Layer Systems
Support Articles
All
All
Account balance
2
Adding
4
adjustment
1
administration
22
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
6
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
Intercom
16
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
53
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
20
How to configure an Exchange maintenance account
exchange-server
integrations
how-to
1959
Is The Layer's electronic signature legally binding?
sales
1806
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
2353
How do I create a new user?
settings
how-to
2251
Getting started with the quotation builder
quotations
sales
1587
Why is my quotation remaining in 'draft' status once sent?
how-to
sales
1426
How to update appointment feedback
how-to
sales
1371
Setting up a web leads form on your own website
integrations
leads
1175
How to find previous lead customer and sales order records by using TrackBack
ordering
how-to
sales
record
18426
How to get your Exchange Online Web Service URL from Office 365
exchange-server
how-to
12388
Why shouldn’t I delete invoices? HMRC GUIDELINES
sales
administration
finance
ordering
quotations
record
delete
Account balance
Allocating payments
Funds
Liabilities
Invoice
4907
How to import sales payments into Sage 50
how-to
finance
Sage
4873
How to cancel a previously won quotation based on a customer cancelling the order
quotations
ordering
how-to
sales
4154
The primary SMTP address must be specified when referencing a mailbox
mail agent
3774
How to create an email template in the Layer
email-templates
how-to
Email
3632
Renewal expiry date vs. Expiry date (non-managed expiries) - Understanding the difference
sales
how-to
Expiry
assets
leads
customer
3486
How to produce a copy of a signed quotation
how-to
sales
quotations
3429
How to set up quote authorisation on The Layer
Authorisation
quotations
how-to
sales
3371
How to create a new work stack
how-to
work-stacks
3308
How to cancel a quotation and sales order
sales
how-to
ordering
quotations
record
delete
3283
How to install the Outlook Plug-in
settings
administration
outlook-plugin
integrations
how-to
troubleshooting
on-boarding
3217
Understanding Case SLA's: Working hours vs. Clock Hours
Cases
settings
Case SLA
Company Settings
how-to
3014
Sales Order Cancellation
ordering
sales
2923
Work Stacks: How to create work stack subscriptions
how-to
Subscription
work-stacks
2912
How to add Product Highlights to a Product or Service - Key Benefits or Features
how-to
presales
sales
Product Stock
quotations
Services
Pricebook
2867
How to merge two customer records
troubleshooting
customer
merge
record
how-to
2730
What is customer portal and how to use it
knowledgebase
portal
2695
Managing Renewals: Why are renewals important?
sales
presales
Renewals
2684
Mail Triage
how-to
Cases
Mail Triage
2669
Understanding Opportunities: How to create an opportunity in the Layer
sales
presales
Opportunity
2655
How to create Sales Order checklists
sales
how-to
ordering
Checklist
2624
How to complete a bulk upload of stock into The Layer
Stock
Product Stock
how-to
2623
The Layer self-service portal website integration
portal
integrations
2614
Customer and Lead Access Delegation
how-to
presales
sales
customer
leads
record
delegated-access
2596
Understanding Appointment Feedback: How do I submit appointment feedback?
how-to
appointment
Appointment Feedback
2588
How to provide access to knowledge base articles via your customer portal
customer
knowledgebase
portal
service
2569
Understanding Cases: Cases vs Jobs
Cases
service
ordering
2528
How to create a form in The Layer
how-to
settings
forms
2520
Understanding Work Stacks: Case Work stacks
how-to
work-stacks
Reports
Cases
2510
How to change the status of quote (not won) from lost, quoted, cancelled and open.
