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
How to configure an Exchange maintenance account
exchange-server
integrations
how-to
1599
How do I create a new user?
settings
how-to
1602
How to update appointment feedback
how-to
sales
1002
Why is my quotation remaining in 'draft' status once sent?
how-to
sales
872
How to find previous lead customer and sales order records by using TrackBack
ordering
how-to
sales
record
16743
How to get your Exchange Online Web Service URL from Office 365
exchange-server
how-to
6149
How to import sales payments into Sage 50
how-to
finance
Sage
3777
How to cancel a previously won quotation based on a customer cancelling the order
quotations
ordering
how-to
sales
2817
How to produce a copy of a signed quotation
how-to
sales
quotations
2665
How to cancel a quotation and sales order
sales
how-to
ordering
quotations
record
delete
2613
How to install the Outlook Plug-in
settings
administration
integrations
outlook-plugin
how-to
troubleshooting
on-boarding
2546
Renewal expiry date vs. Expiry date (non-managed expiries) - Understanding the difference
sales
how-to
Expiry
assets
leads
customer
2392
How to create an email template in the Layer
email-templates
how-to
Email
2370
How to create a new work stack
how-to
work-stacks
2361
How to set up quote authorisation on The Layer
Authorisation
quotations
how-to
sales
2226
Work Stacks: How to create work stack subscriptions
how-to
work-stacks
Subscription
1978
How to create Sales Order checklists
sales
how-to
ordering
Checklist
1848
Understanding Case SLA's: Working hours vs. Clock Hours
Cases
settings
Case SLA
Company Settings
how-to
1789
How to merge two customer records
troubleshooting
merge
record
customer
how-to
1768
How to add Product Highlights to a Product or Service - Key Benefits or Features
how-to
presales
sales
Product Stock
quotations
Services
Pricebook
1746
Understanding Appointment Feedback: How do I submit appointment feedback?
how-to
appointment
Appointment Feedback
1731
Customer and Lead Access Delegation
how-to
presales
sales
customer
leads
record
delegated-access
1722
Mail Triage
how-to
Cases
Mail Triage
1721
How to book in stock to The Layer
how-to
ordering
Product Stock
Stock
1715
How to complete a bulk upload of stock into The Layer
Product Stock
Stock
how-to
1699
Quotation Output Templates: How to amend Quotation columns
quotations
sales
settings
how-to
1658
How to change the status of quote (not won) from lost, quoted, cancelled and open.
quotations
how-to
sales
1645
How to create case category checklists
Case Categories
Checklist
Cases
how-to
administration
settings
service
1624
Understanding widgets: Duplicating the Sales Order Leaderboard
ordering
widgets
sales
how-to
1616
Understanding Opportunities: How to link an opportunity to an appointment
Opportunity
appointment
how-to
1608
How to export and import assets in the customer’s record.
how-to
assets
customer
delete
record
Services
1583
How to create a knowledgebase article
knowledgebase
how-to
1582
How to create a form in The Layer
how-to
settings
forms
1561
How to create product opportunity checklists
Checklist
Opportunity
settings
administration
how-to
presales
sales
1531
How to create a Knowledgebase Article in the Layer
how-to
knowledgebase
1520
How to manually book stock out of The Layer
how-to
Updating
Stock
Product Stock
Data
Export
delete
1513
Understanding Work Stacks: Case Work stacks
how-to
work-stacks
Reports
Cases
1510
Environment Settings - Appointment Types
on-boarding
appointment
how-to
settings
administration
1504
Understanding Custom Reports - How to access Custom Reports
how-to
Custom Reports
1490
Understanding Discount Types in The Layer
quotations
finance
how-to
sales
1490
Environment Settings - How to add Areas to the Layer
how-to
settings
administration
record
customer
leads
work-stacks
1486
How to configure an Office 365 maintenance account
how-to
integrations
exchange-server
office-365
1486
Work stacks for Sales Orders
work-stacks
ordering
how-to
1470
How to Create a New Case Category
settings
how-to
Case Categories
Cases
1460
How to add external customers on case watch list and as a default case watcher
how-to
Cases
Case Watcher
Case wach list
1453
How do I promote a custom work stack to the favourite tab?
work-stacks
how-to
1430
How do I update my mail agent password?
how-to
1428
How do I search for a service asset number in the Layer?
