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 […]
Resource scheduling
Call Center Scheduling – Filtering by Skill And Location
Click-to-Filter: Show Resource Tags in the Calendar’s Sidebar We’d love to show you the latest addition to our collection of DayBack extensions. This new sidebar enhancement allows you to harness the full power of Resource Tags when filtering your calendar by resource. Resource tags allow you to define a set of skills or attributes for […]
Cut and Paste Rescheduling
Moving events between resources, dates, and calendars is already easy using drag and drop. There are times, however, when you want to move an event, but don’t know your availability ahead of time and need a quick way to look ahead to days that may be offscreen. Our new cut-and-paste button action makes it easy […]
Update Resources and Statuses for Multiple Events
There are many cases where you have to modify multiple events at once. DayBack already makes it easy to break out your events by Resource or Status and then drag and drop events to reassign them. There are some cases, however, where you need to swap one resource for another resource without affecting the other […]
Embed Workflows in Your Calendar with Custom Side Panels
Take Action from Within Your Calendar We’d love to show you a powerful new DayBack extension that lets you embed custom workflows, data entry forms, and data visualizations in your calendar with custom side panels (sometimes called “drawers”). Like our Advanced Tooltips, custom side panels can load additional information from your Salesforce or FileMaker tables, revealing […]