Layer Systems
Support Articles
All
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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
Is The Layer's electronic signature legally binding?
sales
1656
Getting started with the quotation builder
quotations
sales
1389
How to update appointment feedback
how-to
sales
1201
Why is my quotation remaining in 'draft' status once sent?
how-to
sales
1150
How to find previous lead customer and sales order records by using TrackBack
ordering
how-to
sales
record
17037
Why shouldn’t I delete invoices? HMRC GUIDELINES
sales
administration
finance
ordering
quotations
record
delete
Account balance
Allocating payments
Funds
Liabilities
Invoice
4375
How to cancel a previously won quotation based on a customer cancelling the order
quotations
ordering
how-to
sales
3280
How to produce a copy of a signed quotation
how-to
sales
quotations
3045
Renewal expiry date vs. Expiry date (non-managed expiries) - Understanding the difference
sales
how-to
Expiry
assets
leads
customer
3004
How to cancel a quotation and sales order
sales
how-to
ordering
quotations
record
delete
2919
How to set up quote authorisation on The Layer
Authorisation
quotations
how-to
sales
2696
Managing Renewals: Why are renewals important?
sales
presales
Renewals
2403
Sales Order Cancellation
ordering
sales
2392
How to add Product Highlights to a Product or Service - Key Benefits or Features
how-to
presales
sales
Product Stock
quotations
Services
Pricebook
2356
Understanding Opportunities: How to create an opportunity in the Layer
sales
presales
Opportunity
2280
How to create Sales Order checklists
sales
how-to
ordering
Checklist
2270
Customer and Lead Access Delegation
how-to
presales
sales
customer
leads
record
delegated-access
2179
How to activate Company Terms & Conditions (T&Cs) in the Layer
quotations
Environment Settings
Signature
sales
2126
Quotation Output Templates: How to amend Quotation columns
quotations
sales
settings
how-to
2102
Understanding Opportunities: How do I link a service asset renewal to an opportunity from a work stack?
assets
Opportunity
Expiry
Renewals
sales
2082
How to activate Supplier's T&Cs in the Layer
Signature
quotations
sales
2023
How to change the status of quote (not won) from lost, quoted, cancelled and open.
quotations
how-to
sales
2015
Understanding Opportunities: How do I create or link an opportunity to a service asset in a customer record?
sales
Services
Opportunity
assets
2003
Understanding widgets: Duplicating the Sales Order Leaderboard
ordering
widgets
sales
how-to
1995
How to create product opportunity checklists
Checklist
Opportunity
settings
administration
how-to
presales
sales
1991
Understanding Discount Types in The Layer
quotations
finance
how-to
sales
1989
Understanding Opportunities: Create work-stack based on opportunity created date
work-stacks
Opportunity
sales
1980
Understanding Opportunities: How to link an opportunity to an expiry
presales
sales
Opportunity
Expiry
1931
How to delete a quotation and order (when the quotation has been manually signed)
sales
ordering
delete
quotations
1888
How to create a custom service in the quotation
quotations
sales
how-to
1840
Line Rental Subsidy
sales
video
1780
Environment Settings - User Targets - Monthly Appointment targets
on-boarding
users
appointment
how-to
presales
sales
settings
administration
1726
How to amend opportunity probability via appointment feedback
video
sales
Opportunity
1714
Price books: Understanding 'OGR Buy Price Override'
Pricebook
sales
1679
Understanding Opportunities: What are Opportunity Classifications
Renewals
Reports
sales
1625
Understanding Opportunities: How to set up forecast categories for opportunities
Opportunity
how-to
sales
1622
How to delete a signature from your won quotation
quotations
delete
customer
sales
how-to
1606
How to approve funding requests
finance
sales
quotations
Funds
1602
How to create a sales order without the need to create a quotation
how-to
sales
ordering
1593
How to add images and product information to your quote based on selecting the item in your quotation
Images
Upload images
Mobile
quotations
sales
1473
How to Create a Custom Phone Call Outcome
how-to
presales
tasks
1457
How is profitability information calculated for quotation lines?
sales
finance
Bonus
Hold Back
1429
How to add a checklist to a Sales Order
settings
administration
how-to
sales
1415
Understanding Quotations: How to create a funding request
how-to
sales
Funds
Authorisation
quotations
1399
How to import price book
sales
how-to
video
Pricebook
1379
Quotations: Outputting Variable Discounts & Subsidies
sales
quotations
1293
How is the turnover value calculated in The Layer?
