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
1750
Is The Layer's electronic signature legally binding?
sales
1562
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
1838
How do I create a new user?
settings
how-to
1829
Getting started with the quotation builder
quotations
sales
1285
How to update appointment feedback
how-to
sales
1154
Why is my quotation remaining in 'draft' status once sent?
how-to
sales
1054
Setting up a web leads form on your own website
integrations
leads
881
How to find previous lead customer and sales order records by using TrackBack
ordering
how-to
sales
record
16951
How to get your Exchange Online Web Service URL from Office 365
exchange-server
how-to
8065
Why shouldn’t I delete invoices? HMRC GUIDELINES
sales
administration
finance
ordering
quotations
record
delete
Account balance
Allocating payments
Funds
Liabilities
Invoice
4226
How to import sales payments into Sage 50
how-to
finance
Sage
4085
How to cancel a previously won quotation based on a customer cancelling the order
quotations
ordering
how-to
sales
3165
The primary SMTP address must be specified when referencing a mailbox
mail agent
3144
How to produce a copy of a signed quotation
how-to
sales
quotations
2915
How to cancel a quotation and sales order
sales
how-to
ordering
quotations
record
delete
2855
How to create an email template in the Layer
email-templates
how-to
Email
2807
Renewal expiry date vs. Expiry date (non-managed expiries) - Understanding the difference
sales
how-to
Expiry
assets
leads
customer
2795
How to install the Outlook Plug-in
settings
administration
integrations
outlook-plugin
how-to
troubleshooting
on-boarding
2776
How to create a new work stack
how-to
work-stacks
2739
How to set up quote authorisation on The Layer
Authorisation
quotations
how-to
sales
2595
Work Stacks: How to create work stack subscriptions
how-to
work-stacks
Subscription
2303
Managing Renewals: Why are renewals important?
sales
presales
Renewals
2236
Sales Order Cancellation
ordering
sales
2235
Understanding Case SLA's: Working hours vs. Clock Hours
Cases
settings
Case SLA
Company Settings
how-to
2220
How to create Sales Order checklists
sales
how-to
ordering
Checklist
2176
How to add Product Highlights to a Product or Service - Key Benefits or Features
how-to
presales
sales
Product Stock
quotations
Services
Pricebook
2142
What is customer portal and how to use it
knowledgebase
portal
2139
How to merge two customer records
troubleshooting
merge
record
customer
how-to
2126
Understanding Opportunities: How to create an opportunity in the Layer
sales
presales
Opportunity
2111
Understanding Appointment Feedback: How do I submit appointment feedback?
how-to
appointment
Appointment Feedback
2090
The Layer self-service portal website integration
portal
integrations
2065
How to provide access to knowledge base articles via your customer portal
customer
knowledgebase
portal
service
2064
How to complete a bulk upload of stock into The Layer
Product Stock
Stock
how-to
2037
Mail Triage
how-to
Cases
Mail Triage
2025
Customer and Lead Access Delegation
how-to
presales
sales
customer
leads
record
delegated-access
2016
How to activate Company Terms & Conditions (T&Cs) in the Layer
quotations
Environment Settings
Signature
sales
1997
How to Create Knowledge Base Tags
settings
knowledgebase
tags
1986
Quotation Output Templates: How to amend Quotation columns
quotations
sales
settings
how-to
1942
How to create case category checklists
Case Categories
Checklist
Cases
how-to
administration
settings
service
1938
Understanding Opportunities: How do I link a service asset renewal to an opportunity from a work stack?
assets
Opportunity
Expiry
Renewals
sales
1936
Understanding Opportunities: How to link an opportunity to an appointment
Opportunity
appointment
how-to
1932
How to book in stock to The Layer
how-to
ordering
Product Stock
Stock
1923
Understanding widgets: Duplicating the Sales Order Leaderboard
ordering
widgets
sales
how-to
1897
How to change the status of quote (not won) from lost, quoted, cancelled and open.
