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
How to add Product Highlights to a Product or Service - Key Benefits or Features
how-to
presales
sales
Product Stock
quotations
Services
Pricebook
2823
How to provide access to knowledge base articles via your customer portal
customer
knowledgebase
portal
service
2514
Understanding Cases: Cases vs Jobs
Cases
service
ordering
2478
How to create case category checklists
Case Categories
Checklist
Cases
how-to
administration
settings
service
2426
Understanding Opportunities: How do I create or link an opportunity to a service asset in a customer record?
sales
Services
Opportunity
assets
2280
How to export and import assets in the customer’s record.
how-to
assets
customer
delete
record
Services
2176
Understanding Cases: Case Service Level Agreement (SLA) On Hold Statuses
Cases
Case SLA
service
how-to
2135
Understanding Cases: Setting a default case sla
Case SLA
Company Settings
how-to
service
settings
2059
How to log time and cost against a case
Cases
service
1991
How to use Affected assets in cases
Cases
service
how-to
1955
How to manually activate Layer Outlook plugin in your Outlook
outlook-plugin
intercom
Email
service
1914
How to complete a transfer of assets (Transfer of Ownership) on The Layer.
how-to
service
customer
record
merge
assets
1795
How to add a checklist to case category
how-to
administration
service
Cases
Case Categories
Services
1772
How to amend and add case sla's
service
how-to
1703
How to quickly search for a product serial number or IMEI number
service
ordering
how-to
record
assets
Product Stock
Stock
1491
Understanding Cases: Case SLA logic
how-to
service
Cases
Case SLA
1439
Understanding Cases: Case Email Responses
service
Case Watcher
mail agent
Email
Cases
Case-sweep
case-notes
email-attachments
1421
How to use cases in the Layer
how-to
service
Services
Cases
Case Watcher
Updating
case-notes
Case SLA
Case wach list
1400
Sales & Quotations: How to add a lease item to your quotation
how-to
sales
lease
custom
custom service
quotations
custom product
1380
How to create a case using the Plug-In
Cases
record
how-to
service
outlook-plugin
1332
How to export assets with no formatting issues to number fields over 15 digits
Services
assets
Mobile
how-to
work-stacks
settings
service
1308
How can Customer add their PO into the quotation
service
sales
video
1301
How to set up SMS functionality on The Layer
how-to
settings
service
SMS
1301
How to Deactivate Case Categories
Cases
Case Categories
service
how-to
1289
Managing Insurance in The Layer
service
assets
intercom
1276
Set up Exchange ActiveSync on your iPhone, iPad, or iPod touch
service
1268
Sales Order Leaderboard Widget - Understanding the breakdown
presales
sales
how-to
ordering
service
finance
widgets
quotations
1262
Understanding Cases: Creating Case Breach Reasons
service
how-to
Cases
Case SLA
SLA Breach
1240
Reporting on Ceased Assets
assets
Reports
service
1223
How to create a case using the new radio button
how-to
customer
record
Cases
service
1213
How to Import and Export Customer Assets
how-to
video
service
assets
1187
How to Export Customer Cases
service
video
1181
Managing Supplier Account Numbers
assets
service
1173
Child Asset Conversion Set up in Company Settings
Services
data-capture
1164
Reassign the parent records from task stacks
presales
sales
service
work-stacks
tasks
1152
How to create a case from the customer record
Case Categories
Cases
record
customer
service
how-to
1151
Suggested widgets to manage cases (User)
service
widgets
settings
how-to
users
1125
Customer charged price in assets
customer
service
1121
Suggested widgets to manage cases (Manager)
Services
Cases
users
how-to
widgets
service
1119
How do Notes in Data Capture work
ordering
service
video
1105
How to store temporary Mobile Numbers
service
video
1089
Managing Contract Extensions, Renewals & Buyout values in The Layer
quotations
how-to
sales
custom service
1087
Customer Status Automatically Updates to Live
service
customer
1061
How to manually create an asset in the Layer
customer
Services
assets
Adding
how-to
1025
Update of existing service assets on The Layer
intercom
service
Reconciliation
902
