How to configure an Exchange maintenance account

How do I create a new user?

How to update appointment feedback

Why is my quotation remaining in 'draft' status once sent?

How to find previous lead customer and sales order records by using TrackBack

How to get your Exchange Online Web Service URL from Office 365

How to import sales payments into Sage 50

How to cancel a previously won quotation based on a customer cancelling the order

How to produce a copy of a signed quotation

How to install the Outlook Plug-in

How to cancel a quotation and sales order

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

How to create a new work stack

How to create an email template in the Layer

How to set up quote authorisation on The Layer

Work Stacks: How to create work stack subscriptions

How to create Sales Order checklists

How to merge two customer records

How to add Product Highlights to a Product or Service - Key Benefits or Features

How to book in stock to The Layer

Understanding Appointment Feedback: How do I submit appointment feedback?

Customer and Lead Access Delegation

Mail Triage

How to change the status of quote (not won) from lost, quoted, cancelled and open.

How to complete a bulk upload of stock into The Layer

Understanding Case SLA's: Working hours vs. Clock Hours

Quotation Output Templates: How to amend Quotation columns

Understanding Opportunities: How to link an opportunity to an appointment

How to create case category checklists

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

Understanding widgets: Duplicating the Sales Order Leaderboard

How to create a Knowledgebase Article in the Layer

How to create a knowledgebase article

How to configure an Office 365 maintenance account

How to create a form in The Layer

Understanding Custom Reports - How to access Custom Reports

Environment Settings - How to add Areas to the Layer

How to manually book stock out of The Layer

Understanding Work Stacks: Case Work stacks

How to create product opportunity checklists

Work stacks for Sales Orders

Understanding Discount Types in The Layer

How do I promote a custom work stack to the favourite tab?

How to add external customers on case watch list and as a default case watcher

Environment Settings - Appointment Types

How to Create a New Case Category

How to create a sales order without the need to create a quotation

How do I update my mail agent password?

How do I search for a service asset number in the Layer?

Understanding Cases: Case Service Level Agreement (SLA) On Hold Statuses

Environment Settings - Custom Report Groups

How to Create a Purchase Order on The Layer

How to update your pricebook from the purchase order - Buy & Sell Price

How to add a hyperlink to the Layer

How to set up, amend and cancel a scheduled email.

How to amend and add case sla's

How to delete a signature from your won quotation

How to create workflow in The Layer

Settings - Essentials - How to upload files to the Layer

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

How to Masquerade as another user.

Environment Settings - User Targets - Monthly Appointment targets

How to create a custom service in the quotation

How to create a new base category

How to attach a file to a Knowledgebase Article

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

How do I create quotation templates?

How to Complete a Secure File Upload on The Layer

How to amend and set up your widgets on the dashboard.

How to apply Mail templates to your company settings in the Layer

Understanding Opportunities & Checklists: How opportunity changes affect opportunity checklists

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

How to add a checklist to case category

How to add a checklist to a Sales Order

Understanding Cases: Setting a default case sla

Understanding editing tools within the Layer

How to use Affected assets in cases

How do I search for a company in the Layer?

Sales Order Process on The Layer

Environment Settings - Industries

How to create a new Mail Agent

How to generate a marketing report

How to create a new sales order status

How to apply a filter in grid mode to avoid the need to reapply a filter every time

How to add IMEI or Sim number to an invoice

Data Migration - How do I know what the core fields are?

Understanding Opportunities: How to set up forecast categories for opportunities

How to import price book

Understanding Checklists: How case changes affect checklists

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

How to amend or add business modules for users

How do I convert order items into new & existing customer assets?

How to Create a New Lead

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

Understanding Quotations: How to create a funding request

How to Create a Custom Phone Call Outcome

I'm unable to search for customers using the Outlook plug-in?

