Layer Systems
Support Articles
All
All
Account balance
2
Adding
4
adjustment
1
administration
23
Allocating payments
2
appointment
9
appointment-feedback
1
assets
17
Authorisation
7
bar-code
1
Bonus
1
branding
2
Browser
1
business-units
1
calendar
2
Case Categories
7
Case wach list
2
Case Watcher
3
case-notes
2
Cases
24
case-sla
7
case-sweep
1
Chargeable Feature
1
Checklist
7
Commissions
2
company-logos
1
company-settings
5
cost_centre
1
custom
2
Custom Report Groups
1
Custom Reports
4
customer
39
customer-portal
1
custom-fields
2
custom-product
1
custom-service
2
Data
7
data-capture
2
data-migration
7
Delegated Access
2
delete
9
Digest Feeds
2
Digests
2
duplicates
2
Editing
2
Email
7
Email Signature
2
email-attachments
1
email-templates
6
environment-settings
1
exchange-server
4
Expiry
5
Export
3
files
1
finance
38
forms
3
Funds
10
gdpr
3
Groups
1
Hold Back
1
how-to
197
Images
2
integrations
11
internet-explorer
2
Invoice
10
knowledgebase
9
leads
21
lease
1
Liabilities
2
mail agent
6
mail-triage
2
marketing
5
merge
4
Mobile
2
Notification
2
office-365
4
on-boarding
5
Opportunity
23
ordering
52
outlook-plugin
5
permissions
8
portal
3
presales
21
Pricebook
13
Product Stock
9
product-group
1
purchase-order
6
quotations
42
reconciliation
1
record
25
renewals
3
Reports
15
Sage
12
sales
86
Scheduled Email
1
search
3
Secure File
1
service
38
Services
9
settings
54
set-up
2
Signature
4
sites
1
sla-breach
1
sms
1
Stock
21
subscription
1
tags
1
tasks
12
terms
1
troubleshooting
5
unassigned
1
Updating
4
Upload images
2
user-roles
2
users
15
video
19
warehouse
1
widgets
12
work-stacks
21
How to configure an Exchange maintenance account
exchange-server
integrations
how-to
1599
Is The Layer's electronic signature legally binding?
sales
1401
How do I create a new user?
settings
how-to
1602
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
1511
Getting started with the quotation builder
quotations
sales
1136
How to update appointment feedback
how-to
sales
1002
Why is my quotation remaining in 'draft' status once sent?
how-to
sales
872
Setting up a web leads form on your own website
integrations
leads
717
How to find previous lead customer and sales order records by using TrackBack
ordering
how-to
sales
record
16743
How to get your Exchange Online Web Service URL from Office 365
exchange-server
how-to
6151
Why shouldn’t I delete invoices? HMRC GUIDELINES
sales
administration
finance
ordering
quotations
record
delete
Account balance
Allocating payments
Funds
Liabilities
Invoice
3833
How to import sales payments into Sage 50
how-to
finance
Sage
3777
The primary SMTP address must be specified when referencing a mailbox
mail agent
2877
How to cancel a previously won quotation based on a customer cancelling the order
quotations
ordering
how-to
sales
2817
How to produce a copy of a signed quotation
how-to
sales
quotations
2665
How to cancel a quotation and sales order
sales
how-to
ordering
quotations
record
delete
2613
How to install the Outlook Plug-in
settings
administration
integrations
outlook-plugin
how-to
troubleshooting
on-boarding
2546
Renewal expiry date vs. Expiry date (non-managed expiries) - Understanding the difference
sales
how-to
Expiry
assets
leads
customer
2393
How to create an email template in the Layer
email-templates
how-to
Email
2370
How to create a new work stack
how-to
work-stacks
2361
How to set up quote authorisation on The Layer
Authorisation
quotations
how-to
sales
2226
Work Stacks: How to create work stack subscriptions
how-to
work-stacks
Subscription
1978
Sales Order Cancellation
ordering
sales
1957
Managing Renewals: Why are renewals important?
