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
1746
Is The Layer's electronic signature legally binding?
sales
1557
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
1829
How do I create a new user?
settings
how-to
1821
Getting started with the quotation builder
quotations
sales
1282
How to update appointment feedback
how-to
sales
1151
Why is my quotation remaining in 'draft' status once sent?
how-to
sales
1047
Setting up a web leads form on your own website
integrations
leads
877
How to find previous lead customer and sales order records by using TrackBack
ordering
how-to
sales
record
16944
How to get your Exchange Online Web Service URL from Office 365
exchange-server
how-to
7971
Why shouldn’t I delete invoices? HMRC GUIDELINES
sales
administration
finance
ordering
quotations
record
delete
Account balance
Allocating payments
Funds
Liabilities
Invoice
4211
How to import sales payments into Sage 50
how-to
finance
Sage
4073
How to cancel a previously won quotation based on a customer cancelling the order
quotations
ordering
how-to
sales
3160
The primary SMTP address must be specified when referencing a mailbox
mail agent
3137
How to produce a copy of a signed quotation
how-to
sales
quotations
2906
How to cancel a quotation and sales order
sales
how-to
ordering
quotations
record
delete
2846
How to create an email template in the Layer
email-templates
how-to
Email
2792
Renewal expiry date vs. Expiry date (non-managed expiries) - Understanding the difference
sales
how-to
Expiry
assets
leads
customer
2779
How to install the Outlook Plug-in
settings
administration
integrations
outlook-plugin
how-to
troubleshooting
on-boarding
2768
How to create a new work stack
how-to
work-stacks
2727
How to set up quote authorisation on The Layer
Authorisation
quotations
how-to
sales
2589
Work Stacks: How to create work stack subscriptions
how-to
work-stacks
Subscription
2294
Managing Renewals: Why are renewals important?
sales
presales
Renewals
2231
Sales Order Cancellation
ordering
sales
2223
Understanding Case SLA's: Working hours vs. Clock Hours
Cases
settings
Case SLA
Company Settings
how-to
2207
How to create Sales Order checklists
sales
how-to
ordering
Checklist
2166
What is customer portal and how to use it
knowledgebase
portal
2129
How to add Product Highlights to a Product or Service - Key Benefits or Features
how-to
presales
sales
Product Stock
quotations
Services
Pricebook
2127
How to merge two customer records
troubleshooting
merge
record
customer
how-to
2112
Understanding Opportunities: How to create an opportunity in the Layer
sales
presales
Opportunity
2101
Understanding Appointment Feedback: How do I submit appointment feedback?
how-to
appointment
Appointment Feedback
2081
How to provide access to knowledge base articles via your customer portal
customer
knowledgebase
portal
service
2057
The Layer self-service portal website integration
portal
integrations
2056
How to complete a bulk upload of stock into The Layer
Product Stock
Stock
how-to
2030
Mail Triage
how-to
Cases
Mail Triage
2018
Customer and Lead Access Delegation
how-to
presales
sales
customer
leads
record
delegated-access
2008
How to activate Company Terms & Conditions (T&Cs) in the Layer
quotations
Environment Settings
Signature
sales
1985
How to Create Knowledge Base Tags
settings
knowledgebase
tags
1982
Quotation Output Templates: How to amend Quotation columns
quotations
sales
settings
how-to
1934
How to create case category checklists
Case Categories
Checklist
Cases
how-to
administration
settings
service
1931
Understanding Opportunities: How do I link a service asset renewal to an opportunity from a work stack?
assets
Opportunity
Expiry
Renewals
sales
1927
How to book in stock to The Layer
how-to
ordering
Product Stock
Stock
1920
Understanding Opportunities: How to link an opportunity to an appointment
Opportunity
appointment
how-to
1920
Understanding widgets: Duplicating the Sales Order Leaderboard
ordering
widgets
sales
how-to
1887
How to change the status of quote (not won) from lost, quoted, cancelled and open.
quotations
how-to
sales
1879
Understanding Users & Business Units in The Layer
administration
settings
business-units
users
1876
How to create a form in The Layer
how-to
settings
forms
1860
Understanding Cases: Cases vs Jobs
Cases
service
ordering
1849
How to activate Supplier's T&Cs in the Layer
Signature
quotations
sales
1847
How to create a knowledgebase article
knowledgebase
how-to
1847
How to allocate and re-allocate stock to sales order
Stock
video
ordering
1832
How to create product opportunity checklists
Checklist
Opportunity
settings
administration
how-to
presales
sales
1825
Understanding Work Stacks: Case Work stacks
how-to
work-stacks
Reports
Cases
1823
Understanding Discount Types in The Layer
quotations
finance
how-to
sales
1812
How to export and import assets in the customer’s record.
