How to configure an Exchange maintenance account

Is The Layer's electronic signature legally binding?

How do I create a new user?

Understanding Opportunities: Create work-stack based on the amount of Tasks / Incomplete Tasks / Incomplete Tasks in future

Getting started with the quotation builder

How to update appointment feedback

Why is my quotation remaining in 'draft' status once sent?

Setting up a web leads form on your own website

How to find previous lead customer and sales order records by using TrackBack

Why shouldn’t I delete invoices? HMRC GUIDELINES

How to import sales payments into Sage 50

How to cancel a previously won quotation based on a customer cancelling the order

How to install the Outlook Plug-in

How to cancel a quotation and sales order

How to produce a copy of a signed quotation

How to get your Exchange Online Web Service URL from Office 365

Renewal expiry date vs. Expiry date (non-managed expiries) - Understanding the difference

How to create a new work stack

The primary SMTP address must be specified when referencing a mailbox

How to create an email template in the Layer

How to set up quote authorisation on The Layer

Work Stacks: How to create work stack subscriptions

Sales Order Cancellation

How to Create Knowledge Base Tags

How to activate Company Terms & Conditions (T&Cs) in the Layer

Managing Renewals: Why are renewals important?

How to create Sales Order checklists

How to change the status of quote (not won) from lost, quoted, cancelled and open.

How to merge two customer records

The Layer self-service portal website integration

Customer and Lead Access Delegation

How to configure an Office 365 maintenance account

What is customer portal and how to use it

How to add Product Highlights to a Product or Service - Key Benefits or Features

Understanding Appointment Feedback: How do I submit appointment feedback?

How to provide access to knowledge base articles via your customer portal

How to book in stock to The Layer

Understanding Opportunities: How do I link a service asset renewal to an opportunity from a work stack?

Mail Triage

How to create a Knowledgebase Article in the Layer

Quotation Output Templates: How to amend Quotation columns

How to create case category checklists

Understanding Opportunities: How to create an opportunity in the Layer

How to complete a bulk upload of stock into The Layer

Understanding widgets: Duplicating the Sales Order Leaderboard

How to create a knowledgebase article

Fund Offsets on an Invoice

How to create a form in The Layer

How to amend and add case sla's

Work stacks for Sales Orders

Managing Invoices – Invoice stacks

How to activate Supplier's T&Cs in the Layer

Understanding Opportunities: Create work-stack based on opportunity created date

Understanding Custom Reports - How to access Custom Reports

How do I create quotation templates?

How to create product opportunity checklists

Understanding Users & Business Units in The Layer

How to attach a file to a Knowledgebase Article

How do I promote a custom work stack to the favourite tab?

How to Create a Purchase Order on The Layer

How do I update my mail agent password?

Understanding Work Stacks: Case Work stacks

How to create an Output Template in the Layer

How to manually book stock out of The Layer

How to allocate and re-allocate stock to sales order

Understanding Opportunities: How to link an opportunity to an appointment

How to amend and set up your widgets on the dashboard.

Understanding Opportunities: How do I create or link an opportunity to a service asset in a customer record?

How to Create a New Case Category

How to update your pricebook from the purchase order - Buy & Sell Price

Environment Settings - Custom Report Groups

How to add external customers on case watch list and as a default case watcher

Environment Settings - How to add Job Titles to manage contacts and users within the Layer

Understanding Discount Types in The Layer

How to book stock in against a PO

How to set up, amend and cancel a scheduled email.

Internet Explorer freezes, crashes, hangs in Windows 7 | 8

How to Complete a Secure File Upload on The Layer

Understanding Opportunities: How to link an opportunity to an expiry

Environment Settings - Appointment Types

Environment Settings - How to add Areas to the Layer

Understanding Opportunities: Create a workstack based on Next Task Action range

How to create workflow in The Layer

How to delete a quotation and order (when the quotation has been manually signed)

How to create a sales order without the need to create a quotation

Understanding Cases: Case Service Level Agreement (SLA) On Hold Statuses

What are possible reasons for a failed quotation signature?

How to import stock in bulk

Sales Order Process on The Layer

Environment Settings - User Targets - Monthly Appointment targets

How to create a custom service in the quotation

How to create a new base category

How to add a hyperlink to the Layer

How is profitability information calculated for quotation lines?

