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Sep 05 2022

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 […]

Written by Michael Dabrowski · Categorized: Dev, Integrations, New Features · Tagged: Custom Actions, Project Management, Resource scheduling, Salesforce

Dec 27 2021

Drive Times in Salesforce Calendars

Drive Times Salesforce Field Service

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 […]

Written by Michael Dabrowski · Categorized: Integrations, Salesforce · Tagged: Mapping, Resource scheduling, Salesforce

Jul 19 2021

Prevent Resource Conflicts in Salesforce

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 […]

Written by John Sindelar · Categorized: Dev, Salesforce · Tagged: Custom Actions, Resource scheduling, Salesforce

Jul 10 2021

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 […]

Written by Jason Young · Categorized: Dev, Integrations, Salesforce · Tagged: For Developers, Resource scheduling, Salesforce

Apr 25 2021

Add Decision Points to Your Calendar Workflow – Using Forms

In our previous article, we looked at creating custom dialogs for DayBack with multiple button options. This article will expand on this pattern and add different input types to these dialogs to create simple forms. With forms, DayBack’s Event Actions can present users with a rich set of controls for gathering data and support more varied workflows. […]

Written by Jason Young · Categorized: Dev, Making Time, Salesforce · Tagged: Custom Actions, For Developers, Salesforce, Time

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