Layer Systems
Support Articles
All
All
Account balance
2
Adding
4
adjustment
1
administration
23
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
7
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
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
54
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
21
How to configure an Exchange maintenance account
exchange-server
integrations
how-to
1800
Is The Layer's electronic signature legally binding?
sales
1655
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
2027
How do I create a new user?
settings
how-to
1950
Getting started with the quotation builder
quotations
sales
1388
How to update appointment feedback
how-to
sales
1200
Why is my quotation remaining in 'draft' status once sent?
how-to
sales
1149
Setting up a web leads form on your own website
integrations
leads
986
How to find previous lead customer and sales order records by using TrackBack
ordering
how-to
sales
record
17036
How to get your Exchange Online Web Service URL from Office 365
exchange-server
how-to
9257
Why shouldn’t I delete invoices? HMRC GUIDELINES
sales
administration
finance
ordering
quotations
record
delete
Account balance
Allocating payments
Funds
Liabilities
Invoice
4374
How to import sales payments into Sage 50
how-to
finance
Sage
4225
The primary SMTP address must be specified when referencing a mailbox
mail agent
3331
How to cancel a previously won quotation based on a customer cancelling the order
quotations
ordering
how-to
sales
3280
How to create an email template in the Layer
email-templates
how-to
Email
3071
How to produce a copy of a signed quotation
how-to
sales
quotations
3045
Renewal expiry date vs. Expiry date (non-managed expiries) - Understanding the difference
sales
how-to
Expiry
assets
leads
customer
3003
How to install the Outlook Plug-in
settings
administration
integrations
outlook-plugin
how-to
troubleshooting
on-boarding
2939
How to cancel a quotation and sales order
sales
how-to
ordering
quotations
record
delete
2919
How to create a new work stack
how-to
work-stacks
2914
How to set up quote authorisation on The Layer
Authorisation
quotations
how-to
sales
2696
Understanding Case SLA's: Working hours vs. Clock Hours
Cases
settings
Case SLA
Company Settings
how-to
2536
Work Stacks: How to create work stack subscriptions
how-to
work-stacks
Subscription
2484
Managing Renewals: Why are renewals important?
sales
presales
Renewals
2402
Sales Order Cancellation
ordering
sales
2390
How to add Product Highlights to a Product or Service - Key Benefits or Features
how-to
presales
sales
Product Stock
quotations
Services
Pricebook
2355
How to merge two customer records
troubleshooting
merge
record
customer
how-to
2320
What is customer portal and how to use it
knowledgebase
portal
2311
Understanding Opportunities: How to create an opportunity in the Layer
sales
presales
Opportunity
2280
How to create Sales Order checklists
sales
how-to
ordering
Checklist
2269
The Layer self-service portal website integration
portal
integrations
2269
How to provide access to knowledge base articles via your customer portal
customer
knowledgebase
portal
service
2243
How to complete a bulk upload of stock into The Layer
Product Stock
Stock
how-to
2215
Mail Triage
how-to
Cases
Mail Triage
2208
Understanding Appointment Feedback: How do I submit appointment feedback?
how-to
appointment
Appointment Feedback
2207
Customer and Lead Access Delegation
how-to
presales
sales
customer
leads
record
delegated-access
2178
How to create case category checklists
Case Categories
Checklist
Cases
how-to
administration
settings
service
2132
How to Create Knowledge Base Tags
settings
knowledgebase
tags
2128
How to activate Company Terms & Conditions (T&Cs) in the Layer
quotations
Environment Settings
Signature
sales
2126
Understanding Cases: Cases vs Jobs
Cases
service
ordering
2117
Understanding Opportunities: How to link an opportunity to an appointment
Opportunity
appointment
how-to
2109
Quotation Output Templates: How to amend Quotation columns
quotations
sales
settings
how-to
2100
Understanding Opportunities: How do I link a service asset renewal to an opportunity from a work stack?
assets
Opportunity
Expiry
Renewals
sales
2080
Understanding Work Stacks: Case Work stacks
how-to
work-stacks
Reports
Cases
2058
How to create a form in The Layer
how-to
settings
forms
2046
How to book in stock to The Layer
how-to
ordering
Product Stock
Stock
2035
How to Create a New Case Category
settings
how-to
Case Categories
Cases
2026
How to activate Supplier's T&Cs in the Layer
Signature
quotations
sales
2022
How to create a knowledgebase article
knowledgebase
how-to
2022
How to change the status of quote (not won) from lost, quoted, cancelled and open.