quotations
how-to
sales
1891
Understanding Users & Business Units in The Layer
administration
settings
business-units
users
1885
How to create a form in The Layer
how-to
settings
forms
1871
Understanding Cases: Cases vs Jobs
Cases
service
ordering
1864
How to activate Supplier's T&Cs in the Layer
Signature
quotations
sales
1858
How to create a knowledgebase article
knowledgebase
how-to
1857
How to allocate and re-allocate stock to sales order
Stock
video
ordering
1842
Understanding Work Stacks: Case Work stacks
how-to
work-stacks
Reports
Cases
1834
How to create product opportunity checklists
Checklist
Opportunity
settings
administration
how-to
presales
sales
1831
Understanding Discount Types in The Layer
quotations
finance
how-to
sales
1817
Environment Settings - Appointment Types
on-boarding
appointment
how-to
settings
administration
1814
How to export and import assets in the customer’s record.
how-to
assets
customer
delete
record
Services
1814
How to Create a New Case Category
settings
how-to
Case Categories
Cases
1812
Understanding Opportunities: How do I create or link an opportunity to a service asset in a customer record?
sales
Services
Opportunity
assets
1805
How to manually book stock out of The Layer
how-to
Updating
Stock
Product Stock
Data
Export
delete
1803
Understanding Opportunities: Create work-stack based on opportunity created date
work-stacks
Opportunity
sales
1790
Understanding Custom Reports - How to access Custom Reports
how-to
Custom Reports
1789
Environment Settings - How to add Areas to the Layer
how-to
settings
administration
record
customer
leads
work-stacks
1788
How to add external customers on case watch list and as a default case watcher
how-to
Cases
Case Watcher
Case wach list
1779
Work stacks for Sales Orders
work-stacks
ordering
how-to
1777
Understanding Opportunities: How to link an opportunity to an expiry
presales
sales
Opportunity
Expiry
1775
How to delete a quotation and order (when the quotation has been manually signed)
sales
ordering
delete
quotations
1746
How to create an Output Template in the Layer
1729
How do I search for a service asset number in the Layer?
Search
assets
how-to
1728
Understanding Opportunities: Create a workstack based on Next Task Action range
Opportunity
tasks
work-stacks
1728
Environment Settings - Custom Report Groups
delete
Reports
Custom Report Groups
Groups
Custom Reports
how-to
1712
How to book stock in against a PO
Stock
ordering
video
1709
How do I promote a custom work stack to the favourite tab?
work-stacks
how-to
1697
How to add a hyperlink to the Layer
Email
email-templates
how-to
1694
How do I update my mail agent password?
how-to
1692
How to create a Purchase Order Video
finance
ordering
1686
How to create a Knowledgebase Article in the Layer
how-to
knowledgebase
1681
How to configure an Office 365 maintenance account
how-to
integrations
exchange-server
office-365
1677
Understanding Cases: Case Service Level Agreement (SLA) On Hold Statuses
Cases
Case SLA
service
how-to
1672
How to create a new base category
how-to
settings
1668
How to create a custom service in the quotation
quotations
sales
how-to
1658
How to update your pricebook from the purchase order - Buy & Sell Price
how-to
ordering
Pricebook
Product Stock
1658
Settings - Essentials - How to upload files to the Layer
administration
settings
how-to
1652
How to update customer GDPR preferences
marketing
GDPR
1648
Fund Offsets on an Invoice
Funds
Invoice
finance
1647
Subsidy Management
finance
Funds
1640
Environment Settings - User Targets - Monthly Appointment targets
on-boarding
users
appointment
how-to
presales
sales
settings
administration
1637
Line Rental Subsidy
sales
video
1637
How to import stock in bulk
Stock
video
ordering
1629
Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer
how-to
settings
leads
customer
Expiry
1623
Understanding Cases: Setting a default case sla
Company Settings
Case SLA
how-to
service
settings
1616
Understanding Opportunities & Checklists: How opportunity changes affect opportunity checklists
Opportunity
Checklist
how-to
1614
How to amend opportunity probability via appointment feedback
video
sales
Opportunity
1613
How to Create a Widget Group
widgets
widgets
1606
Managing Invoices – Invoice stacks
Invoice
finance
1587
Pre and Post Authorisation Sales Order Statuses
ordering
custom
Authorisation
1585
How to scan items into sales order
ordering
Stock
1569
Understanding Work Stacks: I am unable to open a work stack?
work-stacks
1562
How to apply Mail templates to your company settings in the Layer
how-to
settings
email-templates
1558
How to create workflow in The Layer
settings
how-to
1548
How to create a sales order without the need to create a quotation
how-to
sales
ordering
1529
Price books: Understanding 'OGR Buy Price Override'
Pricebook
sales
1529
How to set up, amend and cancel a scheduled email.
