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
1615
Is The Layer's electronic signature legally binding?
sales
1421
How do I create a new user?
settings
how-to
1620
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
1549
Getting started with the quotation builder
quotations
sales
1154
How to update appointment feedback
how-to
sales
1020
Why is my quotation remaining in 'draft' status once sent?
how-to
sales
890
Setting up a web leads form on your own website
integrations
leads
735
How to find previous lead customer and sales order records by using TrackBack
ordering
how-to
sales
record
16760
How to get your Exchange Online Web Service URL from Office 365
exchange-server
how-to
6455
Why shouldn’t I delete invoices? HMRC GUIDELINES
sales
administration
finance
ordering
quotations
record
delete
Account balance
Allocating payments
Funds
Liabilities
Invoice
3877
How to import sales payments into Sage 50
how-to
finance
Sage
3823
The primary SMTP address must be specified when referencing a mailbox
mail agent
2916
How to cancel a previously won quotation based on a customer cancelling the order
quotations
ordering
how-to
sales
2865
How to produce a copy of a signed quotation
how-to
sales
quotations
2699
How to cancel a quotation and sales order
sales
how-to
ordering
quotations
record
delete
2645
How to install the Outlook Plug-in
settings
administration
integrations
outlook-plugin
how-to
troubleshooting
on-boarding
2567
Renewal expiry date vs. Expiry date (non-managed expiries) - Understanding the difference
sales
how-to
Expiry
assets
leads
customer
2433
How to create an email template in the Layer
email-templates
how-to
Email
2425
How to create a new work stack
how-to
work-stacks
2411
How to set up quote authorisation on The Layer
Authorisation
quotations
how-to
sales
2267
Work Stacks: How to create work stack subscriptions
how-to
work-stacks
Subscription
2015
Sales Order Cancellation
ordering
sales
2002
Managing Renewals: Why are renewals important?
sales
presales
Renewals
1948
How to create Sales Order checklists
sales
how-to
ordering
Checklist
1891
Understanding Case SLA's: Working hours vs. Clock Hours
Cases
settings
Case SLA
Company Settings
how-to
1848
How to Create Knowledge Base Tags
settings
knowledgebase
tags
1829
What is customer portal and how to use it
knowledgebase
portal
1823
How to merge two customer records
troubleshooting
merge
record
customer
how-to
1809
Understanding Opportunities: How to create an opportunity in the Layer
sales
presales
Opportunity
1798
How to provide access to knowledge base articles via your customer portal
customer
knowledgebase
portal
service
1796
How to add Product Highlights to a Product or Service - Key Benefits or Features
how-to
presales
sales
Product Stock
quotations
Services
Pricebook
1777
Understanding Appointment Feedback: How do I submit appointment feedback?
how-to
appointment
Appointment Feedback
1774
Mail Triage
how-to
Cases
Mail Triage
1773
The Layer self-service portal website integration
portal
integrations
1770
Customer and Lead Access Delegation
how-to
presales
sales
customer
leads
record
delegated-access
1757
How to activate Company Terms & Conditions (T&Cs) in the Layer
quotations
Environment Settings
Signature
sales
1752
How to book in stock to The Layer
how-to
ordering
Product Stock
Stock
1741
How to complete a bulk upload of stock into The Layer
Product Stock
Stock
how-to
1734
Quotation Output Templates: How to amend Quotation columns
quotations
sales
settings
how-to
1689
Understanding Opportunities: How do I link a service asset renewal to an opportunity from a work stack?
assets
Opportunity
Expiry
Renewals
sales
1686
How to change the status of quote (not won) from lost, quoted, cancelled and open.
quotations
how-to
sales
1678
How to create case category checklists
Case Categories
Checklist
Cases
how-to
administration
settings
service
1661
Understanding widgets: Duplicating the Sales Order Leaderboard
ordering
widgets
sales
how-to
1648
Understanding Opportunities: How to link an opportunity to an appointment
Opportunity
appointment
how-to
1646
Understanding Users & Business Units in The Layer
administration
settings
business-units
users
1620
How to create a knowledgebase article
knowledgebase
how-to
1612
How to export and import assets in the customer’s record.
