Layer Systems
Support Articles
All
All
Account balance
2
Adding
4
adjustment
1
administration
22
Allocating payments
2
appointment
9
appointment-feedback
1
assets
17
Authorisation
7
bar-code
1
Bonus
1
branding
2
Browser
1
business-units
1
calendar
2
Case Categories
7
Case wach list
2
Case Watcher
3
case-notes
2
Cases
24
case-sla
7
case-sweep
1
Chargeable Feature
1
Checklist
7
Commissions
2
company-logos
1
company-settings
5
cost_centre
1
custom
2
Custom Report Groups
1
Custom Reports
4
customer
39
customer-portal
1
custom-fields
2
custom-product
1
custom-service
2
Data
7
data-capture
2
data-migration
6
Delegated Access
2
delete
9
Digest Feeds
2
Digests
2
duplicates
2
Editing
2
Email
7
Email Signature
2
email-attachments
1
email-templates
6
environment-settings
1
exchange-server
4
Expiry
5
Export
3
files
1
finance
38
forms
3
Funds
10
gdpr
3
Groups
1
Hold Back
1
how-to
197
Images
2
integrations
11
Intercom
16
internet-explorer
2
Invoice
10
knowledgebase
9
leads
21
lease
1
Liabilities
2
mail agent
6
mail-triage
2
marketing
5
merge
4
Mobile
2
Notification
2
office-365
4
on-boarding
5
Opportunity
23
ordering
52
outlook-plugin
5
permissions
8
portal
3
presales
21
Pricebook
13
Product Stock
9
product-group
1
purchase-order
6
quotations
42
reconciliation
1
record
25
renewals
3
Reports
15
Sage
12
sales
86
Scheduled Email
1
search
3
Secure File
1
service
38
Services
9
settings
53
set-up
2
Signature
4
sites
1
sla-breach
1
sms
1
Stock
21
subscription
1
tags
1
tasks
12
terms
1
troubleshooting
5
unassigned
1
Updating
4
Upload images
2
user-roles
2
users
15
video
19
warehouse
1
widgets
12
work-stacks
20
How to configure an Exchange maintenance account
exchange-server
integrations
how-to
1945
Is The Layer's electronic signature legally binding?
sales
1792
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
2330
How do I create a new user?
settings
how-to
2222
Getting started with the quotation builder
quotations
sales
1576
Why is my quotation remaining in 'draft' status once sent?
how-to
sales
1412
How to update appointment feedback
how-to
sales
1360
Setting up a web leads form on your own website
integrations
leads
1164
How to find previous lead customer and sales order records by using TrackBack
ordering
how-to
sales
record
17979
How to get your Exchange Online Web Service URL from Office 365
exchange-server
how-to
12195
Why shouldn’t I delete invoices? HMRC GUIDELINES
sales
administration
finance
ordering
quotations
record
delete
Account balance
Allocating payments
Funds
Liabilities
Invoice
4862
How to import sales payments into Sage 50
how-to
finance
Sage
4848
How to cancel a previously won quotation based on a customer cancelling the order
quotations
ordering
how-to
sales
4091
The primary SMTP address must be specified when referencing a mailbox
mail agent
3744
How to create an email template in the Layer
email-templates
how-to
Email
3584
Renewal expiry date vs. Expiry date (non-managed expiries) - Understanding the difference
sales
how-to
Expiry
assets
leads
customer
3458
How to produce a copy of a signed quotation
how-to
sales
quotations
3405
How to set up quote authorisation on The Layer
Authorisation
quotations
how-to
sales
3349
How to create a new work stack
how-to
work-stacks
3268
How to cancel a quotation and sales order
sales
how-to
ordering
quotations
record
delete
3240
How to install the Outlook Plug-in
settings
administration
outlook-plugin
integrations
how-to
troubleshooting
on-boarding
3194
Understanding Case SLA's: Working hours vs. Clock Hours
Cases
settings
Case SLA
Company Settings
how-to
2970
Sales Order Cancellation
ordering
sales
2900
Work Stacks: How to create work stack subscriptions
how-to
Subscription
work-stacks
2881
How to add Product Highlights to a Product or Service - Key Benefits or Features
how-to
presales
sales
Product Stock
quotations
Services
Pricebook
2845
How to merge two customer records
troubleshooting
customer
merge
record
how-to
2699
Managing Renewals: Why are renewals important?
