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

Customer and Lead Access Delegation

How to merge two customer records

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

Understanding Custom Reports - How to access Custom Reports

Environment Settings - Custom Report Groups

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

Environment Settings - How to add Areas to 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 delete a signature from your won quotation

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

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

Pre and Post Authorisation Sales Order Statuses

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

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

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

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

How to search custom field data

Delegating access in bulk on the Layer

How to create and remove a customer alert on The Layer

Customer Subscription Functionality

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

Adding or editing an address in a record

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

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

Customer Actions - Understanding Customer Flags

Understanding Quotation Configuration Options: How to configure a quotation

Customer charged price in assets

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

Customer Status Automatically Updates to Live

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

Understanding Customers: The Home Tab

Customer Actions - Understanding Customer Relationships

How to create a case using the new radio button

Duplicate Checker

Understanding Expiries: Non-managed Expiries

How to make The Layer files accessible in the Customer Portal

How to Search by Contact Details or Address

How to create a case from the customer record

How to Create and Use Customer and Lead Contact Custom Fields

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