How to Masquerade as another user.

Understanding Case SLA's: Working hours vs. Clock Hours

How to add a checklist to case category

How to add images and product information to your quote based on selecting the item in your quotation

Line Rental Subsidy

Settings - Essentials - How to upload files to the Layer

How to add a checklist to a Sales Order

How to complete a transfer of assets (Transfer of Ownership) on The Layer.

How to delete a signature from your won quotation

Understanding Cases: Cases vs Jobs

How to Create a Widget Group

How to apply Mail templates to your company settings in the Layer

How to generate a marketing report

How to create a Purchase Order Video

Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer

How do I search for a service asset number in the Layer?

How to export and import assets in the customer’s record.

Understanding Work Stacks: I am unable to open a work stack?

Pre and Post Authorisation Sales Order Statuses

Price books: Understanding 'OGR Buy Price Override'

Subsidy Management

Return of Handset

How to apply a filter in grid mode to avoid the need to reapply a filter every time

How do I convert order items into new & existing customer assets?

How to amend opportunity probability via appointment feedback

How do I log in as another user?

Sales order Authorisation widgets

How to update customer GDPR preferences

Environment Settings - Industries

How to scan items into sales order

Unable to upload images to the Knowledgebase question mark or cross image appearing

Data: What are record custom fields and how do I create them?

Quotation Authorisation without rules

How to create a new Mail Agent

Understanding Opportunities: How to set up forecast categories for opportunities

How to import price book

How to add IMEI or Sim number to an invoice

Sales Order vs. Quotation & Turnover Variance Report

How to log time and cost against a case

How to amend or add business modules for users

How to create a new sales order status

Understanding Cases: Setting a default case sla

How to use Affected assets in cases

Understanding Opportunities & Checklists: How opportunity changes affect opportunity checklists

Hide Sales order statuses when sales order is in certain stage of the process

Understanding Quotations: How to create a funding request

How do I search for a company in the Layer?

Understanding editing tools within the Layer

I'm unable to search for customers using the Outlook plug-in?

Purchase Order: How to mark a PO as paid

Quotations: Outputting Variable Discounts & Subsidies

How to create a new invoice

How to view all hardware fund and line rental subsidy transactions

Data Migration - How do I know what the core fields are?

How to apply signature as default in office 365 account

Understanding Checklists: How case changes affect checklists

How do I set up two-factor authentication on The Layer?

Sales order teams and exclusion of sales order statuses for the team

How to set up Automatic Responses in Mail Triage

How is the turnover value calculated in The Layer?

How to view customer balances: hardware fund, general fund, line rental subsidy, invoice balance and account balance

Ordering more items than required

How to manually update a hardware fund, subsidy or general fund balance

How to export assets with no formatting issues to number fields over 15 digits

How to quickly search for a product serial number or IMEI number

Sales & Quotations: How to add a lease item to your quotation

Lead Records: How to mark a lead record as unsuitable

How to create a case using the Plug-In

How to Create a New Lead

Commissions reconciliation

How to edit or amend an invoice template

How to approve funding requests

How to create a reminder email

How to import products and services

How do I create matrix questions on The Layer Forms?

How to use your presales reporting widgets

How to add or update your Layer Email Signature

Why can't I scroll horizontally in grids when using Mac OS X Lion or newer?

Company Settings: How do I set the Employee Number Type?

How do I override knowledgebase styling?

How to configure and use Check Types

How to manually activate Layer Outlook plugin in your Outlook

How to resend undelivered mail

Managed Backup Services

New Permission to 'Allow Calendar Schedule Conflict'

Reconciling Invoices and Invoice Payments

GDPR configuration set up with Landing Pages and Email Templates

How to manage lead deletion requests

Sales Order Leaderboard Widget - Understanding the breakdown

Sales Performance Widgets

How to gather contract expiries

Opportunities: Manage permissions for bulk changes in opportunity stacks.

Understanding Cases: Case SLA logic

How to Create a Custom Phone Call Outcome

Creating Queues - Managing Unassigned Users

How to mark a quotation as a pipeline quotation from your workstack

Specifications for customer provided CRM data

How do I manage sales order invoices?

Understanding the impact of GDPR & PECR

How to view Individual Case History

How to search custom field data

How to set up and amend user Digest Feeds

Why does Outlook occasionally detect a problem with the Outlook add-in and disable it?

