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
2392
How to merge two customer records
troubleshooting
merge
record
customer
how-to
1768
How to provide access to knowledge base articles via your customer portal
customer
knowledgebase
portal
service
1743
Customer and Lead Access Delegation
how-to
presales
sales
customer
leads
record
delegated-access
1722
How to export and import assets in the customer’s record.
how-to
assets
customer
delete
record
Services
1583
Understanding Custom Reports - How to access Custom Reports
how-to
Custom Reports
1490
Environment Settings - How to add Areas to the Layer
how-to
settings
administration
record
customer
leads
work-stacks
1486
Environment Settings - Custom Report Groups
delete
Reports
Custom Report Groups
Groups
Custom Reports
how-to
1409
Environment Settings - How to add Job Titles to manage contacts and users within the Layer
how-to
settings
customer
leads
users
1321
Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer
how-to
settings
leads
customer
Expiry
1310
How to delete a signature from your won quotation
quotations
delete
customer
sales
how-to
1301
Pre and Post Authorisation Sales Order Statuses
ordering
custom
Authorisation
1263
How to Complete a Secure File Upload on The Layer
customer
Secure File
how-to
1255
How to complete a transfer of assets (Transfer of Ownership) on The Layer.
how-to
service
customer
record
merge
assets
1240
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
Unable to upload images to the Knowledgebase question mark or cross image appearing
knowledgebase
Images
Upload images
customer
settings
how-to
1008
Company Settings: How do I set the Employee Number Type?
settings
how-to
Reports
customer
leads
975
Sales & Quotations: How to add a lease item to your quotation
how-to
sales
custom product
lease
custom
custom service
quotations
952
Understanding Records: What is the difference between lead and customer records?
record
leads
customer
how-to
876
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
Customer Subscription Functionality
customer
record
Reports
Cases
users
appointment
tasks
quotations
Digest Feeds
Digests
Opportunity
Custom Reports
administration
805
Update child asset while updating parent asset with ceased date and status
customer
assets
784
Duplicate Checker
customer
leads
presales
Duplicates
764
Adding or editing an address in a record
how-to
Adding
leads
customer
763
Understanding Quotation Configuration Options: How to configure a quotation
customer
quotations
leads
presales
sales
how-to
749
Understanding Custom Reports: Can I use the Layer to calculate year on year growth?
Custom Reports
how-to
finance
743
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
Customer charged price in assets
customer
service
727
Customer Status Automatically Updates to Live
service
customer
715
How to create a case from the customer record
Case Categories
Cases
record
customer
service
how-to
705
Understanding Expiries: Non-managed Expiries
sales
leads
customer
Expiry
675
How to Search by Contact Details or Address
how-to
Search
leads
customer
669
How to Create and Use Customer and Lead Contact Custom Fields
how-to
customer
leads
custom-fields
665
Customer Actions - Understanding Customer Relationships
customer
how-to
664
How to Manage Cost Centres
Cost_Centre
customer
how-to
657
How to make The Layer files accessible in the Customer Portal
customer
Customer Portal
Files
644
How to manually create an asset in the Layer
customer
assets
Services
Adding
how-to
616
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 Create a New Customer manually on the Layer
record
merge
customer
how-to
536
