Layer Systems

How to configure an Exchange maintenance account

exchange-server

integrations

how-to

1641

Is The Layer's electronic signature legally binding?

sales

1453

How do I create a new user?

settings

how-to

1651

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

Opportunity

work-stacks

tasks

1613

Getting started with the quotation builder

quotations

sales

1181

How to update appointment feedback

how-to

sales

1047

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

how-to

sales

916

Setting up a web leads form on your own website

integrations

leads

760

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

ordering

how-to

sales

record

16795

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

exchange-server

how-to

6847

Why shouldn’t I delete invoices? HMRC GUIDELINES

sales

administration

finance

ordering

quotations

record

delete

Account balance

Allocating payments

Funds

Liabilities

Invoice

3935

How to import sales payments into Sage 50

how-to

finance

Sage

3868

The primary SMTP address must be specified when referencing a mailbox

mail agent

2974

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

quotations

ordering

how-to

sales

2933

How to produce a copy of a signed quotation

how-to

sales

quotations

2737

How to cancel a quotation and sales order

sales

how-to

ordering

quotations

record

delete

2698

How to install the Outlook Plug-in

how-to

2603

How to create an email template in the Layer

email-templates

how-to

Email

2506

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

sales

how-to

Expiry

assets

leads

customer

2491

How to create a new work stack

how-to

work-stacks

2471

How to set up quote authorisation on The Layer

Authorisation

quotations

how-to

sales

2329

Work Stacks: How to create work stack subscriptions

how-to

work-stacks

Subscription

2071

Sales Order Cancellation

ordering

sales

2058

Managing Renewals: Why are renewals important?

sales

presales

Renewals

1992

How to create Sales Order checklists

sales

how-to

ordering

Checklist

1950

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

Cases

settings

Case SLA

Company Settings

how-to

1936

What is customer portal and how to use it

knowledgebase

portal

1877

How to Create Knowledge Base Tags

settings

knowledgebase

tags

1867

How to merge two customer records

troubleshooting

merge

record

customer

how-to

1866

Understanding Opportunities: How to create an opportunity in the Layer

sales

presales

Opportunity

1860

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

customer

knowledgebase

portal

service

1851

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

how-to

sales

1837

Mail Triage

how-to

Cases

Mail Triage

1828

Understanding Appointment Feedback: How do I submit appointment feedback?

