This is the first of two articles on using DayBack Calendar with Salesforce Scheduler. DayBack can be used to visually schedule Salesforce Scheduler’s Service Appointments with an elegant drag-and-drop interface, custom workflows, and scheduling analytics. A Better Service Dispatch Console for Salesforce In this article, we’ll look at working with relating Salesforce Scheduler’s Service Appointments […]
Resource scheduling
Automatic Resource Filtering
DayBack is designed to be customized, and you can transform both the way it behaves and the way it looks. KC Embrey’s latest customization adds a new button to automate resource filters. You might need this if you have many resources (people, equipment, or rooms) and want to see a scheduling grid but don’t want […]
New Analytics Options for Resource Scheduling
The latest update to DayBack improves charting options when scheduling resources. On the Pivot-List view, you’ll now find an option to combine all the resource activities into a single curve when plotting activity against a threshold. This means it’s now easier to chart a team’s performance, instead of just the performance of individual resources. Here’s […]
Reschedule Multiple Events at Once
Your calendar’s latest power-up: now select multiple events and reschedule them all at once. Here’s how it works… Multiple-selection makes it easier to reschedule whole projects and to shift your plans from one day to another. Do More • Drag events to reschedule them or to change their resource or status. • A single […]
Color Coding by Resource
By default, DayBack color-codes your events by their status: more precisely, by whatever you’ve mapped to the status field. Coloring by status makes sense since many of DayBack’s scheduling views already put events into their own columns or rows by resources. But if you’d like to add a second color for the event’s resource, you […]