how-to
assets
customer
delete
record
Services
1808
Environment Settings - Appointment Types
on-boarding
appointment
how-to
settings
administration
1806
How to Create a New Case Category
settings
how-to
Case Categories
Cases
1801
Understanding Opportunities: How do I create or link an opportunity to a service asset in a customer record?
sales
Services
Opportunity
assets
1798
How to manually book stock out of The Layer
how-to
Updating
Stock
Product Stock
Data
Export
delete
1794
Understanding Custom Reports - How to access Custom Reports
how-to
Custom Reports
1782
Environment Settings - How to add Areas to the Layer
how-to
settings
administration
record
customer
leads
work-stacks
1781
Understanding Opportunities: Create work-stack based on opportunity created date
work-stacks
Opportunity
sales
1781
How to add external customers on case watch list and as a default case watcher
how-to
Cases
Case Watcher
Case wach list
1769
Work stacks for Sales Orders
work-stacks
ordering
how-to
1769
Understanding Opportunities: How to link an opportunity to an expiry
presales
sales
Opportunity
Expiry
1764
How to delete a quotation and order (when the quotation has been manually signed)
sales
ordering
delete
quotations
1731
How to create an Output Template in the Layer
1721
How do I search for a service asset number in the Layer?
Search
assets
how-to
1718
Understanding Opportunities: Create a workstack based on Next Task Action range
Opportunity
tasks
work-stacks
1717
How to book stock in against a PO
Stock
ordering
video
1700
Environment Settings - Custom Report Groups
delete
Reports
Custom Report Groups
Groups
Custom Reports
how-to
1699
How do I promote a custom work stack to the favourite tab?
work-stacks
how-to
1688
How do I update my mail agent password?
how-to
1687
How to create a Purchase Order Video
finance
ordering
1680
How to add a hyperlink to the Layer
Email
email-templates
how-to
1679
How to create a Knowledgebase Article in the Layer
how-to
knowledgebase
1679
How to configure an Office 365 maintenance account
how-to
integrations
exchange-server
office-365
1668
How to create a new base category
how-to
settings
1662
How to create a custom service in the quotation
quotations
sales
how-to
1654
How to update your pricebook from the purchase order - Buy & Sell Price
how-to
ordering
Pricebook
Product Stock
1653
Understanding Cases: Case Service Level Agreement (SLA) On Hold Statuses
Cases
Case SLA
service
how-to
1647
Settings - Essentials - How to upload files to the Layer
administration
settings
how-to
1644
Fund Offsets on an Invoice
Funds
Invoice
finance
1640
How to update customer GDPR preferences
marketing
GDPR
1638
Environment Settings - User Targets - Monthly Appointment targets
on-boarding
users
appointment
how-to
presales
sales
settings
administration
1631
Subsidy Management
finance
Funds
1631
Line Rental Subsidy
sales
video
1630
How to import stock in bulk
Stock
video
ordering
1622
Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer
how-to
settings
leads
customer
Expiry
1612
Understanding Cases: Setting a default case sla
Company Settings
Case SLA
how-to
service
settings
1608
How to amend opportunity probability via appointment feedback
video
sales
Opportunity
1606
Understanding Opportunities & Checklists: How opportunity changes affect opportunity checklists
Opportunity
Checklist
how-to
1605
How to Create a Widget Group
widgets
widgets
1594
Managing Invoices – Invoice stacks
Invoice
finance
1582
Pre and Post Authorisation Sales Order Statuses
ordering
custom
Authorisation
1573
How to scan items into sales order
ordering
Stock
1557
Understanding Work Stacks: I am unable to open a work stack?
work-stacks
1551
How to apply Mail templates to your company settings in the Layer
how-to
settings
email-templates
1548
How to create workflow in The Layer
settings
how-to
1541
How to create a sales order without the need to create a quotation
how-to
sales
ordering
1522
How to set up, amend and cancel a scheduled email.
