Layer Systems

How to configure an Exchange maintenance account

exchange-server

integrations

how-to

1641

How do I create a new user?

settings

how-to

1651

How to update appointment feedback

how-to

sales

1047

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

how-to

sales

916

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

ordering

how-to

sales

record

16795

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

exchange-server

how-to

6846

How to import sales payments into Sage 50

how-to

finance

Sage

3868

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

quotations

ordering

how-to

sales

2932

How to produce a copy of a signed quotation

how-to

sales

quotations

2736

How to cancel a quotation and sales order

sales

how-to

ordering

quotations

record

delete

2698

How to install the Outlook Plug-in

how-to

2603

How to create an email template in the Layer

email-templates

how-to

Email

2506

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

sales

how-to

Expiry

assets

leads

customer

2491

How to create a new work stack

how-to

work-stacks

2471

How to set up quote authorisation on The Layer

Authorisation

quotations

how-to

sales

2328

Work Stacks: How to create work stack subscriptions

how-to

work-stacks

Subscription

2071

How to create Sales Order checklists

sales

how-to

ordering

Checklist

1950

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

Cases

settings

Case SLA

Company Settings

how-to

1935

How to merge two customer records

troubleshooting

merge

record

customer

how-to

1866

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

how-to

sales

1837

Mail Triage

how-to

Cases

Mail Triage

1828

Understanding Appointment Feedback: How do I submit appointment feedback?

how-to

appointment

Appointment Feedback

1828

Customer and Lead Access Delegation

how-to

presales

sales

customer

leads

record

delegated-access

1809

How to complete a bulk upload of stock into The Layer

Product Stock

Stock

how-to

1794

How to book in stock to The Layer

how-to

ordering

Product Stock

Stock

1773

Quotation Output Templates: How to amend Quotation columns

quotations

sales

settings

how-to

1734

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

quotations

how-to

sales

1719

How to create case category checklists

Case Categories

Checklist

Cases

how-to

administration

settings

service

1715

Understanding Opportunities: How to link an opportunity to an appointment

Opportunity

appointment

how-to

1700

Understanding widgets: Duplicating the Sales Order Leaderboard

ordering

widgets

sales

how-to

1694

How to create a knowledgebase article

knowledgebase

how-to

1658

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

how-to

assets

customer

delete

record

Services

1649

How to create a form in The Layer

how-to

settings

forms

1648

How to create product opportunity checklists

how-to

sales

1622

Understanding Work Stacks: Case Work stacks

how-to

work-stacks

Reports

Cases

1599

How to manually book stock out of The Layer

how-to

Updating

Stock

Product Stock

Data

Export

delete

1595

Environment Settings - Appointment Types

how-to

1582

Understanding Discount Types in The Layer

quotations

finance

how-to

sales

1582

Environment Settings - How to add Areas to the Layer

how-to

record

leads

1574

Understanding Custom Reports - How to access Custom Reports

how-to

Custom Reports

1571

How to create a Knowledgebase Article in the Layer

how-to

knowledgebase

1567

How to Create a New Case Category

settings

how-to

Case Categories

Cases

1554

Work stacks for Sales Orders

work-stacks

ordering

how-to

1554

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

how-to

Cases

Case Watcher

Case wach list

1547

How to configure an Office 365 maintenance account

how-to

integrations

exchange-server

office-365

1533

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

Search

assets

how-to

1510

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

work-stacks

how-to

1501

How do I update my mail agent password?

how-to

1499

Environment Settings - Custom Report Groups

delete

Reports

Custom Report Groups

Groups

Custom Reports

how-to

1488

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

Cases

Case SLA

service

how-to

1477

How to add a hyperlink to the Layer

Email

email-templates

how-to

1458

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

how-to

ordering

Pricebook

Product Stock

1451

How to create a new base category

how-to

settings

1440

Settings - Essentials - How to upload files to the Layer

administration

settings

how-to

1429

How to create a custom service in the quotation

quotations

sales

how-to

1423

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

how-to

sales

ordering

1423

Environment Settings - User Targets - Monthly Appointment targets

users

how-to

sales

1420

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

how-to

settings

leads

customer

Expiry

1401

How to Create a Purchase Order on The Layer

Product Stock

how-to

ordering

finance

1391

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

Scheduled Email

Reports

how-to

1387

How to create workflow in The Layer

settings

how-to

1380

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

how-to

settings

customer

leads

users

1374

Understanding Cases: Setting a default case sla

Company Settings

Case SLA

how-to

service

settings

1365

Understanding Opportunities & Checklists: How opportunity changes affect opportunity checklists