how-to

appointment

Appointment Feedback

1828

The Layer self-service portal website integration

portal

integrations

1826

Customer and Lead Access Delegation

how-to

presales

sales

customer

leads

record

delegated-access

1810

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

quotations

Environment Settings

Signature

sales

1796

How to complete a bulk upload of stock into The Layer

Product Stock

Stock

how-to

1794

How to book in stock to The Layer

how-to

ordering

Product Stock

Stock

1773

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

assets

Opportunity

Expiry

Renewals

sales

1737

Quotation Output Templates: How to amend Quotation columns

quotations

sales

settings

how-to

1734

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

quotations

how-to

sales

1719

How to create case category checklists

Case Categories

Checklist

Cases

how-to

administration

settings

service

1715

Understanding Opportunities: How to link an opportunity to an appointment

Opportunity

appointment

how-to

1700

Understanding widgets: Duplicating the Sales Order Leaderboard

ordering

widgets

sales

how-to

1694

Understanding Users & Business Units in The Layer

administration

settings

business-units

users

1673

How to create a knowledgebase article

knowledgebase

how-to

1659

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

how-to

assets

customer

delete

record

Services

1649

How to create a form in The Layer

how-to

settings

forms

1648

How to allocate and re-allocate stock to sales order

Stock

video

ordering

1622

How to create product opportunity checklists

how-to

sales

1622

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

Signature

quotations

sales

1612

Understanding Work Stacks: Case Work stacks

how-to

work-stacks

Reports

Cases

1599

How to manually book stock out of The Layer

how-to

Updating

Stock

Product Stock

Data

Export

delete

1596

Understanding Cases: Cases vs Jobs

Cases

service

ordering

1587

Environment Settings - Appointment Types

how-to

1582

Understanding Discount Types in The Layer

quotations

finance

how-to

sales

1582

Environment Settings - How to add Areas to the Layer

how-to

record

leads

1574

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

work-stacks

Opportunity

sales

1574

Understanding Custom Reports - How to access Custom Reports

how-to

Custom Reports

1571

How to create a Knowledgebase Article in the Layer

how-to

knowledgebase

1567

How to Create a New Case Category

settings

how-to

Case Categories

Cases

1554

Work stacks for Sales Orders

work-stacks

ordering

how-to

1554

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

sales

Services

Opportunity

assets

1551

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

how-to

Cases

Case Watcher

Case wach list

1547

Understanding Opportunities: How to link an opportunity to an expiry

presales

sales

Opportunity

Expiry

1539

How to configure an Office 365 maintenance account

how-to

integrations

exchange-server

office-365

1533

How to book stock in against a PO

Stock

ordering

video

1518

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

Search

assets

how-to

1510

Fund Offsets on an Invoice

Funds

Invoice

finance

1507

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

work-stacks

how-to

1501

How do I update my mail agent password?

how-to

1500

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

sales

ordering

delete

quotations

1492

Environment Settings - Custom Report Groups

delete

Reports

Custom Report Groups

Groups

Custom Reports

how-to

1488

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

Opportunity

tasks

work-stacks

1481

How to create an Output Template in the Layer

1477

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

Cases

Case SLA

service

how-to

1477

Managing Invoices – Invoice stacks

Invoice

finance

1463

How to add a hyperlink to the Layer

Email

email-templates

how-to

1458

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

how-to

ordering

Pricebook

Product Stock

1451

How to create a new base category

how-to

settings

1440

How to create a Purchase Order Video

finance

ordering

1438

How to import stock in bulk

Stock

video

ordering

1430

Settings - Essentials - How to upload files to the Layer

administration

settings

how-to

1429

How to create a custom service in the quotation

quotations

sales

how-to

1423

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

how-to

sales

ordering

1423

Line Rental Subsidy

sales

video

1421

Environment Settings - User Targets - Monthly Appointment targets

users

how-to

sales

1420

Subsidy Management

finance

Funds

1408

How to Create a Widget Group

widgets

1403

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

how-to

settings

leads

customer

Expiry

1401

How to Create a Purchase Order on The Layer

Product Stock

how-to

ordering

finance

1391

How to update customer GDPR preferences

marketing

GDPR

1388

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

Scheduled Email

Reports

how-to

1387

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

troubleshooting

internet-explorer

1386

How to create workflow in The Layer

settings

how-to

1380

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

how-to

settings

customer

leads

users

1375

How to amend opportunity probability via appointment feedback

video

sales

Opportunity

1366

Understanding Cases: Setting a default case sla

Company Settings

Case SLA

how-to

service

settings

1366

Pre and Post Authorisation Sales Order Statuses

ordering

custom

Authorisation

1360

Understanding Opportunities & Checklists: How opportunity changes affect opportunity checklists

Opportunity

Checklist

how-to

1358

How to delete a signature from your won quotation

quotations

delete

customer

sales

how-to

1357

How to scan items into sales order

ordering

Stock

1354

How to add a checklist to case category

how-to

administration

Cases

Case Categories

Services

service

1345

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

how-to

settings

email-templates

1345

How to amend and add case sla's

service

how-to

1340

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

work-stacks

1330

How to Masquerade as another user.

how-to

administration

1326

Price books: Understanding 'OGR Buy Price Override'

Pricebook

sales

1321

How to manually activate Layer Outlook plugin in your Outlook

Email

outlook-plugin

service

1317

Return of Handset

Stock

1311

Quotation Authorisation without rules

Authorisation

quotations

1309

How to Complete a Secure File Upload on The Layer

customer

Secure File

how-to

1304

How do I search for a company in the Layer?

how-to

record

Search

1298

Sales order Authorisation widgets

Authorisation

widgets

ordering

1298

How to log time and cost against a case

Cases

service

1295

Understanding editing tools within the Layer

how-to

settings

1295

How to attach a file to a Knowledgebase Article

knowledgebase

how-to

1294

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

how-to

service

customer

record

merge

assets

1288

How do I create quotation templates?

