Layer Systems

All Knowledgebase Articles

2 votes	1565 views	How to configure an Exchange maintenance account exchange-server integrations how-to

2 votes	1371 views	Is The Layer's electronic signature legally binding? sales

1 votes	1556 views	How do I create a new user? settings how-to

1 votes	1437 views	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

1 votes	1097 views	Getting started with the quotation builder quotations sales

1 votes	963 views	How to update appointment feedback how-to sales

1 votes	839 views	Why is my quotation remaining in 'draft' status once sent? how-to sales

1 votes	677 views	Setting up a web leads form on your own website integrations leads

0 votes	16703 views	How to find previous lead customer and sales order records by using TrackBack ordering how-to sales record

0 votes	5442 views	How to get your Exchange Online Web Service URL from Office 365 exchange-server how-to

0 votes	3737 views	Why shouldn’t I delete invoices? HMRC GUIDELINES sales administration finance ordering quotations record delete Account balance Allocating payments Funds Liabilities Invoice

0 votes	3714 views	How to import sales payments into Sage 50 how-to finance Sage

0 votes	2796 views	The primary SMTP address must be specified when referencing a mailbox mail agent

0 votes	2740 views	How to cancel a previously won quotation based on a customer cancelling the order quotations ordering how-to sales

0 votes	2597 views	How to produce a copy of a signed quotation how-to sales quotations

0 votes	2522 views	How to cancel a quotation and sales order sales how-to ordering quotations record delete

0 votes	2506 views	How to install the Outlook Plug-in settings administration integrations outlook-plugin how-to troubleshooting on-boarding

0 votes	2315 views	Renewal expiry date vs. Expiry date (non-managed expiries) - Understanding the difference sales how-to Expiry assets leads customer

0 votes	2274 views	How to create a new work stack how-to work-stacks

0 votes	2261 views	How to create an email template in the Layer email-templates how-to Email

0 votes	2140 views	How to set up quote authorisation on The Layer Authorisation quotations how-to sales

0 votes	1910 views	Work Stacks: How to create work stack subscriptions how-to work-stacks Subscription

0 votes	1886 views	Sales Order Cancellation ordering sales

0 votes	1836 views	Managing Renewals: Why are renewals important? sales presales Renewals

0 votes	1769 views	How to create Sales Order checklists sales how-to ordering Checklist

0 votes	1744 views	How to Create Knowledge Base Tags settings knowledgebase tags

0 votes	1709 views	What is customer portal and how to use it knowledgebase portal

0 votes	1693 views	How to merge two customer records troubleshooting merge record customer how-to

0 votes	1684 views	How to activate Company Terms & Conditions (T&Cs) in the Layer quotations Environment Settings Signature sales

0 votes	1681 views	How to add Product Highlights to a Product or Service - Key Benefits or Features how-to presales sales Product Stock quotations Services Pricebook

0 votes	1669 views	Understanding Appointment Feedback: How do I submit appointment feedback? how-to appointment Appointment Feedback

0 votes	1653 views	Customer and Lead Access Delegation how-to presales sales customer leads record delegated-access

0 votes	1653 views	Understanding Case SLA's: Working hours vs. Clock Hours Cases settings Case SLA Company Settings how-to

0 votes	1652 views	How to book in stock to The Layer how-to ordering Product Stock Stock

0 votes	1648 views	Mail Triage how-to Cases Mail Triage

0 votes	1640 views	The Layer self-service portal website integration portal integrations

0 votes	1635 views	How to provide access to knowledge base articles via your customer portal customer knowledgebase portal service

0 votes	1607 views	Understanding Opportunities: How to create an opportunity in the Layer sales presales Opportunity

0 votes	1588 views	How to complete a bulk upload of stock into The Layer Product Stock Stock how-to

0 votes	1586 views	How to change the status of quote (not won) from lost, quoted, cancelled and open. quotations how-to sales

0 votes	1580 views	Quotation Output Templates: How to amend Quotation columns quotations sales settings how-to

0 votes	1578 views	Understanding Opportunities: How do I link a service asset renewal to an opportunity from a work stack? assets Opportunity Expiry Renewals sales

0 votes	1549 views	How to create case category checklists Case Categories Checklist Cases how-to administration settings service