Search
assets
how-to
1424
Understanding Cases: Case Service Level Agreement (SLA) On Hold Statuses
Cases
Case SLA
service
how-to
1422
Environment Settings - Custom Report Groups
delete
Reports
Custom Report Groups
Groups
Custom Reports
how-to
1409
How to create a sales order without the need to create a quotation
how-to
sales
ordering
1374
How to add a hyperlink to the Layer
Email
email-templates
how-to
1373
How to update your pricebook from the purchase order - Buy & Sell Price
how-to
ordering
Pricebook
Product Stock
1367
How to create a new base category
how-to
settings
1350
How to Create a Purchase Order on The Layer
Product Stock
how-to
ordering
finance
1348
Settings - Essentials - How to upload files to the Layer
administration
settings
how-to
1342
How to create a custom service in the quotation
quotations
sales
how-to
1341
How to set up, amend and cancel a scheduled email.
Scheduled Email
Reports
how-to
1337
Environment Settings - User Targets - Monthly Appointment targets
on-boarding
users
appointment
how-to
presales
sales
settings
administration
1322
Environment Settings - How to add Job Titles to manage contacts and users within the Layer
how-to
settings
customer
leads
users
1321
How to create workflow in The Layer
settings
how-to
1319
Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer
how-to
settings
leads
customer
Expiry
1310
How to delete a signature from your won quotation
quotations
delete
customer
sales
how-to
1301
How to add a checklist to case category
how-to
administration
Cases
Case Categories
Services
service
1300
How to amend and add case sla's
service
how-to
1299
How to Masquerade as another user.
how-to
administration
1291
Understanding Opportunities & Checklists: How opportunity changes affect opportunity checklists
Opportunity
Checklist
how-to
1271
Understanding Cases: Setting a default case sla
Company Settings
Case SLA
how-to
service
settings
1264
How to apply Mail templates to your company settings in the Layer
how-to
settings
email-templates
1260
How to Complete a Secure File Upload on The Layer
customer
Secure File
how-to
1255
How to attach a file to a Knowledgebase Article
knowledgebase
how-to
1246
How do I create quotation templates?
quotations
how-to
settings
1240
How to complete a transfer of assets (Transfer of Ownership) on The Layer.
how-to
service
customer
record
merge
assets
1240
How to amend and set up your widgets on the dashboard.
how-to
widgets
1227
How do I search for a company in the Layer?
how-to
record
Search
1215
Understanding editing tools within the Layer
how-to
settings
1208
How to add a checklist to a Sales Order
settings
administration
how-to
sales
1203
How to use Affected assets in cases
Cases
service
how-to
1203
How to create a new Mail Agent
how-to
mail agent
1197
Environment Settings - Industries
how-to
record
1195
How to create a new sales order status
how-to
ordering
1181
Understanding Opportunities: How to set up forecast categories for opportunities
Opportunity
how-to
sales
1170
Data Migration - How do I know what the core fields are?
how-to
Data Migration
1162
How to generate a marketing report
how-to
marketing
Reports
1152
How to add IMEI or Sim number to an invoice
how-to
finance
Invoice
1151
How to apply a filter in grid mode to avoid the need to reapply a filter every time
how-to
work-stacks
1150
Sales Order Process on The Layer
video
ordering
how-to
1142
Understanding Checklists: How case changes affect checklists
how-to
Checklist
Cases
Case Categories
1142
How to import price book
sales
how-to
video
Pricebook
1111
Delegating access in bulk on the Layer
Company Settings
delegated-access
User Roles
Permissions
leads
record
customer
how-to
settings
1077
Data: What are record custom fields and how do I create them?
how-to
Data
Data Migration
custom-fields
1066
Understanding Quotations: How to create a funding request
how-to
sales
Funds
Authorisation
quotations
1056
How to amend or add business modules for users
settings
how-to
1055
How do I convert order items into new & existing customer assets?
assets
how-to
ordering
1032
How to Create a New Lead
how-to
leads
1027
How to Create a Custom Phone Call Outcome
how-to
presales
tasks
1018
How to add branding to your instance of the Layer
how-to
email-templates
settings
Company Settings
Branding
1009
Unable to upload images to the Knowledgebase question mark or cross image appearing
knowledgebase
Images
Upload images
customer
settings
how-to
1008
Understanding Cases: Case SLA logic
how-to
service
Case SLA
Cases
981
I'm unable to search for customers using the Outlook plug-in?