quotations

how-to

settings

1286

How to use Affected assets in cases

Cases

service

how-to

1284

How to set up Automatic Responses in Mail Triage

Mail Triage

mail agent

1283

How to configure and use Check Types

ordering

1278

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

how-to

widgets

1275

Environment Settings - Industries

how-to

record

1270

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

ordering

1267

How to create a new sales order status

how-to

ordering

1262

What are possible reasons for a failed quotation signature?

quotations

1261

How to add a checklist to a Sales Order

settings

administration

how-to

sales

1259

How to create a new Mail Agent

how-to

mail agent

1258

Understanding Opportunities: How to set up forecast categories for opportunities

Opportunity

how-to

sales

1247

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

how-to

Data Migration

1245

How to approve funding requests

finance

sales

quotations

Funds

1236

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

Images

Upload images

Mobile

quotations

sales

1229

Understanding Checklists: How case changes affect checklists

how-to

Checklist

Cases

Case Categories

1221

How to add IMEI or Sim number to an invoice

how-to

finance

Invoice

1219

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

ordering

1217

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

how-to

work-stacks

1202

Understanding Opportunities: What are Opportunity Classifications

Renewals

Reports

sales

1199

How to generate a marketing report

how-to

marketing

Reports

1198

GDPR configuration set up with Landing Pages and Email Templates

marketing

GDPR

1195

Sales Order Process on The Layer

video

ordering

how-to

1183

How is profitability information calculated for quotation lines?

sales

finance

Bonus

Hold Back

1171

Delegating access in bulk on the Layer

leads

record

customer

how-to

settings

1169

How to import price book

sales

how-to

video

Pricebook

1154

Understanding Quotations: How to create a funding request

how-to

sales

Funds

Authorisation

quotations

1125

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

how-to

Data

Data Migration

custom-fields

1113

How do I log in as another user?

administration

1097

How to add branding to your instance of the Layer

how-to

1091

How to amend or add business modules for users

settings

how-to

1088

How to activate sales order authorisation on The Layer

ordering

Authorisation

1087

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

assets

how-to

ordering

1078

How to Create a Custom Phone Call Outcome

how-to

presales

tasks

1078

Purchase Order: How to mark a PO as paid

Purchase Order

ordering

1072

How to Create a New Lead

how-to

leads

1071

Quotations: Outputting Variable Discounts & Subsidies

sales

quotations

1060

Sales Order vs. Quotation & Turnover Variance Report

Reports

1058

How to apply signature as default in office 365 account

Email Signature

office-365

users

settings

1049

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

Images

how-to

1047

Understanding Cases: Case SLA logic

how-to

service

Case SLA

Cases

1035

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

settings

how-to

Reports

customer

leads

1031

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

users

how-to

1024

How to create a new invoice

Invoice

finance

1021

How to add or update your Layer Email Signature

Email Signature

Signature

Adding

Updating

how-to

1018

How to import products and services

administration

settings

how-to

1018

How is the turnover value calculated in The Layer?

Pricebook

sales

1016

How to upload your company logo's to the Layer

Company Settings

settings

how-to

Company Logo's

1006

Ordering more items than required

ordering

Purchase Order

Stock

1005

Opportunities: Manage permissions for bulk changes in opportunity stacks.

sales

Permissions

Opportunity

1004

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

service

ordering

how-to

record

assets

Stock

Product Stock

1000

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

how-to

sales

custom product

lease

custom

custom service

quotations

997

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

finance

video

995

How to use your presales reporting widgets

widgets

how-to

presales

994

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

how-to

993

How to view all hardware fund and line rental subsidy transactions

how-to

finance

settings

Reports

Funds

Liabilities

990

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

how-to

finance

Funds

Reports

Account balance

988

How do I create matrix questions on The Layer Forms?

forms

983

How to create a reminder email

how-to

tasks

983

How to create a case using the Plug-In

Cases

record

outlook-plugin

service

how-to

975

Sage 200 Integration - Syncing Payments / Receipts from Sage to The Layer

finance

integrations

Sage

963

New Permission to 'Allow Calendar Schedule Conflict'