sales
presales
Renewals
1902
How to create Sales Order checklists
sales
how-to
ordering
Checklist
1848
How to Create Knowledge Base Tags
settings
knowledgebase
tags
1801
Understanding Case SLA's: Working hours vs. Clock Hours
Cases
settings
Case SLA
Company Settings
how-to
1789
What is customer portal and how to use it
knowledgebase
portal
1786
How to merge two customer records
troubleshooting
merge
record
customer
how-to
1768
Understanding Opportunities: How to create an opportunity in the Layer
sales
presales
Opportunity
1761
How to add Product Highlights to a Product or Service - Key Benefits or Features
how-to
presales
sales
Product Stock
quotations
Services
Pricebook
1746
How to provide access to knowledge base articles via your customer portal
customer
knowledgebase
portal
service
1743
How to activate Company Terms & Conditions (T&Cs) in the Layer
quotations
Environment Settings
Signature
sales
1733
Understanding Appointment Feedback: How do I submit appointment feedback?
how-to
appointment
Appointment Feedback
1732
The Layer self-service portal website integration
portal
integrations
1729
Customer and Lead Access Delegation
how-to
presales
sales
customer
leads
record
delegated-access
1722
Mail Triage
how-to
Cases
Mail Triage
1721
How to book in stock to The Layer
how-to
ordering
Product Stock
Stock
1715
How to complete a bulk upload of stock into The Layer
Product Stock
Stock
how-to
1699
Quotation Output Templates: How to amend Quotation columns
quotations
sales
settings
how-to
1658
Understanding Opportunities: How do I link a service asset renewal to an opportunity from a work stack?
assets
Opportunity
Expiry
Renewals
sales
1648
How to change the status of quote (not won) from lost, quoted, cancelled and open.
quotations
how-to
sales
1645
How to create case category checklists
Case Categories
Checklist
Cases
how-to
administration
settings
service
1624
Understanding widgets: Duplicating the Sales Order Leaderboard
ordering
widgets
sales
how-to
1616
Understanding Opportunities: How to link an opportunity to an appointment
Opportunity
appointment
how-to
1608
Understanding Users & Business Units in The Layer
administration
settings
business-units
users
1585
How to export and import assets in the customer’s record.
how-to
assets
customer
delete
record
Services
1583
How to create a knowledgebase article
knowledgebase
how-to
1582
How to create a form in The Layer
how-to
settings
forms
1561
How to allocate and re-allocate stock to sales order
Stock
video
ordering
1540
How to create product opportunity checklists
Checklist
Opportunity
settings
administration
how-to
presales
sales
1531
How to activate Supplier's T&Cs in the Layer
Signature
quotations
sales
1522
How to create a Knowledgebase Article in the Layer
how-to
knowledgebase
1520
How to manually book stock out of The Layer
how-to
Updating
Stock
Product Stock
Data
Export
delete
1513
Understanding Work Stacks: Case Work stacks
how-to
work-stacks
Reports
Cases
1510
Environment Settings - Appointment Types
on-boarding
appointment
how-to
settings
administration
1504
Understanding Cases: Cases vs Jobs
Cases
service
ordering
1493
Understanding Custom Reports - How to access Custom Reports
how-to
Custom Reports
1491
Understanding Discount Types in The Layer
quotations
finance
how-to
sales
1490
Environment Settings - How to add Areas to the Layer
how-to
settings
administration
record
customer
leads
work-stacks
1486
How to configure an Office 365 maintenance account
how-to
integrations
exchange-server
office-365
1486
Understanding Opportunities: Create work-stack based on opportunity created date
work-stacks
Opportunity
sales
1486
Work stacks for Sales Orders
work-stacks
ordering
how-to
1470
Understanding Opportunities: How do I create or link an opportunity to a service asset in a customer record?
sales
Services
Opportunity
assets
1468
How to Create a New Case Category
settings
how-to
Case Categories
Cases
1460
Fund Offsets on an Invoice
Funds
Invoice
finance
1458
How to add external customers on case watch list and as a default case watcher
how-to
Cases
Case Watcher
Case wach list
1453
How to book stock in against a PO
Stock
ordering
video
1450
Understanding Opportunities: How to link an opportunity to an expiry
presales
sales
Opportunity
Expiry
1435
How do I promote a custom work stack to the favourite tab?
work-stacks
how-to
1430
How do I update my mail agent password?
how-to
1428
How do I search for a service asset number in the Layer?