how-to
assets
customer
delete
record
Services
1609
How to create a form in The Layer
how-to
settings
forms
1597
How to allocate and re-allocate stock to sales order
Stock
video
ordering
1574
How to create product opportunity checklists
Checklist
Opportunity
settings
administration
how-to
presales
sales
1565
How to activate Supplier's T&Cs in the Layer
Signature
quotations
sales
1554
How to manually book stock out of The Layer
how-to
Updating
Stock
Product Stock
Data
Export
delete
1546
Understanding Work Stacks: Case Work stacks
how-to
work-stacks
Reports
Cases
1544
How to create a Knowledgebase Article in the Layer
how-to
knowledgebase
1539
Understanding Cases: Cases vs Jobs
Cases
service
ordering
1536
Environment Settings - Appointment Types
on-boarding
appointment
how-to
settings
administration
1534
Understanding Custom Reports - How to access Custom Reports
how-to
Custom Reports
1526
Understanding Opportunities: Create work-stack based on opportunity created date
work-stacks
Opportunity
sales
1525
Understanding Discount Types in The Layer
quotations
finance
how-to
sales
1523
Environment Settings - How to add Areas to the Layer
how-to
settings
administration
record
customer
leads
work-stacks
1521
How to configure an Office 365 maintenance account
how-to
integrations
exchange-server
office-365
1504
How to Create a New Case Category
settings
how-to
Case Categories
Cases
1502
Understanding Opportunities: How do I create or link an opportunity to a service asset in a customer record?
sales
Services
Opportunity
assets
1502
Work stacks for Sales Orders
work-stacks
ordering
how-to
1498
How to add external customers on case watch list and as a default case watcher
how-to
Cases
Case Watcher
Case wach list
1489
Fund Offsets on an Invoice
Funds
Invoice
finance
1476
How to book stock in against a PO
Stock
ordering
video
1476
Understanding Opportunities: How to link an opportunity to an expiry
presales
sales
Opportunity
Expiry
1475
How do I promote a custom work stack to the favourite tab?
work-stacks
how-to
1458
How do I search for a service asset number in the Layer?
Search
assets
how-to
1458
How do I update my mail agent password?
how-to
1456
Understanding Cases: Case Service Level Agreement (SLA) On Hold Statuses
Cases
Case SLA
service
how-to
1446
How to delete a quotation and order (when the quotation has been manually signed)
sales
ordering
delete
quotations
1445
Environment Settings - Custom Report Groups
delete
Reports
Custom Report Groups
Groups
Custom Reports
how-to
1441
Managing Invoices – Invoice stacks
Invoice
finance
1430
How to create an Output Template in the Layer
1427
Understanding Opportunities: Create a workstack based on Next Task Action range
Opportunity
tasks
work-stacks
1423
How to add a hyperlink to the Layer
Email
email-templates
how-to
1405
How to update your pricebook from the purchase order - Buy & Sell Price
how-to
ordering
Pricebook
Product Stock
1403
How to create a Purchase Order Video
finance
ordering
1397
How to create a sales order without the need to create a quotation
how-to
sales
ordering
1391
How to import stock in bulk
Stock
video
ordering
1387
How to create a new base category
how-to
settings
1384
Line Rental Subsidy
sales
video
1378
How to create a custom service in the quotation
quotations
sales
how-to
1374
Settings - Essentials - How to upload files to the Layer
administration
settings
how-to
1374
How to Create a Purchase Order on The Layer
Product Stock
how-to
ordering
finance
1365
Environment Settings - User Targets - Monthly Appointment targets
on-boarding
users
appointment
how-to
presales
sales
settings
administration
1357
How to set up, amend and cancel a scheduled email.
Scheduled Email
Reports
how-to
1353
Internet Explorer freezes, crashes, hangs in Windows 7 | 8
troubleshooting
internet-explorer
1353
How to Create a Widget Group
widgets
widgets
1345
Subsidy Management
finance
Funds
1344
How to create workflow in The Layer
settings
how-to
1343
Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer
how-to
settings
leads
customer
Expiry
1342
Environment Settings - How to add Job Titles to manage contacts and users within the Layer
how-to
settings
customer
leads
users
1339
How to update customer GDPR preferences
marketing
GDPR
1332
How to delete a signature from your won quotation
quotations
delete
customer
sales
how-to
1319
How to add a checklist to case category
how-to
administration
Cases
Case Categories
Services
service
1316
How to amend and add case sla's
service
how-to
1314
How to amend opportunity probability via appointment feedback
video
sales
Opportunity
1312
How to scan items into sales order
ordering
Stock
1309
Understanding Opportunities & Checklists: How opportunity changes affect opportunity checklists
Opportunity
Checklist
how-to
1308
Understanding Cases: Setting a default case sla
Company Settings
Case SLA
how-to
service
settings
1307
How to Masquerade as another user.