quotations
how-to
sales
2013
Understanding Opportunities: How do I create or link an opportunity to a service asset in a customer record?
sales
Services
Opportunity
assets
2002
How to add external customers on case watch list and as a default case watcher
how-to
Cases
Case Watcher
Case wach list
1998
Understanding widgets: Duplicating the Sales Order Leaderboard
ordering
widgets
sales
how-to
1995
How to create product opportunity checklists
Checklist
Opportunity
settings
administration
how-to
presales
sales
1990
Understanding Discount Types in The Layer
quotations
finance
how-to
sales
1986
Understanding Opportunities: Create work-stack based on opportunity created date
work-stacks
Opportunity
sales
1979
Understanding Users & Business Units in The Layer
administration
settings
business-units
users
1967
How to manually book stock out of The Layer
how-to
Updating
Stock
Product Stock
Data
Export
delete
1962
Environment Settings - How to add Areas to the Layer
how-to
settings
administration
record
customer
leads
work-stacks
1956
How to allocate and re-allocate stock to sales order
Stock
video
ordering
1950
Understanding Opportunities: How to link an opportunity to an expiry
presales
sales
Opportunity
Expiry
1930
How to export and import assets in the customer’s record.
how-to
assets
customer
delete
record
Services
1925
Understanding Custom Reports - How to access Custom Reports
how-to
Custom Reports
1923
How to create an Output Template in the Layer
1919
Environment Settings - Appointment Types
on-boarding
appointment
how-to
settings
administration
1911
How to create a new base category
how-to
settings
1895
Work stacks for Sales Orders
work-stacks
ordering
how-to
1894
How to add a hyperlink to the Layer
Email
email-templates
how-to
1891
Understanding Opportunities: Create a workstack based on Next Task Action range
Opportunity
tasks
work-stacks
1889
How to delete a quotation and order (when the quotation has been manually signed)
sales
ordering
delete
quotations
1886
How to book stock in against a PO
Stock
ordering
video
1854
How do I promote a custom work stack to the favourite tab?
work-stacks
how-to
1846
How to create a custom service in the quotation
quotations
sales
how-to
1839
How do I search for a service asset number in the Layer?
Search
assets
how-to
1833
Understanding Cases: Case Service Level Agreement (SLA) On Hold Statuses
Cases
Case SLA
service
how-to
1829
How do I update my mail agent password?
how-to
1824
Understanding Opportunities & Checklists: How opportunity changes affect opportunity checklists
Opportunity
Checklist
how-to
1822
How to create a Purchase Order Video
finance
ordering
1814
How to update customer GDPR preferences
marketing
GDPR
1807
Environment Settings - Custom Report Groups
delete
Reports
Custom Report Groups
Groups
Custom Reports
how-to
1803
How to create a Knowledgebase Article in the Layer
how-to
knowledgebase
1785
Subsidy Management
finance
Funds
1784
Understanding Cases: Setting a default case sla
Company Settings
Case SLA
how-to
service
settings
1782
Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer
how-to
settings
leads
customer
Expiry
1781
How to update your pricebook from the purchase order - Buy & Sell Price
how-to
ordering
Pricebook
Product Stock
1779
Line Rental Subsidy
sales
video
1779
How to Create a Widget Group
widgets
widgets
1777
Settings - Essentials - How to upload files to the Layer
administration
settings
how-to
1771
How to import stock in bulk
Stock
video
ordering
1769
How to configure an Office 365 maintenance account
how-to
integrations
exchange-server
office-365
1755
Understanding Work Stacks: I am unable to open a work stack?
work-stacks
1748
How to create workflow in The Layer
settings
how-to
1734
Pre and Post Authorisation Sales Order Statuses
ordering
custom
Authorisation
1733
How to log time and cost against a case
Cases
service
1727
Environment Settings - User Targets - Monthly Appointment targets
on-boarding
users
appointment
how-to
presales
sales
settings
administration
1725
How to amend opportunity probability via appointment feedback
video
sales
Opportunity
1712
How to scan items into sales order
ordering
Stock
1711
Managing Invoices – Invoice stacks
Invoice
finance
1707
Fund Offsets on an Invoice
Funds
Invoice
finance
1705
How to use Affected assets in cases
Cases
service
how-to
1685
Price books: Understanding 'OGR Buy Price Override'
Pricebook
sales
1678
How to apply Mail templates to your company settings in the Layer
how-to
settings
email-templates
1660
Internet Explorer freezes, crashes, hangs in Windows 7 | 8
troubleshooting
internet-explorer
1653
Return of Handset
Stock
1652
Understanding editing tools within the Layer
how-to
settings
1650
Understanding Checklists: How case changes affect checklists
how-to
Checklist
Cases
Case Categories
1636
How to set up, amend and cancel a scheduled email.
