Article
"All Cases" Report Updates
'Quotation won edit' permission
Adding or editing an address in a record
Adding Product Manufacturers and Suppliers
Applying a Payment to an Invoice
Applying Auto Branding to the Layer
Auto-Calculated Deal Termination
Bulk Reservation and Allocation
Case Enhancements
Child Asset Conversion Set up in Company Settings
Commissions reconciliation
Company Settings: How do I set the Employee Number Type?
Connection by supplier and Classification widget
Creating & Managing Warehouses
Creating an O2 Work Request Form
Creating Barcodes in The Layer
Creating Queues - Managing Unassigned Users
Custom Terms and Conditions: Set up and Use
Customer Actions - Understanding Customer Flags
Customer Actions - Understanding Customer Relationships
Customer and Lead Access Delegation
Customer Cancellation Process
Customer charged price in assets
Customer Status Automatically Updates to Live
Customer Subscription Functionality
Customer Warnings
Data Migration - How do I know what the core fields are?
Data Migration: Core, Meta and Custom Fields - Understanding the difference
Data Migration: Data Migration options within The Layer
Data Migration: How do I cleanse my data?
Data Migration: Importing files in a CSV format
Data: What are record custom fields and how do I create them?
Delegating access in bulk on the Layer
Deleting a Stock Movement Session from the Layer
Duplicate Checker
Duplicate Checker on The Layer
Editable Product / Service Name
Ensure that the actual product buy price amends profits in the sales order (high level view for managers)
Enviroment Settings - How to add contact types
Environment Settings - Appointment Types
Environment Settings - Appointment Types - How to create Appointment Types in the Layer
Environment Settings - Custom Report Groups
Environment Settings - How to add Areas to the Layer
Environment Settings - How to add job titles for contacts and users
Environment Settings - How to add Job Titles to manage contacts and users within the Layer
Environment Settings - How to add Shipping Methods to the Layer
Environment Settings - Industries
Environment Settings - User Targets - Monthly Appointment targets
Essentials - User Permissions - How to download a Role Audit of all users within the Layer
Fixing Internet Explorer freezes, crashes and hangs
Fund Offsets on an Invoice
GDPR configuration set up with Landing Pages and Email Templates
Getting started with the quotation builder
Hide Sales order statuses when sales order is in certain stage of the process
How can Customer add their PO into the quotation
How do I add multiple email addresses or contacts to emails sent from the Layer?
How do I convert order items into new & existing customer assets?
How do I create a new user?
How do I create matrix questions on The Layer Forms?
How do I create quotation templates?
How do I create variable term contracts?
How do I delete a customer record?
How do I enable 'Minimum Profit Threshold' for quotations?
How do I log in as another user?
How do I log in as another user?
How do I manage sales order invoices?
How do I override knowledgebase styling?
How do I promote a custom work stack to the favourite tab?
How do I search for a company in the Layer?
How do I search for a service asset number in the Layer?
How do I set a date range within browsing session templates?
How do I set up two-factor authentication on The Layer?
How do I update my mail agent password?
How do Notes in Data Capture work
How does Buy-out fund works in the Layer
How does the general fund work in The Layer
How is profitability information calculated for quotation lines?
How is the turnover value calculated in The Layer?
How to access The Layer Knowledgebase Articles vs. Your Company Knowledgebase Articles
How to activate Company Terms & Conditions (T&Cs) in the Layer
How to activate sales order authorisation on The Layer
How to activate Supplier's T&Cs in the Layer
How to add a checklist to a Sales Order
How to add a checklist to case category
How to add a hyperlink to the Layer
How to add branding to your instance of the Layer
How to add call rate groups to a quotation
How to add Deal Termination into Quotations
How to add external customers on case watch list and as a default case watcher
How to add images and product information to your quote based on selecting the item in your quotation
How to add IMEI or Sim number to an invoice
How to add or update your Layer Email Signature
How to add Product Highlights to a Product or Service - Key Benefits or Features
How to allocate and re-allocate stock to sales order
How to amend and add case sla's
How to amend and set up your widgets on the dashboard.
