Layer Systems
Support Articles
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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 find previous lead customer and sales order records by using TrackBack
ordering
how-to
sales
record
16743
Why shouldn’t I delete invoices? HMRC GUIDELINES
sales
administration
finance
ordering
quotations
record
delete
Account balance
Allocating payments
Funds
Liabilities
Invoice
3833
How to cancel a quotation and sales order
sales
how-to
ordering
quotations
record
delete
2613
How to merge two customer records
troubleshooting
merge
record
customer
how-to
1768
Customer and Lead Access Delegation
how-to
presales
sales
customer
leads
record
delegated-access
1722
How to export and import assets in the customer’s record.
how-to
assets
customer
delete
record
Services
1583
Environment Settings - How to add Areas to the Layer
how-to
settings
administration
record
customer
leads
work-stacks
1486
How to complete a transfer of assets (Transfer of Ownership) on The Layer.
how-to
service
customer
record
merge
assets
1240
How do I search for a company in the Layer?
how-to
record
Search
1215
Environment Settings - Industries
how-to
record
1195
Delegating access in bulk on the Layer
Company Settings
delegated-access
User Roles
Permissions
leads
record
customer
how-to
settings
1077
How to quickly search for a product serial number or IMEI number
service
ordering
how-to
record
assets
Stock
Product Stock
952
How to create a case using the Plug-In
Cases
record
outlook-plugin
service
how-to
933
Managed Backup Services
Chargeable Feature
Data
record
887
Understanding Records: What is the difference between lead and customer records?
record
leads
customer
how-to
876
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
Customer Subscription Functionality
customer
record
Reports
Cases
users
appointment
tasks
quotations
Digest Feeds
Digests
Opportunity
Custom Reports
administration
805
Understanding Customers: The Home Tab
customer
record
733
How to create a case using the new radio button
how-to
service
customer
record
Cases
732
Uploading files against a customer or lead record
how-to
record
731
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
Enviroment Settings - How to add contact types
settings
how-to
record
659
How to Create a New Customer manually on the Layer
record
merge
customer
how-to
536