quotations
how-to
sales
2508
How to create case category checklists
Case Categories
Checklist
Cases
how-to
administration
settings
service
2473
Understanding Opportunities: How to link an opportunity to an appointment
Opportunity
appointment
how-to
2468
How to Create Knowledge Base Tags
settings
knowledgebase
tags
2459
Quotation Output Templates: How to amend Quotation columns
quotations
sales
settings
how-to
2450
How to create an Output Template in the Layer
2426
How to delete a quotation and order (when the quotation has been manually signed)
sales
ordering
delete
quotations
2417
How to add external customers on case watch list and as a default case watcher
how-to
Cases
Case Watcher
Case wach list
2400
Understanding Opportunities: How do I link a service asset renewal to an opportunity from a work stack?
assets
Opportunity
Expiry
Renewals
sales
2400
Understanding Discount Types in The Layer
quotations
finance
how-to
sales
2399
How to Create a New Case Category
settings
how-to
Cases
Case Categories
2397
Environment Settings - How to add Areas to the Layer
how-to
settings
administration
record
customer
leads
work-stacks
2383
How to activate Company Terms & Conditions (T&Cs) in the Layer
quotations
Environment Settings
Signature
sales
2347
How to create a knowledgebase article
knowledgebase
how-to
2336
How to create product opportunity checklists
Checklist
Opportunity
settings
administration
how-to
presales
sales
2330
Understanding Opportunities: How do I create or link an opportunity to a service asset in a customer record?
sales
Services
Opportunity
assets
2324
How to add a hyperlink to the Layer
Email
email-templates
how-to
2321
How to activate Supplier's T&Cs in the Layer
Signature
quotations
sales
2318
Understanding Opportunities: Create work-stack based on opportunity created date
work-stacks
Opportunity
sales
2315
Understanding widgets: Duplicating the Sales Order Leaderboard
ordering
widgets
sales
how-to
2300
Understanding Opportunities: How to link an opportunity to an expiry
presales
sales
Opportunity
Expiry
2287
How to manually book stock out of The Layer
how-to
Updating
Stock
Product Stock
Data
Export
delete
2283
Understanding Users & Business Units in The Layer
administration
settings
business-units
users
2276
Understanding Custom Reports - How to access Custom Reports
how-to
Custom Reports
2256
How to allocate and re-allocate stock to sales order
Stock
video
ordering
2247
How to book in stock to The Layer
how-to
ordering
Product Stock
Stock
2241
How to Create a Custom Phone Call Outcome
how-to
presales
tasks
2224
How to update your pricebook from the purchase order - Buy & Sell Price
how-to
ordering
Pricebook
Product Stock
2224
How to create a new base category
how-to
settings
2208
How to create a Purchase Order Video
finance
ordering
2204
Environment Settings - Appointment Types
on-boarding
appointment
how-to
settings
administration
2203
Understanding Opportunities: Create a workstack based on Next Task Action range
Opportunity
tasks
work-stacks
2202
How to export and import assets in the customer’s record.
how-to
assets
customer
delete
record
Services
2198
Work stacks for Sales Orders
ordering
work-stacks
how-to
2191
How do I search for a service asset number in the Layer?
Search
assets
how-to
2177
Understanding Cases: Case Service Level Agreement (SLA) On Hold Statuses
Cases
Case SLA
service
how-to
2176
How do I promote a custom work stack to the favourite tab?
work-stacks
how-to
2170
How to create a custom service in the quotation
quotations
sales
how-to
2170
How to Create a Widget Group
widgets
widgets
2151
How to book stock in against a PO
Stock
ordering
video
2132
Environment Settings - Custom Report Groups
delete
Reports
Custom Report Groups
Groups
Custom Reports
how-to
2128
Understanding Opportunities & Checklists: How opportunity changes affect opportunity checklists
Opportunity
Checklist
how-to
2123
How to import stock in bulk
Stock
video
ordering
2121
How to update customer GDPR preferences
marketing
GDPR
2114
Understanding Cases: Setting a default case sla
Case SLA
Company Settings
how-to
service
settings
2110
Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer
how-to
settings
leads
customer
Expiry
2095
How do I update my mail agent password?