on-boarding
troubleshooting
users
administration
outlook-plugin
how-to
980
Company Settings: How do I set the Employee Number Type?
settings
how-to
Reports
customer
leads
975
How to import products and services
administration
settings
how-to
967
How to quickly search for a product serial number or IMEI number
service
ordering
how-to
record
assets
Stock
Product Stock
952
Sales & Quotations: How to add a lease item to your quotation
how-to
sales
custom product
lease
custom
custom service
quotations
952
How to view customer balances: hardware fund, general fund, line rental subsidy, invoice balance and account balance
how-to
finance
Funds
Reports
Account balance
950
How to use your presales reporting widgets
widgets
how-to
presales
948
How to view all hardware fund and line rental subsidy transactions
how-to
finance
settings
Reports
Funds
Liabilities
948
How to create a reminder email
how-to
tasks
945
How do I set up two-factor authentication on The Layer?
how-to
941
How to add or update your Layer Email Signature
Email Signature
Signature
Adding
Updating
how-to
939
How to upload your company logo's to the Layer
Company Settings
settings
how-to
Company Logo's
937
How to create a case using the Plug-In
Cases
record
outlook-plugin
service
how-to
933
How to resend undelivered mail
presales
how-to
916
Lead Records: How to mark a lead record as unsuitable
how-to
leads
delete
915
How to manage lead deletion requests
how-to
video
911
How to export assets with no formatting issues to number fields over 15 digits
Services
assets
Mobile
how-to
work-stacks
settings
service
902
Sales Order Leaderboard Widget - Understanding the breakdown
presales
sales
how-to
ordering
service
finance
widgets
quotations
891
How to gather contract expiries
presales
how-to
889
How to send an email from the Layer to multiple people.
how-to
email-templates
Email
889
How to edit or amend an invoice template
how-to
finance
troubleshooting
881
Creating Queues - Managing Unassigned Users
Unassigned
work-stacks
how-to
877
How to mark a quotation as a pipeline quotation from your workstack
sales
how-to
quotations
876
Understanding Records: What is the difference between lead and customer records?
record
leads
customer
how-to
876
How to view Individual Case History
Cases
how-to
868
Why can't I scroll horizontally in grids when using Mac OS X Lion or newer?
how-to
865
How to set up and use the new Product Groups Feature
Set Up
settings
how-to
Product Group
861
Deleting a Stock Movement Session from the Layer
how-to
Stock
852
How to Create a New Lead Sub Status
leads
how-to
840
How to export All Leads from The Layer
leads
Data
Export
how-to
839
Understanding Cases: Creating Case Breach Reasons
service
how-to
Cases
SLA Breach
Case SLA
832
How to create and remove a customer alert on The Layer
customer
record
how-to
administration
829
How to search custom field data
customer
record
leads
how-to
828
Environment Settings - How to add job titles for contacts and users
customer
users
settings
how-to
824
Customer Actions - Understanding Customer Flags
how-to
customer
822
How to Schedule a Phone Call
presales
how-to
822
Specifications for customer provided CRM data
how-to
on-boarding
819
How to create a new appointment
how-to
sales
presales
817
How do I manage sales order invoices?
video
ordering
how-to
815
How to Deactivate Case Categories
Cases
Case Categories
service
how-to
815
How to restore a core work stack
how-to
work-stacks
814
Essentials - User Permissions - How to download a Role Audit of all users within the Layer
administration
settings
how-to
Authorisation
users
811
How to sync appointments after reassigning
how-to
tasks
appointment
presales
807
How to automatically remember / save your username and password for The Layer
internet-explorer
Browser
how-to
804
How to amend VAT on a handset on an existing Sales order
how-to
ordering
798
How to set up SMS functionality on The Layer
how-to
settings
service
SMS
795
How to view an audit trail of all user requests to export work stacks and download reports
work-stacks
administration
how-to
795
Data Migration: Importing files in a CSV format
Data Migration
Data
how-to
790
How do I add multiple email addresses or contacts to emails sent from the Layer?