Scheduled Email
Reports
how-to
1633
How to set up Automatic Responses in Mail Triage
Mail Triage
mail agent
1628
Understanding Opportunities: What are Opportunity Classifications
Renewals
Reports
sales
1623
Understanding Opportunities: How to set up forecast categories for opportunities
Opportunity
how-to
sales
1622
How do I search for a company in the Layer?
how-to
record
Search
1621
How to add a checklist to case category
how-to
administration
Cases
Case Categories
Services
service
1610
How to delete a signature from your won quotation
quotations
delete
customer
sales
how-to
1606
How to create a new sales order status
how-to
ordering
1603
Sales order Authorisation widgets
Authorisation
widgets
ordering
1603
How to approve funding requests
finance
sales
quotations
Funds
1601
How to Create a Purchase Order on The Layer
Product Stock
how-to
ordering
finance
1601
Data Migration - How do I know what the core fields are?
how-to
Data Migration
1595
How to create a sales order without the need to create a quotation
how-to
sales
ordering
1592
Environment Settings - Industries
how-to
record
1587
GDPR configuration set up with Landing Pages and Email Templates
marketing
GDPR
1585
How to manually activate Layer Outlook plugin in your Outlook
Email
outlook-plugin
service
1578
Sales order teams and exclusion of sales order statuses for the team
ordering
1578
Environment Settings - How to add Job Titles to manage contacts and users within the Layer
how-to
settings
customer
leads
users
1572
How to amend and add case sla's
service
how-to
1553
Delegating access in bulk on the Layer
Company Settings
delegated-access
User Roles
Permissions
leads
record
customer
how-to
settings
1550
How do I create quotation templates?
quotations
how-to
settings
1549
Hide Sales order statuses when sales order is in certain stage of the process
ordering
1548
How to add IMEI or Sim number to an invoice
how-to
finance
Invoice
1540
How to attach a file to a Knowledgebase Article
knowledgebase
how-to
1536
How to configure and use Check Types
ordering
1535
How to Complete a Secure File Upload on The Layer
customer
Secure File
how-to
1531
How to complete a transfer of assets (Transfer of Ownership) on The Layer.
how-to
service
customer
record
merge
assets
1504
Quotation Authorisation without rules
Authorisation
quotations
1504
How to create a new Mail Agent
how-to
mail agent
1498
How to Masquerade as another user.
how-to
administration
1484
What are possible reasons for a failed quotation signature?
quotations
1483
How to add images and product information to your quote based on selecting the item in your quotation
Images
Upload images
Mobile
quotations
sales
1472
How to add branding to your instance of the Layer
how-to
email-templates
settings
Company Settings
Branding
1465
How to Create a Custom Phone Call Outcome
how-to
presales
tasks
1456
How to apply a filter in grid mode to avoid the need to reapply a filter every time
how-to
work-stacks
1444
How to amend and set up your widgets on the dashboard.
how-to
widgets
1443
How is profitability information calculated for quotation lines?
sales
finance
Bonus
Hold Back
1429
How to activate sales order authorisation on The Layer
ordering
Authorisation
1418
How to add a checklist to a Sales Order
settings
administration
how-to
sales
1415
Understanding Quotations: How to create a funding request
how-to
sales
Funds
Authorisation
quotations
1398
How to upload your company logo's to the Layer
Company Settings
settings
how-to
Company Logo's
1393
How to import price book
sales
how-to
video
Pricebook
1378
How do I log in as another user?
administration
1377
Company Settings: How do I set the Employee Number Type?
settings
how-to
Reports
customer
leads
1348
How to generate a marketing report
how-to
marketing
Reports
1347
How to add or update your Layer Email Signature
Email Signature
Signature
Adding
Updating
how-to
1336
Sales Order Process on The Layer
video
ordering
how-to
1334
Data: What are record custom fields and how do I create them?
