Layer Systems

All Knowledgebase Articles

1 votes	1571 views	How do I create a new user? settings how-to

0 votes	2516 views	How to install the Outlook Plug-in settings administration integrations outlook-plugin how-to troubleshooting on-boarding

0 votes	1759 views	How to Create Knowledge Base Tags settings knowledgebase tags

0 votes	1695 views	How to activate Company Terms & Conditions (T&Cs) in the Layer quotations Environment Settings Signature sales

0 votes	1694 views	Understanding Case SLA's: Working hours vs. Clock Hours Cases settings Case SLA Company Settings how-to

0 votes	1600 views	Quotation Output Templates: How to amend Quotation columns quotations sales settings how-to

0 votes	1568 views	How to create case category checklists Case Categories Checklist Cases how-to administration settings service

0 votes	1534 views	Understanding Users & Business Units in The Layer administration settings business-units users

0 votes	1503 views	How to create a form in The Layer how-to settings forms

0 votes	1462 views	How to create product opportunity checklists Checklist Opportunity settings administration how-to presales sales

0 votes	1446 views	Environment Settings - Appointment Types on-boarding appointment how-to settings administration

0 votes	1429 views	Environment Settings - How to add Areas to the Layer how-to settings administration record customer leads work-stacks

0 votes	1402 views	How to Create a New Case Category settings how-to Case Categories Cases

0 votes	1293 views	How to create a new base category how-to settings

0 votes	1291 views	Settings - Essentials - How to upload files to the Layer administration settings how-to

0 votes	1279 views	Environment Settings - How to add Job Titles to manage contacts and users within the Layer how-to settings customer leads users

0 votes	1275 views	How to create workflow in The Layer settings how-to

0 votes	1274 views	Environment Settings - User Targets - Monthly Appointment targets on-boarding users appointment how-to presales sales settings administration

0 votes	1261 views	Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer how-to settings leads customer Expiry

0 votes	1217 views	How do I create quotation templates? quotations how-to settings

0 votes	1213 views	How to apply Mail templates to your company settings in the Layer how-to settings email-templates

0 votes	1212 views	Understanding Cases: Setting a default case sla Company Settings Case SLA how-to service settings

0 votes	1160 views	How to add a checklist to a Sales Order settings administration how-to sales

0 votes	1160 views	Understanding editing tools within the Layer how-to settings

0 votes	1032 views	How to amend or add business modules for users settings how-to

0 votes	1026 views	Delegating access in bulk on the Layer Company Settings delegated-access User Roles Permissions leads record customer how-to settings

0 votes	984 views	Unable to upload images to the Knowledgebase question mark or cross image appearing knowledgebase Images Upload images customer settings how-to

0 votes	979 views	How to apply signature as default in office 365 account Email Signature office-365 users settings

0 votes	960 views	How to add branding to your instance of the Layer how-to email-templates settings Company Settings Branding

0 votes	939 views	How to import products and services administration settings how-to

0 votes	932 views	Company Settings: How do I set the Employee Number Type? settings how-to Reports customer leads

0 votes	922 views	How to view all hardware fund and line rental subsidy transactions how-to finance settings Reports Funds Liabilities

0 votes	891 views	New Permission to 'Allow Calendar Schedule Conflict' Calendar Permissions appointment sales settings presales

0 votes	890 views	How to upload your company logo's to the Layer Company Settings settings how-to Company Logo's

0 votes	877 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	828 views	How to set up and use the new Product Groups Feature Set Up settings how-to Product Group

0 votes	825 views	How to set up and amend user Digest Feeds settings users Digest Feeds Digests

0 votes	786 views	Environment Settings - How to add job titles for contacts and users customer users settings how-to

0 votes	785 views	Essentials - User Permissions - How to download a Role Audit of all users within the Layer administration settings how-to Authorisation users

0 votes	763 views	How to set up SMS functionality on The Layer how-to settings service SMS

0 votes	758 views	User Permissions- Creating & applying role groups users Permissions settings

0 votes	747 views	How do I delete a customer record? how-to settings administration

0 votes	734 views	How to Deactivate a User how-to settings delete users

0 votes	727 views	Environment Settings - Appointment Types - How to create Appointment Types in the Layer settings how-to appointment

0 votes	708 views	Environment Settings - How to add Shipping Methods to the Layer quotations settings ordering how-to

0 votes	705 views	How to auto-assign a customer owner when a lead is converted to a customer settings sales customer

0 votes	683 views	Suggested widgets to manage cases (User) service widgets settings how-to users

0 votes	657 views	Using Sales Order Templates to Populate a Spreadsheet with Sales Order Data settings forms

0 votes	653 views	Applying Auto Branding to the Layer settings how-to Branding email-templates

0 votes	632 views	Enviroment Settings - How to add contact types settings how-to record

0 votes	602 views	How to Bulk Apply Workstacks to Users settings administration work-stacks

0 votes	601 views	Remove Access to Various Areas of the Customer & Lead Record - Providing a Cleaner User View User Roles Permissions settings

0 votes	567 views	Custom Terms and Conditions: Set up and Use sales settings Terms Set Up

0 votes	524 views	Adding Product Manufacturers and Suppliers Pricebook settings

0 votes	505 views	Shortcuts set up settings