how-to
administration
1303
Pre and Post Authorisation Sales Order Statuses
ordering
custom
Authorisation
1296
How to apply Mail templates to your company settings in the Layer
how-to
settings
email-templates
1291
Understanding Work Stacks: I am unable to open a work stack?
work-stacks
1280
Quotation Authorisation without rules
Authorisation
quotations
1274
How to Complete a Secure File Upload on The Layer
customer
Secure File
how-to
1272
Price books: Understanding 'OGR Buy Price Override'
Pricebook
sales
1272
How to manually activate Layer Outlook plugin in your Outlook
Email
outlook-plugin
service
1269
How to attach a file to a Knowledgebase Article
knowledgebase
how-to
1265
Return of Handset
Stock
1265
How to complete a transfer of assets (Transfer of Ownership) on The Layer.
how-to
service
customer
record
merge
assets
1264
How do I create quotation templates?
quotations
how-to
settings
1257
How to configure and use Check Types
ordering
1255
Sales order Authorisation widgets
Authorisation
widgets
ordering
1249
How do I search for a company in the Layer?
how-to
record
Search
1247
How to amend and set up your widgets on the dashboard.
how-to
widgets
1244
How to log time and cost against a case
Cases
service
1244
How to use Affected assets in cases
Cases
service
how-to
1235
Understanding editing tools within the Layer
how-to
settings
1234
What are possible reasons for a failed quotation signature?
quotations
1234
How to set up Automatic Responses in Mail Triage
Mail Triage
mail agent
1229
How to add a checklist to a Sales Order
settings
administration
how-to
sales
1228
Environment Settings - Industries
how-to
record
1226
Sales order teams and exclusion of sales order statuses for the team
ordering
1219
How to create a new Mail Agent
how-to
mail agent
1215
How to create a new sales order status
how-to
ordering
1211
Understanding Opportunities: How to set up forecast categories for opportunities
Opportunity
how-to
sales
1202
How to add images and product information to your quote based on selecting the item in your quotation
Images
Upload images
Mobile
quotations
sales
1199
Data Migration - How do I know what the core fields are?
how-to
Data Migration
1191
How to approve funding requests
finance
sales
quotations
Funds
1187
Hide Sales order statuses when sales order is in certain stage of the process
ordering
1177
How to add IMEI or Sim number to an invoice
how-to
finance
Invoice
1176
How to generate a marketing report
how-to
marketing
Reports
1175
How to apply a filter in grid mode to avoid the need to reapply a filter every time
how-to
work-stacks
1174
Understanding Checklists: How case changes affect checklists
how-to
Checklist
Cases
Case Categories
1173
Sales Order Process on The Layer
video
ordering
how-to
1157
Understanding Opportunities: What are Opportunity Classifications
Renewals
Reports
sales
1148
How is profitability information calculated for quotation lines?
sales
finance
Bonus
Hold Back
1140
GDPR configuration set up with Landing Pages and Email Templates
marketing
GDPR
1131
How to import price book
sales
how-to
video
Pricebook
1128
Delegating access in bulk on the Layer
Company Settings
delegated-access
User Roles
Permissions
leads
record
customer
how-to
settings
1116
Data: What are record custom fields and how do I create them?
how-to
Data
Data Migration
custom-fields
1085
Understanding Quotations: How to create a funding request
how-to
sales
Funds
Authorisation
quotations
1077
How do I log in as another user?
administration
1070
How to amend or add business modules for users
settings
how-to
1068
How do I convert order items into new & existing customer assets?
