Layer Systems
Support Articles
All
All
Account balance
2
Adding
4
adjustment
1
administration
22
Allocating payments
2
appointment
9
appointment-feedback
1
assets
17
Authorisation
7
bar-code
1
Bonus
1
branding
2
Browser
1
business-units
1
calendar
2
Case Categories
7
Case wach list
2
Case Watcher
3
case-notes
2
Cases
24
case-sla
7
case-sweep
1
Chargeable Feature
1
Checklist
7
Commissions
2
company-logos
1
company-settings
5
cost_centre
1
custom
2
Custom Report Groups
1
Custom Reports
4
customer
39
customer-portal
1
custom-fields
2
custom-product
1
custom-service
2
Data
7
data-capture
2
data-migration
6
Delegated Access
2
delete
9
Digest Feeds
2
Digests
2
duplicates
2
Editing
2
Email
7
Email Signature
2
email-attachments
1
email-templates
6
environment-settings
1
exchange-server
4
Expiry
5
Export
3
files
1
finance
38
forms
3
Funds
10
gdpr
3
Groups
1
Hold Back
1
how-to
197
Images
2
integrations
11
Intercom
16
internet-explorer
2
Invoice
10
knowledgebase
9
leads
21
lease
1
Liabilities
2
mail agent
6
mail-triage
2
marketing
5
merge
4
Mobile
2
Notification
2
office-365
4
on-boarding
5
Opportunity
23
ordering
52
outlook-plugin
5
permissions
8
portal
3
presales
21
Pricebook
13
Product Stock
9
product-group
1
purchase-order
6
quotations
42
reconciliation
1
record
25
renewals
3
Reports
15
Sage
12
sales
86
Scheduled Email
1
search
3
Secure File
1
service
38
Services
9
settings
53
set-up
2
Signature
4
sites
1
sla-breach
1
sms
1
Stock
21
subscription
1
tags
1
tasks
12
terms
1
troubleshooting
5
unassigned
1
Updating
4
Upload images
2
user-roles
2
users
15
video
19
warehouse
1
widgets
12
work-stacks
20
How to configure an Exchange maintenance account
exchange-server
integrations
how-to
2003
Is The Layer's electronic signature legally binding?
sales
1852
Understanding Opportunities: Create work-stack based on the amount of Tasks / Incomplete Tasks / Incomplete Tasks in future
Opportunity
Opportunity
work-stacks
work-stacks
tasks
tasks
2428
How do I create a new user?
settings
how-to
2312
Getting started with the quotation builder
quotations
sales
1630
Why is my quotation remaining in 'draft' status once sent?
how-to
sales
1478
How to update appointment feedback
how-to
sales
1418
Setting up a web leads form on your own website
integrations
leads
1224
How to find previous lead customer and sales order records by using TrackBack
ordering
how-to
sales
record
19175
How to get your Exchange Online Web Service URL from Office 365
exchange-server
how-to
12784
Why shouldn’t I delete invoices? HMRC GUIDELINES
sales
administration
finance
ordering
quotations
record
delete
Account balance
Allocating payments
Funds
Liabilities
Invoice
5009
How to import sales payments into Sage 50
how-to
finance
Sage
4955
How to cancel a previously won quotation based on a customer cancelling the order
quotations
ordering
how-to
sales
4370
The primary SMTP address must be specified when referencing a mailbox
mail agent
3850
How to create an email template in the Layer
email-templates
how-to
Email
3719
Renewal expiry date vs. Expiry date (non-managed expiries) - Understanding the difference
sales
how-to
Expiry
assets
leads
customer
3589
Understanding Case SLA's: Working hours vs. Clock Hours
Cases
settings
Case SLA
Company Settings
how-to
3577
How to produce a copy of a signed quotation
how-to
sales
quotations
3513
How to set up quote authorisation on The Layer
Authorisation
quotations
how-to
sales
3500
How to cancel a quotation and sales order
sales
how-to
ordering
quotations
record
delete
3422
How to create a new work stack
how-to
work-stacks
3403
How to install the Outlook Plug-in
settings
administration
outlook-plugin
integrations
how-to
troubleshooting
on-boarding
3282
Sales Order Cancellation
ordering
sales
3017
Work Stacks: How to create work stack subscriptions
how-to
Subscription
work-stacks
3001
How to add Product Highlights to a Product or Service - Key Benefits or Features
how-to
presales
sales
Product Stock
quotations
Services
Pricebook
2943
How to merge two customer records
troubleshooting
customer
merge
record
how-to
2817
What is customer portal and how to use it
knowledgebase
portal
2782
Managing Renewals: Why are renewals important?
