Adding a Tab for DayBack

In Salesforce

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.

Salesforce Classic

1
Click the plus button to the right of your last tab.
2
At the top-right of the list that follows, click "Customize my tabs".
3
Choose "DayBack" from the list of available tabs and add it to the selected tabs.
4
That's it.

Lightning

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. 

1
From Setup, search for App Manager in the Quick Find box.
2
Find the app you're interested in and click the triangle at the far right of the row, selecting "edit".
3
Click on "Navigation Item" in the menu on the left.
4
Search for DayBack in the list of available items and use the right arrow to move it to the list of Selected Items.
5
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.
6
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.


In FileMaker

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

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