0 votes	1543 views	Understanding widgets: Duplicating the Sales Order Leaderboard ordering widgets sales how-to

0 votes	1542 views	Understanding Opportunities: How to link an opportunity to an appointment Opportunity appointment how-to

0 votes	1520 views	How to export and import assets in the customer’s record. how-to assets customer delete record Services

0 votes	1512 views	How to create a knowledgebase article knowledgebase how-to

0 votes	1509 views	Understanding Users & Business Units in The Layer administration settings business-units users

0 votes	1478 views	How to create a form in The Layer how-to settings forms

0 votes	1475 views	How to create a Knowledgebase Article in the Layer how-to knowledgebase

0 votes	1464 views	How to allocate and re-allocate stock to sales order Stock video ordering

0 votes	1445 views	How to configure an Office 365 maintenance account how-to integrations exchange-server office-365

0 votes	1442 views	How to activate Supplier's T&Cs in the Layer Signature quotations sales

0 votes	1434 views	Understanding Work Stacks: Case Work stacks how-to work-stacks Reports Cases

0 votes	1432 views	How to create product opportunity checklists Checklist Opportunity settings administration how-to presales sales

0 votes	1430 views	How to manually book stock out of The Layer how-to Updating Stock Product Stock Data Export delete

0 votes	1425 views	Understanding Opportunities: Create work-stack based on opportunity created date work-stacks Opportunity sales

0 votes	1421 views	Understanding Custom Reports - How to access Custom Reports how-to Custom Reports

0 votes	1420 views	Understanding Discount Types in The Layer quotations finance how-to sales

0 votes	1416 views	Environment Settings - Appointment Types on-boarding appointment how-to settings administration

0 votes	1415 views	Environment Settings - How to add Areas to the Layer how-to settings administration record customer leads work-stacks

0 votes	1414 views	Fund Offsets on an Invoice Funds Invoice finance

0 votes	1399 views	Understanding Opportunities: How do I create or link an opportunity to a service asset in a customer record? sales Services Opportunity assets

0 votes	1398 views	Work stacks for Sales Orders work-stacks ordering how-to

0 votes	1387 views	How to add external customers on case watch list and as a default case watcher how-to Cases Case Watcher Case wach list

0 votes	1384 views	How to Create a New Case Category settings how-to Case Categories Cases

0 votes	1379 views	How to book stock in against a PO Stock ordering video

0 votes	1366 views	How do I promote a custom work stack to the favourite tab? work-stacks how-to

0 votes	1357 views	Understanding Opportunities: How to link an opportunity to an expiry presales sales Opportunity Expiry

0 votes	1356 views	How do I update my mail agent password? how-to

0 votes	1353 views	Managing Invoices – Invoice stacks Invoice finance

0 votes	1352 views	How do I search for a service asset number in the Layer? Search assets how-to

0 votes	1347 views	How to create an Output Template in the Layer

0 votes	1341 views	Understanding Cases: Case Service Level Agreement (SLA) On Hold Statuses Cases Case SLA service how-to

0 votes	1337 views	How to delete a quotation and order (when the quotation has been manually signed) sales ordering delete quotations

0 votes	1332 views	How to create a sales order without the need to create a quotation how-to sales ordering

0 votes	1332 views	Understanding Cases: Cases vs Jobs Cases service ordering

0 votes	1330 views	Environment Settings - Custom Report Groups delete Reports Custom Report Groups Groups Custom Reports how-to

0 votes	1317 views	Understanding Opportunities: Create a workstack based on Next Task Action range Opportunity tasks work-stacks

0 votes	1309 views	How to update your pricebook from the purchase order - Buy & Sell Price how-to ordering Pricebook Product Stock

0 votes	1307 views	How to Create a Purchase Order on The Layer Product Stock how-to ordering finance

0 votes	1296 views	How to add a hyperlink to the Layer Email email-templates how-to

0 votes	1289 views	How to create a Purchase Order Video finance ordering

0 votes	1289 views	Internet Explorer freezes, crashes, hangs in Windows 7 \| 8 troubleshooting internet-explorer

0 votes	1280 views	How to import stock in bulk Stock video ordering

0 votes	1277 views	How to set up, amend and cancel a scheduled email. Scheduled Email Reports how-to

0 votes	1275 views	How to create a custom service in the quotation quotations sales how-to