Scheduled Email
Reports
how-to
1526
How to Create a Purchase Order on The Layer
Product Stock
how-to
ordering
finance
1522
How do I search for a company in the Layer?
how-to
record
Search
1515
Internet Explorer freezes, crashes, hangs in Windows 7 | 8
troubleshooting
internet-explorer
1513
Return of Handset
Stock
1507
How to log time and cost against a case
Cases
service
1502
Sales order Authorisation widgets
Authorisation
widgets
ordering
1502
Environment Settings - How to add Job Titles to manage contacts and users within the Layer
how-to
settings
customer
leads
users
1499
How to delete a signature from your won quotation
quotations
delete
customer
sales
how-to
1498
Understanding editing tools within the Layer
how-to
settings
1493
How to use Affected assets in cases
Cases
service
how-to
1486
How to set up Automatic Responses in Mail Triage
Mail Triage
mail agent
1485
Sales order teams and exclusion of sales order statuses for the team
ordering
1478
How to add a checklist to case category
how-to
administration
Cases
Case Categories
Services
service
1469
Understanding Opportunities: How to set up forecast categories for opportunities
Opportunity
how-to
sales
1466
How to create a new sales order status
how-to
ordering
1458
How to manually activate Layer Outlook plugin in your Outlook
Email
outlook-plugin
service
1458
Environment Settings - Industries
how-to
record
1454
How to approve funding requests
finance
sales
quotations
Funds
1454
Data Migration - How do I know what the core fields are?
how-to
Data Migration
1453
How to amend and add case sla's
service
how-to
1450
How do I create quotation templates?
quotations
how-to
settings
1444
Understanding Opportunities: What are Opportunity Classifications
Renewals
Reports
sales
1444
Understanding Checklists: How case changes affect checklists
how-to
Checklist
Cases
Case Categories
1434
Quotation Authorisation without rules
Authorisation
quotations
1432
How to Masquerade as another user.
how-to
administration
1424
Hide Sales order statuses when sales order is in certain stage of the process
ordering
1422
GDPR configuration set up with Landing Pages and Email Templates
marketing
GDPR
1420
How to add IMEI or Sim number to an invoice
how-to
finance
Invoice
1417
How to Complete a Secure File Upload on The Layer
customer
Secure File
how-to
1417
How to configure and use Check Types
ordering
1416
How to attach a file to a Knowledgebase Article
knowledgebase
how-to
1413
Delegating access in bulk on the Layer
Company Settings
delegated-access
User Roles
Permissions
leads
record
customer
how-to
settings
1410
How to amend and set up your widgets on the dashboard.
how-to
widgets
1389
How to create a new Mail Agent
how-to
mail agent
1389
How to complete a transfer of assets (Transfer of Ownership) on The Layer.
how-to
service
customer
record
merge
assets
1388
How to apply a filter in grid mode to avoid the need to reapply a filter every time
how-to
work-stacks
1379
What are possible reasons for a failed quotation signature?
quotations
1371
How to add a checklist to a Sales Order
settings
administration
how-to
sales
1367
How to add images and product information to your quote based on selecting the item in your quotation
Images
Upload images
Mobile
quotations
sales
1362
How to activate sales order authorisation on The Layer
ordering
Authorisation
1307
How to add branding to your instance of the Layer
how-to
email-templates
settings
Company Settings
Branding
1305
How to generate a marketing report
how-to
marketing
Reports
1298
How is profitability information calculated for quotation lines?
sales
finance
Bonus
Hold Back
1297
Sales Order Process on The Layer
video
ordering
how-to
1287
How to import price book
sales
how-to
video
Pricebook
1271
Understanding Quotations: How to create a funding request
how-to
sales
Funds
Authorisation
quotations
1270
How to Create a Custom Phone Call Outcome
how-to
presales
tasks
1269
How do I log in as another user?
administration
1260
Purchase Order: How to mark a PO as paid
Purchase Order
ordering
1239
Company Settings: How do I set the Employee Number Type?
settings
how-to
Reports
customer
leads
1229
Data: What are record custom fields and how do I create them?
how-to
Data
Data Migration
custom-fields
1225
How to upload your company logo's to the Layer
Company Settings
settings
how-to
Company Logo's
1216
How to amend or add business modules for users
settings
how-to
1205
How to Create a New Lead
how-to
leads
1201
How do I convert order items into new & existing customer assets?