How to amend opportunity probability via appointment feedback
How to amend or add business modules for users
How to amend VAT on a handset on an existing Sales order
How to apply a filter in grid mode to avoid the need to reapply a filter every time
How to apply Mail templates to your company settings in the Layer
How to Apply Shipping Cost to an Existing Invoice
How to apply signature as default in office 365 account
How to approve funding requests
How to attach a file to a Knowledgebase Article
How to auto-assign a customer owner when a lead is converted to a customer
How to automatically remember / save your username and password for The Layer
How to book in stock to The Layer
How to book stock in against a PO
How to Bulk Apply Workstacks to Users
How to cancel a previously won quotation based on a customer cancelling the order
How to cancel a quotation and sales order
How to change the status of quote (not won) from lost, quoted, cancelled and open.
How to Change your Layer Password
How to complete a bulk upload of stock into The Layer
How to complete a product exchange on the Layer
How to Complete a Secure File Upload on The Layer
How to complete a transfer of assets (Transfer of Ownership) on The Layer.
How to configure an Exchange maintenance account
How to configure an Office 365 maintenance account
How to configure and use Check Types
How to Configure Mobile BIll Cap in The Layer - Ofcom
How to create a case from the customer record
How to create a case using the new radio button
How to create a case using the Plug-In
How to Create a Custom Phone Call Outcome
How to create a custom service in the quotation
How to create a form in The Layer
How to create a knowledgebase article
How to create a Knowledgebase Article in the Layer
How to create a new appointment
How to create a new base category
How to Create a New Case Category
How to Create a New Customer manually on the Layer
How to create a new individual checklist task
How to create a new invoice
How to Create a New Lead
How to Create a New Lead Sub Status
How to create a new Mail Agent
How to create a new sales order status
How to create a new work stack
How to Create a Purchase Order on The Layer
How to create a Purchase Order Video
How to create a reminder email
How to create a sales order without the need to create a quotation
How to Create a Widget Group
How to create an email template in the Layer
How to create an Output Template in the Layer
How to create and remove a customer alert on The Layer
How to Create and Use Customer and Lead Contact Custom Fields
How to create case category checklists
How to Create Knowledge Base Tags
How to create product opportunity checklists
How to create Sales Order checklists
How to create workflow in The Layer
How to Deactivate a User
How to Deactivate Case Categories
How to delete a quotation and order (when the quotation has been manually signed)
How to delete a signature from your won quotation
How to edit or amend an invoice template
How to export All Leads from The Layer
How to export and import assets in the customer’s record.
How to export assets with no formatting issues to number fields over 15 digits
How to Export Customer Cases
How to find previous lead customer and sales order records by using TrackBack
How to gather contract expiries
How to generate a marketing report
How to get your Exchange Online Web Service URL from Office 365
How to Import and Export Customer Assets
How to Import Invoices to Sage 50
How to import price book
How to import products and services
How to import sales payments into Sage 50
How to import stock in bulk
How to install the Outlook Plug-in
How to log time and cost against a case
How to make The Layer files accessible in the Customer Portal
How to Manage Case Sub-Statuses
How to Manage Cost Centres
How to manage lead deletion requests
How to manage Refunds for Credit Notes
How to Manage Sites
How to manually activate Layer Outlook plugin in your Outlook
How to manually book stock out of The Layer
How to manually create an asset in the Layer
How to manually update a hardware fund, subsidy or general fund balance
How to mark a quotation as a pipeline quotation from your workstack
How to Masquerade as another user.
How to merge lead records together
How to merge two customer records
How to produce a copy of a signed quotation
How to provide access to knowledge base articles via your customer portal
How to quickly search for a product serial number or IMEI number
How to Remove a Required Product from the Purchase Order Queue by Using the Suppress Option in Sales Orders
How to resend undelivered mail
How to restore a core work stack
How to scan items into sales order
How to Schedule a Phone Call
How to Search by Contact Details or Address
How to search custom field data
How to send an email from the Layer to multiple people.
How to set up an Office 365 account
How to set up and amend user Digest Feeds
How to set up and use the new Product Groups Feature
How to set up Automatic Responses in Mail Triage
How to set up New shortcut permissions
How to set up quote authorisation on The Layer
How to set up SMS functionality on The Layer
How to set up, amend and cancel a scheduled email.
