Can Be Anything
DayBack’s definition of “unscheduled” is extremely flexible. You’ll define a new custom field in your calendar, Salesforce object, or FileMaker table: when that field is “true,” the item will appear in the unscheduled list even if it has a date already assigned.
This means you can use a formula field or trigger to base the unscheduled list on your own criteria.
Examples & Use Cases
- Your list might be customers who have a quarterly service but don’t have anything scheduled for the current quarter.
- Or a clinical patient in a drug trial may need four appointments as part of their qualification process. Your Salesforce flow could create all four appointments and mark “unscheduled” as true for each. You could then filter the unscheduled list for that patient’s name to get all their appointments scheduled.
- Some customers use the unscheduled list as a scratch pad: when their week gets tight, they move items with more flexible dates into “unscheduled” to make room on their calendar. Then they’ll navigate a few weeks in the future and drag the deferred items back into the schedule.
Designed to be Customized
Items in the unscheduled list can have their own appearance and behaviors. You show different fields, or change the buttons available on unscheduled events. You’ll find details on all of this in our documentation.
Or get in touch if you have questions; we’re here to help!
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