Scheduled Email
Reports
how-to
1521
Price books: Understanding 'OGR Buy Price Override'
Pricebook
sales
1520
How to Create a Purchase Order on The Layer
Product Stock
how-to
ordering
finance
1516
How do I search for a company in the Layer?
how-to
record
Search
1507
Internet Explorer freezes, crashes, hangs in Windows 7 | 8
troubleshooting
internet-explorer
1505
Return of Handset
Stock
1500
Sales order Authorisation widgets
Authorisation
widgets
ordering
1497
How to log time and cost against a case
Cases
service
1493
How to delete a signature from your won quotation
quotations
delete
customer
sales
how-to
1492
Environment Settings - How to add Job Titles to manage contacts and users within the Layer
how-to
settings
customer
leads
users
1491
Understanding editing tools within the Layer
how-to
settings
1483
How to use Affected assets in cases
Cases
service
how-to
1480
How to set up Automatic Responses in Mail Triage
Mail Triage
mail agent
1478
Sales order teams and exclusion of sales order statuses for the team
ordering
1472
How to add a checklist to case category
how-to
administration
Cases
Case Categories
Services
service
1465
Understanding Opportunities: How to set up forecast categories for opportunities
Opportunity
how-to
sales
1459
How to manually activate Layer Outlook plugin in your Outlook
Email
outlook-plugin
service
1454
How to create a new sales order status
how-to
ordering
1452
Environment Settings - Industries
how-to
record
1449
Data Migration - How do I know what the core fields are?
how-to
Data Migration
1447
How to amend and add case sla's
service
how-to
1447
How to approve funding requests
finance
sales
quotations
Funds
1447
How do I create quotation templates?
quotations
how-to
settings
1441
Understanding Opportunities: What are Opportunity Classifications
Renewals
Reports
sales
1428
Quotation Authorisation without rules
Authorisation
quotations
1427
Understanding Checklists: How case changes affect checklists
how-to
Checklist
Cases
Case Categories
1427
How to Masquerade as another user.
how-to
administration
1420
How to Complete a Secure File Upload on The Layer
customer
Secure File
how-to
1413
Hide Sales order statuses when sales order is in certain stage of the process
ordering
1411
How to configure and use Check Types
ordering
1411
GDPR configuration set up with Landing Pages and Email Templates
marketing
GDPR
1410
How to attach a file to a Knowledgebase Article
knowledgebase
how-to
1409
How to add IMEI or Sim number to an invoice
how-to
finance
Invoice
1405
Delegating access in bulk on the Layer
Company Settings
delegated-access
User Roles
Permissions
leads
record
customer
how-to
settings
1403
How to complete a transfer of assets (Transfer of Ownership) on The Layer.
how-to
service
customer
record
merge
assets
1385
How to amend and set up your widgets on the dashboard.
how-to
widgets
1384
How to create a new Mail Agent
how-to
mail agent
1382
How to apply a filter in grid mode to avoid the need to reapply a filter every time
how-to
work-stacks
1367
What are possible reasons for a failed quotation signature?
quotations
1366
How to add a checklist to a Sales Order
settings
administration
how-to
sales
1364
How to add images and product information to your quote based on selecting the item in your quotation
Images
Upload images
Mobile
quotations
sales
1359
How to activate sales order authorisation on The Layer
ordering
Authorisation
1301
How to add branding to your instance of the Layer
how-to
email-templates
settings
Company Settings
Branding
1294
How to generate a marketing report
how-to
marketing
Reports
1294
How is profitability information calculated for quotation lines?
sales
finance
Bonus
Hold Back
1292
Sales Order Process on The Layer
video
ordering
how-to
1282
How to import price book
sales
how-to
video
Pricebook
1267
Understanding Quotations: How to create a funding request
how-to
sales
Funds
Authorisation
quotations
1264
How to Create a Custom Phone Call Outcome
how-to
presales
tasks
1257
How do I log in as another user?
administration
1249
Purchase Order: How to mark a PO as paid
Purchase Order
ordering
1232
Data: What are record custom fields and how do I create them?
how-to
Data
Data Migration
custom-fields
1219
Company Settings: How do I set the Employee Number Type?
settings
how-to
Reports
customer
leads
1216
How to upload your company logo's to the Layer
Company Settings
settings
how-to
Company Logo's
1209
How to amend or add business modules for users
settings
how-to
1202
How to Create a New Lead
how-to
leads
1197
How do I convert order items into new & existing customer assets?