0 votes	1274 views	Line Rental Subsidy sales video

0 votes	1273 views	Settings - Essentials - How to upload files to the Layer administration settings how-to

0 votes	1272 views	How to create a new base category how-to settings

0 votes	1265 views	How to delete a signature from your won quotation quotations delete customer sales how-to

0 votes	1264 views	Environment Settings - How to add Job Titles to manage contacts and users within the Layer how-to settings customer leads users

0 votes	1261 views	How to create workflow in The Layer settings how-to

0 votes	1260 views	Environment Settings - User Targets - Monthly Appointment targets on-boarding users appointment how-to presales sales settings administration

0 votes	1259 views	How to amend and add case sla's service how-to

0 votes	1245 views	Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer how-to settings leads customer Expiry

0 votes	1244 views	How to Create a Widget Group widgets widgets

0 votes	1237 views	Subsidy Management finance Funds

0 votes	1236 views	How to Masquerade as another user. how-to administration

0 votes	1229 views	How to add a checklist to case category how-to administration Cases Case Categories Services service

0 votes	1222 views	How to update customer GDPR preferences marketing GDPR

0 votes	1214 views	How to attach a file to a Knowledgebase Article knowledgebase how-to

0 votes	1209 views	How to amend opportunity probability via appointment feedback video sales Opportunity

0 votes	1209 views	How to Complete a Secure File Upload on The Layer customer Secure File how-to

0 votes	1206 views	How do I create quotation templates? quotations how-to settings

0 votes	1202 views	Pre and Post Authorisation Sales Order Statuses ordering custom Authorisation

0 votes	1200 views	How to apply Mail templates to your company settings in the Layer how-to settings email-templates

0 votes	1200 views	How to scan items into sales order ordering Stock

0 votes	1199 views	Quotation Authorisation without rules Authorisation quotations

0 votes	1199 views	Understanding Opportunities & Checklists: How opportunity changes affect opportunity checklists Opportunity Checklist how-to

0 votes	1197 views	How to configure and use Check Types ordering

0 votes	1197 views	Understanding Cases: Setting a default case sla Company Settings Case SLA how-to service settings

0 votes	1189 views	Understanding Work Stacks: I am unable to open a work stack? work-stacks

0 votes	1184 views	How to amend and set up your widgets on the dashboard. how-to widgets

0 votes	1177 views	How to complete a transfer of assets (Transfer of Ownership) on The Layer. how-to service customer record merge assets

0 votes	1177 views	What are possible reasons for a failed quotation signature? quotations

0 votes	1176 views	Price books: Understanding 'OGR Buy Price Override' Pricebook sales

0 votes	1166 views	Return of Handset Stock

0 votes	1163 views	How to manually activate Layer Outlook plugin in your Outlook Email outlook-plugin service

0 votes	1154 views	Sales order Authorisation widgets Authorisation widgets ordering

0 votes	1151 views	How do I search for a company in the Layer? how-to record Search

0 votes	1147 views	How to use Affected assets in cases Cases service how-to

0 votes	1145 views	How to add a checklist to a Sales Order settings administration how-to sales

0 votes	1145 views	How to log time and cost against a case Cases service

0 votes	1142 views	Understanding editing tools within the Layer how-to settings

0 votes	1140 views	How to create a new Mail Agent how-to mail agent

0 votes	1139 views	How to add images and product information to your quote based on selecting the item in your quotation Images Upload images Mobile quotations sales

0 votes	1134 views	How to set up Automatic Responses in Mail Triage Mail Triage mail agent

0 votes	1128 views	Environment Settings - Industries how-to record

0 votes	1119 views	How to generate a marketing report how-to marketing Reports

0 votes	1113 views	How to create a new sales order status how-to ordering

0 votes	1109 views	How to apply a filter in grid mode to avoid the need to reapply a filter every time how-to work-stacks

0 votes	1108 views	Understanding Opportunities: How to set up forecast categories for opportunities Opportunity how-to sales

0 votes	1106 views	Sales Order Process on The Layer video ordering how-to

0 votes	1105 views	Sales order teams and exclusion of sales order statuses for the team ordering

0 votes	1101 views	Data Migration - How do I know what the core fields are? how-to Data Migration

0 votes	1099 views	How to add IMEI or Sim number to an invoice how-to finance Invoice