how-to
2094
Settings - Essentials - How to upload files to the Layer
administration
settings
how-to
2093
How to create workflow in The Layer
settings
how-to
2084
Subsidy Management
finance
Funds
2077
Line Rental Subsidy
sales
video
2072
Internet Explorer freezes, crashes, hangs in Windows 7 | 8
troubleshooting
internet-explorer
2063
Understanding Work Stacks: I am unable to open a work stack?
work-stacks
2045
Pre and Post Authorisation Sales Order Statuses
ordering
custom
Authorisation
2043
How to log time and cost against a case
Cases
service
2036
How to amend opportunity probability via appointment feedback
video
sales
Opportunity
2030
How to set up, amend and cancel a scheduled email.
Scheduled Email
Reports
how-to
2018
Understanding Opportunities: What are Opportunity Classifications
Renewals
Reports
sales
2010
Environment Settings - User Targets - Monthly Appointment targets
on-boarding
users
appointment
how-to
presales
sales
settings
administration
2009
How to scan items into sales order
ordering
Stock
2005
How to use Affected assets in cases
Cases
service
how-to
2005
How to configure an Office 365 maintenance account
how-to
integrations
exchange-server
office-365
2000
Price books: Understanding 'OGR Buy Price Override'
Pricebook
sales
1999
How to apply Mail templates to your company settings in the Layer
email-templates
settings
how-to
1991
Managing Invoices – Invoice stacks
Invoice
finance
1990
Understanding editing tools within the Layer
how-to
settings
1989
How to create a Knowledgebase Article in the Layer
how-to
knowledgebase
1986
How to set up Automatic Responses in Mail Triage
Mail Triage
mail agent
1972
Understanding Checklists: How case changes affect checklists
how-to
Checklist
Cases
Case Categories
1951
Return of Handset
Stock
1950
How to delete a signature from your won quotation
quotations
delete
customer
sales
how-to
1944
How to manually activate Layer Outlook plugin in your Outlook
outlook-plugin
intercom
Email
service
1944
How to approve funding requests
finance
sales
quotations
Funds
1938
Understanding Opportunities: How to set up forecast categories for opportunities
Opportunity
how-to
sales
1932
Fund Offsets on an Invoice
Funds
Invoice
finance
1930
How do I search for a company in the Layer?
how-to
record
Search
1929
GDPR configuration set up with Landing Pages and Email Templates
marketing
GDPR
1905
How to add IMEI or Sim number to an invoice
how-to
finance
Invoice
1902
Sales order Authorisation widgets
Authorisation
widgets
ordering
1901
How to create a new sales order status
how-to
ordering
1891
Delegating access in bulk on the Layer
Company Settings
delegated-access
User Roles
Permissions
leads
record
customer
how-to
settings
1886
Environment Settings - Industries
how-to
record
1882
Data Migration - How do I know what the core fields are?
how-to
Data Migration
1881
Sales order teams and exclusion of sales order statuses for the team
ordering
1877
Hide Sales order statuses when sales order is in certain stage of the process
ordering
1855
Environment Settings - How to add Job Titles to manage contacts and users within the Layer
how-to
settings
customer
leads
users
1849
How to add images and product information to your quote based on selecting the item in your quotation
Images
Upload images
Mobile
quotations
sales
1829
How to complete a transfer of assets (Transfer of Ownership) on The Layer.
how-to
service
customer
record
merge
assets
1829
How to add a checklist to case category
how-to
administration
service
Cases
Case Categories
Services
1803
How to add branding to your instance of the Layer
how-to
email-templates
settings
Branding
Company Settings
1793
How to apply a filter in grid mode to avoid the need to reapply a filter every time
how-to
work-stacks
1786
How to Create a Purchase Order on The Layer
Product Stock
how-to
ordering
finance
1781
How to create a sales order without the need to create a quotation
how-to
sales
ordering
1770
How to configure and use Check Types
ordering
1768
Quotation Authorisation without rules
Authorisation
quotations
1759
How do I log in as another user?
