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
Renewal expiry date vs. Expiry date (non-managed expiries) - Understanding the difference
sales
how-to
Expiry
assets
leads
customer
2819
How to merge two customer records
troubleshooting
merge
record
customer
how-to
2139
How to provide access to knowledge base articles via your customer portal
customer
knowledgebase
portal
service
2072
Customer and Lead Access Delegation
how-to
presales
sales
customer
leads
record
delegated-access
2027
How to export and import assets in the customer’s record.
how-to
assets
customer
delete
record
Services
1822
Understanding Custom Reports - How to access Custom Reports
how-to
Custom Reports
1801
Environment Settings - How to add Areas to the Layer
how-to
settings
administration
record
customer
leads
work-stacks
1800
Environment Settings - Custom Report Groups
delete
Reports
Custom Report Groups
Groups
Custom Reports
how-to
1723
Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer
how-to
settings
leads
customer
Expiry
1632
Pre and Post Authorisation Sales Order Statuses
ordering
custom
Authorisation
1601
Environment Settings - How to add Job Titles to manage contacts and users within the Layer
how-to
settings
customer
leads
users
1509
How to delete a signature from your won quotation
quotations
delete
customer
sales
how-to
1505
How to Complete a Secure File Upload on The Layer
customer
Secure File
how-to
1423
Delegating access in bulk on the Layer
Company Settings
delegated-access
User Roles
Permissions
leads
record
customer
how-to
settings
1420
How to complete a transfer of assets (Transfer of Ownership) on The Layer.
how-to
service
customer
record
merge
assets
1404
Company Settings: How do I set the Employee Number Type?
settings
how-to
Reports
customer
leads
1247
Data: What are record custom fields and how do I create them?
how-to
Data
Data Migration
custom-fields
1230
Unable to upload images to the Knowledgebase question mark or cross image appearing
knowledgebase
Images
Upload images
customer
settings
how-to
1163
Sales & Quotations: How to add a lease item to your quotation
how-to
sales
custom product
lease
custom
custom service
quotations
1117
Understanding Records: What is the difference between lead and customer records?
record
leads
customer
how-to
1084
Customer Actions - Understanding Customer Flags
how-to
customer
1000
Environment Settings - How to add job titles for contacts and users
customer
users
settings
how-to
993
Duplicate Checker
customer
leads
presales
Duplicates
986
How to search custom field data
customer
record
leads
how-to
986
How to create and remove a customer alert on The Layer
customer
record
how-to
administration
985
Customer Subscription Functionality
customer
record
Reports
Cases
users
appointment
tasks
quotations
Digest Feeds
Digests
Opportunity
Custom Reports
administration
970
How to create a case using the new radio button
how-to
service
customer
record
Cases
952
Update child asset while updating parent asset with ceased date and status
customer
assets
949
Understanding Expiries: Non-managed Expiries
sales
leads
customer
Expiry
934
Understanding Quotation Configuration Options: How to configure a quotation
customer
quotations
leads
presales
sales
how-to
933
Adding or editing an address in a record
how-to
Adding
leads
customer
925
Understanding Custom Reports: Can I use the Layer to calculate year on year growth?
Custom Reports
how-to
finance
903
How to auto-assign a customer owner when a lead is converted to a customer
settings
sales
customer
894
How to create a case from the customer record
Case Categories
Cases
record
customer
service
how-to
889
Understanding Customers: The Home Tab
customer
record
888
Customer charged price in assets
customer
service
883
How to Search by Contact Details or Address
how-to
Search
leads
customer
859
Customer Status Automatically Updates to Live
service
customer
854
How to Create and Use Customer and Lead Contact Custom Fields
how-to
customer
leads
custom-fields
832
Customer Actions - Understanding Customer Relationships
customer
how-to
827
How to Manage Cost Centres
Cost_Centre
customer
how-to
827
How to make The Layer files accessible in the Customer Portal
customer
Customer Portal
Files
809
Managing Contract Extensions, Renewals & Buyout values in The Layer
quotations
custom service
how-to
sales
808
How to manually create an asset in the Layer
customer
assets
Services
Adding
how-to
780
How to Manage Sites
customer
sites
736
How to Create a New Customer manually on the Layer
record
merge
customer
how-to
678
