Layer Systems
Support Articles
All
All
Account balance
2
Adding
4
adjustment
1
administration
23
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
7
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
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
54
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
21
How do I create a new user?
settings
how-to
1950
How to install the Outlook Plug-in
settings
administration
integrations
outlook-plugin
how-to
troubleshooting
on-boarding
2940
Understanding Case SLA's: Working hours vs. Clock Hours
Cases
settings
Case SLA
Company Settings
how-to
2536
How to create case category checklists
Case Categories
Checklist
Cases
how-to
administration
settings
service
2133
How to Create Knowledge Base Tags
settings
knowledgebase
tags
2129
How to activate Company Terms & Conditions (T&Cs) in the Layer
quotations
Environment Settings
Signature
sales
2126
Quotation Output Templates: How to amend Quotation columns
quotations
sales
settings
how-to
2102
How to create a form in The Layer
how-to
settings
forms
2047
How to Create a New Case Category
settings
how-to
Case Categories
Cases
2027
How to create product opportunity checklists
Checklist
Opportunity
settings
administration
how-to
presales
sales
1991
Understanding Users & Business Units in The Layer
administration
settings
business-units
users
1969
Environment Settings - How to add Areas to the Layer
how-to
settings
administration
record
customer
leads
work-stacks
1957
Environment Settings - Appointment Types
on-boarding
appointment
how-to
settings
administration
1911
How to create a new base category
how-to
settings
1896
Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer
how-to
settings
leads
customer
Expiry
1782
Understanding Cases: Setting a default case sla
Company Settings
Case SLA
how-to
service
settings
1782
Settings - Essentials - How to upload files to the Layer
administration
settings
how-to
1772
How to create workflow in The Layer
settings
how-to
1735
Environment Settings - User Targets - Monthly Appointment targets
on-boarding
users
appointment
how-to
presales
sales
settings
administration
1726
How to apply Mail templates to your company settings in the Layer
how-to
settings
email-templates
1660
Understanding editing tools within the Layer
how-to
settings
1652
Environment Settings - How to add Job Titles to manage contacts and users within the Layer
how-to
settings
customer
leads
users
1572
How do I create quotation templates?
quotations
how-to
settings
1552
Delegating access in bulk on the Layer
Company Settings
delegated-access
User Roles
Permissions
leads
record
customer
how-to
settings
1551
How to add branding to your instance of the Layer
how-to
email-templates
settings
Company Settings
Branding
1467
How to add a checklist to a Sales Order
settings
administration
how-to
sales
1415
How to upload your company logo's to the Layer
Company Settings
settings
how-to
Company Logo's
1394
Company Settings: How do I set the Employee Number Type?
settings
how-to
Reports
customer
leads
1348
Unable to upload images to the Knowledgebase question mark or cross image appearing
knowledgebase
Images
Upload images
customer
settings
how-to
1267
How to amend or add business modules for users
settings
how-to
1257
How to apply signature as default in office 365 account
Email Signature
office-365
users
settings
1248
How to import products and services
administration
settings
how-to
1248
New Permission to 'Allow Calendar Schedule Conflict'
Calendar
Permissions
appointment
sales
settings
presales
1202
How to view all hardware fund and line rental subsidy transactions
how-to
finance
settings
Reports
Funds
Liabilities
1190
How to set up and use the new Product Groups Feature
Set Up
settings
how-to
Product Group
1156
How to export assets with no formatting issues to number fields over 15 digits
Services
assets
Mobile
how-to
work-stacks
settings
service
1150
Using Sales Order Templates to Populate a Spreadsheet with Sales Order Data
settings
forms
1128
How to set up SMS functionality on The Layer
how-to
settings
service
SMS
1124
How to Deactivate a User
how-to
settings
delete
users
1086
Essentials - User Permissions - How to download a Role Audit of all users within the Layer
administration
settings
how-to
Authorisation
users
1079
How to set up and amend user Digest Feeds
settings
users
Digest Feeds
Digests
1067
Environment Settings - How to add job titles for contacts and users
customer
users
settings
how-to
1058
How do I delete a customer record?
how-to
settings
administration
1031
User Permissions- Creating & applying role groups
users
Permissions
settings
1009
How to auto-assign a customer owner when a lead is converted to a customer
settings
sales
customer
998
Applying Auto Branding to the Layer
settings
how-to
Branding
email-templates
967
Environment Settings - Appointment Types - How to create Appointment Types in the Layer
settings
how-to
appointment
966
Suggested widgets to manage cases (User)
service
widgets
settings
how-to
users
946
Environment Settings - How to add Shipping Methods to the Layer
quotations
settings
ordering
how-to
934
Remove Access to Various Areas of the Customer & Lead Record - Providing a Cleaner User View
User Roles
Permissions
settings
870
Enviroment Settings - How to add contact types
settings
how-to
record
864
How to Bulk Apply Workstacks to Users
settings
administration
work-stacks
845
Shortcuts set up
settings
834
Adding Product Manufacturers and Suppliers
Pricebook
settings
824
Custom Terms and Conditions: Set up and Use
sales
settings
Terms
Set Up
816
