Adding a Tab for DayBack
You'll likely want to create a tab for DayBack so you can get to your calendar quickly. In this article, we'll show you how to add a tab for DayBack to an existing app. If you're interested in using DayBack in Console Apps or Utility items, check out this article.
- Click the plus button to the right of your last tab.
- At the top-right of the list that follows, click "Customize my tabs".
- Choose "DayBack" from the list of available tabs and add it to the selected tabs.
- That's it.
You can get to DayBack from the App Launcher / Other Items and you'll find notes on rearranging items inside the App Launcher here.
You can also add DayBack to the navigation menu for any particular app: the screenshot below shows it added to the Sales app.
- From Setup, search for App Manager in the Quick Find box.
- Find the app you're interested in and click the triangle at the far right of the row, selecting "edit".
- Click on "Navigation Item" in the menu on the left.
- Search for DayBack in the list of available items and use the right arrow to move it to the list of Selected Items.
- Locate DayBack in the list of Selected items and click to select it. Use the Up/Down arrows to move DayBack to the place where you'd like it to appear in your menu bar.
- Click the blue "Save" button. That's it!
Adding DayBack Tabs to Other Records
In Lightning, you can also place DayBack on another record's tab, creating a record-specific calendar. This great for showing a project's schedule, or the upcoming activity for a contact. Here's an overview of this in action (below); details and instructions are here: Custom Calendar Tabs.
You can do the same thing in FileMaker, placing DayBack in a tab on a particular record. In this example, we've added DayBack to a project's layout, so it shows just the milestones for that project. Details are here: Record Specific Views