Sharing You can now easily publish and share schedules and project timelines with folks outside your organization. The new “Bookmark/Share” menu in DayBack Calendar will create a public URL matching your view: shares can include events from multiple calendars and respect your filters. What you see is exactly what gets shared. And changes made in […]
Salesforce
Add Your Own Fields to the Calendar: Using Lightning Modal Boxes in Salesforce
Access more fields in Lightning Experience One of the features we really like in the Salesforce Lightning Experience are the Modal Boxes provided for creation and editing of records. They provide a consistent and attractive interface for the user, and although they’re not directly customizeable, they honor the record layout field order and resize and scroll accordingly. […]
Google Calendar Actions in Salesforce
A Scriptable Calendar DayBack was designed so that Salesforce Admins and Developers could extend it. And one of the more versatile extensions are custom actions. Actions can add buttons to your calendar events: buttons that modify your Salesforce records, trigger workflows, or trigger actions in 3rd party apps. Custom actions can also be triggered from calendar events […]
Integrating DayBack with the Salesforce Action Plans App
Action Plans is a free app by Salesforce Labs that lets you create task templates and apply them to new Leads and Opportunities (really any native object). This means you can embed your procedures in templates and then cascade these tasks onto your teams calendar each time they’re needed. In this article we’ll to take a look […]
Breakout by Resource – balancing your workload
The latest in-app update to DayBack Calendar introduces “breakout” to Resource View. This lets you work at longer time scales (up to nine weeks at a time) while focussing on what’s scheduled for each resource. Resources in DayBack can be your people, rooms, or pieces of equipment, and you balance your workload by dragging events from one resource […]