Search
assets
how-to
1424
Understanding Cases: Case Service Level Agreement (SLA) On Hold Statuses
Cases
Case SLA
service
how-to
1422
How to delete a quotation and order (when the quotation has been manually signed)
sales
ordering
delete
quotations
1415
Environment Settings - Custom Report Groups
delete
Reports
Custom Report Groups
Groups
Custom Reports
how-to
1409
Managing Invoices – Invoice stacks
Invoice
finance
1407
How to create an Output Template in the Layer
1396
Understanding Opportunities: Create a workstack based on Next Task Action range
Opportunity
tasks
work-stacks
1390
How to create a sales order without the need to create a quotation
how-to
sales
ordering
1374
How to add a hyperlink to the Layer
Email
email-templates
how-to
1373
How to create a Purchase Order Video
finance
ordering
1368
How to update your pricebook from the purchase order - Buy & Sell Price
how-to
ordering
Pricebook
Product Stock
1367
How to import stock in bulk
Stock
video
ordering
1353
How to create a new base category
how-to
settings
1350
How to Create a Purchase Order on The Layer
Product Stock
how-to
ordering
finance
1348
Line Rental Subsidy
sales
video
1347
Settings - Essentials - How to upload files to the Layer
administration
settings
how-to
1342
How to create a custom service in the quotation
quotations
sales
how-to
1341
How to set up, amend and cancel a scheduled email.
Scheduled Email
Reports
how-to
1337
Internet Explorer freezes, crashes, hangs in Windows 7 | 8
troubleshooting
internet-explorer
1335
Environment Settings - User Targets - Monthly Appointment targets
on-boarding
users
appointment
how-to
presales
sales
settings
administration
1322
Environment Settings - How to add Job Titles to manage contacts and users within the Layer
how-to
settings
customer
leads
users
1321
How to create workflow in The Layer
settings
how-to
1319
Subsidy Management
finance
Funds
1311
Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer
how-to
settings
leads
customer
Expiry
1310
How to Create a Widget Group
widgets
widgets
1305
How to delete a signature from your won quotation
quotations
delete
customer
sales
how-to
1301
How to add a checklist to case category
how-to
administration
Cases
Case Categories
Services
service
1300
How to amend and add case sla's
service
how-to
1299
How to update customer GDPR preferences
marketing
GDPR
1296
How to Masquerade as another user.
how-to
administration
1291
How to scan items into sales order
ordering
Stock
1278
How to amend opportunity probability via appointment feedback
video
sales
Opportunity
1273
Understanding Opportunities & Checklists: How opportunity changes affect opportunity checklists
Opportunity
Checklist
how-to
1271
Understanding Cases: Setting a default case sla
Company Settings
Case SLA
how-to
service
settings
1264
Pre and Post Authorisation Sales Order Statuses
ordering
custom
Authorisation
1263
How to apply Mail templates to your company settings in the Layer
how-to
settings
email-templates
1260
How to Complete a Secure File Upload on The Layer
customer
Secure File
how-to
1255
Understanding Work Stacks: I am unable to open a work stack?
work-stacks
1251
Quotation Authorisation without rules
Authorisation
quotations
1250
How to attach a file to a Knowledgebase Article
knowledgebase
how-to
1246
How to manually activate Layer Outlook plugin in your Outlook
Email
outlook-plugin
service
1243
How do I create quotation templates?
quotations
how-to
settings
1240
How to complete a transfer of assets (Transfer of Ownership) on The Layer.
how-to
service
customer
record
merge
assets
1240
How to configure and use Check Types
ordering
1240
Price books: Understanding 'OGR Buy Price Override'
Pricebook
sales
1235
Return of Handset
Stock
1232
How to amend and set up your widgets on the dashboard.