sales
presales
Renewals
2664
What is customer portal and how to use it
knowledgebase
portal
2660
Mail Triage
how-to
Cases
Mail Triage
2638
Understanding Opportunities: How to create an opportunity in the Layer
sales
presales
Opportunity
2620
How to complete a bulk upload of stock into The Layer
Stock
Product Stock
how-to
2594
How to create Sales Order checklists
sales
how-to
ordering
Checklist
2591
The Layer self-service portal website integration
portal
integrations
2584
Customer and Lead Access Delegation
how-to
presales
sales
customer
leads
record
delegated-access
2561
Understanding Appointment Feedback: How do I submit appointment feedback?
how-to
appointment
Appointment Feedback
2555
How to provide access to knowledge base articles via your customer portal
customer
knowledgebase
portal
service
2526
How to create a form in The Layer
how-to
settings
forms
2492
Understanding Cases: Cases vs Jobs
Cases
service
ordering
2489
Understanding Work Stacks: Case Work stacks
how-to
work-stacks
Reports
Cases
2485
How to change the status of quote (not won) from lost, quoted, cancelled and open.
quotations
how-to
sales
2476
How to create case category checklists
Case Categories
Checklist
Cases
how-to
administration
settings
service
2439
Understanding Opportunities: How to link an opportunity to an appointment
Opportunity
appointment
how-to
2437
How to Create Knowledge Base Tags
settings
knowledgebase
tags
2432
Quotation Output Templates: How to amend Quotation columns
quotations
sales
settings
how-to
2417
How to create an Output Template in the Layer
2399
How to delete a quotation and order (when the quotation has been manually signed)
sales
ordering
delete
quotations
2386
Understanding Opportunities: How do I link a service asset renewal to an opportunity from a work stack?
assets
Opportunity
Expiry
Renewals
sales
2374
How to add external customers on case watch list and as a default case watcher
how-to
Cases
Case Watcher
Case wach list
2371
Understanding Discount Types in The Layer
quotations
finance
how-to
sales
2370
Environment Settings - How to add Areas to the Layer
how-to
settings
administration
record
customer
leads
work-stacks
2363
How to Create a New Case Category
settings
how-to
Cases
Case Categories
2354
How to activate Company Terms & Conditions (T&Cs) in the Layer
quotations
Environment Settings
Signature
sales
2332
How to create a knowledgebase article
knowledgebase
how-to
2312
How to create product opportunity checklists
Checklist
Opportunity
settings
administration
how-to
presales
sales
2303
Understanding Opportunities: How do I create or link an opportunity to a service asset in a customer record?
sales
Services
Opportunity
assets
2298
How to activate Supplier's T&Cs in the Layer
Signature
quotations
sales
2296
Understanding Opportunities: Create work-stack based on opportunity created date
work-stacks
Opportunity
sales
2285
How to add a hyperlink to the Layer
Email
email-templates
how-to
2283
Understanding widgets: Duplicating the Sales Order Leaderboard
ordering
widgets
sales
how-to
2267
How to manually book stock out of The Layer
how-to
Updating
Stock
Product Stock
Data
Export
delete
2258
Understanding Opportunities: How to link an opportunity to an expiry
presales
sales
Opportunity
Expiry
2257
Understanding Users & Business Units in The Layer
administration
settings
business-units
users
2250
How to book in stock to The Layer
how-to
ordering
Product Stock
Stock
2229
How to allocate and re-allocate stock to sales order
Stock
video
ordering
2226
Understanding Custom Reports - How to access Custom Reports
how-to
Custom Reports
2223
How to Create a Custom Phone Call Outcome
how-to
presales
tasks
2207
How to export and import assets in the customer’s record.
how-to
assets
customer
delete
record
Services
2185
Environment Settings - Appointment Types
on-boarding
appointment
how-to
settings
administration
2183
How to create a Purchase Order Video
finance
ordering
2180
How to create a new base category
how-to
settings
2178
Understanding Opportunities: Create a workstack based on Next Task Action range
Opportunity
tasks
work-stacks
2173
How to update your pricebook from the purchase order - Buy & Sell Price
how-to
ordering
Pricebook
Product Stock
2168
Work stacks for Sales Orders
ordering
work-stacks
how-to
2163
How do I search for a service asset number in the Layer?