assets
how-to
ordering
1183
Understanding Cases: Case SLA logic
how-to
service
Case SLA
Cases
1175
How to apply signature as default in office 365 account
Email Signature
office-365
users
settings
1172
How to quickly search for a product serial number or IMEI number
service
ordering
how-to
record
assets
Stock
Product Stock
1169
Quotations: Outputting Variable Discounts & Subsidies
sales
quotations
1169
Sales Order vs. Quotation & Turnover Variance Report
Reports
1169
How to add or update your Layer Email Signature
Email Signature
Signature
Adding
Updating
how-to
1164
Unable to upload images to the Knowledgebase question mark or cross image appearing
knowledgebase
Images
Upload images
customer
settings
how-to
1156
Sage 200 Integration - Syncing Payments / Receipts from Sage to The Layer
finance
integrations
Sage
1154
Sage 200 Integration - Payments & Refunds Grids
Sage
integrations
finance
1148
How to create a new invoice
Invoice
finance
1138
How is the turnover value calculated in The Layer?
Pricebook
sales
1133
Sage 200 Integration - Mapping Payment Methods to Sage Bank Accounts
Sage
finance
1133
How do I set up two-factor authentication on The Layer?
how-to
1126
Ordering more items than required
ordering
Purchase Order
Stock
1123
I'm unable to search for customers using the Outlook plug-in?
on-boarding
troubleshooting
users
administration
outlook-plugin
how-to
1121
How to import products and services
administration
settings
how-to
1120
Sales & Quotations: How to add a lease item to your quotation
how-to
sales
custom product
lease
custom
custom service
quotations
1109
Opportunities: Manage permissions for bulk changes in opportunity stacks.
sales
Permissions
Opportunity
1107
Sage 200 & Intacct Integration - Error Queue
integrations
finance
1106
How to manually update a hardware fund, subsidy or general fund balance
finance
video
1104
How to use your presales reporting widgets
widgets
how-to
presales
1102
Understanding Cases: Case Email Responses
service
Case-sweep
case-notes
email-attachments
Case Watcher
mail agent
Email
Cases
1101
How to create a reminder email
how-to
tasks
1099
Sage 200 / Intacct Integration - Sub Company and Sage Company Mapping
integrations
Sage
1099
How to view all hardware fund and line rental subsidy transactions
how-to
finance
settings
Reports
Funds
Liabilities
1095
Sage 200 / Intacct Integration - Customer Balances Widget
finance
Sage
1093
Understanding the impact of GDPR & PECR
Data
Data Migration
GDPR
1092
How do I create matrix questions on The Layer Forms?
forms
1090
How to view customer balances: hardware fund, general fund, line rental subsidy, invoice balance and account balance
how-to
finance
Funds
Reports
Account balance
1090
Sage 200 / Intacct Integration - Customers Grid & Customer Export / Upload
Sage
integrations
1087
Invoicing: Credit Notes
Invoice
finance
1082
How to resend undelivered mail
presales
how-to
1078
How to create a case using the Plug-In
Cases
record
outlook-plugin
service
how-to
1077
Understanding Records: What is the difference between lead and customer records?
record
leads
customer
how-to
1076
How to gather contract expiries
presales
how-to
1075
New Permission to 'Allow Calendar Schedule Conflict'
Calendar
Permissions
appointment
sales
settings
presales
1073
Commissions reconciliation
Commissions
finance
1072
Lead Records: How to mark a lead record as unsuitable
how-to
leads
delete
1067
How to send an email from the Layer to multiple people.
how-to
email-templates
Email
1066
How to edit or amend an invoice template
how-to
finance
troubleshooting
1065
How to manage lead deletion requests
how-to
video
1064
Why does Outlook occasionally detect a problem with the Outlook add-in and disable it?
outlook-plugin
1060
How to Schedule a Phone Call
presales
how-to
1059
Creating Queues - Managing Unassigned Users
Unassigned
work-stacks
how-to
1053
How to export assets with no formatting issues to number fields over 15 digits
Services
assets
Mobile
how-to
work-stacks
settings
service
1048
Sales Order Leaderboard Widget - Understanding the breakdown
presales
sales
how-to
ordering
service
finance
widgets
quotations
1045
How to set up and use the new Product Groups Feature
Set Up
settings
how-to
Product Group
1042
Sage 200 Integration - Customer and Contact Sync
1042
How to manage Refunds for Credit Notes
1039
Sales: What is an opportunity?