how-to
widgets
1227
How do I search for a company in the Layer?
how-to
record
Search
1215
Sales order Authorisation widgets
Authorisation
widgets
ordering
1215
What are possible reasons for a failed quotation signature?
quotations
1215
How to log time and cost against a case
Cases
service
1210
Understanding editing tools within the Layer
how-to
settings
1208
How to add a checklist to a Sales Order
settings
administration
how-to
sales
1203
How to use Affected assets in cases
Cases
service
how-to
1203
How to create a new Mail Agent
how-to
mail agent
1197
Environment Settings - Industries
how-to
record
1195
How to set up Automatic Responses in Mail Triage
Mail Triage
mail agent
1195
Sales order teams and exclusion of sales order statuses for the team
ordering
1189
How to create a new sales order status
how-to
ordering
1181
How to add images and product information to your quote based on selecting the item in your quotation
Images
Upload images
Mobile
quotations
sales
1177
Understanding Opportunities: How to set up forecast categories for opportunities
Opportunity
how-to
sales
1170
Data Migration - How do I know what the core fields are?
how-to
Data Migration
1162
How to generate a marketing report
how-to
marketing
Reports
1152
How to add IMEI or Sim number to an invoice
how-to
finance
Invoice
1151
How to apply a filter in grid mode to avoid the need to reapply a filter every time
how-to
work-stacks
1150
Hide Sales order statuses when sales order is in certain stage of the process
ordering
1149
Sales Order Process on The Layer
video
ordering
how-to
1142
Understanding Checklists: How case changes affect checklists
how-to
Checklist
Cases
Case Categories
1142
How to approve funding requests
finance
sales
quotations
Funds
1140
How is profitability information calculated for quotation lines?
sales
finance
Bonus
Hold Back
1124
Understanding Opportunities: What are Opportunity Classifications
Renewals
Reports
sales
1115
How to import price book
sales
how-to
video
Pricebook
1111
GDPR configuration set up with Landing Pages and Email Templates
marketing
GDPR
1092
Delegating access in bulk on the Layer
Company Settings
delegated-access
User Roles
Permissions
leads
record
customer
how-to
settings
1077
Data: What are record custom fields and how do I create them?
how-to
Data
Data Migration
custom-fields
1066
Understanding Quotations: How to create a funding request
how-to
sales
Funds
Authorisation
quotations
1056
How to amend or add business modules for users
settings
how-to
1055
How do I log in as another user?
administration
1054
How do I convert order items into new & existing customer assets?
assets
how-to
ordering
1032
Quotations: Outputting Variable Discounts & Subsidies
sales
quotations
1030
Purchase Order: How to mark a PO as paid
Purchase Order
ordering
1028
How to Create a New Lead
how-to
leads
1027
How to Create a Custom Phone Call Outcome
how-to
presales
tasks
1018
How to add branding to your instance of the Layer
how-to
email-templates
settings
Company Settings
Branding
1009
Unable to upload images to the Knowledgebase question mark or cross image appearing
knowledgebase
Images
Upload images
customer
settings
how-to
1008
How to apply signature as default in office 365 account
Email Signature
office-365
users
settings
1004
Sales Order vs. Quotation & Turnover Variance Report
Reports
1003
How to activate sales order authorisation on The Layer
ordering
Authorisation
997
Understanding Cases: Case SLA logic
how-to
service
Case SLA
Cases
981
How to create a new invoice
Invoice
finance
980
I'm unable to search for customers using the Outlook plug-in?
on-boarding
troubleshooting
users
administration
outlook-plugin
how-to
980
Company Settings: How do I set the Employee Number Type?
settings
how-to
Reports
customer
leads
975
How to import products and services
administration
settings
how-to
967
Opportunities: Manage permissions for bulk changes in opportunity stacks.
sales
Permissions
Opportunity
963
How to manually update a hardware fund, subsidy or general fund balance
finance
video
960
How is the turnover value calculated in The Layer?