assets
how-to
ordering
1177
Understanding Cases: Case SLA logic
how-to
service
Case SLA
Cases
1166
Sales Order vs. Quotation & Turnover Variance Report
Reports
1165
Quotations: Outputting Variable Discounts & Subsidies
sales
quotations
1164
How to apply signature as default in office 365 account
Email Signature
office-365
users
settings
1163
How to add or update your Layer Email Signature
Email Signature
Signature
Adding
Updating
how-to
1157
How to quickly search for a product serial number or IMEI number
service
ordering
how-to
record
assets
Stock
Product Stock
1157
Unable to upload images to the Knowledgebase question mark or cross image appearing
knowledgebase
Images
Upload images
customer
settings
how-to
1151
Sage 200 Integration - Syncing Payments / Receipts from Sage to The Layer
finance
integrations
Sage
1147
Sage 200 Integration - Payments & Refunds Grids
Sage
integrations
finance
1141
How to create a new invoice
Invoice
finance
1134
How is the turnover value calculated in The Layer?
Pricebook
sales
1128
Sage 200 Integration - Mapping Payment Methods to Sage Bank Accounts
Sage
finance
1127
How do I set up two-factor authentication on The Layer?
how-to
1122
Ordering more items than required
ordering
Purchase Order
Stock
1120
I'm unable to search for customers using the Outlook plug-in?
on-boarding
troubleshooting
users
administration
outlook-plugin
how-to
1118
How to import products and services
administration
settings
how-to
1117
Opportunities: Manage permissions for bulk changes in opportunity stacks.
sales
Permissions
Opportunity
1103
Sales & Quotations: How to add a lease item to your quotation
how-to
sales
custom product
lease
custom
custom service
quotations
1103
Sage 200 & Intacct Integration - Error Queue
integrations
finance
1102
How to manually update a hardware fund, subsidy or general fund balance
finance
video
1101
How to use your presales reporting widgets
widgets
how-to
presales
1098
How to create a reminder email
how-to
tasks
1096
Understanding Cases: Case Email Responses
service
Case-sweep
case-notes
email-attachments
Case Watcher
mail agent
Email
Cases
1095
Sage 200 / Intacct Integration - Sub Company and Sage Company Mapping
integrations
Sage
1091
How to view all hardware fund and line rental subsidy transactions
how-to
finance
settings
Reports
Funds
Liabilities
1089
Understanding the impact of GDPR & PECR
Data
Data Migration
GDPR
1087
How do I create matrix questions on The Layer Forms?
forms
1086
How to view customer balances: hardware fund, general fund, line rental subsidy, invoice balance and account balance
how-to
finance
Funds
Reports
Account balance
1086
Sage 200 / Intacct Integration - Customer Balances Widget
finance
Sage
1085
Invoicing: Credit Notes
Invoice
finance
1078
Sage 200 / Intacct Integration - Customers Grid & Customer Export / Upload
Sage
integrations
1078
How to resend undelivered mail
presales
how-to
1074
How to create a case using the Plug-In
Cases
record
outlook-plugin
service
how-to
1073
Understanding Records: What is the difference between lead and customer records?
record
leads
customer
how-to
1071
Commissions reconciliation
Commissions
finance
1069
How to gather contract expiries
presales
how-to
1069
New Permission to 'Allow Calendar Schedule Conflict'
Calendar
Permissions
appointment
sales
settings
presales
1066
Lead Records: How to mark a lead record as unsuitable
how-to
leads
delete
1063
How to manage lead deletion requests
how-to
video
1061
How to send an email from the Layer to multiple people.
how-to
email-templates
Email
1058
How to edit or amend an invoice template
how-to
finance
troubleshooting
1057
Why does Outlook occasionally detect a problem with the Outlook add-in and disable it?
outlook-plugin
1057
How to Schedule a Phone Call
presales
how-to
1049
Creating Queues - Managing Unassigned Users
Unassigned
work-stacks
how-to
1045
How to export assets with no formatting issues to number fields over 15 digits
Services
assets
Mobile
how-to
work-stacks
settings
service
1044
Sales Order Leaderboard Widget - Understanding the breakdown
presales
sales
how-to
ordering
service
finance
widgets
quotations
1041
How to set up and use the new Product Groups Feature
Set Up
settings
how-to
Product Group
1036
Sage 200 Integration - Customer and Contact Sync
1034
How to manage Refunds for Credit Notes
1031
Sales: What is an opportunity?