sales

961

Understanding the impact of GDPR & PECR

Data

Data Migration

GDPR

961

How to resend undelivered mail

presales

how-to

960

Lead Records: How to mark a lead record as unsuitable

how-to

leads

delete

960

Commissions reconciliation

Commissions

finance

957

Understanding Cases: Case Email Responses

service

Email

Cases

956

How to manage lead deletion requests

how-to

video

955

Sage 200 Integration - Payments & Refunds Grids

Sage

integrations

finance

955

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

outlook-plugin

952

Invoicing: Credit Notes

Invoice

finance

951

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

record

leads

customer

how-to

950

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

Services

assets

Mobile

how-to

work-stacks

settings

service

945

Sage 200 Integration - Mapping Payment Methods to Sage Bank Accounts

Sage

finance

944

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

how-to

email-templates

Email

938

Sales Order Leaderboard Widget - Understanding the breakdown

presales

sales

how-to

ordering

service

finance

widgets

quotations

935

Creating Queues - Managing Unassigned Users

Unassigned

work-stacks

how-to

934

How to gather contract expiries

presales

how-to

931

Managed Backup Services

Chargeable Feature

Data

record

931

Sales Performance Widgets

widgets

sales

929

Sales: What is an opportunity?

Opportunity

927

How to edit or amend an invoice template

how-to

finance

troubleshooting

923

How to set up and use the new Product Groups Feature

Set Up

settings

how-to

Product Group

923

Sage 200 & Intacct Integration - Error Queue

integrations

finance

923

Bulk Reservation and Allocation

Stock

ordering

922

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

sales

how-to

quotations

920

New Parameter: Sign Block with Terms

sales

quotations

Signature

916

Reconciling Invoices and Invoice Payments

finance

Invoice

Sage

914

How to view Individual Case History

Cases

how-to

912

Sage 200 / Intacct Integration - Customer Balances Widget

finance

Sage

903

Deleting a Stock Movement Session from the Layer

how-to

Stock

901

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

how-to

900

How can Customer add their PO into the quotation

service

sales

video

899

How to Create a New Lead Sub Status

leads

how-to

895

How do I override knowledgebase styling?

knowledgebase

893

Reporting on Ceased Assets

assets

Reports

service

892

Sage 200 / Intacct Integration - Sub Company and Sage Company Mapping

integrations

Sage

884

Sub-companies

finance

884

How to set up and amend user Digest Feeds

settings

users

Digest Feeds

Digests

883

How to create and remove a customer alert on The Layer

customer

record

how-to

administration

880

How to export All Leads from The Layer

leads

Data

Export

how-to

880

How to Schedule a Phone Call

presales

how-to

879

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

sales

878

Sage 200 / Intacct Integration - Customers Grid & Customer Export / Upload

Sage

integrations

878

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

service

875

Understanding Cases: Creating Case Breach Reasons

service

how-to

Cases

SLA Breach

Case SLA

874

Customer Actions - Understanding Customer Flags

how-to

customer

873

How to search custom field data

customer

record

leads

how-to

873

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

customer

users

settings

how-to

868

Specifications for customer provided CRM data

how-to

on-boarding

867

How to Deactivate Case Categories

Cases

Case Categories

service

how-to

864

How to create a new appointment

how-to

sales

presales

862

How to restore a core work stack

how-to

work-stacks

860

Recent Sales orders view

ordering

858

How do I manage sales order invoices?

video

ordering

how-to

856

Understanding Appointments in The Layer – Managing your appointments

appointment

work-stacks

tasks

854

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

administration

settings

how-to

Authorisation

users

853

How to use real stock pricing in sales order profits

Editing

Purchase Order

Stock

ordering

finance

853

Product Bundles - Linked Items

sales

Pricebook

quotations

853

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

work-stacks

administration

how-to

850

How to sync appointments after reassigning

how-to

tasks

appointment

presales

848

Understanding Commissions workstacks

work-stacks

Commissions

finance

847

Customer Cancellation Process

846

Subsidy Scheduled Payments - Management Overview

Sage

Funds

finance

846

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

how-to

Email

845

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

internet-explorer

Browser

how-to

845

How to manage Refunds for Credit Notes

844

Sage 200 Integration - Customer and Contact Sync

844

Customer Subscription Functionality

customer

record

Reports

Cases

users

tasks

Digests

843

How to set up SMS functionality on The Layer

how-to

settings

service

SMS

837

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

how-to

ordering

836

Understanding Opportunities: Losing opportunities and capturing reasons for loss

sales

Opportunity

836

Data Migration: Importing files in a CSV format

Data Migration

Data

how-to

835

Creating Barcodes in The Layer

Bar Code

Stock

832

User Permissions- Creating & applying role groups

users

Permissions

settings

831

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

customer

assets

830

How to view the Sales Order Finance Report in the Layer

how-to

finance

Reports

829

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

quotations

sales

828

Duplicate Checker

customer

leads

presales

Duplicates

825

Managing Supplier Account Numbers

assets

service

822

How does the general fund work in The Layer

Funds

sales

817

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

users

administration

how-to

presales

sales

817

How do I create variable term contracts?