assets
how-to
ordering
1048
How to Create a New Lead
how-to
leads
1045
Purchase Order: How to mark a PO as paid
Purchase Order
ordering
1045
Quotations: Outputting Variable Discounts & Subsidies
sales
quotations
1042
How to add branding to your instance of the Layer
how-to
email-templates
settings
Company Settings
Branding
1041
How to Create a Custom Phone Call Outcome
how-to
presales
tasks
1039
How to activate sales order authorisation on The Layer
ordering
Authorisation
1029
Unable to upload images to the Knowledgebase question mark or cross image appearing
knowledgebase
Images
Upload images
customer
settings
how-to
1023
How to apply signature as default in office 365 account
Email Signature
office-365
users
settings
1021
Sales Order vs. Quotation & Turnover Variance Report
Reports
1021
Understanding Cases: Case SLA logic
how-to
service
Case SLA
Cases
1004
Company Settings: How do I set the Employee Number Type?
settings
how-to
Reports
customer
leads
999
I'm unable to search for customers using the Outlook plug-in?
on-boarding
troubleshooting
users
administration
outlook-plugin
how-to
997
How to create a new invoice
Invoice
finance
994
How to import products and services
administration
settings
how-to
983
Opportunities: Manage permissions for bulk changes in opportunity stacks.
sales
Permissions
Opportunity
979
How is the turnover value calculated in The Layer?
Pricebook
sales
978
How to manually update a hardware fund, subsidy or general fund balance
finance
video
977
How to add or update your Layer Email Signature
Email Signature
Signature
Adding
Updating
how-to
975
How to quickly search for a product serial number or IMEI number
service
ordering
how-to
record
assets
Stock
Product Stock
973
Ordering more items than required
ordering
Purchase Order
Stock
973
Sales & Quotations: How to add a lease item to your quotation
how-to
sales
custom product
lease
custom
custom service
quotations
969
How to upload your company logo's to the Layer
Company Settings
settings
how-to
Company Logo's
966
How to use your presales reporting widgets
widgets
how-to
presales
966
How to view all hardware fund and line rental subsidy transactions
how-to
finance
settings
Reports
Funds
Liabilities
966
How to view customer balances: hardware fund, general fund, line rental subsidy, invoice balance and account balance
how-to
finance
Funds
Reports
Account balance
965
How to create a reminder email
how-to
tasks
962
How do I set up two-factor authentication on The Layer?
how-to
961
How do I create matrix questions on The Layer Forms?
forms
951
How to create a case using the Plug-In
Cases
record
outlook-plugin
service
how-to
949
New Permission to 'Allow Calendar Schedule Conflict'
Calendar
Permissions
appointment
sales
settings
presales
934
Commissions reconciliation
Commissions
finance
932
How to resend undelivered mail
presales
how-to
932
Lead Records: How to mark a lead record as unsuitable
how-to
leads
delete
931
Understanding the impact of GDPR & PECR
Data
Data Migration
GDPR
930
How to manage lead deletion requests
how-to
video
929
Why does Outlook occasionally detect a problem with the Outlook add-in and disable it?
outlook-plugin
927
How to export assets with no formatting issues to number fields over 15 digits
Services
assets
Mobile
how-to
work-stacks
settings
service
919
Sage 200 Integration - Payments & Refunds Grids
Sage
integrations
finance
913
Invoicing: Credit Notes
Invoice
finance
912
How to send an email from the Layer to multiple people.
how-to
email-templates
Email
911
Sage 200 Integration - Syncing Payments / Receipts from Sage to The Layer
finance
integrations
Sage
910
Sales Order Leaderboard Widget - Understanding the breakdown
presales
sales
how-to
ordering
service
finance
widgets
quotations
907
Sales: What is an opportunity?
Opportunity
907
Understanding Cases: Case Email Responses
service
Case-sweep
case-notes
email-attachments
Case Watcher
mail agent
Email
Cases
907
Managed Backup Services
Chargeable Feature
Data
record
905
How to gather contract expiries
presales
how-to
904
Sage 200 Integration - Mapping Payment Methods to Sage Bank Accounts
Sage
finance
903
Sales Performance Widgets
widgets
sales
903
Understanding Records: What is the difference between lead and customer records?
record
leads
customer
how-to
902
Creating Queues - Managing Unassigned Users
Unassigned
work-stacks
how-to
898
How to edit or amend an invoice template
how-to
finance
troubleshooting
897
How to mark a quotation as a pipeline quotation from your workstack
sales
how-to
quotations
894
Bulk Reservation and Allocation
Stock
ordering
890
Reconciling Invoices and Invoice Payments
finance
Invoice
Sage
888
How to set up and use the new Product Groups Feature
Set Up
settings
how-to
Product Group
884
How to view Individual Case History
Cases
how-to
882
Why can't I scroll horizontally in grids when using Mac OS X Lion or newer?