0 votes	1092 views	Hide Sales order statuses when sales order is in certain stage of the process ordering

0 votes	1085 views	How is profitability information calculated for quotation lines? sales finance Bonus Hold Back

0 votes	1071 views	Understanding Checklists: How case changes affect checklists how-to Checklist Cases Case Categories

0 votes	1063 views	How to approve funding requests finance sales quotations Funds

0 votes	1063 views	How to import price book sales how-to video Pricebook

0 votes	1028 views	Understanding Opportunities: What are Opportunity Classifications Renewals Reports sales

0 votes	1025 views	Data: What are record custom fields and how do I create them? how-to Data Data Migration custom-fields

0 votes	1024 views	How to amend or add business modules for users settings how-to

0 votes	1022 views	GDPR configuration set up with Landing Pages and Email Templates marketing GDPR

0 votes	1018 views	How do I log in as another user? administration

0 votes	1006 views	Understanding Quotations: How to create a funding request how-to sales Funds Authorisation quotations

0 votes	1003 views	Delegating access in bulk on the Layer Company Settings delegated-access User Roles Permissions leads record customer how-to settings

0 votes	1000 views	How do I convert order items into new & existing customer assets? assets how-to ordering

0 votes	997 views	Purchase Order: How to mark a PO as paid Purchase Order ordering

0 votes	996 views	How to Create a New Lead how-to leads

0 votes	995 views	Quotations: Outputting Variable Discounts & Subsidies sales quotations

0 votes	973 views	Unable to upload images to the Knowledgebase question mark or cross image appearing knowledgebase Images Upload images customer settings how-to

0 votes	971 views	How to apply signature as default in office 365 account Email Signature office-365 users settings

0 votes	968 views	How to Create a Custom Phone Call Outcome how-to presales tasks

0 votes	964 views	Sales Order vs. Quotation & Turnover Variance Report Reports

0 votes	949 views	I'm unable to search for customers using the Outlook plug-in? on-boarding troubleshooting users administration outlook-plugin how-to

0 votes	947 views	How to add branding to your instance of the Layer how-to email-templates settings Company Settings Branding

0 votes	943 views	How to create a new invoice Invoice finance

0 votes	940 views	How to activate sales order authorisation on The Layer ordering Authorisation

0 votes	931 views	Opportunities: Manage permissions for bulk changes in opportunity stacks. sales Permissions Opportunity

0 votes	927 views	Understanding Cases: Case SLA logic how-to service Case SLA Cases

0 votes	926 views	Ordering more items than required ordering Purchase Order Stock

0 votes	924 views	How to import products and services administration settings how-to

0 votes	919 views	How to manually update a hardware fund, subsidy or general fund balance finance video

0 votes	917 views	How is the turnover value calculated in The Layer? Pricebook sales

0 votes	917 views	Sales & Quotations: How to add a lease item to your quotation how-to sales custom product lease custom custom service quotations

0 votes	916 views	Company Settings: How do I set the Employee Number Type? settings how-to Reports customer leads

0 votes	915 views	How to use your presales reporting widgets widgets how-to presales

0 votes	914 views	How to view customer balances: hardware fund, general fund, line rental subsidy, invoice balance and account balance how-to finance Funds Reports Account balance

0 votes	912 views	How to quickly search for a product serial number or IMEI number service ordering how-to record assets Stock Product Stock

0 votes	912 views	How to view all hardware fund and line rental subsidy transactions how-to finance settings Reports Funds Liabilities

0 votes	906 views	How to create a reminder email how-to tasks

0 votes	900 views	How to add or update your Layer Email Signature Email Signature Signature Adding Updating how-to

0 votes	900 views	How to create a case using the Plug-In Cases record outlook-plugin service how-to

0 votes	894 views	How do I set up two-factor authentication on The Layer? how-to

0 votes	881 views	New Permission to 'Allow Calendar Schedule Conflict' Calendar Permissions appointment sales settings presales

0 votes	880 views	Lead Records: How to mark a lead record as unsuitable how-to leads delete

0 votes	879 views	How to resend undelivered mail presales how-to

0 votes	873 views	How to manage lead deletion requests how-to video

0 votes	872 views	How do I create matrix questions on The Layer Forms? forms

0 votes	870 views	How to upload your company logo's to the Layer Company Settings settings how-to Company Logo's