how-to
Data
Data Migration
custom-fields
1323
Purchase Order: How to mark a PO as paid
Purchase Order
ordering
1313
How to Create a New Lead
how-to
leads
1300
Understanding Cases: Case SLA logic
how-to
service
Case SLA
Cases
1300
Quotations: Outputting Variable Discounts & Subsidies
sales
quotations
1293
How to quickly search for a product serial number or IMEI number
service
ordering
how-to
record
assets
Stock
Product Stock
1266
Unable to upload images to the Knowledgebase question mark or cross image appearing
knowledgebase
Images
Upload images
customer
settings
how-to
1266
How to amend or add business modules for users
settings
how-to
1257
Sage 200 Integration - Mapping Payment Methods to Sage Bank Accounts
Sage
finance
1256
How is the turnover value calculated in The Layer?
Pricebook
sales
1255
Sage 200 / Intacct Integration - Customer Balances Widget
finance
Sage
1252
Sage 200 & Intacct Integration - Error Queue
integrations
finance
1251
Sage 200 / Intacct Integration - Sub Company and Sage Company Mapping
integrations
Sage
1251
Sage 200 Integration - Syncing Payments / Receipts from Sage to The Layer
finance
integrations
Sage
1250
How to apply signature as default in office 365 account
Email Signature
office-365
users
settings
1247
How to import products and services
administration
settings
how-to
1247
Sage 200 Integration - Payments & Refunds Grids
Sage
integrations
finance
1245
Sage 200 / Intacct Integration - Customers Grid & Customer Export / Upload
Sage
integrations
1243
How do I convert order items into new & existing customer assets?
assets
how-to
ordering
1235
Sales Order vs. Quotation & Turnover Variance Report
Reports
1229
How to manually update a hardware fund, subsidy or general fund balance
finance
video
1228
Sales & Quotations: How to add a lease item to your quotation
how-to
sales
custom product
lease
custom
custom service
quotations
1226
How to Schedule a Phone Call
presales
how-to
1214
Understanding Cases: Case Email Responses
service
Case-sweep
case-notes
email-attachments
Case Watcher
mail agent
Email
Cases
1211
Opportunities: Manage permissions for bulk changes in opportunity stacks.
sales
Permissions
Opportunity
1210
Commissions reconciliation
Commissions
finance
1201
New Permission to 'Allow Calendar Schedule Conflict'
Calendar
Permissions
appointment
sales
settings
presales
1201
Understanding Records: What is the difference between lead and customer records?
record
leads
customer
how-to
1201
I'm unable to search for customers using the Outlook plug-in?
on-boarding
troubleshooting
users
administration
outlook-plugin
how-to
1198
How do I create matrix questions on The Layer Forms?
forms
1196
How to create a new invoice
Invoice
finance
1196
How to create a reminder email
how-to
tasks
1195
Sage 200 Integration - Customer and Contact Sync
1193
How to send an email from the Layer to multiple people.
how-to
email-templates
Email
1192
How to view all hardware fund and line rental subsidy transactions
how-to
finance
settings
Reports
Funds
Liabilities
1190
Understanding the impact of GDPR & PECR
Data
Data Migration
GDPR
1190
How to resend undelivered mail
presales
how-to
1188
How to manage Refunds for Credit Notes
1187
How to create a case using the Plug-In
Cases
record
outlook-plugin
service
how-to
1181
How to gather contract expiries
presales
how-to
1176
How do I set up two-factor authentication on The Layer?
how-to
1174
Lead Records: How to mark a lead record as unsuitable
how-to
leads
delete
1172
Ordering more items than required
ordering
Purchase Order
Stock
1170
Creating Queues - Managing Unassigned Users
Unassigned
work-stacks
how-to
1165
Why does Outlook occasionally detect a problem with the Outlook add-in and disable it?
outlook-plugin
1156
How to set up and use the new Product Groups Feature
Set Up
settings
how-to
Product Group
1155
How to use your presales reporting widgets
widgets
how-to
presales
1152
How to export assets with no formatting issues to number fields over 15 digits
Services
assets
Mobile
how-to
work-stacks
settings
service
1149
How to view customer balances: hardware fund, general fund, line rental subsidy, invoice balance and account balance
how-to
finance
Funds
Reports
Account balance
1149
Invoicing: Credit Notes
Invoice
finance
1144
Sales Performance Widgets
widgets
sales
1142
Product Bundles - Linked Items
sales
Pricebook
quotations
1141
Understanding Appointments in The Layer – Managing your appointments
appointment
work-stacks
tasks
1140
How to edit or amend an invoice template
how-to
finance
troubleshooting
1138
Managed Backup Services
Chargeable Feature
Data
record
1138
Sales: What is an opportunity?