administration
1758
How do I create quotation templates?
quotations
how-to
settings
1750
What are possible reasons for a failed quotation signature?
quotations
1745
How to attach a file to a Knowledgebase Article
knowledgebase
how-to
1740
How to amend and add case sla's
service
how-to
1732
How to Masquerade as another user.
how-to
administration
1732
How to Complete a Secure File Upload on The Layer
customer
Secure File
how-to
1729
How to activate sales order authorisation on The Layer
ordering
Authorisation
1717
How to amend and set up your widgets on the dashboard.
how-to
widgets
1710
How to add a checklist to a Sales Order
settings
administration
how-to
sales
1698
How to create a new Mail Agent
how-to
mail agent
1691
How to upload your company logo's to the Layer
Company Settings
settings
how-to
Company Logo's
1678
How is profitability information calculated for quotation lines?
sales
finance
Bonus
Hold Back
1676
Company Settings: How do I set the Employee Number Type?
settings
how-to
Reports
customer
leads
1674
How to add or update your Layer Email Signature
Signature
Adding
Email Signature
Updating
how-to
1659
Understanding Quotations: How to create a funding request
how-to
sales
Funds
Authorisation
quotations
1656
Sage 200 Integration - Mapping Payment Methods to Sage Bank Accounts
Sage
finance
1642
Sage 200 / Intacct Integration - Sub Company and Sage Company Mapping
integrations
Sage
1617
How to Import Invoices to Sage 50
Sage
Invoice
finance
how-to
1605
How to Schedule a Phone Call
presales
how-to
1576
Using Sales Order Templates to Populate a Spreadsheet with Sales Order Data
settings
forms
1568
Sage 200 Integration - Payments & Refunds Grids
Sage
integrations
finance
1560
How to import price book
sales
how-to
video
Pricebook
1556
Sage 200 / Intacct Integration - Customer Balances Widget
finance
Sage
1556
Sage 200 & Intacct Integration - Error Queue
integrations
finance
1555
Sage 200 Integration - Syncing Payments / Receipts from Sage to The Layer
finance
integrations
Sage
1543
Purchase Order: How to mark a PO as paid
Purchase Order
ordering
1533
How to generate a marketing report
how-to
marketing
Reports
1530
Data: What are record custom fields and how do I create them?
how-to
Data
Data Migration
custom-fields
1529
How to quickly search for a product serial number or IMEI number
service
ordering
how-to
record
assets
Product Stock
Stock
1522
How to apply signature as default in office 365 account
office-365
Email Signature
users
settings
1517
Sage 200 / Intacct Integration - Customers Grid & Customer Export / Upload
Sage
integrations
1507
Quotations: Outputting Variable Discounts & Subsidies
sales
quotations
1502
Sage 200 Integration - Customer and Contact Sync
1500
How to amend or add business modules for users
how-to
settings
1499
How to set up and use the new Product Groups Feature
Set Up
settings
how-to
Product Group
1496
Sales Order Process on The Layer
video
ordering
how-to
1494
Understanding Records: What is the difference between lead and customer records?
record
leads
customer
how-to
1474
How to manually update a hardware fund, subsidy or general fund balance
video
finance
1473
How to manage Refunds for Credit Notes
1471
Understanding Cases: Case SLA logic
how-to
service
Cases
Case SLA
1469
Understanding Cases: Case Email Responses
service
Case Watcher
mail agent
Email
Cases
Case-sweep
case-notes
email-attachments
1461
How to send an email from the Layer to multiple people.
how-to
email-templates
Email
1459
How to Create a New Lead
how-to
leads
1455
Sales Order vs. Quotation & Turnover Variance Report
Reports
1450
How is the turnover value calculated in The Layer?