Delegating access in bulk on the Layer

How to import products and services

How to add branding to your instance of the Layer

How to create a case using the Plug-In

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

How to quickly search for a product serial number or IMEI number

How to view all hardware fund and line rental subsidy transactions

How to use your presales reporting widgets

How to create a reminder email

How to view customer balances: hardware fund, general fund, line rental subsidy, invoice balance and account balance

Understanding Cases: Case SLA logic

How do I set up two-factor authentication on The Layer?

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

Lead Records: How to mark a lead record as unsuitable

How to export assets with no formatting issues to number fields over 15 digits

How to resend undelivered mail

How to send an email from the Layer to multiple people.

How to manage lead deletion requests

How to add or update your Layer Email Signature

How to edit or amend an invoice template

Sales Order Leaderboard Widget - Understanding the breakdown

Creating Queues - Managing Unassigned Users

How to upload your company logo's to the Layer

How to gather contract expiries

How to mark a quotation as a pipeline quotation from your workstack

How to set up and use the new Product Groups Feature

How to view Individual Case History

Deleting a Stock Movement Session from the Layer

How to search custom field data

Why can't I scroll horizontally in grids when using Mac OS X Lion or newer?

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

How to create and remove a customer alert on The Layer

How to export All Leads from The Layer

Specifications for customer provided CRM data

How do I manage sales order invoices?

How to Create a New Lead Sub Status

Essentials - User Permissions - How to download a Role Audit of all users within the Layer

Understanding Cases: Creating Case Breach Reasons

How to Deactivate Case Categories

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

How to create a new appointment

How to sync appointments after reassigning

How to automatically remember / save your username and password for The Layer

How to amend VAT on a handset on an existing Sales order

How to restore a core work stack

How to Schedule a Phone Call

Customer Actions - Understanding Customer Flags

How to view an audit trail of all user requests to export work stacks and download reports

Data Migration: Importing files in a CSV format

How do I delete a customer record?

How to set up SMS functionality on The Layer

How to view the Sales Order Finance Report in the Layer

How do I add multiple email addresses or contacts to emails sent from the Layer?

How to Import and Export Customer Assets

How to update your maintenance password in The Layer

Data Migration: Core, Meta and Custom Fields - Understanding the difference

User Roles: Restricting the ability to bulk reassign delegated lead and customer records

Phone call email reminders

Adding or editing an address in a record

How to Deactivate a User

How to merge lead records together

Environment Settings - Appointment Types - How to create Appointment Types in the Layer

Understanding Quotation Configuration Options: How to configure a quotation

Understanding the Supplier Performance Widget - Service Connections by Supplier & Classification

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

Uploading files against a customer or lead record

Environment Settings - How to add Shipping Methods to the Layer

How to Remove a Required Product from the Purchase Order Queue by Using the Suppress Option in Sales Orders

How to add call rate groups to a quotation

How to Import Invoices to Sage 50

Opportunities: Qualified status in opportunity

How to create a case using the new radio button

How to use a generic email address when sending a marketing campaign

How to use cases in the Layer

How to create a case from the customer record

Understanding Quotations: What are price book categories

Understanding Permissions: View All Records vs. My Records, understanding the difference

How to set up an Office 365 account

How do I set a date range within browsing session templates?

Suggested widgets to manage cases (User)

Ensure that the actual product buy price amends profits in the sales order (high level view for managers)

Applying Auto Branding to the Layer

How to Search by Contact Details or Address

Understanding Sales Orders & Checklists: How sales order changes affect sales order checklists

Enviroment Settings - How to add contact types

How to Change your Layer Password

Customer Actions - Understanding Customer Relationships

How to Apply Shipping Cost to an Existing Invoice

How to Create and Use Customer and Lead Contact Custom Fields

How to access The Layer Knowledgebase Articles vs. Your Company Knowledgebase Articles

Which browsers are supported?

How to Manage Cost Centres

Suggested widgets to manage cases (Manager)

Managing Contract Extensions, Renewals & Buyout values in The Layer

How to complete a product exchange on the Layer

How to manually create an asset in the Layer

How to create a new individual checklist task

Product Basket

How to Create a New Customer manually on the Layer

Suggested Loan Device Process on the Layer