sales
presales
Renewals
2766
Mail Triage
how-to
Cases
Mail Triage
2756
Understanding Opportunities: How to create an opportunity in the Layer
sales
presales
Opportunity
2733
How to create Sales Order checklists
sales
how-to
ordering
Checklist
2705
How to complete a bulk upload of stock into The Layer
Stock
Product Stock
how-to
2702
The Layer self-service portal website integration
portal
integrations
2699
Understanding Appointment Feedback: How do I submit appointment feedback?
how-to
appointment
Appointment Feedback
2683
Customer and Lead Access Delegation
how-to
presales
sales
customer
leads
record
delegated-access
2679
How to provide access to knowledge base articles via your customer portal
customer
knowledgebase
portal
service
2654
Understanding Cases: Cases vs Jobs
Cases
service
ordering
2632
How to create a form in The Layer
how-to
settings
forms
2611
How to change the status of quote (not won) from lost, quoted, cancelled and open.
quotations
how-to
sales
2593
How to create case category checklists
Case Categories
Checklist
Cases
how-to
administration
settings
service
2579
Understanding Work Stacks: Case Work stacks
how-to
work-stacks
Reports
Cases
2579
Understanding Opportunities: How to link an opportunity to an appointment
Opportunity
appointment
how-to
2546
Quotation Output Templates: How to amend Quotation columns
quotations
sales
settings
how-to
2540
How to Create Knowledge Base Tags
settings
knowledgebase
tags
2537
How to create an Output Template in the Layer
2501
How to Create a New Case Category
settings
how-to
Cases
Case Categories
2495
How to delete a quotation and order (when the quotation has been manually signed)
sales
ordering
delete
quotations
2493
Understanding Discount Types in The Layer
quotations
finance
how-to
sales
2486
Understanding Opportunities: How do I link a service asset renewal to an opportunity from a work stack?
assets
Opportunity
Expiry
Renewals
sales
2484
How to add external customers on case watch list and as a default case watcher
how-to
Cases
Case Watcher
Case wach list
2483
Environment Settings - How to add Areas to the Layer
how-to
settings
administration
record
customer
leads
work-stacks
2468
How to add a hyperlink to the Layer
Email
email-templates
how-to
2425
How to create a knowledgebase article
knowledgebase
how-to
2423
How to create product opportunity checklists
Checklist
Opportunity
settings
administration
how-to
presales
sales
2416
Understanding Opportunities: Create work-stack based on opportunity created date
work-stacks
Opportunity
sales
2411
Understanding Opportunities: How do I create or link an opportunity to a service asset in a customer record?
sales
Services
Opportunity
assets
2405
How to activate Company Terms & Conditions (T&Cs) in the Layer
quotations
Environment Settings
Signature
sales
2397
Understanding widgets: Duplicating the Sales Order Leaderboard
ordering
widgets
sales
how-to
2395
How to activate Supplier's T&Cs in the Layer
Signature
quotations
sales
2392
How to manually book stock out of The Layer
how-to
Updating
Stock
Product Stock
Data
Export
delete
2374
Understanding Opportunities: How to link an opportunity to an expiry
presales
sales
Opportunity
Expiry
2366
Understanding Users & Business Units in The Layer
administration
settings
business-units
users
2352
Understanding Custom Reports - How to access Custom Reports
how-to
Custom Reports
2327
How to allocate and re-allocate stock to sales order
Stock
video
ordering
2306
How to update your pricebook from the purchase order - Buy & Sell Price
how-to
ordering
Pricebook
Product Stock
2298
How to Create a Custom Phone Call Outcome
how-to
presales
tasks
2297
How to book in stock to The Layer
how-to
ordering
Product Stock
Stock
2296
How to create a new base category
how-to
settings
2286
Environment Settings - Appointment Types
on-boarding
appointment
how-to
settings
administration
2285
Understanding Opportunities: Create a workstack based on Next Task Action range
Opportunity
tasks
work-stacks
2277
How to create a Purchase Order Video
finance
ordering
2275
Work stacks for Sales Orders
ordering
work-stacks
how-to
2269
Understanding Cases: Case Service Level Agreement (SLA) On Hold Statuses
Cases
Case SLA
service
how-to
2258
How do I search for a service asset number in the Layer?