Pricebook
sales
1447
How to Deactivate a User
how-to
settings
delete
users
1446
New Permission to 'Allow Calendar Schedule Conflict'
Calendar
Permissions
appointment
sales
settings
presales
1443
Unable to upload images to the Knowledgebase question mark or cross image appearing
knowledgebase
Images
Upload images
customer
settings
how-to
1443
How to use cases in the Layer
how-to
service
Services
Cases
Case Watcher
Updating
case-notes
Case SLA
Case wach list
1427
How to import products and services
administration
settings
how-to
1421
Understanding the impact of GDPR & PECR
Data Migration
intercom
Data
GDPR
1410
Duplicate Checker
customer
leads
presales
Duplicates
1408
How to resend undelivered mail
presales
how-to
1408
How to create a new invoice
Invoice
finance
1406
Sales & Quotations: How to add a lease item to your quotation
how-to
sales
lease
custom
custom service
quotations
custom product
1406
Customer Actions - Understanding Customer Flags
how-to
customer
1399
Creating Queues - Managing Unassigned Users
Unassigned
work-stacks
how-to
1395
How do I convert order items into new & existing customer assets?
assets
how-to
ordering
1393
How do I set up two-factor authentication on The Layer?
how-to
1393
How do I add multiple email addresses or contacts to emails sent from the Layer?
how-to
Email
1380
Commissions reconciliation
Commissions
finance
1378
How to edit or amend an invoice template
how-to
finance
troubleshooting
1377
Opportunities: Manage permissions for bulk changes in opportunity stacks.
sales
Permissions
Opportunity
1377
Sage 200 / Intacct Integration - Credit Notes Grid
1376
How to create a case using the Plug-In
Cases
record
how-to
service
outlook-plugin
1375
How to create a reminder email
how-to
tasks
1369
How to view all hardware fund and line rental subsidy transactions
how-to
finance
settings
Liabilities
Reports
Funds
1365
Why can't I scroll horizontally in grids when using Mac OS X Lion or newer?
how-to
1365
Lead Records: How to mark a lead record as unsuitable
how-to
leads
delete
1357
I'm unable to search for customers using the Outlook plug-in?
on-boarding
troubleshooting
users
administration
outlook-plugin
how-to
1356
Understanding Appointments in The Layer – Managing your appointments
appointment
tasks
work-stacks
1356
Ordering more items than required
ordering
Purchase Order
Stock
1353
How do I create matrix questions on The Layer Forms?
forms
1352
Invoicing: Credit Notes
Invoice
finance
1351
Product Bundles - Linked Items
sales
Pricebook
quotations
1350
Sales Performance Widgets
widgets
sales
1348
How to gather contract expiries
presales
how-to
1347
How to restore a core work stack
how-to
work-stacks
1347
How to Create a New Lead Sub Status
leads
how-to
1345
How to set up SMS functionality on The Layer
how-to
settings
service
SMS
1336
How to export assets with no formatting issues to number fields over 15 digits
Services
assets
Mobile
how-to
work-stacks
settings
service
1332
Why does Outlook occasionally detect a problem with the Outlook add-in and disable it?
outlook-plugin
1332
How to use your presales reporting widgets
widgets
how-to
presales
1330
How to view customer balances: hardware fund, general fund, line rental subsidy, invoice balance and account balance
how-to
finance
Reports
Funds
Account balance
1330
Environment Settings - How to add job titles for contacts and users
customer
users
settings
how-to
1328
How can Customer add their PO into the quotation
service
sales
video
1322
Bulk Reservation and Allocation
Stock
ordering
1319
How to Deactivate Case Categories
Cases
Case Categories
service
how-to
1318
Sales: What is an opportunity?
