Layer Systems
Support Articles
All
All
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
Is The Layer's electronic signature legally binding?
sales
1743
Getting started with the quotation builder
quotations
sales
1519
Why is my quotation remaining in 'draft' status once sent?
how-to
sales
1346
How to update appointment feedback
how-to
sales
1295
How to find previous lead customer and sales order records by using TrackBack
ordering
how-to
sales
record
17667
Why shouldn’t I delete invoices? HMRC GUIDELINES
sales
administration
finance
ordering
quotations
record
delete
Account balance
Allocating payments
Funds
Liabilities
Invoice
4720
How to cancel a previously won quotation based on a customer cancelling the order
quotations
ordering
how-to
sales
3776
Renewal expiry date vs. Expiry date (non-managed expiries) - Understanding the difference
sales
how-to
Expiry
assets
leads
customer
3352
How to produce a copy of a signed quotation
how-to
sales
quotations
3323
How to cancel a quotation and sales order
sales
how-to
ordering
quotations
record
delete
3076
How to set up quote authorisation on The Layer
Authorisation
quotations
how-to
sales
3027
Sales Order Cancellation
ordering
sales
2746
How to add Product Highlights to a Product or Service - Key Benefits or Features
how-to
presales
sales
Product Stock
quotations
Services
Pricebook
2713
Managing Renewals: Why are renewals important?
sales
presales
Renewals
2573
Understanding Opportunities: How to create an opportunity in the Layer
sales
presales
Opportunity
2544
How to create Sales Order checklists
sales
how-to
ordering
Checklist
2502
Customer and Lead Access Delegation
how-to
presales
sales
customer
leads
record
delegated-access
2483
How to change the status of quote (not won) from lost, quoted, cancelled and open.
quotations
how-to
sales
2327
Quotation Output Templates: How to amend Quotation columns
quotations
sales
settings
how-to
2319
Understanding Opportunities: How do I link a service asset renewal to an opportunity from a work stack?
assets
Opportunity
Expiry
Renewals
sales
2301
Understanding Discount Types in The Layer
quotations
finance
how-to
sales
2270
How to delete a quotation and order (when the quotation has been manually signed)
sales
ordering
delete
quotations
2264
How to activate Company Terms & Conditions (T&Cs) in the Layer
quotations
Environment Settings
Signature
sales
2263
How to activate Supplier's T&Cs in the Layer
Signature
quotations
sales
2219
How to create product opportunity checklists
Checklist
Opportunity
settings
administration
how-to
presales
sales
2216
Understanding Opportunities: How do I create or link an opportunity to a service asset in a customer record?
sales
Services
Opportunity
assets
2210
Understanding Opportunities: Create work-stack based on opportunity created date
work-stacks
Opportunity
sales
2205
Understanding widgets: Duplicating the Sales Order Leaderboard
ordering
widgets
sales
how-to
2184
Understanding Opportunities: How to link an opportunity to an expiry
presales
sales
Opportunity
Expiry
2167
How to Create a Custom Phone Call Outcome
how-to
presales
tasks
2080
How to create a custom service in the quotation
quotations
sales
how-to
2065
Line Rental Subsidy
sales
video
1970
How to amend opportunity probability via appointment feedback
video
sales
Opportunity
1924
Environment Settings - User Targets - Monthly Appointment targets
on-boarding
users
appointment
how-to
presales
sales
settings
administration
1911
Price books: Understanding 'OGR Buy Price Override'
Pricebook
sales
1894
Understanding Opportunities: What are Opportunity Classifications
Renewals
Reports
sales
1885
How to approve funding requests
finance
sales
quotations
Funds
1821
How to delete a signature from your won quotation
quotations
delete
customer
sales
how-to
1816
Understanding Opportunities: How to set up forecast categories for opportunities
Opportunity
how-to
sales
1816
How to create a sales order without the need to create a quotation
how-to
sales
ordering
1699
How to add images and product information to your quote based on selecting the item in your quotation
Images
Upload images
Mobile
quotations
sales
1682
How is profitability information calculated for quotation lines?
sales
finance
Bonus
Hold Back
1602
How to add a checklist to a Sales Order
settings
administration
how-to
sales
1583
Understanding Quotations: How to create a funding request
how-to
sales
Funds
Authorisation
quotations
1571
How to import price book
sales
how-to
video
Pricebook
1486
How to Schedule a Phone Call
presales
how-to
1474
Quotations: Outputting Variable Discounts & Subsidies
sales
quotations
1435
New Permission to 'Allow Calendar Schedule Conflict'
Calendar
Permissions
appointment
sales
settings
presales
1378
How is the turnover value calculated in The Layer?