Opportunity

Checklist

how-to

1358

How to delete a signature from your won quotation

quotations

delete

customer

sales

how-to

1357

How to add a checklist to case category

how-to

administration

Cases

Case Categories

Services

service

1345

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

how-to

settings

email-templates

1345

How to amend and add case sla's

service

how-to

1340

How to Masquerade as another user.

how-to

administration

1326

How to Complete a Secure File Upload on The Layer

customer

Secure File

how-to

1304

How do I search for a company in the Layer?

how-to

record

Search

1298

Understanding editing tools within the Layer

how-to

settings

1295

How to attach a file to a Knowledgebase Article

knowledgebase

how-to

1294

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

how-to

service

customer

record

merge

assets

1288

How do I create quotation templates?

quotations

how-to

settings

1286

How to use Affected assets in cases

Cases

service

how-to

1284

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

how-to

widgets

1275

Environment Settings - Industries

how-to

record

1270

How to create a new sales order status

how-to

ordering

1262

How to add a checklist to a Sales Order

settings

administration

how-to

sales

1259

How to create a new Mail Agent

how-to

mail agent

1258

Understanding Opportunities: How to set up forecast categories for opportunities

Opportunity

how-to

sales

1247

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

how-to

Data Migration

1245

Understanding Checklists: How case changes affect checklists

how-to

Checklist

Cases

Case Categories

1221

How to add IMEI or Sim number to an invoice

how-to

finance

Invoice

1219

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

how-to

work-stacks

1202

How to generate a marketing report

how-to

marketing

Reports

1198

Sales Order Process on The Layer

video

ordering

how-to

1183

Delegating access in bulk on the Layer

leads

record

customer

how-to

settings

1169

How to import price book

sales

how-to

video

Pricebook

1154

Understanding Quotations: How to create a funding request

how-to

sales

Funds

Authorisation

quotations

1125

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

how-to

Data

Data Migration

custom-fields

1113

How to add branding to your instance of the Layer

how-to

1090

How to amend or add business modules for users

settings

how-to

1088

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

assets

how-to

ordering

1078

How to Create a Custom Phone Call Outcome

how-to

presales

tasks

1078

How to Create a New Lead

how-to

leads

1071

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

Images

how-to

1047

Understanding Cases: Case SLA logic

how-to

service

Case SLA

Cases

1035

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

settings

how-to

Reports

customer

leads

1031

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

users

how-to

1024

How to add or update your Layer Email Signature

Email Signature

Signature

Adding

Updating

how-to

1018

How to import products and services

administration

settings

how-to

1018

How to upload your company logo's to the Layer

Company Settings

settings

how-to

Company Logo's

1006

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

service

ordering

how-to

record

assets

Stock

Product Stock

1000

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

how-to

sales

custom product

lease

custom

custom service

quotations

997

How to use your presales reporting widgets

widgets

how-to

presales

994

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

how-to

993

How to view all hardware fund and line rental subsidy transactions

how-to

finance

settings

Reports

Funds

Liabilities

990

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

how-to

finance

Funds

Reports

Account balance

988

How to create a reminder email

how-to

tasks

983

How to create a case using the Plug-In

Cases

record

outlook-plugin

service

how-to

975

How to resend undelivered mail

presales

how-to

960

Lead Records: How to mark a lead record as unsuitable

how-to

leads

delete

960

How to manage lead deletion requests

how-to

video

955

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

record

leads

customer

how-to

950

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

Services

assets

Mobile

how-to

work-stacks

settings

service

945

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

how-to

email-templates

Email

938

Sales Order Leaderboard Widget - Understanding the breakdown

presales

sales

how-to

ordering

service

finance

widgets

quotations

935

Creating Queues - Managing Unassigned Users

Unassigned

work-stacks

how-to

934

How to gather contract expiries

presales

how-to

931

How to edit or amend an invoice template

how-to

finance

troubleshooting

923

How to set up and use the new Product Groups Feature

Set Up

settings

how-to

Product Group

923

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

sales

how-to

quotations

920

How to view Individual Case History

Cases

how-to

912

Deleting a Stock Movement Session from the Layer

how-to

Stock

901

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

how-to

900

How to Create a New Lead Sub Status

leads

how-to

895

How to create and remove a customer alert on The Layer

customer

record

how-to

administration

880

How to export All Leads from The Layer

leads

Data

Export

how-to

879

How to Schedule a Phone Call

presales

how-to

879

Understanding Cases: Creating Case Breach Reasons

service

how-to

Cases

SLA Breach

Case SLA

874

Customer Actions - Understanding Customer Flags

how-to

customer

873

How to search custom field data

customer

record

leads

how-to

873

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

customer

users

settings

how-to

868

Specifications for customer provided CRM data

how-to

on-boarding

867

How to Deactivate Case Categories

Cases

Case Categories

service

how-to

864

How to create a new appointment

how-to

sales

presales

862

How to restore a core work stack

how-to

work-stacks

860

How do I manage sales order invoices?

