Mobile Support

DayBack on Your Phone

DayBack Online is optimized for mobile and touch devices, so anything you can see in your desktop browser, you can see on your phone's browser as well. You can even completely administer DayBack from your phone (changing field mapping, editing resources and statuses, etc.)

Add DayBack as a Homescreen App on iPhone

If you're in Salesforce, you don't need to do this as you'll use DayBack inside the Salesforce Mobile app. But for everyone else, this makes DayBack much easier to open on your phone.

1

Launch Safari on your iPhone or iPad.

2

Navigate to the site that you want to create a Home screen shortcut to.

3

Tap the Share icon (the square with an arrow pointing out of it) at the bottom of the screen.

4

Scroll down to the list of actions and tap Add to Home Screen. (If you don't see the action, scroll to the bottom and tap Edit Actions, then tap Add next to the Add to Home Screen action. After that, you'll be able to select it from the Share Sheet.)

5

Type a name for your site link. This will be the title that appears beneath its icon on your Home screen.

6

Tap Add in the top-right corner of the screen.

Can I Sync Events With My Phone?

DayBack doesn't sync events from one source (Basecamp, for example) to another (say, Google Calendar). It brings those sources together in one interface so you can edit them side-by-side.

If you're looking to sync so that users outside of Basecamp or Salesforce (or folks without a DayBack license) can see your schedules, checkout sharing; it will change the way you work. 

DayBack can also be customized to one-way-sync events from Salesforce to Google or Microsoft calendars. Learn more and see some examples here: Sync Examples.

Salesforce Specific

Check Out DayBack in Salesforce Mobile

The calendar looks great in Salesforce Mobile and is optimized for touch devices.

DayBack gives you the same capabilities on the phone as you have on the desktop, with the exception of analytics, which doesn't run on mobile. (Bookmarks using analytics will, however, show the chart and tooltips on mobile.)

Aside from that, you can do everything on your phone, even customize your DayBack configuration and restore configuration snapshots.

DayBack keeps you one click away from the objects linked to your events—visit work orders, accounts, or opportunities quickly from within your calendar.

See it in action:

(If you want to offer DayBack's mobile views to folks who don't have a Salesforce license, check out DayBack's Salesforce Connect.)

Why don't I see DayBack in Salesforce Mobile?

You'll need to add DayBack to your mobile navigation. Here's how...

1

Select "Setup" under your username in the upper right of the Salesforce desktop app

2

Use the Quick Find in the left hand sidebar to search for "Visualforce pages"

3

You'll see a listing for DayBack: click "DayBack" or "edit"

4

Check the box that says "Available for Salesforce mobile apps and Lightning Pages"

5

Next you'll create the Salesforce mobile tab. From Setup, enter "Navigation" in the Quick Find box, then select "Salesforce 1 Navigation".

6

You'll see DayBack in the avilable list and you can click the > arrow to add it to the selected items and then reorder the selected items as needed.