Opportunity
1034
Sales Performance Widgets
widgets
sales
1032
Managed Backup Services
Chargeable Feature
Data
record
1031
Reconciling Invoices and Invoice Payments
finance
Invoice
Sage
1029
Bulk Reservation and Allocation
Stock
ordering
1026
Product Bundles - Linked Items
sales
Pricebook
quotations
1025
How to mark a quotation as a pipeline quotation from your workstack
sales
how-to
quotations
1024
How to view Individual Case History
Cases
how-to
1022
Deleting a Stock Movement Session from the Layer
how-to
Stock
1021
Understanding Appointments in The Layer – Managing your appointments
appointment
work-stacks
tasks
1021
How can Customer add their PO into the quotation
service
sales
video
1019
How to Create a New Lead Sub Status
leads
how-to
1015
New Parameter: Sign Block with Terms
sales
quotations
Signature
1014
Understanding Commissions workstacks
work-stacks
Commissions
finance
1007
Why can't I scroll horizontally in grids when using Mac OS X Lion or newer?
how-to
1006
How do I override knowledgebase styling?
knowledgebase
1003
Sub-companies
finance
1000
How to export All Leads from The Layer
leads
Data
Export
how-to
999
How to set up SMS functionality on The Layer
how-to
settings
service
SMS
998
Reporting on Ceased Assets
assets
Reports
service
993
Customer Actions - Understanding Customer Flags
how-to
customer
992
How do I enable 'Minimum Profit Threshold' for quotations?
sales
987
Environment Settings - How to add job titles for contacts and users
customer
users
settings
how-to
983
How to create a new appointment
how-to
sales
presales
983
How to create and remove a customer alert on The Layer
customer
record
how-to
administration
981
How to set up and amend user Digest Feeds
settings
users
Digest Feeds
Digests
980
How to search custom field data
customer
record
leads
how-to
978
Understanding Opportunities: Losing opportunities and capturing reasons for loss
sales
Opportunity
978
Understanding Cases: Creating Case Breach Reasons
service
how-to
Cases
SLA Breach
Case SLA
977
Specifications for customer provided CRM data
how-to
on-boarding
976
Recent Sales orders view
ordering
973
Duplicate Checker
customer
leads
presales
Duplicates
972
How to restore a core work stack
how-to
work-stacks
970
How to Deactivate Case Categories
Cases
Case Categories
service
how-to
969
How to view an audit trail of all user requests to export work stacks and download reports
work-stacks
administration
how-to
969
Essentials - User Permissions - How to download a Role Audit of all users within the Layer
administration
settings
how-to
Authorisation
users
967
How to Deactivate a User
how-to
settings
delete
users
967
Subsidy Scheduled Payments - Management Overview
Sage
Funds
finance
967
How do I add multiple email addresses or contacts to emails sent from the Layer?
how-to
Email
966
Set up Exchange ActiveSync on your iPhone, iPad, or iPod touch
service
965
Data Migration: Importing files in a CSV format
Data Migration
Data
how-to
964
Customer Subscription Functionality
customer
record
Reports
Cases
users
appointment
tasks
quotations
Digest Feeds
Digests
Opportunity
Custom Reports
administration
962
How do I manage sales order invoices?