Pricebook
sales
1255
Sales & Quotations: How to add a lease item to your quotation
how-to
sales
custom product
lease
custom
custom service
quotations
1226
How to Schedule a Phone Call
presales
how-to
1214
Opportunities: Manage permissions for bulk changes in opportunity stacks.
sales
Permissions
Opportunity
1211
New Permission to 'Allow Calendar Schedule Conflict'
Calendar
Permissions
appointment
sales
settings
presales
1203
How to resend undelivered mail
presales
how-to
1189
How to gather contract expiries
presales
how-to
1177
How to use your presales reporting widgets
widgets
how-to
presales
1152
Sales Performance Widgets
widgets
sales
1143
Product Bundles - Linked Items
sales
Pricebook
quotations
1142
How can Customer add their PO into the quotation
service
sales
video
1128
How to mark a quotation as a pipeline quotation from your workstack
sales
how-to
quotations
1121
Duplicate Checker
customer
leads
presales
Duplicates
1111
Sales Order Leaderboard Widget - Understanding the breakdown
presales
sales
how-to
ordering
service
finance
widgets
quotations
1106
How do I enable 'Minimum Profit Threshold' for quotations?
sales
1099
Understanding Opportunities: Losing opportunities and capturing reasons for loss
sales
Opportunity
1090
How to create a new appointment
how-to
sales
presales
1078
How does the general fund work in The Layer
Funds
sales
1068
New Parameter: Sign Block with Terms
sales
quotations
Signature
1063
Understanding Expiries: Non-managed Expiries
sales
leads
customer
Expiry
1053
How to add call rate groups to a quotation
quotations
sales
how-to
1040
How to merge lead records together
how-to
presales
leads
merge
1033
Price books: Understanding 'Third Party Billed'
sales
Pricebook
1033
'Quotation won edit' permission
quotations
Permissions
sales
1028
Understanding Supplementary Products: Linked products and services in the quotation builder
quotations
sales
1028
User Roles: Restricting the ability to bulk reassign delegated lead and customer records
users
administration
how-to
presales
sales
1027
Understanding Quotation Configuration Options: How to configure a quotation
customer
quotations
leads
presales
sales
how-to
1026
How do I create variable term contracts?
finance
sales
1018
Set up and use of Resource Planner Calendar
Calendar
sales
1005
Understanding the Supplier Performance Widget - Service Connections by Supplier & Classification
Reports
sales
how-to
widgets
1004
How to add Deal Termination into Quotations
sales
video
1003
How to auto-assign a customer owner when a lead is converted to a customer
settings
sales
customer
998
Understanding Quotations: Managing Upfront Variable Sell Price & Discounts
Pricebook
quotations
sales
993
Reassign the parent records from task stacks
presales
sales
service
work-stacks
tasks
991
Product Bundles
sales
quotations
990
Understanding Quotations: What are price book categories
sales
how-to
quotations
Pricebook
983
How to sync appointments after reassigning
how-to
tasks
appointment
presales
966
How does Buy-out fund works in the Layer
video
finance
sales
948
Understanding Sales Orders: Linking your new sales order to an opportunity without a quotation
ordering
sales
Opportunity
932
Managing Contract Extensions, Renewals & Buyout values in The Layer
quotations
custom service
how-to
sales
919
Connection by supplier and Classification widget
sales
video
widgets
913
How to complete a product exchange on the Layer
how-to
sales
video
Stock
Product Stock
Editing
Adding
Updating
assets
881
Product Bundles - Child Services
quotations
Pricebook
sales
data-capture
855
Reassign opportunity with associated tasks and quotations
Opportunity
sales
855
Custom Terms and Conditions: Set up and Use
sales
settings
Terms
Set Up
816
Understanding Opportunities: Export of Opportunity stack and use of the data for forecasting
Export
Opportunity
sales
770
Product Basket
Pricebook
quotations
sales
how-to
744
Product Hierarchy Overview
quotations
sales
737