Opportunity
1135
How to view Individual Case History
Cases
how-to
1133
How can Customer add their PO into the quotation
service
sales
video
1128
Understanding Commissions workstacks
work-stacks
Commissions
finance
1128
Bulk Reservation and Allocation
Stock
ordering
1127
Deleting a Stock Movement Session from the Layer
how-to
Stock
1127
How to Deactivate Case Categories
Cases
Case Categories
service
how-to
1127
How to export All Leads from The Layer
leads
Data
Export
how-to
1127
Using Sales Order Templates to Populate a Spreadsheet with Sales Order Data
settings
forms
1126
Customer Actions - Understanding Customer Flags
how-to
customer
1125
How to manage lead deletion requests
how-to
video
1123
How to set up SMS functionality on The Layer
how-to
settings
service
SMS
1123
Set up Exchange ActiveSync on your iPhone, iPad, or iPod touch
service
1122
How to mark a quotation as a pipeline quotation from your workstack
sales
how-to
quotations
1120
Duplicate Checker
customer
leads
presales
Duplicates
1110
Sage 200 / Intacct Integration - Credit Notes Grid
1108
Sales Order Leaderboard Widget - Understanding the breakdown
presales
sales
how-to
ordering
service
finance
widgets
quotations
1105
How do I override knowledgebase styling?
knowledgebase
1104
Why can't I scroll horizontally in grids when using Mac OS X Lion or newer?
how-to
1101
How do I enable 'Minimum Profit Threshold' for quotations?
sales
1099
Sub-companies
finance
1096
How do I add multiple email addresses or contacts to emails sent from the Layer?
how-to
Email
1095
Reconciling Invoices and Invoice Payments
finance
Invoice
Sage
1093
Understanding Opportunities: Losing opportunities and capturing reasons for loss
sales
Opportunity
1090
How to use cases in the Layer
how-to
service
Cases
Services
Case Watcher
Updating
case-notes
Case SLA
Case wach list
1088
How to Deactivate a User
how-to
settings
delete
users
1086
Specifications for customer provided CRM data
how-to
on-boarding
1082
How to create and remove a customer alert on The Layer
customer
record
how-to
administration
1081
How to Create a New Lead Sub Status
leads
how-to
1080
Essentials - User Permissions - How to download a Role Audit of all users within the Layer
administration
settings
how-to
Authorisation
users
1079
How to create a new appointment
how-to
sales
presales
1078
How to view an audit trail of all user requests to export work stacks and download reports
work-stacks
administration
how-to
1076
How to restore a core work stack
how-to
work-stacks
1075
Managing Insurance in The Layer
service
assets
1073
How to automatically remember / save your username and password for The Layer
internet-explorer
Browser
how-to
1072
Understanding Cases: Creating Case Breach Reasons
service
how-to
Cases
SLA Breach
Case SLA
1072
Reporting on Ceased Assets
assets
Reports
service
1070
Data Migration: Importing files in a CSV format
Data Migration
Data
how-to
1067
How does the general fund work in The Layer
Funds
sales
1066
How to set up and amend user Digest Feeds
settings
users
Digest Feeds
Digests
1066
Customer Cancellation Process
1062
How to Import Invoices to Sage 50
Sage
Invoice
finance
how-to
1062
New Parameter: Sign Block with Terms
sales
quotations
Signature
1062
Customer Subscription Functionality
customer
record
Reports
Cases
users
appointment
tasks
quotations
Digest Feeds
Digests
Opportunity
Custom Reports
administration
1060
Environment Settings - How to add job titles for contacts and users
customer
users
settings
how-to
1057
Understanding Expiries: Non-managed Expiries
sales
leads
customer
Expiry
1052
Creating Barcodes in The Layer
Bar Code
Stock
1050
How to create a case using the new radio button
how-to
service
customer
record
Cases
1047
How to add call rate groups to a quotation
quotations
sales
how-to
1040
Price books: Understanding 'Third Party Billed'
sales
Pricebook
1033
How to merge lead records together
how-to
presales
leads
merge
1032
How do I delete a customer record?