Pricebook
sales
959
Ordering more items than required
ordering
Purchase Order
Stock
957
How to quickly search for a product serial number or IMEI number
service
ordering
how-to
record
assets
Stock
Product Stock
952
Sales & Quotations: How to add a lease item to your quotation
how-to
sales
custom product
lease
custom
custom service
quotations
952
How to view customer balances: hardware fund, general fund, line rental subsidy, invoice balance and account balance
how-to
finance
Funds
Reports
Account balance
950
How to use your presales reporting widgets
widgets
how-to
presales
948
How to view all hardware fund and line rental subsidy transactions
how-to
finance
settings
Reports
Funds
Liabilities
948
How to create a reminder email
how-to
tasks
945
How do I set up two-factor authentication on The Layer?
how-to
941
How to add or update your Layer Email Signature
Email Signature
Signature
Adding
Updating
how-to
939
How to upload your company logo's to the Layer
Company Settings
settings
how-to
Company Logo's
937
How to create a case using the Plug-In
Cases
record
outlook-plugin
service
how-to
933
New Permission to 'Allow Calendar Schedule Conflict'
Calendar
Permissions
appointment
sales
settings
presales
917
How to resend undelivered mail
presales
how-to
916
Lead Records: How to mark a lead record as unsuitable
how-to
leads
delete
915
How do I create matrix questions on The Layer Forms?
forms
911
How to manage lead deletion requests
how-to
video
911
Understanding the impact of GDPR & PECR
Data
Data Migration
GDPR
910
Commissions reconciliation
Commissions
finance
909
Why does Outlook occasionally detect a problem with the Outlook add-in and disable it?
outlook-plugin
906
How to export assets with no formatting issues to number fields over 15 digits
Services
assets
Mobile
how-to
work-stacks
settings
service
902
Invoicing: Credit Notes
Invoice
finance
892
Sales Order Leaderboard Widget - Understanding the breakdown
presales
sales
how-to
ordering
service
finance
widgets
quotations
891
Sales: What is an opportunity?
Opportunity
891
How to gather contract expiries
presales
how-to
889
How to send an email from the Layer to multiple people.
how-to
email-templates
Email
889
Managed Backup Services
Chargeable Feature
Data
record
887
Sage 200 Integration - Payments & Refunds Grids
Sage
integrations
finance
886
Sales Performance Widgets
widgets
sales
886
How to edit or amend an invoice template
how-to
finance
troubleshooting
881
Creating Queues - Managing Unassigned Users
Unassigned
work-stacks
how-to
877
How to mark a quotation as a pipeline quotation from your workstack
sales
how-to
quotations
876
Sage 200 Integration - Syncing Payments / Receipts from Sage to The Layer
finance
integrations
Sage
876
Understanding Records: What is the difference between lead and customer records?
record
leads
customer
how-to
876
Sage 200 Integration - Mapping Payment Methods to Sage Bank Accounts
Sage
finance
873
Reconciling Invoices and Invoice Payments
finance
Invoice
Sage
872
Bulk Reservation and Allocation
Stock
ordering
868
How to view Individual Case History
Cases
how-to
868
Understanding Cases: Case Email Responses
service
Case-sweep
case-notes
email-attachments
Case Watcher
mail agent
Email
Cases
865
Why can't I scroll horizontally in grids when using Mac OS X Lion or newer?
how-to
865
How can Customer add their PO into the quotation
service
sales
video
863
New Parameter: Sign Block with Terms
sales
quotations
Signature
862
How to set up and use the new Product Groups Feature
Set Up
settings
how-to
Product Group
861
Deleting a Stock Movement Session from the Layer
how-to
Stock
852
How do I override knowledgebase styling?
knowledgebase
852
Reporting on Ceased Assets
assets
Reports
service
852
How to set up and amend user Digest Feeds
settings
users
Digest Feeds
Digests
847
Sage 200 & Intacct Integration - Error Queue
integrations
finance
845
How to Create a New Lead Sub Status
leads
how-to
840
How to export All Leads from The Layer
leads
Data
Export
how-to
839
Sub-companies
finance
839
Set up Exchange ActiveSync on your iPhone, iPad, or iPod touch
service
832
Understanding Cases: Creating Case Breach Reasons
service
how-to
Cases
SLA Breach
Case SLA
832
Sage 200 / Intacct Integration - Customer Balances Widget
finance
Sage
831
How do I enable 'Minimum Profit Threshold' for quotations?