video
ordering
how-to
961
How to use real stock pricing in sales order profits
Editing
Purchase Order
Stock
ordering
finance
960
Sage 200 / Intacct Integration - Credit Notes Grid
958
How to automatically remember / save your username and password for The Layer
internet-explorer
Browser
how-to
956
How does the general fund work in The Layer
Funds
sales
952
Customer Cancellation Process
945
Managing Supplier Account Numbers
assets
service
944
Update child asset while updating parent asset with ceased date and status
customer
assets
944
Using Sales Order Templates to Populate a Spreadsheet with Sales Order Data
settings
forms
943
How to create a case using the new radio button
how-to
service
customer
record
Cases
942
User Permissions- Creating & applying role groups
users
Permissions
settings
942
Creating Barcodes in The Layer
Bar Code
Stock
940
How to Import Invoices to Sage 50
Sage
Invoice
finance
how-to
936
How to view the Sales Order Finance Report in the Layer
how-to
finance
Reports
935
How to amend VAT on a handset on an existing Sales order
how-to
ordering
934
Understanding Supplementary Products: Linked products and services in the quotation builder
quotations
sales
933
Data Migration: Core, Meta and Custom Fields - Understanding the difference
Data
Data Migration
how-to
928
How to use cases in the Layer
how-to
service
Cases
Services
Case Watcher
Updating
case-notes
Case SLA
Case wach list
927
How to update your maintenance password in The Layer
mail agent
Email
office-365
exchange-server
how-to
926
Price books: Understanding 'Third Party Billed'
sales
Pricebook
926
Understanding Quotation Configuration Options: How to configure a quotation
customer
quotations
leads
presales
sales
how-to
926
How to Remove a Required Product from the Purchase Order Queue by Using the Suppress Option in Sales Orders
Stock
ordering
how-to
925
User Roles: Restricting the ability to bulk reassign delegated lead and customer records
users
administration
how-to
presales
sales
925
How to add call rate groups to a quotation
quotations
sales
how-to
924
Purchase Order: How to add a PO into query
ordering
Purchase Order
924
'Quotation won edit' permission
quotations
Permissions
sales
923
Managing Insurance in The Layer
service
assets
923
Understanding Expiries: Non-managed Expiries
sales
leads
customer
Expiry
922
How to Import and Export Customer Assets
how-to
video
service
assets
921
How to sync appointments after reassigning
how-to
tasks
appointment
presales
921
Adding or editing an address in a record
how-to
Adding
leads
customer
919
How to Export Customer Cases
service
video
919
How to merge lead records together
how-to
presales
leads
merge
918
Phone call email reminders
Notification
tasks
how-to
918
How do I delete a customer record?
how-to
settings
administration
913
Understanding Permissions: View All Records vs. My Records, understanding the difference
how-to
record
Permissions
912
How do I create variable term contracts?
finance
sales
909
Understanding the Supplier Performance Widget - Service Connections by Supplier & Classification
Reports
sales
how-to
widgets
908
Fixing Internet Explorer freezes, crashes and hangs
905
Environment Settings - Appointment Types - How to create Appointment Types in the Layer
settings
how-to
appointment
903
How to add Deal Termination into Quotations
sales
video
899
Understanding Custom Reports: Can I use the Layer to calculate year on year growth?
Custom Reports
how-to
finance
898
Product Bundles
sales
quotations
892
Set up and use of Resource Planner Calendar
Calendar
sales
890
Why did we remove the option to delete financial transactions
finance
889
Environment Settings - How to add Shipping Methods to the Layer
quotations
settings
ordering
how-to
888
How to auto-assign a customer owner when a lead is converted to a customer
settings
sales
customer
888
Suggested widgets to manage cases (User)
service
widgets
settings
how-to
users
888
Opportunities: Qualified status in opportunity
Opportunity
how-to
887
Reassign the parent records from task stacks
presales
sales
service
work-stacks
tasks
887
Sales Order Profit Adjustments
ordering
finance
Adjustment
882
Understanding Customers: The Home Tab
customer
record
882
How to create a case from the customer record
Case Categories
Cases
record
customer
service
how-to
879
Understanding Quotations: Managing Upfront Variable Sell Price & Discounts
Pricebook
quotations
sales
879
Understanding Sales Orders: Linking your new sales order to an opportunity without a quotation
ordering
sales
Opportunity
878
Customer charged price in assets
customer
service
876
Sales order required products in the purchase order
Stock
Purchase Order
ordering
876
How to use a generic email address when sending a marketing campaign
how-to
marketing
mail agent
873
Creating & Managing Warehouses
Stock
Warehouse
871
Understanding Quotations: What are price book categories
sales
how-to
quotations
Pricebook
863
Child Asset Conversion Set up in Company Settings
data-capture
Services
862
Uploading files against a customer or lead record
how-to
record
860
How do Notes in Data Capture work
ordering
service
video
859
New permission to override finalised Purchase Orders
ordering
Purchase Order
Stock
855
Customer Status Automatically Updates to Live
service
customer
851
How does Buy-out fund works in the Layer
video
finance
sales
848
User Permissions: Hide New Stock Movement Shortcut
ordering
Stock
848
How to Search by Contact Details or Address
how-to
Search
leads
customer
844
Applying Auto Branding to the Layer
settings
how-to
Branding
email-templates
840
Understanding Tasks: Create work-stack based on tasks due date
tasks
work-stacks
836
Suggested widgets to manage cases (Manager)
Services
Cases
users
how-to
widgets
service
835
How to set up New shortcut permissions
Permissions
833
Customer Warnings
831
Notifications for Finance Team
Invoice
Notification
Allocating payments
finance
830
How to Change your Layer Password
how-to
users
826
How to Create and Use Customer and Lead Contact Custom Fields
how-to
customer
leads
custom-fields
824
How to set up an Office 365 account
office-365
how-to
824
How to Manage Cost Centres
Cost_Centre
customer
how-to
821
Connection by supplier and Classification widget
sales
video
widgets
819
Customer Actions - Understanding Customer Relationships
customer
how-to
819
How do I set a date range within browsing session templates?