how-to
settings
administration
1031
Subsidy Scheduled Payments - Management Overview
Sage
Funds
finance
1031
How to Remove a Required Product from the Purchase Order Queue by Using the Suppress Option in Sales Orders
Stock
ordering
how-to
1030
Phone call email reminders
Notification
tasks
how-to
1030
'Quotation won edit' permission
quotations
Permissions
sales
1028
How to Import and Export Customer Assets
how-to
video
service
assets
1028
Understanding Supplementary Products: Linked products and services in the quotation builder
quotations
sales
1027
User Roles: Restricting the ability to bulk reassign delegated lead and customer records
users
administration
how-to
presales
sales
1026
Recent Sales orders view
ordering
1025
Creating & Managing Warehouses
Stock
Warehouse
1024
How to search custom field data
customer
record
leads
how-to
1024
Understanding Quotation Configuration Options: How to configure a quotation
customer
quotations
leads
presales
sales
how-to
1024
How to use real stock pricing in sales order profits
Editing
Purchase Order
Stock
ordering
finance
1023
Purchase Order: How to add a PO into query
ordering
Purchase Order
1023
Data Migration: Core, Meta and Custom Fields - Understanding the difference
Data
Data Migration
how-to
1021
Adding or editing an address in a record
how-to
Adding
leads
customer
1018
How to Export Customer Cases
service
video
1018
How do I create variable term contracts?
finance
sales
1017
How do I manage sales order invoices?
video
ordering
how-to
1017
How to update your maintenance password in The Layer
mail agent
Email
office-365
exchange-server
how-to
1016
Understanding Permissions: View All Records vs. My Records, understanding the difference
how-to
record
Permissions
1012
User Permissions- Creating & applying role groups
users
Permissions
settings
1009
Why did we remove the option to delete financial transactions
finance
1007
Set up and use of Resource Planner Calendar
Calendar
sales
1005
Fixing Internet Explorer freezes, crashes and hangs
1004
Understanding the Supplier Performance Widget - Service Connections by Supplier & Classification
Reports
sales
how-to
widgets
1004
How to add Deal Termination into Quotations
sales
video
1002
Managing Supplier Account Numbers
assets
service
1000
How to auto-assign a customer owner when a lead is converted to a customer
settings
sales
customer
997
Update child asset while updating parent asset with ceased date and status
customer
assets
993
Understanding Quotations: Managing Upfront Variable Sell Price & Discounts
Pricebook
quotations
sales
992
Product Bundles
sales
quotations
990
Reassign the parent records from task stacks
presales
sales
service
work-stacks
tasks
990
How to view the Sales Order Finance Report in the Layer
how-to
finance
Reports
988
How to create a case from the customer record
Case Categories
Cases
record
customer
service
how-to
987
How to amend VAT on a handset on an existing Sales order
how-to
ordering
986
Understanding Quotations: What are price book categories
sales
how-to
quotations
Pricebook
982
Customer charged price in assets
customer
service
979
Understanding Customers: The Home Tab
customer
record
976
How to use a generic email address when sending a marketing campaign
how-to
marketing
mail agent
972
Opportunities: Qualified status in opportunity
Opportunity
how-to
967
Applying Auto Branding to the Layer
settings
how-to
Branding
email-templates
966
Environment Settings - Appointment Types - How to create Appointment Types in the Layer
settings
how-to
appointment
966
How to sync appointments after reassigning
how-to
tasks
appointment
presales
966
How do Notes in Data Capture work
ordering
service
video
963
Child Asset Conversion Set up in Company Settings
data-capture
Services
959
Uploading files against a customer or lead record
how-to
record
959
How to Search by Contact Details or Address
how-to
Search
leads
customer
950
How does Buy-out fund works in the Layer
video
finance
sales
948
Suggested widgets to manage cases (User)
service
widgets
settings
how-to
users
946
Understanding Custom Reports: Can I use the Layer to calculate year on year growth?