how-to
Email
786
User Roles: Restricting the ability to bulk reassign delegated lead and customer records
users
administration
how-to
presales
sales
774
How do I delete a customer record?
how-to
settings
administration
770
How to update your maintenance password in The Layer
mail agent
Email
office-365
exchange-server
how-to
769
Phone call email reminders
Notification
tasks
how-to
767
How to view the Sales Order Finance Report in the Layer
how-to
finance
Reports
766
Adding or editing an address in a record
how-to
Adding
leads
customer
763
How to Deactivate a User
how-to
settings
delete
users
763
How to Import and Export Customer Assets
how-to
video
service
assets
762
How to merge lead records together
how-to
presales
leads
merge
757
Understanding the Supplier Performance Widget - Service Connections by Supplier & Classification
Reports
sales
how-to
widgets
755
Data Migration: Core, Meta and Custom Fields - Understanding the difference
Data
Data Migration
how-to
749
Environment Settings - Appointment Types - How to create Appointment Types in the Layer
settings
how-to
appointment
749
How to add call rate groups to a quotation
quotations
sales
how-to
749
Understanding Quotation Configuration Options: How to configure a quotation
customer
quotations
leads
presales
sales
how-to
749
How to Remove a Required Product from the Purchase Order Queue by Using the Suppress Option in Sales Orders
Stock
ordering
how-to
743
Understanding Custom Reports: Can I use the Layer to calculate year on year growth?
Custom Reports
how-to
finance
743
How to create a case using the new radio button
how-to
service
customer
record
Cases
732
How to use a generic email address when sending a marketing campaign
how-to
marketing
mail agent
732
How to use cases in the Layer
how-to
service
Cases
Services
Case Watcher
Updating
case-notes
Case SLA
Case wach list
732
Uploading files against a customer or lead record
how-to
record
731
How to Import Invoices to Sage 50
Sage
Invoice
finance
how-to
730
Environment Settings - How to add Shipping Methods to the Layer
quotations
settings
ordering
how-to
729
Suggested widgets to manage cases (User)
service
widgets
settings
how-to
users
717
Opportunities: Qualified status in opportunity
Opportunity
how-to
706
How to create a case from the customer record
Case Categories
Cases
record
customer
service
how-to
705
Understanding Permissions: View All Records vs. My Records, understanding the difference
how-to
record
Permissions
701
Understanding Quotations: What are price book categories
sales
how-to
quotations
Pricebook
700
Applying Auto Branding to the Layer
settings
how-to
Branding
email-templates
683
Ensure that the actual product buy price amends profits in the sales order (high level view for managers)
how-to
ordering
678
How to set up an Office 365 account
office-365
how-to
678
How to Change your Layer Password
how-to
users
670
How to Search by Contact Details or Address
how-to
Search
leads
customer
669
How do I set a date range within browsing session templates?
how-to
667
How to Create and Use Customer and Lead Contact Custom Fields
how-to
customer
leads
custom-fields
665
Customer Actions - Understanding Customer Relationships
customer
how-to
664
Understanding Sales Orders & Checklists: How sales order changes affect sales order checklists
how-to
ordering
Checklist
661
Enviroment Settings - How to add contact types
settings
how-to
record
659
How to Manage Cost Centres
Cost_Centre
customer
how-to
657
How to access The Layer Knowledgebase Articles vs. Your Company Knowledgebase Articles
how-to
knowledgebase
648
How to Apply Shipping Cost to an Existing Invoice
how-to
Invoice
648
Suggested widgets to manage cases (Manager)
Services
Cases
users
how-to
widgets
service
640
Which browsers are supported?
how-to
630
How to manually create an asset in the Layer
customer
assets
Services
Adding
how-to
616
How to complete a product exchange on the Layer
how-to
sales
video
Stock
Product Stock
Editing
Adding
Updating
assets
606
Managing Contract Extensions, Renewals & Buyout values in The Layer
quotations
custom service
how-to
sales
592
Product Basket
Pricebook
quotations
sales
how-to
546
How to Create a New Customer manually on the Layer
record
merge
customer
how-to
536
How to create a new individual checklist task
how-to
tasks
Checklist
533
Suggested Loan Device Process on the Layer
how-to
Stock
Product Stock
508
