Layer Systems

All Knowledgebase Articles

1 votes	1109 views	How do I create a new user? how-to settings

0 votes	2025 views	How to install the Outlook Plug-in how-to settings integrations outlook-plugin administration on-boarding troubleshooting

0 votes	1314 views	How to Create Knowledge Base Tags settings tags knowledgebase

0 votes	1262 views	How to activate Company Terms & Conditions (T&Cs) in the Layer sales quotations Signature Environment Settings

0 votes	1092 views	Quotation Output Templates: How to amend Quotation columns how-to sales settings quotations

0 votes	1076 views	How to create case category checklists how-to service settings administration Cases Case Categories Checklist

0 votes	1024 views	How to create a form in The Layer how-to settings forms

0 votes	972 views	Understanding Users & Business Units in The Layer settings administration users business-units

0 votes	965 views	How to create product opportunity checklists how-to presales sales settings administration Opportunity Checklist

0 votes	955 views	How do I create quotation templates? quotations how-to settings

0 votes	927 views	How to Create a New Case Category how-to settings Cases Case Categories

0 votes	898 views	Environment Settings - How to add Job Titles to manage contacts and users within the Layer how-to settings leads users customer

0 votes	891 views	Environment Settings - Appointment Types how-to settings administration on-boarding appointment

0 votes	882 views	Environment Settings - How to add Areas to the Layer how-to settings administration work-stacks leads customer record

0 votes	860 views	How to create workflow in The Layer how-to settings

0 votes	832 views	Environment Settings - User Targets - Monthly Appointment targets how-to presales sales settings administration users on-boarding appointment

0 votes	826 views	How to create a new base category how-to settings

0 votes	821 views	Understanding Case SLA's: Working hours vs. Clock Hours how-to settings Cases Company Settings Case SLA

0 votes	805 views	Settings - Essentials - How to upload files to the Layer how-to settings administration

0 votes	797 views	How to add a checklist to a Sales Order how-to sales settings administration

0 votes	771 views	How to apply Mail templates to your company settings in the Layer how-to settings email-templates

0 votes	768 views	Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer how-to settings leads customer Expiry

0 votes	737 views	Unable to upload images to the Knowledgebase question mark or cross image appearing Upload images Images how-to settings knowledgebase customer

0 votes	711 views	Understanding Cases: Setting a default case sla how-to service settings Company Settings Case SLA

0 votes	705 views	How to amend or add business modules for users how-to settings

0 votes	686 views	Understanding editing tools within the Layer how-to settings

0 votes	663 views	How to apply signature as default in office 365 account Email Signature settings users office-365

0 votes	662 views	How to view all hardware fund and line rental subsidy transactions how-to settings finance Reports Funds Liabilities

0 votes	636 views	How to export assets with no formatting issues to number fields over 15 digits how-to service settings work-stacks assets Mobile Services

0 votes	614 views	How to import products and services how-to settings administration

0 votes	589 views	Company Settings: How do I set the Employee Number Type? how-to settings leads customer Reports

0 votes	589 views	New Permission to 'Allow Calendar Schedule Conflict' presales sales settings appointment Calendar Permissions

0 votes	550 views	How to set up and amend user Digest Feeds settings users Digest Feeds Digests

0 votes	540 views	How to add branding to your instance of the Layer how-to settings email-templates Company Settings Branding

0 votes	533 views	Delegating access in bulk on the Layer how-to settings leads customer record User Roles Permissions Company Settings delegated-access

0 votes	519 views	Essentials - User Permissions - How to download a Role Audit of all users within the Layer how-to settings administration users Authorisation

0 votes	518 views	How do I delete a customer record? settings administration how-to

0 votes	504 views	How to set up and use the new Product Groups Feature how-to settings Set Up Product Group

0 votes	492 views	Environment Settings - How to add job titles for contacts and users how-to settings users customer

0 votes	476 views	Environment Settings - Appointment Types - How to create Appointment Types in the Layer appointment how-to settings

0 votes	466 views	How to upload your company logo's to the Layer how-to settings Company Settings Company Logo's

0 votes	465 views	How to Deactivate a User how-to settings users delete

0 votes	462 views	How to set up SMS functionality on The Layer how-to service settings SMS

0 votes	455 views	Environment Settings - How to add Shipping Methods to the Layer how-to ordering settings quotations

0 votes	449 views	User Permissions- Creating & applying role groups settings users Permissions

0 votes	445 views	How to auto-assign a customer owner when a lead is converted to a customer sales settings customer

0 votes	383 views	Enviroment Settings - How to add contact types how-to settings record

0 votes	378 views	Suggested widgets to manage cases (User) how-to service settings widgets users

0 votes	370 views	Applying Auto Branding to the Layer how-to settings email-templates Branding

0 votes	366 views	Using Sales Order Templates to Populate a Spreadsheet with Sales Order Data settings forms

0 votes	347 views	Remove Access to Various Areas of the Customer & Lead Record - Providing a Cleaner User View settings User Roles Permissions

0 votes	313 views	Custom Terms and Conditions: Set up and Use sales settings Set Up Terms

0 votes	313 views	How to Bulk Apply Workstacks to Users settings administration work-stacks

0 votes	290 views	Adding Product Manufacturers and Suppliers settings Pricebook

0 votes	258 views	Shortcuts set up settings