How to store temporary Mobile Numbers
How to sync appointments after reassigning
How to update appointment feedback
How to update customer GDPR preferences
How to update your maintenance password in The Layer
How to update your pricebook from the purchase order - Buy & Sell Price
How to upload your company logo's to the Layer
How to use a generic email address when sending a marketing campaign
How to use Affected assets in cases
How to use cases in the Layer
How to use real stock pricing in sales order profits
How to use your presales reporting widgets
How to view all hardware fund and line rental subsidy transactions
How to view an audit trail of all user requests to export work stacks and download reports
How to view customer balances: hardware fund, general fund, line rental subsidy, invoice balance and account balance
How to view Individual Case History
How to view the Sales Order Finance Report in the Layer
I'm unable to search for customers using the Outlook plug-in?
Internet Explorer freezes, crashes, hangs in Windows 7 | 8
Invoicing: Credit Notes
Is The Layer's electronic signature legally binding?
Lead Records: How to mark a lead record as unsuitable
Line Rental Subsidy
Mail Triage
Maintenance Plans
Managed Backup Services
Managing Contract Extensions, Renewals & Buyout values in The Layer
Managing Insurance in The Layer
Managing Invoices – Invoice stacks
Managing Renewals: Why are renewals important?
Managing Supplier Account Numbers
New Parameter: Sign Block with Terms
New Permission to 'Allow Calendar Schedule Conflict'
New permission to override finalised Purchase Orders
Notifications for Finance Team
Opportunities: Manage permissions for bulk changes in opportunity stacks.
Opportunities: Qualified status in opportunity
Ordering more items than required
Phone call email reminders
Pre and Post Authorisation Sales Order Statuses
Price books: Understanding 'OGR Buy Price Override'
Price books: Understanding 'Third Party Billed'
Product / Service Supplier Override
Product Basket
Product Bundles
Product Bundles - Child Services
Product Bundles - Linked Items
Product Hierarchy Overview
Purchase Order: How to add a PO into query
Purchase Order: How to mark a PO as paid
Quotation Authorisation without rules
Quotation Output Templates: How to amend Quotation columns
Quotations: Outputting Variable Discounts & Subsidies
Reassign opportunity with associated tasks and quotations
Reassign the parent records from task stacks
Recent Sales orders view
Reconciling Invoices and Invoice Payments
Remove Access to Various Areas of the Customer & Lead Record - Providing a Cleaner User View
Renewal expiry date vs. Expiry date (non-managed expiries) - Understanding the difference
Reporting on Additional Funding
Reporting on Ceased Assets
Return of Handset
Sage 200 & Intacct Integration - Error Queue
Sage 200 / Intacct Integration - Credit Notes Grid
Sage 200 / Intacct Integration - Customer Balances Widget
Sage 200 / Intacct Integration - Customers Grid & Customer Export / Upload
Sage 200 / Intacct Integration - Sub Company and Sage Company Mapping
Sage 200 Integration
Sage 200 Integration - Customer and Contact Sync
Sage 200 Integration - Mapping Payment Methods to Sage Bank Accounts
Sage 200 Integration - Payments & Refunds Grids
Sage 200 Integration - Syncing Payments / Receipts from Sage to The Layer
Sage 200 Integration - Tokens
Sales & Quotations: How to add a lease item to your quotation
Sales order Authorisation widgets
Sales Order Cancellation
Sales Order Leaderboard Widget - Understanding the breakdown
Sales Order Process on The Layer
Sales Order Profit Adjustments
Sales order required products in the purchase order
Sales order teams and exclusion of sales order statuses for the team
Sales Order vs. Quotation & Turnover Variance Report
Sales order: Amend customer owner before converting Sales order into customer assets
Sales Performance Widgets
Sales: What is an opportunity?
Set up and use of Resource Planner Calendar
Set up Exchange ActiveSync on your iPhone, iPad, or iPod touch
Setting up a web leads form on your own website
Settings - Essentials - How to upload files to the Layer
Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer
Shortcuts set up
Specifications for customer provided CRM data
Sub-companies
Subsidy Management
Subsidy Scheduled Payments - Management Overview
Suggested Loan Device Process on the Layer
Suggested widgets to manage cases (Manager)
Suggested widgets to manage cases (User)
The Layer self-service portal website integration
The primary SMTP address must be specified when referencing a mailbox
Unable to upload images to the Knowledgebase question mark or cross image appearing
Understanding Appointment Feedback: How do I submit appointment feedback?