Opportunity
1318
How to export All Leads from The Layer
leads
Data
Export
how-to
1317
Deleting a Stock Movement Session from the Layer
how-to
Stock
1314
Understanding Opportunities: Losing opportunities and capturing reasons for loss
sales
Opportunity
1313
Purchase Order: How to add a PO into query
ordering
Purchase Order
1312
Customer Cancellation Process
1305
How to create and remove a customer alert on The Layer
customer
record
how-to
administration
1304
Understanding Commissions workstacks
work-stacks
Commissions
finance
1303
Sub-companies
finance
1301
Managed Backup Services
Chargeable Feature
Data
record
1300
Managing Insurance in The Layer
service
assets
intercom
1297
How to mark a quotation as a pipeline quotation from your workstack
how-to
sales
quotations
1296
How to manage lead deletion requests
how-to
video
1295
How to view an audit trail of all user requests to export work stacks and download reports
work-stacks
administration
how-to
1294
How do I enable 'Minimum Profit Threshold' for quotations?
sales
1291
How do I override knowledgebase styling?
knowledgebase
1288
Set up Exchange ActiveSync on your iPhone, iPad, or iPod touch
service
1287
Sales Order Leaderboard Widget - Understanding the breakdown
presales
sales
how-to
ordering
service
finance
widgets
quotations
1286
How to automatically remember / save your username and password for The Layer
Browser
internet-explorer
how-to
1285
How to view Individual Case History
Cases
how-to
1283
User Permissions- Creating & applying role groups
users
Permissions
settings
1279
How does the general fund work in The Layer
Funds
sales
1277
Data Migration: Core, Meta and Custom Fields - Understanding the difference
Data
Data Migration
how-to
1270
Understanding Cases: Creating Case Breach Reasons
service
how-to
Cases
Case SLA
SLA Breach
1263
Data Migration: Importing files in a CSV format
Data Migration
Data
how-to
1252
Reconciling Invoices and Invoice Payments
finance
Invoice
Sage
1252
How to create a new appointment
how-to
sales
presales
1251
Reporting on Ceased Assets
assets
Reports
service
1250
Understanding Expiries: Non-managed Expiries
sales
leads
customer
Expiry
1249
Understanding Quotation Configuration Options: How to configure a quotation
customer
quotations
leads
presales
sales
how-to
1245
Essentials - User Permissions - How to download a Role Audit of all users within the Layer
administration
settings
how-to
Authorisation
users
1243
How to create a case using the new radio button
how-to
customer
record
Cases
service
1242
Why did we remove the option to delete financial transactions
finance
1242
Specifications for customer provided CRM data
how-to
on-boarding
1237
How to add call rate groups to a quotation
sales
how-to
quotations
1234
How to set up and amend user Digest Feeds
settings
users
Digest Feeds
Digests
1231
Customer Subscription Functionality
customer
record
Reports
Cases
users
appointment
tasks
quotations
Digest Feeds
Digests
Opportunity
Custom Reports
administration
1228
New Parameter: Sign Block with Terms
sales
quotations
Signature
1228
Creating & Managing Warehouses
Stock
Warehouse
1225
How to Remove a Required Product from the Purchase Order Queue by Using the Suppress Option in Sales Orders
Stock
ordering
how-to
1223
How to merge lead records together
how-to
presales
leads
merge
1221
Price books: Understanding 'Third Party Billed'
sales
Pricebook
1220
How to search custom field data
customer
record
leads
how-to
1219
Creating Barcodes in The Layer
Bar Code
Stock
1218
How do I delete a customer record?