Pricebook
sales
1376
Sales & Quotations: How to add a lease item to your quotation
how-to
sales
lease
custom
custom service
quotations
custom product
1346
How to resend undelivered mail
presales
how-to
1326
Duplicate Checker
customer
leads
presales
Duplicates
1321
Opportunities: Manage permissions for bulk changes in opportunity stacks.
sales
Permissions
Opportunity
1319
How to gather contract expiries
presales
how-to
1289
Product Bundles - Linked Items
sales
Pricebook
quotations
1275
How can Customer add their PO into the quotation
service
sales
video
1265
Sales Performance Widgets
widgets
sales
1262
How to use your presales reporting widgets
widgets
how-to
presales
1253
Understanding Opportunities: Losing opportunities and capturing reasons for loss
sales
Opportunity
1236
How do I enable 'Minimum Profit Threshold' for quotations?
sales
1234
How to mark a quotation as a pipeline quotation from your workstack
how-to
sales
quotations
1232
Sales Order Leaderboard Widget - Understanding the breakdown
presales
sales
how-to
ordering
service
finance
widgets
quotations
1222
How does the general fund work in The Layer
Funds
sales
1215
How to create a new appointment
how-to
sales
presales
1200
Understanding Expiries: Non-managed Expiries
sales
leads
customer
Expiry
1180
Understanding Quotation Configuration Options: How to configure a quotation
customer
quotations
leads
presales
sales
how-to
1180
New Parameter: Sign Block with Terms
sales
quotations
Signature
1173
How to add call rate groups to a quotation
sales
how-to
quotations
1168
How to merge lead records together
how-to
presales
leads
merge
1163
Price books: Understanding 'Third Party Billed'
sales
Pricebook
1155
User Roles: Restricting the ability to bulk reassign delegated lead and customer records
users
administration
how-to
presales
sales
1142
'Quotation won edit' permission
Permissions
quotations
sales
1140
Understanding the Supplier Performance Widget - Service Connections by Supplier & Classification
Reports
sales
how-to
widgets
1134
Understanding Supplementary Products: Linked products and services in the quotation builder
quotations
sales
1130
Product Bundles
sales
quotations
1120
Set up and use of Resource Planner Calendar
Calendar
sales
1117
How do I create variable term contracts?
finance
sales
1113
Reassign the parent records from task stacks
presales
sales
service
work-stacks
tasks
1112
How to add Deal Termination into Quotations
sales
video
1107
How to auto-assign a customer owner when a lead is converted to a customer
settings
sales
customer
1106
Understanding Quotations: Managing Upfront Variable Sell Price & Discounts
Pricebook
quotations
sales
1099
Understanding Quotations: What are price book categories
sales
how-to
quotations
Pricebook
1090
How does Buy-out fund works in the Layer
video
finance
sales
1088
How to sync appointments after reassigning
how-to
tasks
appointment
presales
1058
Managing Contract Extensions, Renewals & Buyout values in The Layer
quotations
how-to
sales
custom service
1047
Understanding Sales Orders: Linking your new sales order to an opportunity without a quotation
ordering
sales
Opportunity
1040
Connection by supplier and Classification widget
sales
video
widgets
1021
How to complete a product exchange on the Layer
how-to
sales
video
Product Stock
Stock
Editing
Adding
Updating
assets
1002
Product Bundles - Child Services
quotations
Pricebook
sales
data-capture
972
Reassign opportunity with associated tasks and quotations
Opportunity
sales
947
Custom Terms and Conditions: Set up and Use
sales
settings
Terms
Set Up
910
Understanding Opportunities: Export of Opportunity stack and use of the data for forecasting
Opportunity
Export
intercom
sales
875
Product Basket
Pricebook
quotations
sales
how-to
862
Product Hierarchy Overview
quotations
sales
850