0 votes	869 views	Why does Outlook occasionally detect a problem with the Outlook add-in and disable it? outlook-plugin

0 votes	867 views	How to export assets with no formatting issues to number fields over 15 digits Services assets Mobile how-to work-stacks settings service

0 votes	863 views	Commissions reconciliation Commissions finance

0 votes	863 views	Understanding the impact of GDPR & PECR Data Data Migration GDPR

0 votes	862 views	How to send an email from the Layer to multiple people. how-to email-templates Email

0 votes	858 views	Sales Order Leaderboard Widget - Understanding the breakdown presales sales how-to ordering service finance widgets quotations

0 votes	857 views	Sales: What is an opportunity? Opportunity

0 votes	853 views	Sales Performance Widgets widgets sales

0 votes	851 views	Invoicing: Credit Notes Invoice finance

0 votes	847 views	How to edit or amend an invoice template how-to finance troubleshooting

0 votes	845 views	How to gather contract expiries presales how-to

0 votes	841 views	Managed Backup Services Chargeable Feature Data record

0 votes	840 views	Creating Queues - Managing Unassigned Users Unassigned work-stacks how-to

0 votes	838 views	Bulk Reservation and Allocation Stock ordering

0 votes	837 views	How to mark a quotation as a pipeline quotation from your workstack sales how-to quotations

0 votes	834 views	Reconciling Invoices and Invoice Payments finance Invoice Sage

0 votes	831 views	How to view Individual Case History Cases how-to

0 votes	829 views	How can Customer add their PO into the quotation service sales video

0 votes	824 views	New Parameter: Sign Block with Terms sales quotations Signature

0 votes	820 views	How do I override knowledgebase styling? knowledgebase

0 votes	819 views	Understanding Cases: Case Email Responses service Case-sweep case-notes email-attachments Case Watcher mail agent Email Cases

0 votes	817 views	How to set up and use the new Product Groups Feature Set Up settings how-to Product Group

0 votes	815 views	How to set up and amend user Digest Feeds settings users Digest Feeds Digests

0 votes	815 views	Reporting on Ceased Assets assets Reports service

0 votes	812 views	Understanding Records: What is the difference between lead and customer records? record leads customer how-to

0 votes	810 views	Sage 200 Integration - Mapping Payment Methods to Sage Bank Accounts Sage finance

0 votes	809 views	Deleting a Stock Movement Session from the Layer how-to Stock

0 votes	809 views	Sage 200 Integration - Payments & Refunds Grids Sage integrations finance

0 votes	808 views	Sage 200 Integration - Syncing Payments / Receipts from Sage to The Layer finance integrations Sage

0 votes	800 views	Set up Exchange ActiveSync on your iPhone, iPad, or iPod touch service

0 votes	797 views	Sub-companies finance

0 votes	797 views	Why can't I scroll horizontally in grids when using Mac OS X Lion or newer? how-to

0 votes	796 views	How to export All Leads from The Layer leads Data Export how-to

0 votes	794 views	How to Create a New Lead Sub Status leads how-to

0 votes	792 views	How to create and remove a customer alert on The Layer customer record how-to administration

0 votes	791 views	How do I enable 'Minimum Profit Threshold' for quotations? sales

0 votes	791 views	How to search custom field data customer record leads how-to

0 votes	789 views	Understanding Cases: Creating Case Breach Reasons service how-to Cases SLA Breach Case SLA

0 votes	782 views	Specifications for customer provided CRM data how-to on-boarding

0 votes	780 views	How do I manage sales order invoices? video ordering how-to

0 votes	778 views	Recent Sales orders view ordering

0 votes	776 views	How to Deactivate Case Categories Cases Case Categories service how-to

0 votes	775 views	Essentials - User Permissions - How to download a Role Audit of all users within the Layer administration settings how-to Authorisation users

0 votes	775 views	How to create a new appointment how-to sales presales

0 votes	775 views	How to Schedule a Phone Call presales how-to

0 votes	775 views	Sage 200 & Intacct Integration - Error Queue integrations finance

0 votes	774 views	Environment Settings - How to add job titles for contacts and users customer users settings how-to

0 votes	771 views	Customer Actions - Understanding Customer Flags how-to customer

