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

How to import sales payments into Sage 50

Why shouldn’t I delete invoices? HMRC GUIDELINES

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

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

How to install the Outlook Plug-in

The primary SMTP address must be specified when referencing a mailbox

How to produce a copy of a signed quotation

How to cancel a quotation and sales order

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

How to create a new work stack

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

Managing Renewals: Why are renewals important?

Sales Order Cancellation

How to Create Knowledge Base Tags

How to create Sales Order checklists

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

How to merge two customer records

Customer and Lead Access Delegation

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

What is customer portal and how to use it

The Layer self-service portal website integration

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

Understanding Appointment Feedback: How do I submit appointment feedback?

Mail Triage

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

Understanding Opportunities: How to create an opportunity in the Layer

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

Quotation Output Templates: How to amend Quotation columns

How to complete a bulk upload of stock into The Layer

How to create case category checklists

How to create a Knowledgebase Article in the Layer

How to configure an Office 365 maintenance account

Understanding Opportunities: How to link an opportunity to an appointment

Understanding widgets: Duplicating the Sales Order Leaderboard

How to create a knowledgebase article

Understanding Users & Business Units in The Layer

How to book in stock to The Layer

Fund Offsets on an Invoice

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

How to create a form in The Layer

How to allocate and re-allocate stock to sales order

Work stacks for Sales Orders

Environment Settings - How to add Areas to the Layer

Understanding Custom Reports - How to access Custom Reports

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

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

Managing Invoices – Invoice stacks

How to manually book stock out of The Layer

Understanding Work Stacks: Case Work stacks

How to create product opportunity checklists

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

How do I update my mail agent password?

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

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

How to Create a Purchase Order on The Layer

Understanding Discount Types in The Layer

How to create an Output Template in the Layer

Environment Settings - Appointment Types

How to Create a New Case Category

How to amend and add case sla's

How to book stock in against a PO

Environment Settings - Custom Report Groups

How to attach a file to a Knowledgebase Article

Understanding Opportunities: How to link an opportunity to an expiry

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

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

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

How do I create quotation templates?

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

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

How to create workflow in The Layer

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

How to add a hyperlink to the Layer

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

How to import stock in bulk

How to configure and use Check Types

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

Settings - Essentials - How to upload files to the Layer

How to Complete a Secure File Upload on The Layer

Understanding Cases: Cases vs Jobs

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

How to create a Purchase Order Video

How to create a new base category

Environment Settings - User Targets - Monthly Appointment targets

Line Rental Subsidy

How to create a custom service in the quotation

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

How to Masquerade as another user.

How to delete a signature from your won quotation

How to Create a Widget Group

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

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

Subsidy Management

What are possible reasons for a failed quotation signature?

Sales Order Process on The Layer

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

How to add a checklist to case category

Price books: Understanding 'OGR Buy Price Override'

How to update customer GDPR preferences

Quotation Authorisation without rules

How to amend opportunity probability via appointment feedback

Understanding Opportunities & Checklists: How opportunity changes affect opportunity checklists

Return of Handset

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

Pre and Post Authorisation Sales Order Statuses

Sales order Authorisation widgets

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

Understanding Cases: Setting a default case sla

How is profitability information calculated for quotation lines?

How to add a checklist to a Sales Order

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

How to scan items into sales order

Environment Settings - Industries

How to use Affected assets in cases

How to create a new Mail Agent

How to log time and cost against a case

How to add IMEI or Sim number to an invoice

How to generate a marketing report

How to import price book

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

Understanding editing tools within the Layer

How to create a new sales order status

How do I search for a company in the Layer?

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

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

How to set up Automatic Responses in Mail Triage

Understanding Opportunities: How to set up forecast categories for opportunities

How to manually activate Layer Outlook plugin in your Outlook

How do I log in as another user?

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

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

Understanding Checklists: How case changes affect checklists

How to Create a New Lead

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

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

How to amend or add business modules for users

How to approve funding requests

Sales Order vs. Quotation & Turnover Variance Report

How to apply signature as default in office 365 account

How to create a new invoice

Understanding Quotations: How to create a funding request

Purchase Order: How to mark a PO as paid

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

Quotations: Outputting Variable Discounts & Subsidies

GDPR configuration set up with Landing Pages and Email Templates

Opportunities: Manage permissions for bulk changes in opportunity stacks.

