Layer Systems
Support Articles
All
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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
Is The Layer's electronic signature legally binding?
sales
1755
Getting started with the quotation builder
quotations
sales
1533
Why is my quotation remaining in 'draft' status once sent?
how-to
sales
1366
How to update appointment feedback
how-to
sales
1306
How to find previous lead customer and sales order records by using TrackBack
ordering
how-to
sales
record
17792
Why shouldn’t I delete invoices? HMRC GUIDELINES
sales
administration
finance
ordering
quotations
record
delete
Account balance
Allocating payments
Funds
Liabilities
Invoice
4761
How to cancel a previously won quotation based on a customer cancelling the order
quotations
ordering
how-to
sales
3846
Renewal expiry date vs. Expiry date (non-managed expiries) - Understanding the difference
sales
how-to
Expiry
assets
leads
customer
3385
How to produce a copy of a signed quotation
how-to
sales
quotations
3352
How to set up quote authorisation on The Layer
Authorisation
quotations
how-to
sales
3107
How to cancel a quotation and sales order
sales
how-to
ordering
quotations
record
delete
3103
Sales Order Cancellation
ordering
sales
2790
How to add Product Highlights to a Product or Service - Key Benefits or Features
how-to
presales
sales
Product Stock
quotations
Services
Pricebook
2758
Managing Renewals: Why are renewals important?
sales
presales
Renewals
2599
Understanding Opportunities: How to create an opportunity in the Layer
sales
presales
Opportunity
2566
How to create Sales Order checklists
sales
how-to
ordering
Checklist
2527
Customer and Lead Access Delegation
how-to
presales
sales
customer
leads
record
delegated-access
2505
How to change the status of quote (not won) from lost, quoted, cancelled and open.
quotations
how-to
sales
2355
Quotation Output Templates: How to amend Quotation columns
quotations
sales
settings
how-to
2343
Understanding Opportunities: How do I link a service asset renewal to an opportunity from a work stack?
assets
Opportunity
Expiry
Renewals
sales
2319
How to delete a quotation and order (when the quotation has been manually signed)
sales
ordering
delete
quotations
2307
Understanding Discount Types in The Layer
quotations
finance
how-to
sales
2294
How to activate Company Terms & Conditions (T&Cs) in the Layer
quotations
Environment Settings
Signature
sales
2280
How to activate Supplier's T&Cs in the Layer
Signature
quotations
sales
2243
How to create product opportunity checklists
Checklist
Opportunity
settings
administration
how-to
presales
sales
2236
Understanding Opportunities: How do I create or link an opportunity to a service asset in a customer record?
sales
Services
Opportunity
assets
2231
Understanding Opportunities: Create work-stack based on opportunity created date
work-stacks
Opportunity
sales
2224
Understanding widgets: Duplicating the Sales Order Leaderboard
ordering
widgets
sales
how-to
2208
Understanding Opportunities: How to link an opportunity to an expiry
presales
sales
Opportunity
Expiry
2188
How to Create a Custom Phone Call Outcome
how-to
presales
tasks
2128
How to create a custom service in the quotation
quotations
sales
how-to
2083
Line Rental Subsidy
sales
video
1992
How to amend opportunity probability via appointment feedback
video
sales
Opportunity
1948
Environment Settings - User Targets - Monthly Appointment targets
on-boarding
users
appointment
how-to
presales
sales
settings
administration
1933
Price books: Understanding 'OGR Buy Price Override'
Pricebook
sales
1922
Understanding Opportunities: What are Opportunity Classifications
Renewals
Reports
sales
1919
How to approve funding requests
finance
sales
quotations
Funds
1847
Understanding Opportunities: How to set up forecast categories for opportunities
Opportunity
how-to
sales
1835
How to delete a signature from your won quotation
quotations
delete
customer
sales
how-to
1833
How to create a sales order without the need to create a quotation
how-to
sales
ordering
1711
How to add images and product information to your quote based on selecting the item in your quotation
Images
Upload images
Mobile
quotations
sales
1705
How is profitability information calculated for quotation lines?
sales
finance
Bonus
Hold Back
1614
How to add a checklist to a Sales Order
settings
administration
how-to
sales
1595
Understanding Quotations: How to create a funding request
how-to
sales
Funds
Authorisation
quotations
1589
How to Schedule a Phone Call
presales
how-to
1502
How to import price book
sales
how-to
video
Pricebook
1501
Quotations: Outputting Variable Discounts & Subsidies
sales
quotations
1449
How is the turnover value calculated in The Layer?