Search
assets
how-to
2248
How to export and import assets in the customer’s record.
how-to
assets
customer
delete
record
Services
2245
How do I promote a custom work stack to the favourite tab?
work-stacks
how-to
2243
How to create a custom service in the quotation
quotations
sales
how-to
2243
How to Create a Widget Group
widgets
widgets
2241
Environment Settings - Custom Report Groups
delete
Reports
Custom Report Groups
Groups
Custom Reports
how-to
2210
How to update customer GDPR preferences
marketing
GDPR
2201
Understanding Opportunities & Checklists: How opportunity changes affect opportunity checklists
Opportunity
Checklist
how-to
2200
How to import stock in bulk
Stock
video
ordering
2196
Subsidy Management
finance
Funds
2192
How to book stock in against a PO
Stock
ordering
video
2191
How to create workflow in The Layer
settings
how-to
2189
Settings - Essentials - How to upload files to the Layer
administration
settings
how-to
2189
Understanding Cases: Setting a default case sla
Case SLA
Company Settings
how-to
service
settings
2185
Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer
how-to
settings
leads
customer
Expiry
2179
Internet Explorer freezes, crashes, hangs in Windows 7 | 8
troubleshooting
internet-explorer
2178
How do I update my mail agent password?
how-to
2167
Line Rental Subsidy
sales
video
2146
Understanding Work Stacks: I am unable to open a work stack?
work-stacks
2137
Pre and Post Authorisation Sales Order Statuses
ordering
custom
Authorisation
2125
How to log time and cost against a case
Cases
service
2109
How to amend opportunity probability via appointment feedback
video
sales
Opportunity
2107
How to set up, amend and cancel a scheduled email.
Scheduled Email
Reports
how-to
2093
Environment Settings - User Targets - Monthly Appointment targets
on-boarding
users
appointment
how-to
presales
sales
settings
administration
2088
How to configure an Office 365 maintenance account
how-to
integrations
exchange-server
office-365
2086
How to use Affected assets in cases
Cases
service
how-to
2079
Understanding Opportunities: What are Opportunity Classifications
Renewals
Reports
sales
2074
How to apply Mail templates to your company settings in the Layer
email-templates
settings
how-to
2071
How to scan items into sales order
ordering
Stock
2071
Price books: Understanding 'OGR Buy Price Override'
Pricebook
sales
2064
Understanding editing tools within the Layer
how-to
settings
2061
How to set up Automatic Responses in Mail Triage
Mail Triage
mail agent
2052
Managing Invoices – Invoice stacks
Invoice
finance
2043
How to create a Knowledgebase Article in the Layer
how-to
knowledgebase
2040
Understanding Checklists: How case changes affect checklists
how-to
Checklist
Cases
Case Categories
2034
Return of Handset
Stock
2032
How to approve funding requests
finance
sales
quotations
Funds
2025
How to manually activate Layer Outlook plugin in your Outlook
outlook-plugin
intercom
Email
service
2023
Understanding Opportunities: How to set up forecast categories for opportunities
Opportunity
how-to
sales
2021
How to add IMEI or Sim number to an invoice
how-to
finance
Invoice
2001
How do I search for a company in the Layer?