Opportunity
1030
Managed Backup Services
Chargeable Feature
Data
record
1029
Sales Performance Widgets
widgets
sales
1027
Reconciling Invoices and Invoice Payments
finance
Invoice
Sage
1024
How to mark a quotation as a pipeline quotation from your workstack
sales
how-to
quotations
1021
Bulk Reservation and Allocation
Stock
ordering
1019
Product Bundles - Linked Items
sales
Pricebook
quotations
1019
How to view Individual Case History
Cases
how-to
1018
Deleting a Stock Movement Session from the Layer
how-to
Stock
1017
Understanding Appointments in The Layer – Managing your appointments
appointment
work-stacks
tasks
1015
How can Customer add their PO into the quotation
service
sales
video
1014
New Parameter: Sign Block with Terms
sales
quotations
Signature
1011
How to Create a New Lead Sub Status
leads
how-to
1005
Why can't I scroll horizontally in grids when using Mac OS X Lion or newer?
how-to
1003
How do I override knowledgebase styling?
knowledgebase
999
How to set up SMS functionality on The Layer
how-to
settings
service
SMS
994
Understanding Commissions workstacks
work-stacks
Commissions
finance
994
Sub-companies
finance
993
How to export All Leads from The Layer
leads
Data
Export
how-to
990
Reporting on Ceased Assets
assets
Reports
service
990
Customer Actions - Understanding Customer Flags
how-to
customer
987
How do I enable 'Minimum Profit Threshold' for quotations?
sales
984
How to create a new appointment
how-to
sales
presales
982
Environment Settings - How to add job titles for contacts and users
customer
users
settings
how-to
979
How to create and remove a customer alert on The Layer
customer
record
how-to
administration
977
How to set up and amend user Digest Feeds
settings
users
Digest Feeds
Digests
977
How to search custom field data
customer
record
leads
how-to
974
Understanding Opportunities: Losing opportunities and capturing reasons for loss
sales
Opportunity
974
Understanding Cases: Creating Case Breach Reasons
service
how-to
Cases
SLA Breach
Case SLA
973
Specifications for customer provided CRM data
how-to
on-boarding
971
Recent Sales orders view
ordering
970
Duplicate Checker
customer
leads
presales
Duplicates
967
How to restore a core work stack
how-to
work-stacks
966
How to view an audit trail of all user requests to export work stacks and download reports
work-stacks
administration
how-to
964
Essentials - User Permissions - How to download a Role Audit of all users within the Layer
administration
settings
how-to
Authorisation
users
963
How to Deactivate Case Categories
Cases
Case Categories
service
how-to
963
Set up Exchange ActiveSync on your iPhone, iPad, or iPod touch
service
963
How do I add multiple email addresses or contacts to emails sent from the Layer?
how-to
Email
961
Data Migration: Importing files in a CSV format
Data Migration
Data
how-to
959
How to Deactivate a User
how-to
settings
delete
users
958
Customer Subscription Functionality
customer
record
Reports
Cases
users
appointment
tasks
quotations
Digest Feeds
Digests
Opportunity
Custom Reports
administration
957
Subsidy Scheduled Payments - Management Overview
Sage
Funds
finance
957
How do I manage sales order invoices?