Search
assets
how-to
2158
Understanding Cases: Case Service Level Agreement (SLA) On Hold Statuses
Cases
Case SLA
service
how-to
2154
How do I promote a custom work stack to the favourite tab?
work-stacks
how-to
2144
How to create a custom service in the quotation
quotations
sales
how-to
2142
How to Create a Widget Group
widgets
widgets
2126
How to book stock in against a PO
Stock
ordering
video
2113
Environment Settings - Custom Report Groups
delete
Reports
Custom Report Groups
Groups
Custom Reports
how-to
2106
How to import stock in bulk
Stock
video
ordering
2100
Understanding Opportunities & Checklists: How opportunity changes affect opportunity checklists
Opportunity
Checklist
how-to
2097
How to update customer GDPR preferences
marketing
GDPR
2094
Understanding Cases: Setting a default case sla
Case SLA
Company Settings
how-to
service
settings
2072
Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer
how-to
settings
leads
customer
Expiry
2071
How do I update my mail agent password?
how-to
2069
Settings - Essentials - How to upload files to the Layer
administration
settings
how-to
2065
Line Rental Subsidy
sales
video
2050
Subsidy Management
finance
Funds
2047
How to create workflow in The Layer
settings
how-to
2045
Internet Explorer freezes, crashes, hangs in Windows 7 | 8
troubleshooting
internet-explorer
2026
Understanding Work Stacks: I am unable to open a work stack?
work-stacks
2021
Pre and Post Authorisation Sales Order Statuses
ordering
custom
Authorisation
2011
How to amend opportunity probability via appointment feedback
video
sales
Opportunity
2005
How to log time and cost against a case
Cases
service
2005
How to set up, amend and cancel a scheduled email.
Scheduled Email
Reports
how-to
1995
How to scan items into sales order
ordering
Stock
1989
Environment Settings - User Targets - Monthly Appointment targets
on-boarding
users
appointment
how-to
presales
sales
settings
administration
1987
Understanding Opportunities: What are Opportunity Classifications
Renewals
Reports
sales
1980
How to use Affected assets in cases
Cases
service
how-to
1977
How to configure an Office 365 maintenance account
how-to
integrations
exchange-server
office-365
1972
Managing Invoices – Invoice stacks
Invoice
finance
1971
Price books: Understanding 'OGR Buy Price Override'
Pricebook
sales
1970
How to create a Knowledgebase Article in the Layer
how-to
knowledgebase
1965
Understanding editing tools within the Layer
how-to
settings
1963
How to apply Mail templates to your company settings in the Layer
email-templates
settings
how-to
1960
How to set up Automatic Responses in Mail Triage
Mail Triage
mail agent
1946
How to manually activate Layer Outlook plugin in your Outlook
outlook-plugin
intercom
Email
service
1924
Understanding Checklists: How case changes affect checklists
how-to
Checklist
Cases
Case Categories
1923
How to delete a signature from your won quotation
quotations
delete
customer
sales
how-to
1921
Return of Handset
Stock
1921
How to approve funding requests
finance
sales
quotations
Funds
1913
How do I search for a company in the Layer?
how-to
record
Search
1910
Fund Offsets on an Invoice
Funds
Invoice
finance
1908
Understanding Opportunities: How to set up forecast categories for opportunities
Opportunity
how-to
sales
1900
GDPR configuration set up with Landing Pages and Email Templates
marketing
GDPR
1882
Sales order Authorisation widgets
Authorisation
widgets
ordering
1876
How to add IMEI or Sim number to an invoice
how-to
finance
Invoice
1872
Environment Settings - Industries
how-to
record
1861
Delegating access in bulk on the Layer
Company Settings
delegated-access
User Roles
Permissions
leads
record
customer
how-to
settings
1860
How to create a new sales order status
how-to
ordering
1858
Data Migration - How do I know what the core fields are?
