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 […]
Custom Actions
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 […]
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 […]
Show or Hide Calendars by User
DayBack allows you to manage a specific list of visible calendars for a given user but not visible for others. Using the Filter Calendar List Custom App Action, you can specify which individuals have access to view a calendar or a group of calendars, which calendars everyone should have access to, and whether there are certain users […]
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 […]