how-to
818
Enviroment Settings - How to add contact types
settings
how-to
record
816
Understanding Sales Orders & Checklists: How sales order changes affect sales order checklists
how-to
ordering
Checklist
811
Ensure that the actual product buy price amends profits in the sales order (high level view for managers)
how-to
ordering
809
How to Apply Shipping Cost to an Existing Invoice
how-to
Invoice
809
How to store temporary Mobile Numbers
service
video
807
Sage 200 Integration
Sage
integrations
804
How to make The Layer files accessible in the Customer Portal
customer
Customer Portal
Files
803
How to Configure Mobile BIll Cap in The Layer - Ofcom
ordering
assets
quotations
Pricebook
802
Managing Contract Extensions, Renewals & Buyout values in The Layer
quotations
custom service
how-to
sales
797
Sales order: Amend customer owner before converting Sales order into customer assets
ordering
796
How to access The Layer Knowledgebase Articles vs. Your Company Knowledgebase Articles
how-to
knowledgebase
795
Duplicate Checker on The Layer
Duplicates
792
How to Bulk Apply Workstacks to Users
settings
administration
work-stacks
791
Understanding Opportunities: Option to link Marketing Campaign to an Opportunity
Opportunity
marketing
788
Understanding Sales Orders : Sales Order Documents
ordering
788
How to complete a product exchange on the Layer
how-to
sales
video
Stock
Product Stock
Editing
Adding
Updating
assets
785
How to manually create an asset in the Layer
customer
assets
Services
Adding
how-to
777
How to Manage Case Sub-Statuses
776
Remove Access to Various Areas of the Customer & Lead Record - Providing a Cleaner User View
User Roles
Permissions
settings
776
Data Migration: Data Migration options within The Layer
Data Migration
774
Which browsers are supported?
how-to
769
Custom Terms and Conditions: Set up and Use
sales
settings
Terms
Set Up
763
Product Bundles - Child Services
quotations
Pricebook
sales
data-capture
756
Reassign opportunity with associated tasks and quotations
Opportunity
sales
755
How to Manage Sites
customer
sites
734
Adding Product Manufacturers and Suppliers
Pricebook
settings
712
Shortcuts set up
settings
698
Product Basket
Pricebook
quotations
sales
how-to
695
Sage 200 Integration - Tokens
Sage
finance
683
How to create a new individual checklist task
how-to
tasks
Checklist
678
How to Create a New Customer manually on the Layer
record
merge
customer
how-to
673
Valid sources to use when importing notes in The layer using Data Manager
Data Migration
673
Understanding Opportunities: Export of Opportunity stack and use of the data for forecasting
Export
Opportunity
sales
669
Applying a Payment to an Invoice
667
Suggested Loan Device Process on the Layer
how-to
Stock
Product Stock
665
Update of existing service assets on The Layer
service
Reconciliation
649
Creating an O2 Work Request Form
ordering
643
Product Hierarchy Overview
quotations
sales
642
Case Enhancements
Case SLA
Case Categories
Cases
640
Understanding Opportunities: Creating Opportunity Workstacks
635
VAT on Funds and how to set it up
626
Product / Service Supplier Override
619
Reporting on Additional Funding
Funds
Reports
quotations
Opportunity
615
"All Cases" Report Updates
Reports
614
Understanding the Audit Trail in the Layer
583
Maintenance Plans
560
Variable Pricing
540
Editable Product / Service Name
499
Auto-Calculated Deal Termination
475
Data Migration: How do I cleanse my data?
398
How do I log in as another user?
administration
52