how-to
Data Migration
1854
Sales order teams and exclusion of sales order statuses for the team
ordering
1852
Hide Sales order statuses when sales order is in certain stage of the process
ordering
1833
Environment Settings - How to add Job Titles to manage contacts and users within the Layer
how-to
settings
customer
leads
users
1828
How to complete a transfer of assets (Transfer of Ownership) on The Layer.
how-to
service
customer
record
merge
assets
1811
How to add images and product information to your quote based on selecting the item in your quotation
Images
Upload images
Mobile
quotations
sales
1791
How to add a checklist to case category
how-to
administration
service
Cases
Case Categories
Services
1780
How to add branding to your instance of the Layer
how-to
email-templates
settings
Branding
Company Settings
1774
How to Create a Purchase Order on The Layer
Product Stock
how-to
ordering
finance
1765
How to configure and use Check Types
ordering
1753
How to create a sales order without the need to create a quotation
how-to
sales
ordering
1751
Quotation Authorisation without rules
Authorisation
quotations
1748
How do I log in as another user?
administration
1745
How to apply a filter in grid mode to avoid the need to reapply a filter every time
how-to
work-stacks
1745
How do I create quotation templates?
quotations
how-to
settings
1730
What are possible reasons for a failed quotation signature?
quotations
1730
How to attach a file to a Knowledgebase Article
knowledgebase
how-to
1729
How to Complete a Secure File Upload on The Layer
customer
Secure File
how-to
1720
How to Masquerade as another user.
how-to
administration
1720
How to amend and add case sla's
service
how-to
1713
How to amend and set up your widgets on the dashboard.
how-to
widgets
1695
How to activate sales order authorisation on The Layer
ordering
Authorisation
1685
How to add a checklist to a Sales Order
settings
administration
how-to
sales
1679
How to create a new Mail Agent
how-to
mail agent
1678
Company Settings: How do I set the Employee Number Type?
settings
how-to
Reports
customer
leads
1661
How is profitability information calculated for quotation lines?
sales
finance
Bonus
Hold Back
1660
How to upload your company logo's to the Layer
Company Settings
settings
how-to
Company Logo's
1655
How to add or update your Layer Email Signature
Signature
Adding
Email Signature
Updating
how-to
1644
Understanding Quotations: How to create a funding request
how-to
sales
Funds
Authorisation
quotations
1636
Sage 200 Integration - Mapping Payment Methods to Sage Bank Accounts
Sage
finance
1617
Sage 200 / Intacct Integration - Sub Company and Sage Company Mapping
integrations
Sage
1594
How to Import Invoices to Sage 50
Sage
Invoice
finance
how-to
1566
How to Schedule a Phone Call
presales
how-to
1563
How to import price book
sales
how-to
video
Pricebook
1542
Sage 200 Integration - Payments & Refunds Grids
Sage
integrations
finance
1537
Using Sales Order Templates to Populate a Spreadsheet with Sales Order Data
settings
forms
1537
Sage 200 & Intacct Integration - Error Queue
integrations
finance
1536
How to generate a marketing report
how-to
marketing
Reports
1521
Sage 200 Integration - Syncing Payments / Receipts from Sage to The Layer
finance
integrations
Sage
1521
Sage 200 / Intacct Integration - Customer Balances Widget
finance
Sage
1520
Data: What are record custom fields and how do I create them?
how-to
Data
Data Migration
custom-fields
1512
Purchase Order: How to mark a PO as paid
Purchase Order
ordering
1511
How to quickly search for a product serial number or IMEI number
service
ordering
how-to
record
assets
Product Stock
Stock
1501
How to apply signature as default in office 365 account
office-365
Email Signature
users
settings
1500
Quotations: Outputting Variable Discounts & Subsidies
sales
quotations
1487
Sage 200 / Intacct Integration - Customers Grid & Customer Export / Upload
Sage
integrations
1485
Sales Order Process on The Layer
video
ordering
how-to
1483
How to set up and use the new Product Groups Feature
Set Up
settings
how-to
Product Group
1479
Sage 200 Integration - Customer and Contact Sync
1476
How to manually update a hardware fund, subsidy or general fund balance
video
finance
1454
Understanding Records: What is the difference between lead and customer records?
