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
2478
How to provide access to knowledge base articles via your customer portal
customer
knowledgebase
portal
service
2305
Understanding Cases: Cases vs Jobs
Cases
service
ordering
2217
How to create case category checklists
Case Categories
Checklist
Cases
how-to
administration
settings
service
2215
Understanding Opportunities: How do I create or link an opportunity to a service asset in a customer record?
sales
Services
Opportunity
assets
2089
How to export and import assets in the customer’s record.
how-to
assets
customer
delete
record
Services
2027
Understanding Cases: Case Service Level Agreement (SLA) On Hold Statuses
Cases
Case SLA
service
how-to
1924
Understanding Cases: Setting a default case sla
Case SLA
Company Settings
how-to
service
settings
1852
How to log time and cost against a case
Cases
service
1800
How to use Affected assets in cases
Cases
service
how-to
1748
How to add a checklist to case category
how-to
administration
service
Cases
Case Categories
Services
1652
How to manually activate Layer Outlook plugin in your Outlook
outlook-plugin
intercom
Email
service
1649
How to amend and add case sla's
service
how-to
1587
How to complete a transfer of assets (Transfer of Ownership) on The Layer.
how-to
service
customer
record
merge
assets
1567
Understanding Cases: Case SLA logic
how-to
service
Cases
Case SLA
1330
How to quickly search for a product serial number or IMEI number
service
ordering
how-to
record
assets
Product Stock
Stock
1325
Sales & Quotations: How to add a lease item to your quotation
how-to
sales
lease
custom
custom service
quotations
custom product
1267
Understanding Cases: Case Email Responses
service
Case Watcher
mail agent
Email
Cases
Case-sweep
case-notes
email-attachments
1262
How to create a case using the Plug-In
Cases
record
how-to
service
outlook-plugin
1225
How to export assets with no formatting issues to number fields over 15 digits
Services
assets
Mobile
how-to
work-stacks
settings
service
1192
How can Customer add their PO into the quotation
service
sales
video
1173
How to set up SMS functionality on The Layer
how-to
settings
service
SMS
1172
How to use cases in the Layer
how-to
service
Services
Cases
Case Watcher
Updating
case-notes
Case SLA
Case wach list
1168
How to Deactivate Case Categories
Cases
Case Categories
service
how-to
1165
Set up Exchange ActiveSync on your iPhone, iPad, or iPod touch
service
1155
Managing Insurance in The Layer
service
assets
intercom
1153
Sales Order Leaderboard Widget - Understanding the breakdown
presales
sales
how-to
ordering
service
finance
widgets
quotations
1145
Understanding Cases: Creating Case Breach Reasons
service
how-to
Cases
Case SLA
SLA Breach
1121
Reporting on Ceased Assets
assets
Reports
service
1108
How to create a case using the new radio button
how-to
customer
record
Cases
service
1099
How to Import and Export Customer Assets
how-to
video
service
assets
1068
Managing Supplier Account Numbers
assets
service
1062
How to Export Customer Cases
service
video
1061
How to create a case from the customer record
Case Categories
Cases
record
customer
service
how-to
1033
Reassign the parent records from task stacks
presales
sales
service
work-stacks
tasks
1033
Child Asset Conversion Set up in Company Settings
Services
data-capture
1014
Customer charged price in assets
customer
service
1009
Suggested widgets to manage cases (User)
service
widgets
settings
how-to
users
1003
How do Notes in Data Capture work
ordering
service
video
997
Suggested widgets to manage cases (Manager)
Services
Cases
users
how-to
widgets
service
993
Managing Contract Extensions, Renewals & Buyout values in The Layer
quotations
how-to
sales
custom service
976
Customer Status Automatically Updates to Live
service
customer
952
How to store temporary Mobile Numbers
service
video
949
How to manually create an asset in the Layer
customer
Services
assets
Adding
how-to
919
Update of existing service assets on The Layer
intercom
service
Reconciliation
790
