Renewal expiry date vs. Expiry date (non-managed expiries) - Understanding the difference

How to merge two customer records

Customer and Lead Access Delegation

How to provide access to knowledge base articles via your customer portal

How to export and import assets in the customer’s record.

Understanding Custom Reports - How to access Custom Reports

Environment Settings - How to add Areas to the Layer

Environment Settings - Custom Report Groups

How to delete a signature from your won quotation

Environment Settings - How to add Job Titles to manage contacts and users within the Layer

How to Complete a Secure File Upload on The Layer

Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer

How to complete a transfer of assets (Transfer of Ownership) on The Layer.

Pre and Post Authorisation Sales Order Statuses

Data: What are record custom fields and how do I create them?

Unable to upload images to the Knowledgebase question mark or cross image appearing

Sales & Quotations: How to add a lease item to your quotation

Delegating access in bulk on the Layer

Company Settings: How do I set the Employee Number Type?

How to search custom field data

How to create and remove a customer alert on The Layer

Understanding Records: What is the difference between lead and customer records?

Customer Subscription Functionality

Environment Settings - How to add job titles for contacts and users

Update child asset while updating parent asset with ceased date and status

Customer Actions - Understanding Customer Flags

Adding or editing an address in a record

Understanding Quotation Configuration Options: How to configure a quotation

Understanding Custom Reports: Can I use the Layer to calculate year on year growth?

Customer Status Automatically Updates to Live

Customer charged price in assets

How to auto-assign a customer owner when a lead is converted to a customer

How to create a case using the new radio button

Understanding Customers: The Home Tab

How to create a case from the customer record

Duplicate Checker

Understanding Expiries: Non-managed Expiries

Customer Actions - Understanding Customer Relationships

How to Search by Contact Details or Address

How to Create and Use Customer and Lead Contact Custom Fields

How to make The Layer files accessible in the Customer Portal

How to Manage Cost Centres

How to manually create an asset in the Layer

How to Manage Sites

Managing Contract Extensions, Renewals & Buyout values in The Layer

How to Create a New Customer manually on the Layer