video
ordering
how-to
956
How to use real stock pricing in sales order profits
Editing
Purchase Order
Stock
ordering
finance
953
How to automatically remember / save your username and password for The Layer
internet-explorer
Browser
how-to
951
How does the general fund work in The Layer
Funds
sales
950
Sage 200 / Intacct Integration - Credit Notes Grid
949
Customer Cancellation Process
939
Managing Supplier Account Numbers
assets
service
939
Update child asset while updating parent asset with ceased date and status
customer
assets
938
User Permissions- Creating & applying role groups
users
Permissions
settings
938
Creating Barcodes in The Layer
Bar Code
Stock
937
How to create a case using the new radio button
how-to
service
customer
record
Cases
936
Understanding Supplementary Products: Linked products and services in the quotation builder
quotations
sales
931
How to amend VAT on a handset on an existing Sales order
how-to
ordering
930
How to view the Sales Order Finance Report in the Layer
how-to
finance
Reports
930
Using Sales Order Templates to Populate a Spreadsheet with Sales Order Data
settings
forms
929
How to Import Invoices to Sage 50
Sage
Invoice
finance
how-to
928
Data Migration: Core, Meta and Custom Fields - Understanding the difference
Data
Data Migration
how-to
924
How to update your maintenance password in The Layer
mail agent
Email
office-365
exchange-server
how-to
924
Understanding Quotation Configuration Options: How to configure a quotation
customer
quotations
leads
presales
sales
how-to
924
User Roles: Restricting the ability to bulk reassign delegated lead and customer records
users
administration
how-to
presales
sales
921
'Quotation won edit' permission
quotations
Permissions
sales
919
How to Remove a Required Product from the Purchase Order Queue by Using the Suppress Option in Sales Orders
Stock
ordering
how-to
919
Price books: Understanding 'Third Party Billed'
sales
Pricebook
919
Purchase Order: How to add a PO into query
ordering
Purchase Order
919
How to sync appointments after reassigning
how-to
tasks
appointment
presales
918
Managing Insurance in The Layer
service
assets
918
How to add call rate groups to a quotation
quotations
sales
how-to
917
How to Export Customer Cases
service
video
916
How to use cases in the Layer
how-to
service
Cases
Services
Case Watcher
Updating
case-notes
Case SLA
Case wach list
916
How to Import and Export Customer Assets
how-to
video
service
assets
915
How to merge lead records together
how-to
presales
leads
merge
915
Adding or editing an address in a record
how-to
Adding
leads
customer
914
Phone call email reminders
Notification
tasks
how-to
914
Understanding Expiries: Non-managed Expiries
sales
leads
customer
Expiry
909
How do I delete a customer record?
how-to
settings
administration
908
Understanding Permissions: View All Records vs. My Records, understanding the difference
how-to
record
Permissions
908
How do I create variable term contracts?
finance
sales
907
Understanding the Supplier Performance Widget - Service Connections by Supplier & Classification
Reports
sales
how-to
widgets
904
Fixing Internet Explorer freezes, crashes and hangs
903
Environment Settings - Appointment Types - How to create Appointment Types in the Layer
settings
how-to
appointment
898
How to add Deal Termination into Quotations
sales
video
897
Understanding Custom Reports: Can I use the Layer to calculate year on year growth?
Custom Reports
how-to
finance
892
Product Bundles
sales
quotations
890
Set up and use of Resource Planner Calendar
Calendar
sales
887
Environment Settings - How to add Shipping Methods to the Layer
quotations
settings
ordering
how-to
886
Suggested widgets to manage cases (User)
service
widgets
settings
how-to
users
884
How to auto-assign a customer owner when a lead is converted to a customer
settings
sales
customer
883
Reassign the parent records from task stacks
presales
sales
service
work-stacks
tasks
883
Why did we remove the option to delete financial transactions
finance
883
Understanding Customers: The Home Tab
customer
record
879
How to create a case from the customer record
Case Categories
Cases
record
customer
service
how-to
876
Opportunities: Qualified status in opportunity
Opportunity
how-to
876
Sales Order Profit Adjustments
ordering
finance
Adjustment
876
Customer charged price in assets
customer
service
875
Understanding Quotations: Managing Upfront Variable Sell Price & Discounts
Pricebook
quotations
sales
873
Understanding Sales Orders: Linking your new sales order to an opportunity without a quotation
ordering
sales
Opportunity
873
Sales order required products in the purchase order
Stock
Purchase Order
ordering
869
How to use a generic email address when sending a marketing campaign
how-to
marketing
mail agent
868
Understanding Quotations: What are price book categories
sales
how-to
quotations
Pricebook
861
Creating & Managing Warehouses
Stock
Warehouse
859
Child Asset Conversion Set up in Company Settings
data-capture
Services
858
Uploading files against a customer or lead record
how-to
record
857
How do Notes in Data Capture work
ordering
service
video
855
New permission to override finalised Purchase Orders
ordering
Purchase Order
Stock
849
Customer Status Automatically Updates to Live
service
customer
847
How does Buy-out fund works in the Layer
video
finance
sales
843
User Permissions: Hide New Stock Movement Shortcut
ordering
Stock
842
Applying Auto Branding to the Layer
settings
how-to
Branding
email-templates
835
How to Search by Contact Details or Address
how-to
Search
leads
customer
833
Understanding Tasks: Create work-stack based on tasks due date
tasks
work-stacks
832
Suggested widgets to manage cases (Manager)
Services
Cases
users
how-to
widgets
service
831
How to set up New shortcut permissions
Permissions
827
Customer Warnings
826
Notifications for Finance Team
Invoice
Notification
Allocating payments
finance
824
How to set up an Office 365 account
office-365
how-to
821
How to Create and Use Customer and Lead Contact Custom Fields
how-to
customer
leads
custom-fields
819
How to Change your Layer Password
how-to
users
818
How to Manage Cost Centres
Cost_Centre
customer
how-to
817
Connection by supplier and Classification widget
sales
video
widgets
813
Customer Actions - Understanding Customer Relationships
customer
how-to
813
How do I set a date range within browsing session templates?
