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 […]
Salesforce
Drive Times in Salesforce Calendars
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 […]
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 […]
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 […]
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. […]