How to import products and services

How to Create a Custom Phone Call Outcome

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

How to view all hardware fund and line rental subsidy transactions

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

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

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

How to create a reminder email

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

How to use your presales reporting widgets

Ordering more items than required

How to create a case using the Plug-In

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

Delegating access in bulk on the Layer

How to resend undelivered mail

How to add branding to your instance of the Layer

How to activate sales order authorisation on The Layer

Lead Records: How to mark a lead record as unsuitable

New Permission to 'Allow Calendar Schedule Conflict'

Understanding Cases: Case SLA logic

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

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

How to add or update your Layer Email Signature

How to edit or amend an invoice template

How to manage lead deletion requests

Sales Performance Widgets

How do I create matrix questions on The Layer Forms?

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

Commissions reconciliation

Understanding the impact of GDPR & PECR

Sales: What is an opportunity?

Managed Backup Services

Sales Order Leaderboard Widget - Understanding the breakdown

Reconciling Invoices and Invoice Payments

Bulk Reservation and Allocation

How to gather contract expiries

Creating Queues - Managing Unassigned Users

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

How can Customer add their PO into the quotation

How do I override knowledgebase styling?

How to set up and use the new Product Groups Feature

How to search custom field data

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

Deleting a Stock Movement Session from the Layer

New Parameter: Sign Block with Terms

How to view Individual Case History

Reporting on Ceased Assets

How to set up and amend user Digest Feeds

Invoicing: Credit Notes

Specifications for customer provided CRM data

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

How to export All Leads from The Layer

Understanding Cases: Case Email Responses

How to upload your company logo's to the Layer

How to create and remove a customer alert on The Layer

Understanding Opportunities: What are Opportunity Classifications

How do I manage sales order invoices?

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

Sub-companies

Customer Subscription Functionality

Recent Sales orders view

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

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

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

How to sync appointments after reassigning

How to use real stock pricing in sales order profits

Subsidy Scheduled Payments - Management Overview

How to Create a New Lead Sub Status

Understanding Cases: Creating Case Breach Reasons

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

How to Deactivate Case Categories

Fixing Internet Explorer freezes, crashes and hangs

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

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

How to Schedule a Phone Call

How to create a new appointment

How do I create variable term contracts?

Price books: Understanding 'Third Party Billed'

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

How to restore a core work stack

How do I delete a customer record?

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

Adding or editing an address in a record

Customer Cancellation Process

How to update your maintenance password in The Layer

Data Migration: Importing files in a CSV format

How to view the Sales Order Finance Report in the Layer

Customer Actions - Understanding Customer Flags

Understanding Commissions workstacks

How to Import and Export Customer Assets

Understanding Opportunities: Losing opportunities and capturing reasons for loss

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

Managing Insurance in The Layer

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

How to set up SMS functionality on The Layer

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

'Quotation won edit' permission

How to Export Customer Cases

Understanding Appointments in The Layer – Managing your appointments

Phone call email reminders

How to add Deal Termination into Quotations

Purchase Order: How to add a PO into query

Sage 200 Integration - Mapping Payment Methods to Sage Bank Accounts

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

How to Deactivate a User

Creating Barcodes in The Layer

User Permissions- Creating & applying role groups

Product Bundles - Linked Items

Reassign the parent records from task stacks

How does the general fund work in The Layer

How to merge lead records together

Understanding Quotation Configuration Options: How to configure a quotation

Uploading files against a customer or lead record

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

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

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

Managing Supplier Account Numbers

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

How do Notes in Data Capture work

Sage 200 Integration - Payments & Refunds Grids

Environment Settings - How to add Shipping Methods to the Layer

Customer Status Automatically Updates to Live

Set up and use of Resource Planner Calendar

How to add call rate groups to a quotation

Customer charged price in assets

Sage 200 / Intacct Integration - Customer Balances Widget

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

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

User Permissions: Hide New Stock Movement Shortcut

Sage 200 & Intacct Integration - Error Queue

New permission to override finalised Purchase Orders

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

How does Buy-out fund works in the Layer

How to Import Invoices to Sage 50