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
2580
How to merge two customer records
troubleshooting
merge
record
customer
how-to
1921
How to provide access to knowledge base articles via your customer portal
customer
knowledgebase
portal
service
1909
Customer and Lead Access Delegation
how-to
presales
sales
customer
leads
record
delegated-access
1852
How to export and import assets in the customer’s record.
how-to
assets
customer
delete
record
Services
1689
Environment Settings - How to add Areas to the Layer
how-to
settings
administration
record
customer
leads
work-stacks
1622
Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer
how-to
settings
leads
customer
Expiry
1448
Environment Settings - How to add Job Titles to manage contacts and users within the Layer
how-to
settings
customer
leads
users
1404
How to delete a signature from your won quotation
quotations
delete
customer
sales
how-to
1381
How to Complete a Secure File Upload on The Layer
customer
Secure File
how-to
1330
How to complete a transfer of assets (Transfer of Ownership) on The Layer.
how-to
service
customer
record
merge
assets
1309
Delegating access in bulk on the Layer
Company Settings
delegated-access
User Roles
Permissions
leads
record
customer
how-to
settings
1237
Company Settings: How do I set the Employee Number Type?
settings
how-to
Reports
customer
leads
1082
Unable to upload images to the Knowledgebase question mark or cross image appearing
knowledgebase
Images
Upload images
customer
settings
how-to
1072
Understanding Records: What is the difference between lead and customer records?
record
leads
customer
how-to
982
Customer Actions - Understanding Customer Flags
how-to
customer
903
How to create and remove a customer alert on The Layer
customer
record
how-to
administration
902
How to search custom field data
customer
record
leads
how-to
897
Environment Settings - How to add job titles for contacts and users
customer
users
settings
how-to
896
Customer Subscription Functionality
customer
record
Reports
Cases
users
appointment
tasks
quotations
Digest Feeds
Digests
Opportunity
Custom Reports
administration
870
Update child asset while updating parent asset with ceased date and status
customer
assets
857
Duplicate Checker
customer
leads
presales
Duplicates
849
Understanding Quotation Configuration Options: How to configure a quotation
customer
quotations
leads
presales
sales
how-to
830
Adding or editing an address in a record
how-to
Adding
leads
customer
820
How to create a case using the new radio button
how-to
service
customer
record
Cases
810
How to auto-assign a customer owner when a lead is converted to a customer
settings
sales
customer
808
Understanding Customers: The Home Tab
customer
record
801
Customer charged price in assets
customer
service
788
Understanding Expiries: Non-managed Expiries
sales
leads
customer
Expiry
785
How to create a case from the customer record
Case Categories
Cases
record
customer
service
how-to
782
Customer Status Automatically Updates to Live
service
customer
774
How to Search by Contact Details or Address
how-to
Search
leads
customer
740
How to Create and Use Customer and Lead Contact Custom Fields
how-to
customer
leads
custom-fields
738
Customer Actions - Understanding Customer Relationships
customer
how-to
735
How to Manage Cost Centres
Cost_Centre
customer
how-to
729
How to make The Layer files accessible in the Customer Portal
customer
Customer Portal
Files
718
How to manually create an asset in the Layer
customer
assets
Services
Adding
how-to
689
How to Manage Sites
customer
sites
659
How to Create a New Customer manually on the Layer
record
merge
customer
how-to
597