sales
829
How to create and remove a customer alert on The Layer
customer
record
how-to
administration
829
How to search custom field data
customer
record
leads
how-to
828
Environment Settings - How to add job titles for contacts and users
customer
users
settings
how-to
824
Customer Actions - Understanding Customer Flags
how-to
customer
822
How to Schedule a Phone Call
presales
how-to
822
Recent Sales orders view
ordering
819
Specifications for customer provided CRM data
how-to
on-boarding
819
How to create a new appointment
how-to
sales
presales
817
How do I manage sales order invoices?
video
ordering
how-to
815
How to Deactivate Case Categories
Cases
Case Categories
service
how-to
815
How to restore a core work stack
how-to
work-stacks
814
Sage 200 / Intacct Integration - Sub Company and Sage Company Mapping
integrations
Sage
812
Essentials - User Permissions - How to download a Role Audit of all users within the Layer
administration
settings
how-to
Authorisation
users
811
How to sync appointments after reassigning
how-to
tasks
appointment
presales
807
Customer Subscription Functionality
customer
record
Reports
Cases
users
appointment
tasks
quotations
Digest Feeds
Digests
Opportunity
Custom Reports
administration
805
Understanding Commissions workstacks
work-stacks
Commissions
finance
805
How to automatically remember / save your username and password for The Layer
internet-explorer
Browser
how-to
804
Understanding Appointments in The Layer – Managing your appointments
appointment
work-stacks
tasks
802
Customer Cancellation Process
800
Subsidy Scheduled Payments - Management Overview
Sage
Funds
finance
800
How to amend VAT on a handset on an existing Sales order
how-to
ordering
798
Sage 200 / Intacct Integration - Customers Grid & Customer Export / Upload
Sage
integrations
797
How to set up SMS functionality on The Layer
how-to
settings
service
SMS
795
How to use real stock pricing in sales order profits
Editing
Purchase Order
Stock
ordering
finance
795
How to view an audit trail of all user requests to export work stacks and download reports
work-stacks
administration
how-to
795
Product Bundles - Linked Items
sales
Pricebook
quotations
792
Creating Barcodes in The Layer
Bar Code
Stock
790
Data Migration: Importing files in a CSV format
Data Migration
Data
how-to
790
How do I add multiple email addresses or contacts to emails sent from the Layer?
how-to
Email
786
Update child asset while updating parent asset with ceased date and status
customer
assets
784
User Permissions- Creating & applying role groups
users
Permissions
settings
784
Understanding Supplementary Products: Linked products and services in the quotation builder
quotations
sales
781
How do I create variable term contracts?
finance
sales
777
Managing Supplier Account Numbers
assets
service
777
How to Export Customer Cases
service
video
775
Understanding Opportunities: Losing opportunities and capturing reasons for loss
sales
Opportunity
775
User Roles: Restricting the ability to bulk reassign delegated lead and customer records
users
administration
how-to
presales
sales
774
How do I delete a customer record?