how-to
record
Search
2000
How to delete a signature from your won quotation
quotations
delete
customer
sales
how-to
1996
GDPR configuration set up with Landing Pages and Email Templates
marketing
GDPR
1984
Fund Offsets on an Invoice
Funds
Invoice
finance
1976
Sales order Authorisation widgets
Authorisation
widgets
ordering
1974
How to create a new sales order status
how-to
ordering
1965
Delegating access in bulk on the Layer
Company Settings
delegated-access
User Roles
Permissions
leads
record
customer
how-to
settings
1964
Environment Settings - Industries
how-to
record
1956
Sales order teams and exclusion of sales order statuses for the team
ordering
1953
How to add images and product information to your quote based on selecting the item in your quotation
Images
Upload images
Mobile
quotations
sales
1952
Data Migration - How do I know what the core fields are?
how-to
Data Migration
1949
Hide Sales order statuses when sales order is in certain stage of the process
ordering
1924
Environment Settings - How to add Job Titles to manage contacts and users within the Layer
how-to
settings
customer
leads
users
1913
How to complete a transfer of assets (Transfer of Ownership) on The Layer.
how-to
service
customer
record
merge
assets
1898
How to add branding to your instance of the Layer
how-to
email-templates
settings
Branding
Company Settings
1864
How to add a checklist to case category
how-to
administration
service
Cases
Case Categories
Services
1858
How to apply a filter in grid mode to avoid the need to reapply a filter every time
how-to
work-stacks
1841
How to Create a Purchase Order on The Layer
Product Stock
how-to
ordering
finance
1839
How to create a sales order without the need to create a quotation
how-to
sales
ordering
1839
Quotation Authorisation without rules
Authorisation
quotations
1828
How to configure and use Check Types
ordering
1821
How to attach a file to a Knowledgebase Article
knowledgebase
how-to
1809
How do I create quotation templates?
quotations
how-to
settings
1804
How to activate sales order authorisation on The Layer
ordering
Authorisation
1793
How do I log in as another user?
administration
1790
What are possible reasons for a failed quotation signature?
quotations
1790
How to amend and add case sla's
service
how-to
1782
How to amend and set up your widgets on the dashboard.
how-to
widgets
1780
How to Masquerade as another user.
how-to
administration
1778
How to Complete a Secure File Upload on The Layer
customer
Secure File
how-to
1770
How to add a checklist to a Sales Order
settings
administration
how-to
sales
1767
How to create a new Mail Agent
how-to
mail agent
1751
Company Settings: How do I set the Employee Number Type?
settings
how-to
Reports
customer
leads
1745
How is profitability information calculated for quotation lines?
sales
finance
Bonus
Hold Back
1740
How to upload your company logo's to the Layer
Company Settings
settings
how-to
Company Logo's
1737
How to add or update your Layer Email Signature
Signature
Adding
Email Signature
Updating
how-to
1713
Sage 200 Integration - Mapping Payment Methods to Sage Bank Accounts
Sage
finance
1707
Understanding Quotations: How to create a funding request
how-to
sales
Funds
Authorisation
quotations
1707
Using Sales Order Templates to Populate a Spreadsheet with Sales Order Data
settings
forms
1702
How to Import Invoices to Sage 50
Sage
Invoice
finance
how-to
1691
Sage 200 / Intacct Integration - Sub Company and Sage Company Mapping
integrations
Sage
1683
How to Schedule a Phone Call
presales
how-to
1632
Sage 200 Integration - Payments & Refunds Grids
Sage
integrations
finance
1625
Sage 200 / Intacct Integration - Customer Balances Widget
finance
Sage
1622
Sage 200 Integration - Syncing Payments / Receipts from Sage to The Layer
finance
integrations
Sage
1622
Sage 200 & Intacct Integration - Error Queue
integrations
finance
1612
How to import price book
sales
how-to
video
Pricebook
1609
How to amend or add business modules for users
how-to
settings
1601
Purchase Order: How to mark a PO as paid
Purchase Order
ordering
1599
Data: What are record custom fields and how do I create them?
how-to
Data
Data Migration
custom-fields
1579
Sage 200 / Intacct Integration - Customers Grid & Customer Export / Upload
Sage
integrations
1578
How to quickly search for a product serial number or IMEI number
service
ordering
how-to
record
assets
Product Stock
Stock
1577
How to generate a marketing report
how-to
marketing
Reports
1569
How to apply signature as default in office 365 account
office-365
Email Signature
users
settings
1567
Sage 200 Integration - Customer and Contact Sync
1566
Quotations: Outputting Variable Discounts & Subsidies
sales
quotations
1559
How to set up and use the new Product Groups Feature
Set Up
settings
how-to
Product Group
1554
How to manage Refunds for Credit Notes
1548
Sales Order Process on The Layer
video
ordering
how-to
1543
Understanding Records: What is the difference between lead and customer records?