how-to
settings
administration
1216
How to Search by Contact Details or Address
how-to
intercom
Search
leads
customer
1214
Fixing Internet Explorer freezes, crashes and hangs
1212
Update child asset while updating parent asset with ceased date and status
customer
assets
1211
Recent Sales orders view
ordering
1208
Subsidy Scheduled Payments - Management Overview
Sage
Funds
finance
1208
'Quotation won edit' permission
Permissions
quotations
sales
1204
How to Import and Export Customer Assets
how-to
video
service
assets
1202
How to Manage Case Sub-Statuses
1202
How to Export Customer Cases
service
video
1200
Product Bundles
sales
quotations
1200
Understanding Supplementary Products: Linked products and services in the quotation builder
quotations
sales
1199
Phone call email reminders
Notification
tasks
how-to
1198
Managing Supplier Account Numbers
assets
service
1196
Adding or editing an address in a record
how-to
leads
customer
Adding
1194
User Roles: Restricting the ability to bulk reassign delegated lead and customer records
users
administration
how-to
presales
sales
1193
Child Asset Conversion Set up in Company Settings
Services
data-capture
1190
Understanding Permissions: View All Records vs. My Records, understanding the difference
how-to
record
Permissions
1190
Understanding the Supplier Performance Widget - Service Connections by Supplier & Classification
Reports
sales
how-to
widgets
1190
Set up and use of Resource Planner Calendar
Calendar
sales
1188
How do I manage sales order invoices?
video
ordering
how-to
1187
How to use real stock pricing in sales order profits
Purchase Order
Editing
Stock
ordering
finance
1185
How do I create variable term contracts?
finance
sales
1182
How to update your maintenance password in The Layer
mail agent
Email
office-365
exchange-server
how-to
1179
How to create a case from the customer record
Case Categories
Cases
record
customer
service
how-to
1175
How to amend VAT on a handset on an existing Sales order
ordering
how-to
1174
Reassign the parent records from task stacks
presales
sales
service
work-stacks
tasks
1174
Understanding Quotations: Managing Upfront Variable Sell Price & Discounts
Pricebook
quotations
sales
1173
How to auto-assign a customer owner when a lead is converted to a customer
settings
sales
customer
1172
Understanding Customers: The Home Tab
customer
record
1166
How to Change your Layer Password
how-to
users
1162
How does Buy-out fund works in the Layer
video
finance
sales
1159
How to add Deal Termination into Quotations
sales
video
1157
Suggested widgets to manage cases (User)
service
widgets
settings
how-to
users
1152
Environment Settings - Appointment Types - How to create Appointment Types in the Layer
settings
how-to
appointment
1150
How to set up New shortcut permissions
Permissions
1150
How to use a generic email address when sending a marketing campaign
how-to
marketing
mail agent
1149
How to view the Sales Order Finance Report in the Layer
how-to
finance
Reports
1148
Customer charged price in assets
customer
service
1143
Suggested widgets to manage cases (Manager)
Services
Cases
users
how-to
widgets
service
1143
How to Configure Mobile BIll Cap in The Layer - Ofcom
ordering
assets
quotations
Pricebook
intercom
1142
Opportunities: Qualified status in opportunity
Opportunity
how-to
1137
Sales Order Profit Adjustments
ordering
finance
Adjustment
1135
Environment Settings - How to add Shipping Methods to the Layer
quotations
settings
ordering
how-to
1134
Sage 200 Integration
Sage
integrations
1134
Understanding Quotations: What are price book categories
sales
how-to
quotations
Pricebook
1134
How to Manage Cost Centres
Cost_Centre
customer
how-to
1132
Applying Auto Branding to the Layer
settings
how-to
Branding
email-templates
1128
How to Apply Shipping Cost to an Existing Invoice
how-to
Invoice
intercom
1123
How do Notes in Data Capture work
ordering
service
video
1119
How to sync appointments after reassigning
how-to
tasks
appointment
presales
1118
Managing Contract Extensions, Renewals & Buyout values in The Layer
quotations
how-to
sales
custom service
1118
How to store temporary Mobile Numbers
service
video
1113
Uploading files against a customer or lead record
how-to
record
1112
Understanding Custom Reports: Can I use the Layer to calculate year on year growth?