finance

sales

813

How to Deactivate a User

how-to

settings

delete

users

813

Managing Insurance in The Layer

service

assets

812

How to update your maintenance password in The Layer

mail agent

Email

office-365

exchange-server

how-to

811

Phone call email reminders

Notification

tasks

how-to

811

'Quotation won edit' permission

quotations

Permissions

sales

810

Fixing Internet Explorer freezes, crashes and hangs

810

How to Export Customer Cases

service

video

810

Price books: Understanding 'Third Party Billed'

sales

Pricebook

809

How do I delete a customer record?

how-to

settings

administration

804

How to Import and Export Customer Assets

how-to

video

service

assets

804

Understanding Quotation Configuration Options: How to configure a quotation

customer

quotations

leads

presales

sales

how-to

804

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

Reports

sales

how-to

widgets

803

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

Data

Data Migration

how-to

801

How to merge lead records together

how-to

presales

leads

merge

800

Purchase Order: How to add a PO into query

ordering

Purchase Order

799

Adding or editing an address in a record

how-to

Adding

leads

customer

798

How to add Deal Termination into Quotations

sales

video

797

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

settings

how-to

appointment

796

How to add call rate groups to a quotation

quotations

sales

how-to

795

Product Bundles

sales

quotations

788

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

settings

sales

customer

787

How to Import Invoices to Sage 50

Sage

Invoice

finance

how-to

787

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

Stock

ordering

how-to

787

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

Custom Reports

how-to

finance

786

Reassign the parent records from task stacks

presales

sales

service

work-stacks

tasks

784

How to use cases in the Layer

how-to

service

Cases

780

How to create a case using the new radio button

how-to

service

customer

record

Cases

779

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

ordering

sales

Opportunity

779

Using Sales Order Templates to Populate a Spreadsheet with Sales Order Data

settings

forms

777

Why did we remove the option to delete financial transactions

finance

775

Environment Settings - How to add Shipping Methods to the Layer

quotations

settings

ordering

how-to

774

Sales Order Profit Adjustments

ordering

finance

Adjustment

773

Set up and use of Resource Planner Calendar

Calendar

sales

773

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

how-to

marketing

mail agent

772

Understanding Customers: The Home Tab

customer

record

772

Customer charged price in assets

customer

service

766

Uploading files against a customer or lead record

how-to

record

765

Sage 200 / Intacct Integration - Credit Notes Grid

762

Suggested widgets to manage cases (User)

service

widgets

settings

how-to

users

760

User Permissions: Hide New Stock Movement Shortcut

ordering

Stock

755

Child Asset Conversion Set up in Company Settings

data-capture

Services

753

Customer Status Automatically Updates to Live

service

customer

753

Understanding Quotations: What are price book categories

sales

how-to

quotations

Pricebook

752

How do Notes in Data Capture work

ordering

service

video

751

Understanding Permissions: View All Records vs. My Records, understanding the difference

how-to

record

Permissions

751

How does Buy-out fund works in the Layer

video

finance

sales

749

Opportunities: Qualified status in opportunity

Opportunity

how-to

747

How to create a case from the customer record

Case Categories

Cases

record

customer

service

how-to

746

New permission to override finalised Purchase Orders

ordering

Purchase Order

Stock

744

Understanding Quotations: Managing Upfront Variable Sell Price & Discounts

Pricebook

quotations

sales

744

Sales order required products in the purchase order

Stock

Purchase Order

ordering

739

Customer Warnings

728

Applying Auto Branding to the Layer

settings

how-to

Branding

email-templates

727

Notifications for Finance Team

Invoice

Notification

Allocating payments

finance

723

Understanding Expiries: Non-managed Expiries

sales

leads

customer

Expiry

722

Ensure that the actual product buy price amends profits in the sales order (high level view for managers)

