Layer Systems
Support Articles
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Account balance
2
Adding
4
adjustment
1
administration
22
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
6
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
Intercom
16
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
53
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
20
How to find previous lead customer and sales order records by using TrackBack
ordering
how-to
sales
record
19252
Why shouldn’t I delete invoices? HMRC GUIDELINES
sales
administration
finance
ordering
quotations
record
delete
Account balance
Allocating payments
Funds
Liabilities
Invoice
5124
How to cancel a quotation and sales order
sales
how-to
ordering
quotations
record
delete
3584
How to merge two customer records
troubleshooting
customer
merge
record
how-to
2922
Customer and Lead Access Delegation
how-to
presales
sales
customer
leads
record
delegated-access
2775
Environment Settings - How to add Areas to the Layer
how-to
settings
administration
record
customer
leads
work-stacks
2570
How to export and import assets in the customer’s record.
how-to
assets
customer
delete
record
Services
2339
How do I search for a company in the Layer?
how-to
record
Search
2074
Delegating access in bulk on the Layer
Company Settings
delegated-access
User Roles
Permissions
leads
record
customer
how-to
settings
2071
Environment Settings - Industries
how-to
record
2035
How to complete a transfer of assets (Transfer of Ownership) on The Layer.
how-to
service
customer
record
merge
assets
1958
How to quickly search for a product serial number or IMEI number
service
ordering
how-to
record
assets
Product Stock
Stock
1652
Understanding Records: What is the difference between lead and customer records?
record
leads
customer
how-to
1610
How to create a case using the Plug-In
Cases
record
how-to
service
outlook-plugin
1501
How to create and remove a customer alert on The Layer
customer
record
how-to
administration
1401
Managed Backup Services
Chargeable Feature
Data
record
1397
How to create a case using the new radio button
how-to
customer
record
Cases
service
1355
Customer Subscription Functionality
customer
record
Reports
Cases
users
appointment
tasks
quotations
Digest Feeds
Digests
Opportunity
Custom Reports
administration
1332
How to search custom field data
customer
record
leads
how-to
1321
How to create a case from the customer record
Case Categories
Cases
record
customer
service
how-to
1310
Understanding Customers: The Home Tab
customer
record
1299
Understanding Permissions: View All Records vs. My Records, understanding the difference
how-to
record
Permissions
1288
Uploading files against a customer or lead record
how-to
record
1238
Enviroment Settings - How to add contact types
settings
how-to
record
1153
How to Create a New Customer manually on the Layer
record
merge
customer
how-to
1035