Layer Systems

Support Articles

Heather McCardle
How do I create a new user?
settings
how-to
1843
Heather McCardle
How to install the Outlook Plug-in
settings
administration
integrations
outlook-plugin
how-to
troubleshooting
on-boarding
2781
Natasha Cox
Understanding Case SLA's: Working hours vs. Clock Hours
Cases
settings
Case SLA
Company Settings
how-to
2236
Michaela Gormanova
How to activate Company Terms & Conditions (T&Cs) in the Layer
quotations
Environment Settings
Signature
sales
2015
Emily O'Connor
How to Create Knowledge Base Tags
settings
knowledgebase
tags
1993
Michaela Gormanova
Quotation Output Templates: How to amend Quotation columns
quotations
sales
settings
how-to
1951
Natasha Cox
How to create case category checklists
Case Categories
Checklist
Cases
how-to
administration
settings
service
1949
Nick Kewney
Understanding Users & Business Units in The Layer
administration
settings
business-units
users
1893
Natalie Dryburgh
How to create a form in The Layer
how-to
settings
forms
1880
Natasha Cox
How to create product opportunity checklists
Checklist
Opportunity
settings
administration
how-to
presales
sales
1837
Emily O'Connor
How to Create a New Case Category
settings
how-to
Case Categories
Cases
1827
Natasha Cox
Environment Settings - Appointment Types
on-boarding
appointment
how-to
settings
administration
1823
Natasha Cox
Environment Settings - How to add Areas to the Layer
how-to
settings
administration
record
customer
leads
work-stacks
1797
Michaela Gormanova
How to create a new base category
how-to
settings
1677
Natasha Cox
Settings - Essentials - How to upload files to the Layer
administration
settings
how-to
1668
Natasha Cox
Environment Settings - User Targets - Monthly Appointment targets
on-boarding
users
appointment
how-to
presales
sales
settings
administration
1652
Natasha Cox
Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer
how-to
settings
leads
customer
Expiry
1631
Natasha Cox
Understanding Cases: Setting a default case sla
Company Settings
Case SLA
how-to
service
settings
1628
Natasha Cox
How to apply Mail templates to your company settings in the Layer
how-to
settings
email-templates
1571
Natalie Dryburgh
How to create workflow in The Layer
settings
how-to
1559
Natasha Cox
Environment Settings - How to add Job Titles to manage contacts and users within the Layer
how-to
settings
customer
leads
users
1508
Natasha Cox
Understanding editing tools within the Layer
how-to
settings
1505
Nick Kewney
How do I create quotation templates?
quotations
how-to
settings
1449
Natalie Dryburgh
Delegating access in bulk on the Layer
Company Settings
delegated-access
User Roles
Permissions
leads
record
customer
how-to
settings
1418
Natalie Dryburgh
How to add a checklist to a Sales Order
settings
administration
how-to
sales
1374
Natalie Dryburgh
How to add branding to your instance of the Layer
how-to
email-templates
settings
Company Settings
Branding
1315
Natasha Cox
Company Settings: How do I set the Employee Number Type?
settings
how-to
Reports
customer
leads
1245
Natalie Dryburgh
How to upload your company logo's to the Layer
Company Settings
settings
how-to
Company Logo's
1226
Natalie Dryburgh
How to amend or add business modules for users
settings
how-to
1210
Michaela Gormanova
How to apply signature as default in office 365 account
Email Signature
office-365
users
settings
1179
Natalie Dryburgh
Unable to upload images to the Knowledgebase question mark or cross image appearing
knowledgebase
Images
Upload images
customer
settings
how-to
1161
Heather McCardle
How to import products and services
administration
settings
how-to
1126
Michelle Livingstone
How to view all hardware fund and line rental subsidy transactions
how-to
finance
settings
Reports
Funds
Liabilities
1099
Michaela Gormanova
New Permission to 'Allow Calendar Schedule Conflict'
Calendar
Permissions
appointment
sales
settings
presales
1077
Natalie Dryburgh
How to export assets with no formatting issues to number fields over 15 digits
Services
assets
Mobile
how-to
work-stacks
settings
service
1054
Rakesh Jinabhai
How to set up and use the new Product Groups Feature
Set Up
settings
how-to
Product Group
1052
Jan Juricek
How to set up SMS functionality on The Layer
how-to
settings
service
SMS
1005
Natalie Dryburgh
Environment Settings - How to add job titles for contacts and users
customer
users
settings
how-to
990
Natasha Cox
How to set up and amend user Digest Feeds
settings
users
Digest Feeds
Digests
984
Emily O'Connor
How to Deactivate a User
how-to
settings
delete
users
983
Natasha Cox
Essentials - User Permissions - How to download a Role Audit of all users within the Layer
administration
settings
how-to
Authorisation
users
974
Raymond Carrel
Using Sales Order Templates to Populate a Spreadsheet with Sales Order Data
settings
forms
967
Eilidh Maclean-Morris
User Permissions- Creating & applying role groups
users
Permissions
settings
949
Nick Kewney
How do I delete a customer record?
how-to
settings
administration
918
Natasha Cox
Environment Settings - Appointment Types - How to create Appointment Types in the Layer
settings
how-to
appointment
907
Michaela Gormanova
How to auto-assign a customer owner when a lead is converted to a customer
settings
sales
customer
893
Natasha Cox
Environment Settings - How to add Shipping Methods to the Layer
quotations
settings
ordering
how-to
892
Natalie Dryburgh
Suggested widgets to manage cases (User)
service
widgets
settings
how-to
users
892
Natalie Dryburgh
Applying Auto Branding to the Layer
settings
how-to
Branding
email-templates
844
Natasha Cox
Enviroment Settings - How to add contact types
settings
how-to
record
821
Emily O'Connor
How to Bulk Apply Workstacks to Users
settings
administration
work-stacks
797
Natalie Dryburgh
Remove Access to Various Areas of the Customer & Lead Record - Providing a Cleaner User View
User Roles
Permissions
settings
781
Michaela Gormanova
Custom Terms and Conditions: Set up and Use
sales
settings
Terms
Set Up
768
Eilidh Maclean-Morris
Adding Product Manufacturers and Suppliers
Pricebook
settings
723
Michaela Gormanova
Shortcuts set up
settings
704