record
leads
customer
how-to
1452
Understanding Cases: Case SLA logic
how-to
service
Cases
Case SLA
1451
How to manage Refunds for Credit Notes
1443
How to amend or add business modules for users
how-to
settings
1440
How to Create a New Lead
how-to
leads
1439
How to send an email from the Layer to multiple people.
how-to
email-templates
Email
1438
Understanding Cases: Case Email Responses
service
Case Watcher
mail agent
Email
Cases
Case-sweep
case-notes
email-attachments
1436
How is the turnover value calculated in The Layer?
Pricebook
sales
1435
Sales Order vs. Quotation & Turnover Variance Report
Reports
1435
New Permission to 'Allow Calendar Schedule Conflict'
Calendar
Permissions
appointment
sales
settings
presales
1428
Unable to upload images to the Knowledgebase question mark or cross image appearing
knowledgebase
Images
Upload images
customer
settings
how-to
1427
How to Deactivate a User
how-to
settings
delete
users
1423
How to use cases in the Layer
how-to
service
Services
Cases
Case Watcher
Updating
case-notes
Case SLA
Case wach list
1409
How to import products and services
administration
settings
how-to
1406
Understanding the impact of GDPR & PECR
Data Migration
intercom
Data
GDPR
1392
How to resend undelivered mail
presales
how-to
1389
Sales & Quotations: How to add a lease item to your quotation
how-to
sales
lease
custom
custom service
quotations
custom product
1388
How to create a new invoice
Invoice
finance
1386
Customer Actions - Understanding Customer Flags
how-to
customer
1385
Duplicate Checker
customer
leads
presales
Duplicates
1384
Creating Queues - Managing Unassigned Users
Unassigned
work-stacks
how-to
1379
How do I convert order items into new & existing customer assets?
assets
how-to
ordering
1377
How do I set up two-factor authentication on The Layer?
how-to
1373
Commissions reconciliation
Commissions
finance
1366
Opportunities: Manage permissions for bulk changes in opportunity stacks.
sales
Permissions
Opportunity
1366
How to edit or amend an invoice template
how-to
finance
troubleshooting
1364
How to create a reminder email
how-to
tasks
1357
Sage 200 / Intacct Integration - Credit Notes Grid
1354
How do I add multiple email addresses or contacts to emails sent from the Layer?
how-to
Email
1353
How to create a case using the Plug-In
Cases
record
how-to
service
outlook-plugin
1349
Why can't I scroll horizontally in grids when using Mac OS X Lion or newer?
how-to
1348
Lead Records: How to mark a lead record as unsuitable
how-to
leads
delete
1344
How to view all hardware fund and line rental subsidy transactions
how-to
finance
settings
Liabilities
Reports
Funds
1343
How do I create matrix questions on The Layer Forms?
forms
1342
I'm unable to search for customers using the Outlook plug-in?
on-boarding
troubleshooting
users
administration
outlook-plugin
how-to
1341
Understanding Appointments in The Layer – Managing your appointments
appointment
tasks
work-stacks
1339
Ordering more items than required
ordering
Purchase Order
Stock
1337
Product Bundles - Linked Items
sales
Pricebook
quotations
1337
Invoicing: Credit Notes
Invoice
finance
1335
How to gather contract expiries
presales
how-to
1334
How to restore a core work stack
how-to
work-stacks
1330
Sales Performance Widgets
widgets
sales
1328
How to Create a New Lead Sub Status
leads
how-to
1326
How to use your presales reporting widgets
widgets
how-to
presales
1319
Why does Outlook occasionally detect a problem with the Outlook add-in and disable it?
outlook-plugin
1319
How to export assets with no formatting issues to number fields over 15 digits
Services
assets
Mobile
how-to
work-stacks
settings
service
1315
How to view customer balances: hardware fund, general fund, line rental subsidy, invoice balance and account balance
how-to
finance
Reports
Funds
Account balance
1314
How to set up SMS functionality on The Layer
how-to
settings
service
SMS
1310
How can Customer add their PO into the quotation
service
sales
video
1308
Environment Settings - How to add job titles for contacts and users
customer
users
settings
how-to
1307
Deleting a Stock Movement Session from the Layer
how-to
Stock
1304
How to export All Leads from The Layer
leads
Data
Export
how-to
1304
Sales: What is an opportunity?