how-to
settings
administration
770
Managing Insurance in The Layer
service
assets
770
'Quotation won edit' permission
quotations
Permissions
sales
769
How to update your maintenance password in The Layer
mail agent
Email
office-365
exchange-server
how-to
769
How to manage Refunds for Credit Notes
768
Phone call email reminders
Notification
tasks
how-to
767
Fixing Internet Explorer freezes, crashes and hangs
766
How to view the Sales Order Finance Report in the Layer
how-to
finance
Reports
766
Sage 200 Integration - Customer and Contact Sync
765
Duplicate Checker
customer
leads
presales
Duplicates
764
Adding or editing an address in a record
how-to
Adding
leads
customer
763
How to Deactivate a User
how-to
settings
delete
users
763
How to Import and Export Customer Assets
how-to
video
service
assets
762
How to add Deal Termination into Quotations
sales
video
759
Price books: Understanding 'Third Party Billed'
sales
Pricebook
758
How to merge lead records together
how-to
presales
leads
merge
757
Purchase Order: How to add a PO into query
ordering
Purchase Order
757
How does the general fund work in The Layer
Funds
sales
755
Understanding the Supplier Performance Widget - Service Connections by Supplier & Classification
Reports
sales
how-to
widgets
755
Data Migration: Core, Meta and Custom Fields - Understanding the difference
Data
Data Migration
how-to
749
Environment Settings - Appointment Types - How to create Appointment Types in the Layer
settings
how-to
appointment
749
How to add call rate groups to a quotation
quotations
sales
how-to
749
Understanding Quotation Configuration Options: How to configure a quotation
customer
quotations
leads
presales
sales
how-to
749
Product Bundles
sales
quotations
746
How to Remove a Required Product from the Purchase Order Queue by Using the Suppress Option in Sales Orders
Stock
ordering
how-to
743
Understanding Custom Reports: Can I use the Layer to calculate year on year growth?
Custom Reports
how-to
finance
743
Understanding Sales Orders: Linking your new sales order to an opportunity without a quotation
ordering
sales
Opportunity
739
Reassign the parent records from task stacks
presales
sales
service
work-stacks
tasks
738
How to auto-assign a customer owner when a lead is converted to a customer
settings
sales
customer
735
Understanding Customers: The Home Tab
customer
record
733
How to create a case using the new radio button
how-to
service
customer
record
Cases
732
How to use a generic email address when sending a marketing campaign
how-to
marketing
mail agent
732
How to use cases in the Layer
how-to
service
Cases
Services
Case Watcher
Updating
case-notes
Case SLA
Case wach list
732
Sales Order Profit Adjustments
ordering
finance
Adjustment
731
Uploading files against a customer or lead record
how-to
record
731
How to Import Invoices to Sage 50
Sage
Invoice
finance
how-to
730
Environment Settings - How to add Shipping Methods to the Layer
quotations
settings
ordering
how-to
729
Customer charged price in assets
customer
service
727
Set up and use of Resource Planner Calendar
Calendar
sales
723
Suggested widgets to manage cases (User)
service
widgets
settings
how-to
users
717
Why did we remove the option to delete financial transactions
finance
717
Customer Status Automatically Updates to Live
service
customer
715
User Permissions: Hide New Stock Movement Shortcut
ordering
Stock
715
How do Notes in Data Capture work
ordering
service
video
713
How does Buy-out fund works in the Layer
video
finance
sales
707
Opportunities: Qualified status in opportunity
Opportunity
how-to
706
How to create a case from the customer record
Case Categories
Cases
record
customer
service
how-to
705
Using Sales Order Templates to Populate a Spreadsheet with Sales Order Data
settings
forms
703
New permission to override finalised Purchase Orders
ordering
Purchase Order
Stock
702
Understanding Permissions: View All Records vs. My Records, understanding the difference
how-to
record
Permissions
701
Understanding Quotations: What are price book categories
sales
how-to
quotations
Pricebook
700
Sales order required products in the purchase order
Stock
Purchase Order
ordering
698
Understanding Quotations: Managing Upfront Variable Sell Price & Discounts
Pricebook
quotations
sales
697
Sage 200 / Intacct Integration - Credit Notes Grid
694
Child Asset Conversion Set up in Company Settings
data-capture
Services
688
Notifications for Finance Team
Invoice
Notification
Allocating payments
finance
688
Applying Auto Branding to the Layer
settings
how-to
Branding
email-templates
683
Customer Warnings
678
Ensure that the actual product buy price amends profits in the sales order (high level view for managers)
how-to
ordering
678
How to set up an Office 365 account
office-365
how-to
678
Understanding Tasks: Create work-stack based on tasks due date
tasks
work-stacks
677
Creating & Managing Warehouses
Stock
Warehouse
676
Understanding Expiries: Non-managed Expiries
sales
leads
customer
Expiry
675
How to Change your Layer Password
how-to
users
670
How to Search by Contact Details or Address
how-to
Search
leads
customer
669
How do I set a date range within browsing session templates?