0 votes	771 views	Customer Subscription Functionality customer record Reports Cases users appointment tasks quotations Digest Feeds Digests Opportunity Custom Reports administration

0 votes	768 views	Sage 200 / Intacct Integration - Customer Balances Widget finance Sage

0 votes	766 views	How to sync appointments after reassigning how-to tasks appointment presales

0 votes	765 views	How to automatically remember / save your username and password for The Layer internet-explorer Browser how-to

0 votes	765 views	How to restore a core work stack how-to work-stacks

0 votes	764 views	How to use real stock pricing in sales order profits Editing Purchase Order Stock ordering finance

0 votes	764 views	Subsidy Scheduled Payments - Management Overview Sage Funds finance

0 votes	763 views	Understanding Commissions workstacks work-stacks Commissions finance

0 votes	762 views	How to amend VAT on a handset on an existing Sales order how-to ordering

0 votes	761 views	Customer Cancellation Process

0 votes	753 views	How to view an audit trail of all user requests to export work stacks and download reports work-stacks administration how-to

0 votes	752 views	How to set up SMS functionality on The Layer how-to settings service SMS

0 votes	751 views	Understanding Supplementary Products: Linked products and services in the quotation builder quotations sales

0 votes	751 views	Update child asset while updating parent asset with ceased date and status customer assets

0 votes	748 views	Sage 200 / Intacct Integration - Sub Company and Sage Company Mapping integrations Sage

0 votes	746 views	Data Migration: Importing files in a CSV format Data Migration Data how-to

0 votes	745 views	Creating Barcodes in The Layer Bar Code Stock

0 votes	745 views	Understanding Appointments in The Layer – Managing your appointments appointment work-stacks tasks

0 votes	743 views	Understanding Opportunities: Losing opportunities and capturing reasons for loss sales Opportunity

0 votes	743 views	User Permissions- Creating & applying role groups users Permissions settings

0 votes	741 views	How do I add multiple email addresses or contacts to emails sent from the Layer? how-to Email

0 votes	741 views	How do I create variable term contracts? finance sales

0 votes	740 views	How do I delete a customer record? how-to settings administration

0 votes	737 views	How to update your maintenance password in The Layer mail agent Email office-365 exchange-server how-to

0 votes	736 views	Managing Insurance in The Layer service assets

0 votes	735 views	Managing Supplier Account Numbers assets service

0 votes	732 views	How to Export Customer Cases service video

0 votes	731 views	Adding or editing an address in a record how-to Adding leads customer

0 votes	730 views	How to view the Sales Order Finance Report in the Layer how-to finance Reports

0 votes	730 views	Phone call email reminders Notification tasks how-to

0 votes	728 views	Fixing Internet Explorer freezes, crashes and hangs

0 votes	727 views	'Quotation won edit' permission quotations Permissions sales

0 votes	727 views	How to Import and Export Customer Assets how-to video service assets

0 votes	726 views	User Roles: Restricting the ability to bulk reassign delegated lead and customer records users administration how-to presales sales

0 votes	725 views	How to Deactivate a User how-to settings delete users

0 votes	725 views	Product Bundles - Linked Items sales Pricebook quotations

0 votes	725 views	Sage 200 / Intacct Integration - Customers Grid & Customer Export / Upload Sage integrations

0 votes	724 views	Purchase Order: How to add a PO into query ordering Purchase Order

0 votes	723 views	How to merge lead records together how-to presales leads merge

0 votes	722 views	Data Migration: Core, Meta and Custom Fields - Understanding the difference Data Data Migration how-to

0 votes	721 views	How to add Deal Termination into Quotations sales video

0 votes	721 views	Price books: Understanding 'Third Party Billed' sales Pricebook

0 votes	719 views	How does the general fund work in The Layer Funds sales

0 votes	718 views	Environment Settings - Appointment Types - How to create Appointment Types in the Layer settings how-to appointment

0 votes	715 views	Understanding the Supplier Performance Widget - Service Connections by Supplier & Classification Reports sales how-to widgets

0 votes	714 views	How to manage Refunds for Credit Notes

0 votes	713 views	Understanding Quotation Configuration Options: How to configure a quotation customer quotations leads presales sales how-to