record
leads
customer
how-to
1534
Understanding Cases: Case Email Responses
service
Case Watcher
mail agent
Email
Cases
Case-sweep
case-notes
email-attachments
1522
Understanding Cases: Case SLA logic
how-to
service
Cases
Case SLA
1520
How to manually update a hardware fund, subsidy or general fund balance
video
finance
1519
How to send an email from the Layer to multiple people.
how-to
email-templates
Email
1516
How to Create a New Lead
how-to
leads
1510
How to Deactivate a User
how-to
settings
delete
users
1503
Sales Order vs. Quotation & Turnover Variance Report
Reports
1502
How is the turnover value calculated in The Layer?
Pricebook
sales
1497
New Permission to 'Allow Calendar Schedule Conflict'
Calendar
Permissions
appointment
sales
settings
presales
1495
Unable to upload images to the Knowledgebase question mark or cross image appearing
knowledgebase
Images
Upload images
customer
settings
how-to
1493
How to use cases in the Layer
how-to
service
Services
Cases
Case Watcher
Updating
case-notes
Case SLA
Case wach list
1491
Customer Actions - Understanding Customer Flags
how-to
customer
1481
How to create a new invoice
Invoice
finance
1475
How to import products and services
administration
settings
how-to
1470
Duplicate Checker
customer
leads
presales
Duplicates
1463
How to resend undelivered mail
presales
how-to
1461
Understanding the impact of GDPR & PECR
Data Migration
intercom
Data
GDPR
1461
Creating Queues - Managing Unassigned Users
Unassigned
work-stacks
how-to
1453
Sales & Quotations: How to add a lease item to your quotation
how-to
sales
lease
custom
custom service
quotations
custom product
1449
How do I add multiple email addresses or contacts to emails sent from the Layer?
how-to
Email
1441
How to view all hardware fund and line rental subsidy transactions
how-to
finance
settings
Liabilities
Reports
Funds
1439
How do I set up two-factor authentication on The Layer?
how-to
1435
How do I convert order items into new & existing customer assets?
assets
how-to
ordering
1433
How to edit or amend an invoice template
how-to
finance
troubleshooting
1430
Commissions reconciliation
Commissions
finance
1428
Sage 200 / Intacct Integration - Credit Notes Grid
1427
How to create a case using the Plug-In
Cases
record
how-to
service
outlook-plugin
1423
Opportunities: Manage permissions for bulk changes in opportunity stacks.
sales
Permissions
Opportunity
1423
Understanding Appointments in The Layer – Managing your appointments
appointment
tasks
work-stacks
1418
How to create a reminder email
how-to
tasks
1416
Why can't I scroll horizontally in grids when using Mac OS X Lion or newer?
how-to
1412
Product Bundles - Linked Items
sales
Pricebook
quotations
1406
How do I create matrix questions on The Layer Forms?
forms
1404
I'm unable to search for customers using the Outlook plug-in?
on-boarding
troubleshooting
users
administration
outlook-plugin
how-to
1404
Ordering more items than required
ordering
Purchase Order
Stock
1404
Sales Performance Widgets
widgets
sales
1403
How do I delete a customer record?
how-to
settings
administration
1402
Lead Records: How to mark a lead record as unsuitable
how-to
leads
delete
1401
How to Create a New Lead Sub Status
leads
how-to
1398
How to restore a core work stack
how-to
work-stacks
1396
How to export assets with no formatting issues to number fields over 15 digits
Services
assets
Mobile
how-to
work-stacks
settings
service
1390
How to gather contract expiries
presales
how-to
1390
Invoicing: Credit Notes
Invoice
finance
1389
How to set up SMS functionality on The Layer
how-to
settings
service
SMS
1388
How to use your presales reporting widgets
widgets
how-to
presales
1381
Bulk Reservation and Allocation
Stock
ordering
1380
Why does Outlook occasionally detect a problem with the Outlook add-in and disable it?
outlook-plugin
1374
Environment Settings - How to add job titles for contacts and users
customer
users
settings
how-to
1372
How to view customer balances: hardware fund, general fund, line rental subsidy, invoice balance and account balance
how-to
finance
Reports
Funds
Account balance
1372
How to Deactivate Case Categories
Cases
Case Categories
service
how-to
1370
Sales: What is an opportunity?