how-to
667
Connection by supplier and Classification widget
sales
video
widgets
665
How to Create and Use Customer and Lead Contact Custom Fields
how-to
customer
leads
custom-fields
665
How to store temporary Mobile Numbers
service
video
665
Customer Actions - Understanding Customer Relationships
customer
how-to
664
Understanding Sales Orders & Checklists: How sales order changes affect sales order checklists
how-to
ordering
Checklist
661
Enviroment Settings - How to add contact types
settings
how-to
record
659
Sales order: Amend customer owner before converting Sales order into customer assets
ordering
658
How to Manage Cost Centres
Cost_Centre
customer
how-to
657
How to set up New shortcut permissions
Permissions
656
How to access The Layer Knowledgebase Articles vs. Your Company Knowledgebase Articles
how-to
knowledgebase
648
How to Apply Shipping Cost to an Existing Invoice
how-to
Invoice
648
How to make The Layer files accessible in the Customer Portal
customer
Customer Portal
Files
644
Suggested widgets to manage cases (Manager)
Services
Cases
users
how-to
widgets
service
640
Data Migration: Data Migration options within The Layer
Data Migration
635
Duplicate Checker on The Layer
Duplicates
634
Which browsers are supported?
how-to
631
How to Configure Mobile BIll Cap in The Layer - Ofcom
ordering
assets
quotations
Pricebook
630
Understanding Opportunities: Option to link Marketing Campaign to an Opportunity
Opportunity
marketing
629
How to Bulk Apply Workstacks to Users
settings
administration
work-stacks
626
Sage 200 Integration
Sage
integrations
626
Understanding Sales Orders : Sales Order Documents
ordering
623
Reassign opportunity with associated tasks and quotations
Opportunity
sales
621
Remove Access to Various Areas of the Customer & Lead Record - Providing a Cleaner User View
User Roles
Permissions
settings
621
How to manually create an asset in the Layer
customer
assets
Services
Adding
how-to
616
Product Bundles - Child Services
quotations
Pricebook
sales
data-capture
614
How to complete a product exchange on the Layer
how-to
sales
video
Stock
Product Stock
Editing
Adding
Updating
assets
606
Custom Terms and Conditions: Set up and Use
sales
settings
Terms
Set Up
593
Managing Contract Extensions, Renewals & Buyout values in The Layer
quotations
custom service
how-to
sales
592
How to Manage Sites
customer
sites
586
How to Manage Case Sub-Statuses
582
Adding Product Manufacturers and Suppliers
Pricebook
settings
551
Product Basket
Pricebook
quotations
sales
how-to
546
How to Create a New Customer manually on the Layer
record
merge
customer
how-to
536
How to create a new individual checklist task
how-to
tasks
Checklist
533
Shortcuts set up
settings
529
Sage 200 Integration - Tokens
Sage
finance
525
Valid sources to use when importing notes in The layer using Data Manager
Data Migration
523
Understanding Opportunities: Export of Opportunity stack and use of the data for forecasting
Export
Opportunity
sales
521
Update of existing service assets on The Layer
service
Reconciliation
516
Applying a Payment to an Invoice
514
Suggested Loan Device Process on the Layer
how-to
Stock
Product Stock
508
Case Enhancements
Case SLA
Case Categories
Cases
505
Creating an O2 Work Request Form
ordering
497
Product Hierarchy Overview
quotations
sales
497
Product / Service Supplier Override
484
VAT on Funds and how to set it up
475
Reporting on Additional Funding
Funds
Reports
quotations
Opportunity
465
"All Cases" Report Updates
Reports
444
Understanding the Audit Trail in the Layer
438
Variable Pricing
415
Understanding Opportunities: Creating Opportunity Workstacks
414
Maintenance Plans
398
Editable Product / Service Name
358
Auto-Calculated Deal Termination
343
Data Migration: How do I cleanse my data?
253
How do I log in as another user?
administration
0