0 votes	710 views	Sage 200 Integration - Customer and Contact Sync

0 votes	708 views	Understanding Custom Reports: Can I use the Layer to calculate year on year growth? Custom Reports how-to finance

0 votes	706 views	Duplicate Checker customer leads presales Duplicates

0 votes	706 views	How to add call rate groups to a quotation quotations sales how-to

0 votes	704 views	Understanding Sales Orders: Linking your new sales order to an opportunity without a quotation ordering sales Opportunity

0 votes	703 views	Reassign the parent records from task stacks presales sales service work-stacks tasks

0 votes	701 views	Product Bundles sales quotations

0 votes	700 views	How to Remove a Required Product from the Purchase Order Queue by Using the Suppress Option in Sales Orders Stock ordering how-to

0 votes	699 views	Environment Settings - How to add Shipping Methods to the Layer quotations settings ordering how-to

0 votes	698 views	Uploading files against a customer or lead record how-to record

0 votes	694 views	How to use a generic email address when sending a marketing campaign how-to marketing mail agent

0 votes	692 views	Customer charged price in assets customer service

0 votes	692 views	How to auto-assign a customer owner when a lead is converted to a customer settings sales customer

0 votes	692 views	Set up and use of Resource Planner Calendar Calendar sales

0 votes	688 views	How to Import Invoices to Sage 50 Sage Invoice finance how-to

0 votes	688 views	Sales Order Profit Adjustments ordering finance Adjustment

0 votes	686 views	How to use cases in the Layer how-to service Cases Services Case Watcher Updating case-notes Case SLA Case wach list

0 votes	685 views	How do Notes in Data Capture work ordering service video

0 votes	685 views	How to create a case using the new radio button how-to service customer record Cases

0 votes	683 views	Why did we remove the option to delete financial transactions finance

0 votes	682 views	Understanding Customers: The Home Tab customer record

0 votes	680 views	User Permissions: Hide New Stock Movement Shortcut ordering Stock

0 votes	679 views	Customer Status Automatically Updates to Live service customer

0 votes	676 views	Opportunities: Qualified status in opportunity Opportunity how-to

0 votes	675 views	How does Buy-out fund works in the Layer video finance sales

0 votes	669 views	New permission to override finalised Purchase Orders ordering Purchase Order Stock

0 votes	669 views	Suggested widgets to manage cases (User) service widgets settings how-to users

0 votes	668 views	How to create a case from the customer record Case Categories Cases record customer service how-to

0 votes	666 views	Understanding Quotations: What are price book categories sales how-to quotations Pricebook

0 votes	664 views	Understanding Quotations: Managing Upfront Variable Sell Price & Discounts Pricebook quotations sales

0 votes	663 views	Sales order required products in the purchase order Stock Purchase Order ordering

0 votes	663 views	Understanding Permissions: View All Records vs. My Records, understanding the difference how-to record Permissions

0 votes	656 views	Notifications for Finance Team Invoice Notification Allocating payments finance

0 votes	650 views	Child Asset Conversion Set up in Company Settings data-capture Services

0 votes	650 views	Customer Warnings

0 votes	646 views	Applying Auto Branding to the Layer settings how-to Branding email-templates

0 votes	646 views	Ensure that the actual product buy price amends profits in the sales order (high level view for managers) how-to ordering

0 votes	645 views	How to set up an Office 365 account office-365 how-to

0 votes	645 views	Understanding Expiries: Non-managed Expiries sales leads customer Expiry

0 votes	643 views	Understanding Tasks: Create work-stack based on tasks due date tasks work-stacks

0 votes	641 views	Creating & Managing Warehouses Stock Warehouse

0 votes	639 views	How do I set a date range within browsing session templates? how-to

0 votes	637 views	Sage 200 / Intacct Integration - Credit Notes Grid

0 votes	635 views	Using Sales Order Templates to Populate a Spreadsheet with Sales Order Data settings forms

0 votes	632 views	Connection by supplier and Classification widget sales video widgets

0 votes	632 views	How to Change your Layer Password how-to users

0 votes	632 views	How to Search by Contact Details or Address how-to Search leads customer

0 votes	629 views	How to store temporary Mobile Numbers service video

0 votes	628 views	Understanding Sales Orders & Checklists: How sales order changes affect sales order checklists how-to ordering Checklist