Opportunity
1369
How can Customer add their PO into the quotation
service
sales
video
1365
Purchase Order: How to add a PO into query
ordering
Purchase Order
1365
Customer Cancellation Process
1364
How to export All Leads from The Layer
leads
Data
Export
how-to
1364
Deleting a Stock Movement Session from the Layer
how-to
Stock
1361
Understanding Opportunities: Losing opportunities and capturing reasons for loss
sales
Opportunity
1361
Understanding Commissions workstacks
work-stacks
Commissions
finance
1358
How do I enable 'Minimum Profit Threshold' for quotations?
sales
1356
How to mark a quotation as a pipeline quotation from your workstack
how-to
sales
quotations
1348
How to create and remove a customer alert on The Layer
customer
record
how-to
administration
1347
Sub-companies
finance
1347
How to view an audit trail of all user requests to export work stacks and download reports
work-stacks
administration
how-to
1345
Managed Backup Services
Chargeable Feature
Data
record
1344
Managing Insurance in The Layer
service
assets
intercom
1344
Sales Order Leaderboard Widget - Understanding the breakdown
presales
sales
how-to
ordering
service
finance
widgets
quotations
1343
How to manage lead deletion requests
how-to
video
1342
How do I override knowledgebase styling?
knowledgebase
1339
How to view Individual Case History
Cases
how-to
1337
How to automatically remember / save your username and password for The Layer
Browser
internet-explorer
how-to
1336
Set up Exchange ActiveSync on your iPhone, iPad, or iPod touch
service
1333
User Permissions- Creating & applying role groups
users
Permissions
settings
1333
How does the general fund work in The Layer
Funds
sales
1328
Data Migration: Core, Meta and Custom Fields - Understanding the difference
Data
Data Migration
how-to
1320
Understanding Cases: Creating Case Breach Reasons
service
how-to
Cases
Case SLA
SLA Breach
1315
Reporting on Ceased Assets
assets
Reports
service
1297
Understanding Quotation Configuration Options: How to configure a quotation
customer
quotations
leads
presales
sales
how-to
1295
Reconciling Invoices and Invoice Payments
finance
Invoice
Sage
1294
Understanding Expiries: Non-managed Expiries
sales
leads
customer
Expiry
1294
Essentials - User Permissions - How to download a Role Audit of all users within the Layer
administration
settings
how-to
Authorisation
users
1292
How to create a case using the new radio button
how-to
customer
record
Cases
service
1292
How to create a new appointment
how-to
sales
presales
1291
Data Migration: Importing files in a CSV format
Data Migration
Data
how-to
1289
Why did we remove the option to delete financial transactions
finance
1288
Creating & Managing Warehouses
Stock
Warehouse
1285
How to add call rate groups to a quotation
sales
how-to
quotations
1280
How to Search by Contact Details or Address
how-to
intercom
Search
leads
customer
1277
How to Remove a Required Product from the Purchase Order Queue by Using the Suppress Option in Sales Orders
Stock
ordering
how-to
1276
How to set up and amend user Digest Feeds
settings
users
Digest Feeds
Digests
1275
Specifications for customer provided CRM data
how-to
on-boarding
1275
New Parameter: Sign Block with Terms
sales
quotations
Signature
1273
Customer Subscription Functionality
customer
record
Reports
Cases
users
appointment
tasks
quotations
Digest Feeds
Digests
Opportunity
Custom Reports
administration
1269
Price books: Understanding 'Third Party Billed'
sales
Pricebook
1268
Recent Sales orders view
ordering
1266
How to search custom field data
customer
record
leads
how-to
1265
How to merge lead records together
how-to
presales
leads
merge
1264
Creating Barcodes in The Layer
Bar Code
Stock
1262
Update child asset while updating parent asset with ceased date and status
customer
assets
1261
Subsidy Scheduled Payments - Management Overview
Sage
Funds
finance
1259
Fixing Internet Explorer freezes, crashes and hangs
1258
Product Bundles