Custom Reports
how-to
finance
946
Sales Order Profit Adjustments
ordering
finance
Adjustment
941
How to Change your Layer Password
how-to
users
940
Suggested widgets to manage cases (Manager)
Services
Cases
users
how-to
widgets
service
936
Environment Settings - How to add Shipping Methods to the Layer
quotations
settings
ordering
how-to
934
Customer Warnings
933
How to Manage Cost Centres
Cost_Centre
customer
how-to
932
How to set up New shortcut permissions
Permissions
932
Understanding Sales Orders: Linking your new sales order to an opportunity without a quotation
ordering
sales
Opportunity
931
How to Configure Mobile BIll Cap in The Layer - Ofcom
ordering
assets
quotations
Pricebook
930
Understanding Tasks: Create work-stack based on tasks due date
tasks
work-stacks
929
Customer Actions - Understanding Customer Relationships
customer
how-to
928
How to Create and Use Customer and Lead Contact Custom Fields
how-to
customer
leads
custom-fields
921
Sales order required products in the purchase order
Stock
Purchase Order
ordering
921
Notifications for Finance Team
Invoice
Notification
Allocating payments
finance
920
Managing Contract Extensions, Renewals & Buyout values in The Layer
quotations
custom service
how-to
sales
918
How to store temporary Mobile Numbers
service
video
917
Connection by supplier and Classification widget
sales
video
widgets
913
How do I set a date range within browsing session templates?
how-to
911
How to make The Layer files accessible in the Customer Portal
customer
Customer Portal
Files
909
Customer Status Automatically Updates to Live
service
customer
907
New permission to override finalised Purchase Orders
ordering
Purchase Order
Stock
905
Understanding Sales Orders & Checklists: How sales order changes affect sales order checklists
how-to
ordering
Checklist
905
How to Apply Shipping Cost to an Existing Invoice
how-to
Invoice
902
Sage 200 Integration
Sage
integrations
900
How to access The Layer Knowledgebase Articles vs. Your Company Knowledgebase Articles
how-to
knowledgebase
896
User Permissions: Hide New Stock Movement Shortcut
ordering
Stock
896
Duplicate Checker on The Layer
Duplicates
894
How to complete a product exchange on the Layer
how-to
sales
video
Stock
Product Stock
Editing
Adding
Updating
assets
881
How to manually create an asset in the Layer
customer
assets
Services
Adding
how-to
880
Understanding Opportunities: Option to link Marketing Campaign to an Opportunity
Opportunity
marketing
876
Data Migration: Data Migration options within The Layer
Data Migration
874
How to set up an Office 365 account
office-365
how-to
871
Remove Access to Various Areas of the Customer & Lead Record - Providing a Cleaner User View
User Roles
Permissions
settings
870
How to Manage Case Sub-Statuses
865
Enviroment Settings - How to add contact types
settings
how-to
record
864
Understanding Sales Orders : Sales Order Documents
ordering
860
Ensure that the actual product buy price amends profits in the sales order (high level view for managers)
how-to
ordering
858
Product Bundles - Child Services
quotations
Pricebook
sales
data-capture
854
Reassign opportunity with associated tasks and quotations
Opportunity
sales
854
Sales order: Amend customer owner before converting Sales order into customer assets
ordering
852
How to Bulk Apply Workstacks to Users
settings
administration
work-stacks
845
Shortcuts set up
settings
834
How to Manage Sites
customer
sites
827
Adding Product Manufacturers and Suppliers
Pricebook
settings
824
Sage 200 Integration - Tokens
Sage
finance
818
Custom Terms and Conditions: Set up and Use
sales
settings
Terms
Set Up
815
How to create a new individual checklist task
how-to
tasks
Checklist
815
Which browsers are supported?
how-to
814
Suggested Loan Device Process on the Layer
how-to
Stock
Product Stock
786
Understanding Opportunities: Export of Opportunity stack and use of the data for forecasting
Export
Opportunity
sales
770
How to Create a New Customer manually on the Layer
record
merge
customer
how-to
769
Valid sources to use when importing notes in The layer using Data Manager
Data Migration
769
Case Enhancements
Case SLA
Case Categories
Cases
762
Creating an O2 Work Request Form
ordering
751
Update of existing service assets on The Layer
service
Reconciliation
745
Product Basket
Pricebook
quotations
sales
how-to
744
Applying a Payment to an Invoice
740
Understanding Opportunities: Creating Opportunity Workstacks
737
Product Hierarchy Overview
quotations
sales
736
VAT on Funds and how to set it up
717
Product / Service Supplier Override
715
Maintenance Plans
680
Understanding the Audit Trail in the Layer
676
"All Cases" Report Updates
Reports
662
Reporting on Additional Funding
Funds
Reports
quotations
Opportunity
662
Variable Pricing
635
Editable Product / Service Name
590
Auto-Calculated Deal Termination
570
Data Migration: How do I cleanse my data?
504
How do I log in as another user?
administration
104