0 votes	627 views	How to Create and Use Customer and Lead Contact Custom Fields how-to customer leads custom-fields

0 votes	627 views	Sales order: Amend customer owner before converting Sales order into customer assets ordering

0 votes	623 views	Enviroment Settings - How to add contact types settings how-to record

0 votes	622 views	How to set up New shortcut permissions Permissions

0 votes	621 views	Customer Actions - Understanding Customer Relationships customer how-to

0 votes	617 views	How to Apply Shipping Cost to an Existing Invoice how-to Invoice

0 votes	613 views	How to Manage Cost Centres Cost_Centre customer how-to

0 votes	610 views	How to access The Layer Knowledgebase Articles vs. Your Company Knowledgebase Articles how-to knowledgebase

0 votes	608 views	How to make The Layer files accessible in the Customer Portal customer Customer Portal Files

0 votes	607 views	Duplicate Checker on The Layer Duplicates

0 votes	606 views	Data Migration: Data Migration options within The Layer Data Migration

0 votes	602 views	Suggested widgets to manage cases (Manager) Services Cases users how-to widgets service

0 votes	598 views	Which browsers are supported? how-to

0 votes	592 views	Remove Access to Various Areas of the Customer & Lead Record - Providing a Cleaner User View User Roles Permissions settings

0 votes	592 views	Understanding Opportunities: Option to link Marketing Campaign to an Opportunity Opportunity marketing

0 votes	589 views	How to Configure Mobile BIll Cap in The Layer - Ofcom ordering assets quotations Pricebook

0 votes	589 views	Reassign opportunity with associated tasks and quotations Opportunity sales

0 votes	588 views	How to Bulk Apply Workstacks to Users settings administration work-stacks

0 votes	580 views	Understanding Sales Orders : Sales Order Documents ordering

0 votes	578 views	Product Bundles - Child Services quotations Pricebook sales data-capture

0 votes	572 views	How to manually create an asset in the Layer customer assets Services Adding how-to

0 votes	564 views	How to complete a product exchange on the Layer how-to sales video Stock Product Stock Editing Adding Updating assets

0 votes	558 views	Custom Terms and Conditions: Set up and Use sales settings Terms Set Up

0 votes	557 views	Managing Contract Extensions, Renewals & Buyout values in The Layer quotations custom service how-to sales

0 votes	553 views	How to Manage Case Sub-Statuses

0 votes	552 views	Sage 200 Integration Sage integrations

0 votes	542 views	How to Manage Sites customer sites

0 votes	516 views	Adding Product Manufacturers and Suppliers Pricebook settings

0 votes	505 views	Product Basket Pricebook quotations sales how-to

0 votes	498 views	How to Create a New Customer manually on the Layer record merge customer how-to

0 votes	497 views	How to create a new individual checklist task how-to tasks Checklist

0 votes	493 views	Shortcuts set up settings

0 votes	492 views	Valid sources to use when importing notes in The layer using Data Manager Data Migration

0 votes	480 views	Understanding Opportunities: Export of Opportunity stack and use of the data for forecasting Export Opportunity sales

0 votes	479 views	Sage 200 Integration - Tokens Sage finance

0 votes	477 views	Applying a Payment to an Invoice

0 votes	475 views	Update of existing service assets on The Layer service Reconciliation

0 votes	474 views	Suggested Loan Device Process on the Layer how-to Stock Product Stock

0 votes	473 views	Case Enhancements Case SLA Case Categories Cases

0 votes	466 views	Creating an O2 Work Request Form ordering

0 votes	457 views	Product Hierarchy Overview quotations sales

0 votes	446 views	Product / Service Supplier Override

0 votes	434 views	VAT on Funds and how to set it up

0 votes	427 views	Reporting on Additional Funding Funds Reports quotations Opportunity

0 votes	413 views	"All Cases" Report Updates Reports

0 votes	399 views	Understanding the Audit Trail in the Layer

0 votes	391 views	Understanding Opportunities: Creating Opportunity Workstacks

0 votes	380 views	Variable Pricing

0 votes	354 views	Maintenance Plans

0 votes	332 views	Editable Product / Service Name

0 votes	307 views	Auto-Calculated Deal Termination

0 votes	220 views	Data Migration: How do I cleanse my data?

0 votes	0 views	How do I log in as another user? administration