video

ordering

how-to

855

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

administration

settings

how-to

Authorisation

users

853

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

work-stacks

administration

how-to

849

How to sync appointments after reassigning

how-to

tasks

appointment

presales

848

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

how-to

Email

845

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

internet-explorer

Browser

how-to

845

How to set up SMS functionality on The Layer

how-to

settings

service

SMS

837

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

how-to

ordering

836

Data Migration: Importing files in a CSV format

Data Migration

Data

how-to

835

How to view the Sales Order Finance Report in the Layer

how-to

finance

Reports

829

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

users

administration

how-to

presales

sales

817

How to Deactivate a User

how-to

settings

delete

users

813

How to update your maintenance password in The Layer

mail agent

Email

office-365

exchange-server

how-to

811

Phone call email reminders

Notification

tasks

how-to

810

How do I delete a customer record?

how-to

settings

administration

804

How to Import and Export Customer Assets

how-to

video

service

assets

804

Understanding Quotation Configuration Options: How to configure a quotation

customer

quotations

leads

presales

sales

how-to

804

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

Reports

sales

how-to

widgets

803

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

Data

Data Migration

how-to

801

How to merge lead records together

how-to

presales

leads

merge

800

Adding or editing an address in a record

how-to

Adding

leads

customer

797

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

settings

how-to

appointment

796

How to add call rate groups to a quotation

quotations

sales

how-to

795

How to Import Invoices to Sage 50

Sage

Invoice

finance

how-to

787

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

Stock

ordering

how-to

787

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

Custom Reports

how-to

finance

786

How to use cases in the Layer

how-to

service

Cases

780

How to create a case using the new radio button

how-to

service

customer

record

Cases

779

Environment Settings - How to add Shipping Methods to the Layer

quotations

settings

ordering

how-to

774

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

how-to

marketing

mail agent

772

Uploading files against a customer or lead record

how-to

record

765

Suggested widgets to manage cases (User)

service

widgets

settings

how-to

users

760

Understanding Quotations: What are price book categories

sales

how-to

quotations

Pricebook

752

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

how-to

record

Permissions

751

Opportunities: Qualified status in opportunity

Opportunity

how-to

747

How to create a case from the customer record

Case Categories

Cases

record

customer

service

how-to

746

Applying Auto Branding to the Layer

settings

how-to

Branding

email-templates

727

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

how-to

ordering

719

How to Change your Layer Password

how-to

users

718

How to Create and Use Customer and Lead Contact Custom Fields

how-to

customer

leads

custom-fields

714

How to Search by Contact Details or Address

how-to

Search

leads

customer

714

How to set up an Office 365 account

office-365

how-to

712

Customer Actions - Understanding Customer Relationships

customer

how-to

711

Enviroment Settings - How to add contact types

settings

how-to

record

711

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

how-to

ordering

Checklist

705

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

how-to

704

How to Manage Cost Centres

Cost_Centre

customer

how-to

699

Suggested widgets to manage cases (Manager)

Services

Cases

users

how-to

widgets

service

692

How to Apply Shipping Cost to an Existing Invoice

how-to

Invoice

691

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

how-to

knowledgebase

687

Which browsers are supported?

how-to

664

How to manually create an asset in the Layer

customer

assets

Services

Adding

how-to

658

How to complete a product exchange on the Layer

how-to

sales

video

Stock

Product Stock

Editing

Adding

Updating

assets

650

Managing Contract Extensions, Renewals & Buyout values in The Layer

quotations

custom service

how-to

sales

640

Product Basket

Pricebook

quotations

sales

how-to

587

How to Create a New Customer manually on the Layer

record

merge

customer

how-to

574

How to create a new individual checklist task

how-to

tasks

Checklist

574

Suggested Loan Device Process on the Layer

how-to

Stock

Product Stock

552

Support Articles