how-to
812
Enviroment Settings - How to add contact types
settings
how-to
record
811
Ensure that the actual product buy price amends profits in the sales order (high level view for managers)
how-to
ordering
806
Understanding Sales Orders & Checklists: How sales order changes affect sales order checklists
how-to
ordering
Checklist
806
How to Apply Shipping Cost to an Existing Invoice
how-to
Invoice
803
How to store temporary Mobile Numbers
service
video
803
Sage 200 Integration
Sage
integrations
801
How to make The Layer files accessible in the Customer Portal
customer
Customer Portal
Files
800
How to Configure Mobile BIll Cap in The Layer - Ofcom
ordering
assets
quotations
Pricebook
795
How to access The Layer Knowledgebase Articles vs. Your Company Knowledgebase Articles
how-to
knowledgebase
792
Sales order: Amend customer owner before converting Sales order into customer assets
ordering
792
Duplicate Checker on The Layer
Duplicates
791
Managing Contract Extensions, Renewals & Buyout values in The Layer
quotations
custom service
how-to
sales
791
How to Bulk Apply Workstacks to Users
settings
administration
work-stacks
786
Understanding Opportunities: Option to link Marketing Campaign to an Opportunity
Opportunity
marketing
783
Understanding Sales Orders : Sales Order Documents
ordering
783
How to complete a product exchange on the Layer
how-to
sales
video
Stock
Product Stock
Editing
Adding
Updating
assets
782
How to manually create an asset in the Layer
customer
assets
Services
Adding
how-to
772
Remove Access to Various Areas of the Customer & Lead Record - Providing a Cleaner User View
User Roles
Permissions
settings
771
Data Migration: Data Migration options within The Layer
Data Migration
770
How to Manage Case Sub-Statuses
770
Which browsers are supported?
how-to
766
Custom Terms and Conditions: Set up and Use
sales
settings
Terms
Set Up
759
Product Bundles - Child Services
quotations
Pricebook
sales
data-capture
752
Reassign opportunity with associated tasks and quotations
Opportunity
sales
752
How to Manage Sites
customer
sites
731
Adding Product Manufacturers and Suppliers
Pricebook
settings
707
Shortcuts set up
settings
693
Product Basket
Pricebook
quotations
sales
how-to
692
Sage 200 Integration - Tokens
Sage
finance
677
How to create a new individual checklist task
how-to
tasks
Checklist
672
How to Create a New Customer manually on the Layer
record
merge
customer
how-to
671
Valid sources to use when importing notes in The layer using Data Manager
Data Migration
670
Understanding Opportunities: Export of Opportunity stack and use of the data for forecasting
Export
Opportunity
sales
665
Applying a Payment to an Invoice
663
Suggested Loan Device Process on the Layer
how-to
Stock
Product Stock
661
Update of existing service assets on The Layer
service
Reconciliation
643
Creating an O2 Work Request Form
ordering
639
Case Enhancements
Case SLA
Case Categories
Cases
638
Product Hierarchy Overview
quotations
sales
637
Understanding Opportunities: Creating Opportunity Workstacks
626
VAT on Funds and how to set it up
620
Product / Service Supplier Override
615
"All Cases" Report Updates
Reports
611
Reporting on Additional Funding
Funds
Reports
quotations
Opportunity
610
Understanding the Audit Trail in the Layer
579
Maintenance Plans
552
Variable Pricing
537
Editable Product / Service Name
496
Auto-Calculated Deal Termination
470
Data Migration: How do I cleanse my data?
393
How do I log in as another user?
administration
48