Opportunity
1303
Understanding Opportunities: Losing opportunities and capturing reasons for loss
sales
Opportunity
1302
How to Deactivate Case Categories
Cases
Case Categories
service
how-to
1299
Bulk Reservation and Allocation
Stock
ordering
1296
Purchase Order: How to add a PO into query
ordering
Purchase Order
1292
Customer Cancellation Process
1290
How to create and remove a customer alert on The Layer
customer
record
how-to
administration
1290
Managed Backup Services
Chargeable Feature
Data
record
1289
Understanding Commissions workstacks
work-stacks
Commissions
finance
1285
How to manage lead deletion requests
how-to
video
1283
How to mark a quotation as a pipeline quotation from your workstack
how-to
sales
quotations
1283
Sub-companies
finance
1283
Managing Insurance in The Layer
service
assets
intercom
1281
How do I enable 'Minimum Profit Threshold' for quotations?
sales
1278
Set up Exchange ActiveSync on your iPhone, iPad, or iPod touch
service
1276
How do I override knowledgebase styling?
knowledgebase
1275
How to view an audit trail of all user requests to export work stacks and download reports
work-stacks
administration
how-to
1275
How to automatically remember / save your username and password for The Layer
Browser
internet-explorer
how-to
1274
How to view Individual Case History
Cases
how-to
1271
Sales Order Leaderboard Widget - Understanding the breakdown
presales
sales
how-to
ordering
service
finance
widgets
quotations
1268
How does the general fund work in The Layer
Funds
sales
1265
User Permissions- Creating & applying role groups
users
Permissions
settings
1257
Data Migration: Core, Meta and Custom Fields - Understanding the difference
Data
Data Migration
how-to
1252
Understanding Cases: Creating Case Breach Reasons
service
how-to
Cases
Case SLA
SLA Breach
1251
Reconciling Invoices and Invoice Payments
finance
Invoice
Sage
1241
How to create a new appointment
how-to
sales
presales
1240
Data Migration: Importing files in a CSV format
Data Migration
Data
how-to
1238
Reporting on Ceased Assets
assets
Reports
service
1234
Understanding Expiries: Non-managed Expiries
sales
leads
customer
Expiry
1234
Understanding Quotation Configuration Options: How to configure a quotation
customer
quotations
leads
presales
sales
how-to
1231
Essentials - User Permissions - How to download a Role Audit of all users within the Layer
administration
settings
how-to
Authorisation
users
1230
Why did we remove the option to delete financial transactions
finance
1228
Specifications for customer provided CRM data
how-to
on-boarding
1227
How to create a case using the new radio button
how-to
customer
record
Cases
service
1223
How to add call rate groups to a quotation
sales
how-to
quotations
1222
How to set up and amend user Digest Feeds
settings
users
Digest Feeds
Digests
1218
New Parameter: Sign Block with Terms
sales
quotations
Signature
1217
Customer Subscription Functionality
customer
record
Reports
Cases
users
appointment
tasks
quotations
Digest Feeds
Digests
Opportunity
Custom Reports
administration
1211
How to merge lead records together
how-to
presales
leads
merge
1207
Creating & Managing Warehouses
Stock
Warehouse
1206
Creating Barcodes in The Layer
Bar Code
Stock
1206
How to Remove a Required Product from the Purchase Order Queue by Using the Suppress Option in Sales Orders
Stock
ordering
how-to
1204
Price books: Understanding 'Third Party Billed'
sales
Pricebook
1203
How do I delete a customer record?