Understanding Appointments in The Layer – Managing your appointments
Understanding Case SLA's: Working hours vs. Clock Hours
Understanding Cases: Case Email Responses
Understanding Cases: Case Service Level Agreement (SLA) On Hold Statuses
Understanding Cases: Case SLA logic
Understanding Cases: Cases vs Jobs
Understanding Cases: Creating Case Breach Reasons
Understanding Cases: Setting a default case sla
Understanding Checklists: How case changes affect checklists
Understanding Commissions workstacks
Understanding Custom Reports - How to access Custom Reports
Understanding Custom Reports: Can I use the Layer to calculate year on year growth?
Understanding Customers: The Home Tab
Understanding Discount Types in The Layer
Understanding editing tools within the Layer
Understanding Expiries: Non-managed Expiries
Understanding Opportunities & Checklists: How opportunity changes affect opportunity checklists
Understanding Opportunities: Create a workstack based on Next Task Action range
Understanding Opportunities: Create work-stack based on opportunity created date
Understanding Opportunities: Create work-stack based on the amount of Tasks / Incomplete Tasks / Incomplete Tasks in future
Understanding Opportunities: Creating Opportunity Workstacks
Understanding Opportunities: Export of Opportunity stack and use of the data for forecasting
Understanding Opportunities: How do I create or link an opportunity to a service asset in a customer record?
Understanding Opportunities: How do I link a service asset renewal to an opportunity from a work stack?
Understanding Opportunities: How to create an opportunity in the Layer
Understanding Opportunities: How to link an opportunity to an appointment
Understanding Opportunities: How to link an opportunity to an expiry
Understanding Opportunities: How to set up forecast categories for opportunities
Understanding Opportunities: Losing opportunities and capturing reasons for loss
Understanding Opportunities: Option to link Marketing Campaign to an Opportunity
Understanding Opportunities: What are Opportunity Classifications
Understanding Permissions: View All Records vs. My Records, understanding the difference
Understanding Quotation Configuration Options: How to configure a quotation
Understanding Quotations: How to create a funding request
Understanding Quotations: Managing Upfront Variable Sell Price & Discounts
Understanding Quotations: What are price book categories
Understanding Records: What is the difference between lead and customer records?
Understanding Sales Orders & Checklists: How sales order changes affect sales order checklists
Understanding Sales Orders : Sales Order Documents
Understanding Sales Orders: Linking your new sales order to an opportunity without a quotation
Understanding Supplementary Products: Linked products and services in the quotation builder
Understanding Tasks: Create work-stack based on tasks due date
Understanding the Audit Trail in the Layer
Understanding the impact of GDPR & PECR
Understanding the Supplier Performance Widget - Service Connections by Supplier & Classification
Understanding Users & Business Units in The Layer
Understanding widgets: Duplicating the Sales Order Leaderboard
Understanding Work Stacks: Case Work stacks
Understanding Work Stacks: I am unable to open a work stack?
Update child asset while updating parent asset with ceased date and status
Update of existing service assets on The Layer
Uploading files against a customer or lead record
User Permissions- Creating & applying role groups
User Permissions: Hide New Stock Movement Shortcut
User Roles: Restricting the ability to bulk reassign delegated lead and customer records
Using Sales Order Templates to Populate a Spreadsheet with Sales Order Data
Valid sources to use when importing notes in The layer using Data Manager
Variable Pricing
VAT on Funds and how to set it up
What are possible reasons for a failed quotation signature?
What is customer portal and how to use it
Which browsers are supported?
Why can't I scroll horizontally in grids when using Mac OS X Lion or newer?
Why did we remove the option to delete financial transactions
Why does Outlook occasionally detect a problem with the Outlook add-in and disable it?
Why is my quotation remaining in 'draft' status once sent?
Why shouldn’t I delete invoices? HMRC GUIDELINES
Work stacks for Sales Orders
Work Stacks: How to create work stack subscriptions