how-to

ordering

719

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

tasks

work-stacks

719

How to Change your Layer Password

how-to

users

718

Creating & Managing Warehouses

Stock

Warehouse

714

How to Create and Use Customer and Lead Contact Custom Fields

how-to

customer

leads

custom-fields

714

How to Search by Contact Details or Address

how-to

Search

leads

customer

714

How to set up an Office 365 account

office-365

how-to

712

Customer Actions - Understanding Customer Relationships

customer

how-to

711

Enviroment Settings - How to add contact types

settings

how-to

record

711

Connection by supplier and Classification widget

sales

video

widgets

710

Understanding Sales Orders & Checklists: How sales order changes affect sales order checklists

how-to

ordering

Checklist

705

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

how-to

704

How to set up New shortcut permissions

Permissions

704

How to store temporary Mobile Numbers

service

video

703

How to Manage Cost Centres

Cost_Centre

customer

how-to

700

Sales order: Amend customer owner before converting Sales order into customer assets

ordering

696

Suggested widgets to manage cases (Manager)

Services

Cases

users

how-to

widgets

service

693

How to Apply Shipping Cost to an Existing Invoice

how-to

Invoice

691

How to access The Layer Knowledgebase Articles vs. Your Company Knowledgebase Articles

how-to

knowledgebase

687

How to make The Layer files accessible in the Customer Portal

customer

Customer Portal

Files

687

Duplicate Checker on The Layer

Duplicates

683

Understanding Sales Orders : Sales Order Documents

ordering

681

Understanding Opportunities: Option to link Marketing Campaign to an Opportunity

Opportunity

marketing

678

Sage 200 Integration

Sage

integrations

677

Data Migration: Data Migration options within The Layer

Data Migration

676

How to Configure Mobile BIll Cap in The Layer - Ofcom

ordering

assets

quotations

Pricebook

675

How to Bulk Apply Workstacks to Users

settings

administration

work-stacks

674

Remove Access to Various Areas of the Customer & Lead Record - Providing a Cleaner User View

User Roles

Permissions

settings

668

Which browsers are supported?

how-to

664

Product Bundles - Child Services

quotations

Pricebook

sales

data-capture

661

How to manually create an asset in the Layer

customer

assets

Services

Adding

how-to

658

Reassign opportunity with associated tasks and quotations

Opportunity

sales

656

How to complete a product exchange on the Layer

how-to

sales

video

Stock

Product Stock

Editing

Adding

Updating

assets

650

Custom Terms and Conditions: Set up and Use

sales

settings

Terms

Set Up

645

Managing Contract Extensions, Renewals & Buyout values in The Layer

quotations

custom service

how-to

sales

640

How to Manage Case Sub-Statuses

638

How to Manage Sites

customer

sites

638

Adding Product Manufacturers and Suppliers

Pricebook

settings

592

Product Basket

Pricebook

quotations

sales

how-to

587

How to Create a New Customer manually on the Layer

record

merge

customer

how-to

574

How to create a new individual checklist task

how-to

tasks

Checklist

574

Shortcuts set up

settings

571

Valid sources to use when importing notes in The layer using Data Manager

Data Migration

568

Sage 200 Integration - Tokens

Sage

finance

567

Understanding Opportunities: Export of Opportunity stack and use of the data for forecasting

Export

Opportunity

sales

563

Applying a Payment to an Invoice

558

Update of existing service assets on The Layer

service

Reconciliation

554

Suggested Loan Device Process on the Layer

how-to

Stock

Product Stock

552

Case Enhancements

Case SLA

Case Categories

Cases

544

Creating an O2 Work Request Form

ordering

540

Product Hierarchy Overview

quotations

sales

533

Product / Service Supplier Override

520

VAT on Funds and how to set it up

518

Reporting on Additional Funding

Funds

Reports

quotations

Opportunity

504

Understanding the Audit Trail in the Layer

485

"All Cases" Report Updates

Reports

482

Understanding Opportunities: Creating Opportunity Workstacks

463

Variable Pricing

450

Maintenance Plans

440

Editable Product / Service Name

408

Auto-Calculated Deal Termination

389

Data Migration: How do I cleanse my data?

296

How do I log in as another user?

administration

0

Support Articles