Layer Systems

All Knowledgebase Articles

0 votes	1576 views	How to add Product Highlights to a Product or Service - Key Benefits or Features how-to presales sales Product Stock quotations Services Pricebook

0 votes	1543 views	How to provide access to knowledge base articles via your customer portal customer knowledgebase portal service

0 votes	1456 views	How to create case category checklists Case Categories Checklist Cases how-to administration settings service

0 votes	1452 views	How to export and import assets in the customer’s record. how-to assets customer delete record Services

0 votes	1307 views	Understanding Opportunities: How do I create or link an opportunity to a service asset in a customer record? sales Services Opportunity assets

0 votes	1238 views	Understanding Cases: Case Service Level Agreement (SLA) On Hold Statuses Cases Case SLA service how-to

0 votes	1206 views	Understanding Cases: Cases vs Jobs Cases service ordering

0 votes	1200 views	How to amend and add case sla's service how-to

0 votes	1110 views	How to complete a transfer of assets (Transfer of Ownership) on The Layer. how-to service customer record merge assets

0 votes	1098 views	How to add a checklist to case category how-to administration Cases Case Categories Services service

0 votes	1078 views	Understanding Cases: Setting a default case sla Company Settings Case SLA how-to service settings

0 votes	1068 views	How to manually activate Layer Outlook plugin in your Outlook Email outlook-plugin service

0 votes	1064 views	How to use Affected assets in cases Cases service how-to

0 votes	1062 views	How to log time and cost against a case Cases service

0 votes	861 views	Sales & Quotations: How to add a lease item to your quotation how-to sales custom product lease custom custom service quotations

0 votes	860 views	How to create a case using the Plug-In Cases record outlook-plugin service how-to

0 votes	860 views	How to quickly search for a product serial number or IMEI number service ordering how-to record assets Stock Product Stock

0 votes	842 views	Understanding Cases: Case SLA logic how-to service Case SLA Cases

0 votes	828 views	How to export assets with no formatting issues to number fields over 15 digits Services assets Mobile how-to work-stacks settings service

0 votes	802 views	Sales Order Leaderboard Widget - Understanding the breakdown presales sales how-to ordering service finance widgets quotations

0 votes	783 views	How can Customer add their PO into the quotation service sales video

0 votes	755 views	Understanding Cases: Case Email Responses service Case-sweep case-notes email-attachments Case Watcher mail agent Email Cases

0 votes	750 views	Reporting on Ceased Assets assets Reports service

0 votes	743 views	Set up Exchange ActiveSync on your iPhone, iPad, or iPod touch service

0 votes	719 views	Understanding Cases: Creating Case Breach Reasons service how-to Cases SLA Breach Case SLA

0 votes	717 views	How to Deactivate Case Categories Cases Case Categories service how-to

0 votes	689 views	How to set up SMS functionality on The Layer how-to settings service SMS

0 votes	683 views	How to Import and Export Customer Assets how-to video service assets

0 votes	683 views	Managing Insurance in The Layer service assets

0 votes	675 views	Managing Supplier Account Numbers assets service

0 votes	662 views	How to Export Customer Cases service video

0 votes	645 views	Reassign the parent records from task stacks presales sales service work-stacks tasks

0 votes	641 views	How do Notes in Data Capture work ordering service video

0 votes	638 views	Customer charged price in assets customer service

0 votes	635 views	Customer Status Automatically Updates to Live service customer

0 votes	622 views	How to create a case using the new radio button how-to service customer record Cases

0 votes	620 views	How to use cases in the Layer how-to service Cases Services Case Watcher Updating case-notes Case SLA Case wach list

0 votes	614 views	How to create a case from the customer record Case Categories Cases record customer service how-to

0 votes	596 views	Suggested widgets to manage cases (User) service widgets settings how-to users

0 votes	594 views	Child Asset Conversion Set up in Company Settings data-capture Services

0 votes	582 views	How to store temporary Mobile Numbers service video

0 votes	545 views	Suggested widgets to manage cases (Manager) Services Cases users how-to widgets service

0 votes	507 views	Managing Contract Extensions, Renewals & Buyout values in The Layer quotations custom service how-to sales

0 votes	496 views	How to manually create an asset in the Layer customer assets Services Adding how-to

0 votes	424 views	Update of existing service assets on The Layer service Reconciliation