How to send an email from the Layer to multiple people.

How do I enable 'Minimum Profit Threshold' for quotations?

Reporting on Ceased Assets

How to activate sales order authorisation on The Layer

How to add branding to your instance of the Layer

Recent Sales orders view

Sub-companies

Deleting a Stock Movement Session from the Layer

How to sync appointments after reassigning

Understanding Supplementary Products: Linked products and services in the quotation builder

Fixing Internet Explorer freezes, crashes and hangs

Set up Exchange ActiveSync on your iPhone, iPad, or iPod touch

How to create and remove a customer alert on The Layer

Invoicing: Credit Notes

Understanding Cases: Case Email Responses

Customer Subscription Functionality

Essentials - User Permissions - How to download a Role Audit of all users within the Layer

Delegating access in bulk on the Layer

How do I delete a customer record?

Sales: What is an opportunity?

How do I create variable term contracts?

How to create a new appointment

Understanding Cases: Creating Case Breach Reasons

How to amend VAT on a handset on an existing Sales order

New Parameter: Sign Block with Terms

How to Deactivate Case Categories

How can Customer add their PO into the quotation

Bulk Reservation and Allocation

How to update your maintenance password in The Layer

How to automatically remember / save your username and password for The Layer

How to Create a New Lead Sub Status

Understanding Opportunities: What are Opportunity Classifications

How to view the Sales Order Finance Report in the Layer

Subsidy Scheduled Payments - Management Overview

How to set up and use the new Product Groups Feature

Environment Settings - How to add job titles for contacts and users

Understanding Opportunities: Losing opportunities and capturing reasons for loss

Price books: Understanding 'Third Party Billed'

Update child asset while updating parent asset with ceased date and status

Adding or editing an address in a record

How to restore a core work stack

How to view an audit trail of all user requests to export work stacks and download reports

How to export All Leads from The Layer

User Roles: Restricting the ability to bulk reassign delegated lead and customer records

Understanding Records: What is the difference between lead and customer records?

Understanding Commissions workstacks

Phone call email reminders

How to Export Customer Cases

How to use real stock pricing in sales order profits

Data Migration: Importing files in a CSV format

Environment Settings - Appointment Types - How to create Appointment Types in the Layer

How to Import and Export Customer Assets

How to Schedule a Phone Call

Understanding Sales Orders: Linking your new sales order to an opportunity without a quotation

Understanding the Supplier Performance Widget - Service Connections by Supplier & Classification

Managing Insurance in The Layer

'Quotation won edit' permission

Purchase Order: How to add a PO into query

Uploading files against a customer or lead record

How to merge lead records together

How to Deactivate a User

How to upload your company logo's to the Layer

How to add Deal Termination into Quotations

How to set up SMS functionality on The Layer

How do I add multiple email addresses or contacts to emails sent from the Layer?

Customer Actions - Understanding Customer Flags

Environment Settings - How to add Shipping Methods to the Layer

How do Notes in Data Capture work

Understanding Quotation Configuration Options: How to configure a quotation

How to auto-assign a customer owner when a lead is converted to a customer

Customer charged price in assets

Customer Cancellation Process

How to Remove a Required Product from the Purchase Order Queue by Using the Suppress Option in Sales Orders

User Permissions- Creating & applying role groups

Customer Status Automatically Updates to Live

Set up and use of Resource Planner Calendar

Data Migration: Core, Meta and Custom Fields - Understanding the difference

How to use a generic email address when sending a marketing campaign

Reassign the parent records from task stacks

User Permissions: Hide New Stock Movement Shortcut

How to add call rate groups to a quotation

Creating Barcodes in The Layer

How does the general fund work in The Layer

How to set up an Office 365 account

Why did we remove the option to delete financial transactions

How do I set a date range within browsing session templates?

Product Bundles - Linked Items

Customer Warnings

Understanding Appointments in The Layer – Managing your appointments

Sales Order Profit Adjustments

New permission to override finalised Purchase Orders

Product Bundles

Understanding Tasks: Create work-stack based on tasks due date

How does Buy-out fund works in the Layer

Understanding Custom Reports: Can I use the Layer to calculate year on year growth?

Managing Supplier Account Numbers