how-to
880
New Parameter: Sign Block with Terms
sales
quotations
Signature
878
How can Customer add their PO into the quotation
service
sales
video
877
Sage 200 & Intacct Integration - Error Queue
integrations
finance
877
Deleting a Stock Movement Session from the Layer
how-to
Stock
871
How do I override knowledgebase styling?
knowledgebase
868
Reporting on Ceased Assets
assets
Reports
service
866
How to set up and amend user Digest Feeds
settings
users
Digest Feeds
Digests
865
Sage 200 / Intacct Integration - Customer Balances Widget
finance
Sage
859
How to Create a New Lead Sub Status
leads
how-to
857
How to export All Leads from The Layer
leads
Data
Export
how-to
854
Sub-companies
finance
853
Set up Exchange ActiveSync on your iPhone, iPad, or iPod touch
service
850
Understanding Cases: Creating Case Breach Reasons
service
how-to
Cases
SLA Breach
Case SLA
850
How to create and remove a customer alert on The Layer
customer
record
how-to
administration
848
How do I enable 'Minimum Profit Threshold' for quotations?
sales
845
How to Schedule a Phone Call
presales
how-to
845
How to search custom field data
customer
record
leads
how-to
845
Sage 200 / Intacct Integration - Sub Company and Sage Company Mapping
integrations
Sage
842
Customer Actions - Understanding Customer Flags
how-to
customer
839
Specifications for customer provided CRM data
how-to
on-boarding
839
Environment Settings - How to add job titles for contacts and users
customer
users
settings
how-to
837
How to Deactivate Case Categories
Cases
Case Categories
service
how-to
837
How to create a new appointment
how-to
sales
presales
836
Recent Sales orders view
ordering
833
How do I manage sales order invoices?
video
ordering
how-to
829
How to restore a core work stack
how-to
work-stacks
829
Essentials - User Permissions - How to download a Role Audit of all users within the Layer
administration
settings
how-to
Authorisation
users
827
Sage 200 / Intacct Integration - Customers Grid & Customer Export / Upload
Sage
integrations
827
How to automatically remember / save your username and password for The Layer
internet-explorer
Browser
how-to
823
How to sync appointments after reassigning
how-to
tasks
appointment
presales
822
Product Bundles - Linked Items
sales
Pricebook
quotations
821
Understanding Commissions workstacks
work-stacks
Commissions
finance
821
Customer Subscription Functionality
customer
record
Reports
Cases
users
appointment
tasks
quotations
Digest Feeds
Digests
Opportunity
Custom Reports
administration
820
Understanding Appointments in The Layer – Managing your appointments
appointment
work-stacks
tasks
820
Customer Cancellation Process
819
How to use real stock pricing in sales order profits
Editing
Purchase Order
Stock
ordering
finance
819
Subsidy Scheduled Payments - Management Overview
Sage
Funds
finance
818
How to amend VAT on a handset on an existing Sales order
how-to
ordering
813
How to set up SMS functionality on The Layer
how-to
settings
service
SMS
812
How do I add multiple email addresses or contacts to emails sent from the Layer?
how-to
Email
809
How to view an audit trail of all user requests to export work stacks and download reports
work-stacks
administration
how-to
809
Data Migration: Importing files in a CSV format
Data Migration
Data
how-to
807
Creating Barcodes in The Layer
Bar Code
Stock
804
User Permissions- Creating & applying role groups
users
Permissions
settings
803
How to manage Refunds for Credit Notes
802
Understanding Opportunities: Losing opportunities and capturing reasons for loss
sales
Opportunity
802
Update child asset while updating parent asset with ceased date and status
customer
assets
802
Understanding Supplementary Products: Linked products and services in the quotation builder
quotations
sales
799
Sage 200 Integration - Customer and Contact Sync
798
Managing Supplier Account Numbers
assets
service
793
How do I create variable term contracts?
finance
sales
792
User Roles: Restricting the ability to bulk reassign delegated lead and customer records
users
administration
how-to
presales
sales
792
How to Export Customer Cases
service
video
788
Duplicate Checker
customer
leads
presales
Duplicates
786
Managing Insurance in The Layer
service
assets
786
How to view the Sales Order Finance Report in the Layer
how-to
finance
Reports
785
Fixing Internet Explorer freezes, crashes and hangs
784
How to update your maintenance password in The Layer
mail agent
Email
office-365
exchange-server
how-to
784
'Quotation won edit' permission
quotations
Permissions
sales
782
How do I delete a customer record?