sales
quotations
1256
How to Manage Case Sub-Statuses
1255
How to Import and Export Customer Assets
how-to
video
service
assets
1248
'Quotation won edit' permission
Permissions
quotations
sales
1247
How to Export Customer Cases
service
video
1246
Child Asset Conversion Set up in Company Settings
Services
data-capture
1245
Managing Supplier Account Numbers
assets
service
1245
Phone call email reminders
Notification
tasks
how-to
1243
Understanding Supplementary Products: Linked products and services in the quotation builder
quotations
sales
1241
User Roles: Restricting the ability to bulk reassign delegated lead and customer records
users
administration
how-to
presales
sales
1241
Adding or editing an address in a record
how-to
leads
customer
Adding
1239
Set up and use of Resource Planner Calendar
Calendar
sales
1237
Understanding Permissions: View All Records vs. My Records, understanding the difference
how-to
record
Permissions
1234
How to create a case from the customer record
Case Categories
Cases
record
customer
service
how-to
1233
How to use real stock pricing in sales order profits
Purchase Order
Editing
Stock
ordering
finance
1233
How do I create variable term contracts?
finance
sales
1231
How to amend VAT on a handset on an existing Sales order
ordering
how-to
1231
Understanding Customers: The Home Tab
customer
record
1230
How do I manage sales order invoices?
video
ordering
how-to
1229
How to update your maintenance password in The Layer
mail agent
Email
office-365
exchange-server
how-to
1228
Understanding the Supplier Performance Widget - Service Connections by Supplier & Classification
Reports
sales
how-to
widgets
1227
How to set up New shortcut permissions
Permissions
1221
Reassign the parent records from task stacks
presales
sales
service
work-stacks
tasks
1221
How to auto-assign a customer owner when a lead is converted to a customer
settings
sales
customer
1218
How to Change your Layer Password
how-to
users
1218
Understanding Quotations: Managing Upfront Variable Sell Price & Discounts
Pricebook
quotations
sales
1216
How does Buy-out fund works in the Layer
video
finance
sales
1205
How to add Deal Termination into Quotations
sales
video
1202
Environment Settings - Appointment Types - How to create Appointment Types in the Layer
settings
how-to
appointment
1199
How to Configure Mobile BIll Cap in The Layer - Ofcom
ordering
assets
quotations
Pricebook
intercom
1198
How to use a generic email address when sending a marketing campaign
how-to
marketing
mail agent
1198
How to view the Sales Order Finance Report in the Layer
how-to
finance
Reports
1195
Suggested widgets to manage cases (User)
service
widgets
settings
how-to
users
1192
Suggested widgets to manage cases (Manager)
Services
Cases
users
how-to
widgets
service
1190
Customer charged price in assets
customer
service
1188
Opportunities: Qualified status in opportunity
Opportunity
how-to
1188
Environment Settings - How to add Shipping Methods to the Layer
quotations
settings
ordering
how-to
1187
How to Apply Shipping Cost to an Existing Invoice
how-to
Invoice
intercom
1187
Applying Auto Branding to the Layer
settings
how-to
Branding
email-templates
1185
How to Manage Cost Centres
Cost_Centre
customer
how-to
1185
Sales Order Profit Adjustments
ordering
finance
Adjustment
1181
Understanding Quotations: What are price book categories
sales
how-to
quotations
Pricebook
1181
Sage 200 Integration
Sage
integrations
1180
Managing Contract Extensions, Renewals & Buyout values in The Layer
quotations
how-to
sales
custom service
1173
How to store temporary Mobile Numbers
service
video
1172
How to sync appointments after reassigning
how-to
tasks
appointment
presales
1171
Uploading files against a customer or lead record
how-to
record
1169
How to Create and Use Customer and Lead Contact Custom Fields
how-to
customer
leads
custom-fields
1163
Understanding Custom Reports: Can I use the Layer to calculate year on year growth?