how-to
settings
administration
1202
How to search custom field data
customer
record
leads
how-to
1202
How to Search by Contact Details or Address
how-to
intercom
Search
leads
customer
1201
Fixing Internet Explorer freezes, crashes and hangs
1198
Recent Sales orders view
ordering
1196
How to Import and Export Customer Assets
how-to
video
service
assets
1195
Update child asset while updating parent asset with ceased date and status
customer
assets
1195
Subsidy Scheduled Payments - Management Overview
Sage
Funds
finance
1194
Product Bundles
sales
quotations
1191
Phone call email reminders
Notification
tasks
how-to
1190
'Quotation won edit' permission
Permissions
quotations
sales
1189
How to Export Customer Cases
service
video
1188
Understanding Supplementary Products: Linked products and services in the quotation builder
quotations
sales
1188
How to Manage Case Sub-Statuses
1185
Adding or editing an address in a record
how-to
leads
customer
Adding
1184
How do I manage sales order invoices?
video
ordering
how-to
1181
Managing Supplier Account Numbers
assets
service
1180
User Roles: Restricting the ability to bulk reassign delegated lead and customer records
users
administration
how-to
presales
sales
1180
Set up and use of Resource Planner Calendar
Calendar
sales
1176
Understanding the Supplier Performance Widget - Service Connections by Supplier & Classification
Reports
sales
how-to
widgets
1176
Child Asset Conversion Set up in Company Settings
Services
data-capture
1172
Understanding Permissions: View All Records vs. My Records, understanding the difference
how-to
record
Permissions
1172
How to update your maintenance password in The Layer
mail agent
Email
office-365
exchange-server
how-to
1170
How do I create variable term contracts?
finance
sales
1169
How to use real stock pricing in sales order profits
Purchase Order
Editing
Stock
ordering
finance
1168
Understanding Quotations: Managing Upfront Variable Sell Price & Discounts
Pricebook
quotations
sales
1166
How to auto-assign a customer owner when a lead is converted to a customer
settings
sales
customer
1161
How to create a case from the customer record
Case Categories
Cases
record
customer
service
how-to
1161
How to amend VAT on a handset on an existing Sales order
ordering
how-to
1160
Reassign the parent records from task stacks
presales
sales
service
work-stacks
tasks
1157
How does Buy-out fund works in the Layer
video
finance
sales
1149
How to add Deal Termination into Quotations
sales
video
1149
Understanding Customers: The Home Tab
customer
record
1149
How to Change your Layer Password
how-to
users
1143
How to set up New shortcut permissions
Permissions
1136
How to use a generic email address when sending a marketing campaign
how-to
marketing
mail agent
1134
Suggested widgets to manage cases (User)
service
widgets
settings
how-to
users
1133
Customer charged price in assets
customer
service
1132
Environment Settings - Appointment Types - How to create Appointment Types in the Layer
settings
how-to
appointment
1132
How to view the Sales Order Finance Report in the Layer
how-to
finance
Reports
1132
How to Configure Mobile BIll Cap in The Layer - Ofcom
ordering
assets
quotations
Pricebook
intercom
1127
Suggested widgets to manage cases (Manager)
Services
Cases
users
how-to
widgets
service
1127
Understanding Quotations: What are price book categories
sales
how-to
quotations
Pricebook
1127
How to Manage Cost Centres
Cost_Centre
customer
how-to
1121
Opportunities: Qualified status in opportunity
Opportunity
how-to
1119
Environment Settings - How to add Shipping Methods to the Layer
quotations
settings
ordering
how-to
1118
Sage 200 Integration
Sage
integrations
1117
Sales Order Profit Adjustments
ordering
finance
Adjustment
1115
Applying Auto Branding to the Layer
settings
how-to
Branding
email-templates
1114
How do Notes in Data Capture work
ordering
service
video
1111
How to Apply Shipping Cost to an Existing Invoice
how-to
Invoice
intercom
1106
How to sync appointments after reassigning
how-to
tasks
appointment
presales
1103
Managing Contract Extensions, Renewals & Buyout values in The Layer
quotations
how-to
sales
custom service
1102
How to store temporary Mobile Numbers
service
video
1101
Uploading files against a customer or lead record
how-to
record
1096
How to Create and Use Customer and Lead Contact Custom Fields
how-to
customer
leads
custom-fields
1094
Understanding Custom Reports: Can I use the Layer to calculate year on year growth?