how-to
settings
administration
782
How to Deactivate a User
how-to
settings
delete
users
781
How to Import and Export Customer Assets
how-to
video
service
assets
781
Phone call email reminders
Notification
tasks
how-to
781
Price books: Understanding 'Third Party Billed'
sales
Pricebook
781
Adding or editing an address in a record
how-to
Adding
leads
customer
779
How does the general fund work in The Layer
Funds
sales
776
How to merge lead records together
how-to
presales
leads
merge
775
How to add Deal Termination into Quotations
sales
video
772
Purchase Order: How to add a PO into query
ordering
Purchase Order
772
Understanding the Supplier Performance Widget - Service Connections by Supplier & Classification
Reports
sales
how-to
widgets
772
Data Migration: Core, Meta and Custom Fields - Understanding the difference
Data
Data Migration
how-to
767
Environment Settings - Appointment Types - How to create Appointment Types in the Layer
settings
how-to
appointment
767
How to add call rate groups to a quotation
quotations
sales
how-to
766
Understanding Quotation Configuration Options: How to configure a quotation
customer
quotations
leads
presales
sales
how-to
764
How to Remove a Required Product from the Purchase Order Queue by Using the Suppress Option in Sales Orders
Stock
ordering
how-to
760
Product Bundles
sales
quotations
760
Understanding Custom Reports: Can I use the Layer to calculate year on year growth?
Custom Reports
how-to
finance
760
Understanding Sales Orders: Linking your new sales order to an opportunity without a quotation
ordering
sales
Opportunity
756
How to auto-assign a customer owner when a lead is converted to a customer
settings
sales
customer
755
Reassign the parent records from task stacks
presales
sales
service
work-stacks
tasks
755
How to use cases in the Layer
how-to
service
Cases
Services
Case Watcher
Updating
case-notes
Case SLA
Case wach list
750
Environment Settings - How to add Shipping Methods to the Layer
quotations
settings
ordering
how-to
749
How to create a case using the new radio button
how-to
service
customer
record
Cases
749
How to Import Invoices to Sage 50
Sage
Invoice
finance
how-to
749
How to use a generic email address when sending a marketing campaign
how-to
marketing
mail agent
748
Understanding Customers: The Home Tab
customer
record
748
Uploading files against a customer or lead record
how-to
record
746
Customer charged price in assets
customer
service
745
Sales Order Profit Adjustments
ordering
finance
Adjustment
745
Set up and use of Resource Planner Calendar
Calendar
sales
740
Why did we remove the option to delete financial transactions
finance
737
Suggested widgets to manage cases (User)
service
widgets
settings
how-to
users
733
Customer Status Automatically Updates to Live
service
customer
730
User Permissions: Hide New Stock Movement Shortcut
ordering
Stock
730
Using Sales Order Templates to Populate a Spreadsheet with Sales Order Data
settings
forms
730
Child Asset Conversion Set up in Company Settings
data-capture
Services
729
How do Notes in Data Capture work
ordering
service
video
729
How does Buy-out fund works in the Layer
video
finance
sales
724
Opportunities: Qualified status in opportunity
Opportunity
how-to
723
Sage 200 / Intacct Integration - Credit Notes Grid
722
Understanding Quotations: What are price book categories
sales
how-to
quotations
Pricebook
722
How to create a case from the customer record
Case Categories
Cases
record
customer
service
how-to
720
New permission to override finalised Purchase Orders
ordering
Purchase Order
Stock
718
Understanding Permissions: View All Records vs. My Records, understanding the difference
how-to
record
Permissions
718
Understanding Quotations: Managing Upfront Variable Sell Price & Discounts
Pricebook
quotations
sales
717
Sales order required products in the purchase order
Stock
Purchase Order
ordering
714
Notifications for Finance Team
Invoice
Notification
Allocating payments
finance
701
Applying Auto Branding to the Layer
settings
how-to
Branding
email-templates
698
Customer Warnings
697
Ensure that the actual product buy price amends profits in the sales order (high level view for managers)
how-to
ordering
693
Understanding Expiries: Non-managed Expiries
sales
leads
customer
Expiry
692
Creating & Managing Warehouses
Stock
Warehouse
691
How to set up an Office 365 account
office-365
how-to
691
Understanding Tasks: Create work-stack based on tasks due date
tasks
work-stacks
691
How to Change your Layer Password
how-to
users
688
How to Search by Contact Details or Address
how-to
Search
leads
customer
686
How to Create and Use Customer and Lead Contact Custom Fields
how-to
customer
leads
custom-fields
683
Connection by supplier and Classification widget
sales
video
widgets
681
Understanding Sales Orders & Checklists: How sales order changes affect sales order checklists
how-to
ordering
Checklist
681
How do I set a date range within browsing session templates?