Pricebook
sales
1391
New Permission to 'Allow Calendar Schedule Conflict'
Calendar
Permissions
appointment
sales
settings
presales
1387
Sales & Quotations: How to add a lease item to your quotation
how-to
sales
lease
custom
custom service
quotations
custom product
1357
Duplicate Checker
customer
leads
presales
Duplicates
1347
How to resend undelivered mail
presales
how-to
1335
Opportunities: Manage permissions for bulk changes in opportunity stacks.
sales
Permissions
Opportunity
1332
How to gather contract expiries
presales
how-to
1301
Product Bundles - Linked Items
sales
Pricebook
quotations
1293
How can Customer add their PO into the quotation
service
sales
video
1280
Sales Performance Widgets
widgets
sales
1276
How to use your presales reporting widgets
widgets
how-to
presales
1269
Understanding Opportunities: Losing opportunities and capturing reasons for loss
sales
Opportunity
1256
How do I enable 'Minimum Profit Threshold' for quotations?
sales
1248
How to mark a quotation as a pipeline quotation from your workstack
how-to
sales
quotations
1244
Sales Order Leaderboard Widget - Understanding the breakdown
presales
sales
how-to
ordering
service
finance
widgets
quotations
1235
How does the general fund work in The Layer
Funds
sales
1227
How to create a new appointment
how-to
sales
presales
1209
Understanding Quotation Configuration Options: How to configure a quotation
customer
quotations
leads
presales
sales
how-to
1197
Understanding Expiries: Non-managed Expiries
sales
leads
customer
Expiry
1189
New Parameter: Sign Block with Terms
sales
quotations
Signature
1181
How to add call rate groups to a quotation
sales
how-to
quotations
1179
How to merge lead records together
how-to
presales
leads
merge
1172
Price books: Understanding 'Third Party Billed'
sales
Pricebook
1168
'Quotation won edit' permission
Permissions
quotations
sales
1153
User Roles: Restricting the ability to bulk reassign delegated lead and customer records
users
administration
how-to
presales
sales
1152
Understanding Supplementary Products: Linked products and services in the quotation builder
quotations
sales
1142
Understanding the Supplier Performance Widget - Service Connections by Supplier & Classification
Reports
sales
how-to
widgets
1140
Product Bundles
sales
quotations
1139
Understanding Quotations: Managing Upfront Variable Sell Price & Discounts
Pricebook
quotations
sales
1137
Set up and use of Resource Planner Calendar
Calendar
sales
1134
Reassign the parent records from task stacks
presales
sales
service
work-stacks
tasks
1126
How do I create variable term contracts?
finance
sales
1124
How to auto-assign a customer owner when a lead is converted to a customer
settings
sales
customer
1119
How to add Deal Termination into Quotations
sales
video
1116
How does Buy-out fund works in the Layer
video
finance
sales
1100
Understanding Quotations: What are price book categories
sales
how-to
quotations
Pricebook
1100
How to sync appointments after reassigning
how-to
tasks
appointment
presales
1068
Managing Contract Extensions, Renewals & Buyout values in The Layer
quotations
how-to
sales
custom service
1061
Understanding Sales Orders: Linking your new sales order to an opportunity without a quotation
ordering
sales
Opportunity
1051
Connection by supplier and Classification widget
sales
video
widgets
1033
How to complete a product exchange on the Layer
how-to
sales
video
Product Stock
Stock
Editing
Adding
Updating
assets
1015
Product Bundles - Child Services
quotations
Pricebook
sales
data-capture
982
Reassign opportunity with associated tasks and quotations
Opportunity
sales
959
Custom Terms and Conditions: Set up and Use
sales
settings
Terms
Set Up
921
Understanding Opportunities: Export of Opportunity stack and use of the data for forecasting
Opportunity
Export
intercom
sales
890
Product Basket
Pricebook
quotations
sales
how-to
875
Product Hierarchy Overview
quotations
sales
870