Custom Reports
how-to
finance
1160
How do Notes in Data Capture work
ordering
service
video
1159
Customer Actions - Understanding Customer Relationships
customer
how-to
1154
Customer Warnings
1154
Understanding Tasks: Create work-stack based on tasks due date
tasks
work-stacks
1154
Understanding Sales Orders : Sales Order Documents
ordering
1149
Notifications for Finance Team
Invoice
Notification
Allocating payments
finance
1138
Understanding Sales Orders: Linking your new sales order to an opportunity without a quotation
ordering
sales
Opportunity
1137
Connection by supplier and Classification widget
sales
video
widgets
1135
Duplicate Checker on The Layer
Duplicates
1134
Sales order required products in the purchase order
ordering
Stock
Purchase Order
1133
How to make The Layer files accessible in the Customer Portal
customer
Customer Portal
Files
1131
Customer Status Automatically Updates to Live
service
customer
1123
New permission to override finalised Purchase Orders
ordering
Purchase Order
Stock
1123
How to complete a product exchange on the Layer
how-to
sales
video
Product Stock
Stock
Editing
Adding
Updating
assets
1122
Understanding Sales Orders & Checklists: How sales order changes affect sales order checklists
how-to
ordering
Checklist
1121
Understanding Opportunities: Option to link Marketing Campaign to an Opportunity
Opportunity
marketing
1114
How to manually create an asset in the Layer
customer
Services
assets
Adding
how-to
1113
How to Bulk Apply Workstacks to Users
intercom
1106
User Permissions: Hide New Stock Movement Shortcut
ordering
Stock
1105
How do I set a date range within browsing session templates?
how-to
1102
Product Bundles - Child Services
quotations
Pricebook
sales
data-capture
1102
How to access The Layer Knowledgebase Articles vs. Your Company Knowledgebase Articles
how-to
knowledgebase
1088
Enviroment Settings - How to add contact types
settings
how-to
record
1087
Sage 200 Integration - Tokens
Sage
finance
1081
Data Migration: Data Migration options within The Layer
Data Migration
1073
Remove Access to Various Areas of the Customer & Lead Record - Providing a Cleaner User View
User Roles
Permissions
settings
1068
Sales order: Amend customer owner before converting Sales order into customer assets
ordering
1068
How to Manage Sites
customer
sites
1062
Reassign opportunity with associated tasks and quotations
Opportunity
sales
1061
Shortcuts set up
settings
1061
How to set up an Office 365 account
office-365
how-to
1055
Which browsers are supported?
how-to
1053
Ensure that the actual product buy price amends profits in the sales order (high level view for managers)
how-to
ordering
1039
Custom Terms and Conditions: Set up and Use
sales
settings
Terms
Set Up
1038
Suggested Loan Device Process on the Layer
how-to
Stock
Product Stock
1033
Adding Product Manufacturers and Suppliers
Pricebook
settings
1013
Applying a Payment to an Invoice
1012
How to create a new individual checklist task
how-to
tasks
Checklist
1008
Case Enhancements
Case SLA
Case Categories
Cases
1002
Product Hierarchy Overview
quotations
sales
989
How to Create a New Customer manually on the Layer
record
merge
customer
how-to
986
Valid sources to use when importing notes in The layer using Data Manager
intercom
973
Product Basket
Pricebook
quotations
sales
how-to
972
Understanding Opportunities: Export of Opportunity stack and use of the data for forecasting
Opportunity
Export
intercom
sales
971
Creating an O2 Work Request Form
intercom
ordering
959
Update of existing service assets on The Layer
intercom
service
Reconciliation
954
Understanding Opportunities: Creating Opportunity Workstacks
intercom
948
VAT on Funds and how to set it up
920
Maintenance Plans
912
Product / Service Supplier Override
888
Reporting on Additional Funding
Funds
Reports
quotations
Opportunity
886
"All Cases" Report Updates
Reports
intercom
873
Understanding the Audit Trail in the Layer
intercom
868
Variable Pricing
828
Editable Product / Service Name
820
Auto-Calculated Deal Termination
intercom
779
Data Migration: How do I cleanse my data?
intercom
725
How do I log in as another user?
administration
353