how-to
680
Customer Actions - Understanding Customer Relationships
customer
how-to
679
Enviroment Settings - How to add contact types
settings
how-to
record
679
How to store temporary Mobile Numbers
service
video
679
How to set up New shortcut permissions
Permissions
676
How to Manage Cost Centres
Cost_Centre
customer
how-to
673
Sales order: Amend customer owner before converting Sales order into customer assets
ordering
672
How to Apply Shipping Cost to an Existing Invoice
how-to
Invoice
668
How to make The Layer files accessible in the Customer Portal
customer
Customer Portal
Files
662
How to access The Layer Knowledgebase Articles vs. Your Company Knowledgebase Articles
how-to
knowledgebase
661
Suggested widgets to manage cases (Manager)
Services
Cases
users
how-to
widgets
service
658
Duplicate Checker on The Layer
Duplicates
653
Data Migration: Data Migration options within The Layer
Data Migration
652
How to Bulk Apply Workstacks to Users
settings
administration
work-stacks
650
How to Configure Mobile BIll Cap in The Layer - Ofcom
ordering
assets
quotations
Pricebook
650
Understanding Opportunities: Option to link Marketing Campaign to an Opportunity
Opportunity
marketing
648
Sage 200 Integration
Sage
integrations
646
Which browsers are supported?
how-to
644
Remove Access to Various Areas of the Customer & Lead Record - Providing a Cleaner User View
User Roles
Permissions
settings
639
Understanding Sales Orders : Sales Order Documents
ordering
638
Reassign opportunity with associated tasks and quotations
Opportunity
sales
637
Product Bundles - Child Services
quotations
Pricebook
sales
data-capture
633
How to manually create an asset in the Layer
customer
assets
Services
Adding
how-to
630
How to complete a product exchange on the Layer
how-to
sales
video
Stock
Product Stock
Editing
Adding
Updating
assets
624
Managing Contract Extensions, Renewals & Buyout values in The Layer
quotations
custom service
how-to
sales
613
Custom Terms and Conditions: Set up and Use
sales
settings
Terms
Set Up
608
How to Manage Case Sub-Statuses
602
How to Manage Sites
customer
sites
601
Adding Product Manufacturers and Suppliers
Pricebook
settings
568
Product Basket
Pricebook
quotations
sales
how-to
561
How to Create a New Customer manually on the Layer
record
merge
customer
how-to
550
How to create a new individual checklist task
how-to
tasks
Checklist
550
Shortcuts set up
settings
546
Sage 200 Integration - Tokens
Sage
finance
542
Valid sources to use when importing notes in The layer using Data Manager
Data Migration
538
Understanding Opportunities: Export of Opportunity stack and use of the data for forecasting
Export
Opportunity
sales
537
Update of existing service assets on The Layer
service
Reconciliation
534
Applying a Payment to an Invoice
532
Suggested Loan Device Process on the Layer
how-to
Stock
Product Stock
525
Case Enhancements
Case SLA
Case Categories
Cases
522
Creating an O2 Work Request Form
ordering
516
Product Hierarchy Overview
quotations
sales
512
Product / Service Supplier Override
500
VAT on Funds and how to set it up
492
Reporting on Additional Funding
Funds
Reports
quotations
Opportunity
480
"All Cases" Report Updates
Reports
461
Understanding the Audit Trail in the Layer
457
Understanding Opportunities: Creating Opportunity Workstacks
432
Variable Pricing
429
Maintenance Plans
416
Editable Product / Service Name
376
Auto-Calculated Deal Termination
361
Data Migration: How do I cleanse my data?
270
How do I log in as another user?
administration
0