Custom Reports
how-to
finance
1110
How to Create and Use Customer and Lead Contact Custom Fields
how-to
customer
leads
custom-fields
1106
Customer Actions - Understanding Customer Relationships
customer
how-to
1103
Understanding Tasks: Create work-stack based on tasks due date
tasks
work-stacks
1103
Notifications for Finance Team
Invoice
Notification
Allocating payments
finance
1099
Understanding Sales Orders : Sales Order Documents
ordering
1096
Customer Warnings
1094
Understanding Sales Orders: Linking your new sales order to an opportunity without a quotation
ordering
sales
Opportunity
1093
Sales order required products in the purchase order
ordering
Stock
Purchase Order
1089
Customer Status Automatically Updates to Live
service
customer
1087
Connection by supplier and Classification widget
sales
video
widgets
1085
How to make The Layer files accessible in the Customer Portal
customer
Customer Portal
Files
1085
Duplicate Checker on The Layer
Duplicates
1084
Understanding Sales Orders & Checklists: How sales order changes affect sales order checklists
how-to
ordering
Checklist
1081
How to complete a product exchange on the Layer
how-to
sales
video
Product Stock
Stock
Editing
Adding
Updating
assets
1078
New permission to override finalised Purchase Orders
ordering
Purchase Order
Stock
1077
Understanding Opportunities: Option to link Marketing Campaign to an Opportunity
Opportunity
marketing
1070
User Permissions: Hide New Stock Movement Shortcut
ordering
Stock
1068
How do I set a date range within browsing session templates?
how-to
1064
How to Bulk Apply Workstacks to Users
intercom
1053
How to manually create an asset in the Layer
customer
Services
assets
Adding
how-to
1052
Product Bundles - Child Services
quotations
Pricebook
sales
data-capture
1043
How to access The Layer Knowledgebase Articles vs. Your Company Knowledgebase Articles
how-to
knowledgebase
1041
Data Migration: Data Migration options within The Layer
Data Migration
1040
Sage 200 Integration - Tokens
Sage
finance
1033
Enviroment Settings - How to add contact types
settings
how-to
record
1027
Sales order: Amend customer owner before converting Sales order into customer assets
ordering
1025
Remove Access to Various Areas of the Customer & Lead Record - Providing a Cleaner User View
User Roles
Permissions
settings
1024
How to set up an Office 365 account
office-365
how-to
1015
Reassign opportunity with associated tasks and quotations
Opportunity
sales
1010
Shortcuts set up
settings
1007
Ensure that the actual product buy price amends profits in the sales order (high level view for managers)
how-to
ordering
1002
How to Manage Sites
customer
sites
998
Which browsers are supported?
how-to
998
Suggested Loan Device Process on the Layer
how-to
Stock
Product Stock
983
Custom Terms and Conditions: Set up and Use
sales
settings
Terms
Set Up
979
How to create a new individual checklist task
how-to
tasks
Checklist
969
Adding Product Manufacturers and Suppliers
Pricebook
settings
967
Applying a Payment to an Invoice
959
Case Enhancements
Case SLA
Case Categories
Cases
951
How to Create a New Customer manually on the Layer
record
merge
customer
how-to
935
Valid sources to use when importing notes in The layer using Data Manager
intercom
929
Product Hierarchy Overview
quotations
sales
928
Understanding Opportunities: Export of Opportunity stack and use of the data for forecasting
Opportunity
Export
intercom
sales
928
Product Basket
Pricebook
quotations
sales
how-to
924
Update of existing service assets on The Layer
intercom
service
Reconciliation
920
Creating an O2 Work Request Form
intercom
ordering
912
Understanding Opportunities: Creating Opportunity Workstacks
intercom
892
VAT on Funds and how to set it up
870
Maintenance Plans
864
Product / Service Supplier Override
854
Reporting on Additional Funding
Funds
Reports
quotations
Opportunity
845
Understanding the Audit Trail in the Layer
intercom
827
"All Cases" Report Updates
Reports
intercom
821
Variable Pricing
782
Editable Product / Service Name
771
Auto-Calculated Deal Termination
intercom
730
Data Migration: How do I cleanse my data?
intercom
677
How do I log in as another user?
administration
313