Custom Reports
how-to
finance
1093
Understanding Tasks: Create work-stack based on tasks due date
tasks
work-stacks
1092
Customer Actions - Understanding Customer Relationships
customer
how-to
1088
Notifications for Finance Team
Invoice
Notification
Allocating payments
finance
1086
Customer Warnings
1082
Understanding Sales Orders: Linking your new sales order to an opportunity without a quotation
ordering
sales
Opportunity
1080
Sales order required products in the purchase order
ordering
Stock
Purchase Order
1079
Understanding Sales Orders : Sales Order Documents
ordering
1076
Connection by supplier and Classification widget
sales
video
widgets
1071
Duplicate Checker on The Layer
Duplicates
1070
How to make The Layer files accessible in the Customer Portal
customer
Customer Portal
Files
1070
Customer Status Automatically Updates to Live
service
customer
1067
Understanding Sales Orders & Checklists: How sales order changes affect sales order checklists
how-to
ordering
Checklist
1065
How to complete a product exchange on the Layer
how-to
sales
video
Product Stock
Stock
Editing
Adding
Updating
assets
1064
New permission to override finalised Purchase Orders
ordering
Purchase Order
Stock
1061
Understanding Opportunities: Option to link Marketing Campaign to an Opportunity
Opportunity
marketing
1056
User Permissions: Hide New Stock Movement Shortcut
ordering
Stock
1055
How do I set a date range within browsing session templates?
how-to
1054
How to Bulk Apply Workstacks to Users
intercom
1037
How to manually create an asset in the Layer
customer
Services
assets
Adding
how-to
1034
How to access The Layer Knowledgebase Articles vs. Your Company Knowledgebase Articles
how-to
knowledgebase
1029
Product Bundles - Child Services
quotations
Pricebook
sales
data-capture
1029
Data Migration: Data Migration options within The Layer
Data Migration
1024
Sage 200 Integration - Tokens
Sage
finance
1018
Sales order: Amend customer owner before converting Sales order into customer assets
ordering
1017
Enviroment Settings - How to add contact types
settings
how-to
record
1014
Remove Access to Various Areas of the Customer & Lead Record - Providing a Cleaner User View
User Roles
Permissions
settings
1012
How to set up an Office 365 account
office-365
how-to
999
Reassign opportunity with associated tasks and quotations
Opportunity
sales
994
Shortcuts set up
settings
991
Ensure that the actual product buy price amends profits in the sales order (high level view for managers)
how-to
ordering
987
How to Manage Sites
customer
sites
983
Which browsers are supported?
how-to
983
Suggested Loan Device Process on the Layer
how-to
Stock
Product Stock
972
Custom Terms and Conditions: Set up and Use
sales
settings
Terms
Set Up
959
Adding Product Manufacturers and Suppliers
Pricebook
settings
957
How to create a new individual checklist task
how-to
tasks
Checklist
956
Applying a Payment to an Invoice
948
Case Enhancements
Case SLA
Case Categories
Cases
937
How to Create a New Customer manually on the Layer
record
merge
customer
how-to
919
Understanding Opportunities: Export of Opportunity stack and use of the data for forecasting
Opportunity
Export
intercom
sales
919
Valid sources to use when importing notes in The layer using Data Manager
intercom
916
Product Basket
Pricebook
quotations
sales
how-to
914
Update of existing service assets on The Layer
intercom
service
Reconciliation
908
Product Hierarchy Overview
quotations
sales
907
Creating an O2 Work Request Form
intercom
ordering
894
Understanding Opportunities: Creating Opportunity Workstacks
intercom
878
VAT on Funds and how to set it up
860
Maintenance Plans
848
Product / Service Supplier Override
839
Reporting on Additional Funding
Funds
Reports
quotations
Opportunity
831
Understanding the Audit Trail in the Layer
intercom
816
"All Cases" Report Updates
Reports
intercom
811
Variable Pricing
773
Editable Product / Service Name
759
Auto-Calculated Deal Termination
intercom
711
Data Migration: How do I cleanse my data?
intercom
662
How do I log in as another user?
administration
298
