Layer Systems

All Knowledgebase Articles

1 votes	1383 views	How do I create a new user? how-to settings

0 votes	2297 views	How to install the Outlook Plug-in how-to settings integrations outlook-plugin administration on-boarding troubleshooting

0 votes	1535 views	How to Create Knowledge Base Tags settings tags knowledgebase

0 votes	1483 views	How to activate Company Terms & Conditions (T&Cs) in the Layer sales quotations Signature Environment Settings

0 votes	1332 views	Quotation Output Templates: How to amend Quotation columns how-to sales settings quotations

0 votes	1319 views	How to create case category checklists how-to service settings administration Cases Case Categories Checklist

0 votes	1266 views	Understanding Users & Business Units in The Layer settings administration users business-units

0 votes	1225 views	How to create a form in The Layer how-to settings forms

0 votes	1213 views	Understanding Case SLA's: Working hours vs. Clock Hours how-to settings Cases Company Settings Case SLA

0 votes	1197 views	Environment Settings - How to add Areas to the Layer how-to settings administration work-stacks leads customer record

0 votes	1178 views	How to create product opportunity checklists how-to presales sales settings administration Opportunity Checklist

0 votes	1147 views	Environment Settings - Appointment Types how-to settings administration on-boarding appointment

0 votes	1139 views	How to Create a New Case Category how-to settings Cases Case Categories

0 votes	1085 views	How do I create quotation templates? quotations how-to settings

0 votes	1085 views	How to create workflow in The Layer how-to settings

0 votes	1079 views	Environment Settings - How to add Job Titles to manage contacts and users within the Layer how-to settings leads users customer

0 votes	1059 views	Settings - Essentials - How to upload files to the Layer how-to settings administration

0 votes	1048 views	How to create a new base category how-to settings

0 votes	1044 views	Environment Settings - User Targets - Monthly Appointment targets how-to presales sales settings administration users on-boarding appointment

0 votes	1029 views	Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer how-to settings leads customer Expiry

0 votes	1012 views	How to apply Mail templates to your company settings in the Layer how-to settings email-templates

0 votes	953 views	Understanding Cases: Setting a default case sla how-to service settings Company Settings Case SLA

0 votes	951 views	How to add a checklist to a Sales Order how-to sales settings administration

0 votes	917 views	Understanding editing tools within the Layer how-to settings

0 votes	862 views	Unable to upload images to the Knowledgebase question mark or cross image appearing Upload images Images how-to settings knowledgebase customer

0 votes	855 views	How to amend or add business modules for users how-to settings

0 votes	832 views	How to apply signature as default in office 365 account Email Signature settings users office-365

0 votes	797 views	How to import products and services how-to settings administration

0 votes	785 views	How to view all hardware fund and line rental subsidy transactions how-to settings finance Reports Funds Liabilities

0 votes	765 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	763 views	Delegating access in bulk on the Layer how-to settings leads customer record User Roles Permissions Company Settings delegated-access

0 votes	757 views	How to add branding to your instance of the Layer how-to settings email-templates Company Settings Branding

0 votes	746 views	New Permission to 'Allow Calendar Schedule Conflict' presales sales settings appointment Calendar Permissions

0 votes	743 views	Company Settings: How do I set the Employee Number Type? how-to settings leads customer Reports

0 votes	687 views	How to set up and use the new Product Groups Feature how-to settings Set Up Product Group

0 votes	675 views	How to set up and amend user Digest Feeds settings users Digest Feeds Digests

0 votes	672 views	How to upload your company logo's to the Layer how-to settings Company Settings Company Logo's

0 votes	641 views	Environment Settings - How to add job titles for contacts and users how-to settings users customer

0 votes	637 views	Essentials - User Permissions - How to download a Role Audit of all users within the Layer how-to settings administration users Authorisation

0 votes	623 views	How do I delete a customer record? settings administration how-to

0 votes	600 views	How to set up SMS functionality on The Layer how-to service settings SMS

0 votes	599 views	Environment Settings - Appointment Types - How to create Appointment Types in the Layer appointment how-to settings

0 votes	587 views	User Permissions- Creating & applying role groups settings users Permissions

0 votes	585 views	How to Deactivate a User how-to settings users delete

0 votes	567 views	Environment Settings - How to add Shipping Methods to the Layer how-to ordering settings quotations

0 votes	559 views	How to auto-assign a customer owner when a lead is converted to a customer sales settings customer

0 votes	520 views	Suggested widgets to manage cases (User) how-to service settings widgets users

0 votes	518 views	Enviroment Settings - How to add contact types how-to settings record

0 votes	516 views	Applying Auto Branding to the Layer how-to settings email-templates Branding

0 votes	486 views	Using Sales Order Templates to Populate a Spreadsheet with Sales Order Data settings forms

0 votes	478 views	Remove Access to Various Areas of the Customer & Lead Record - Providing a Cleaner User View settings User Roles Permissions

0 votes	445 views	How to Bulk Apply Workstacks to Users settings administration work-stacks

0 votes	432 views	Custom Terms and Conditions: Set up and Use sales settings Set Up Terms

0 votes	405 views	Adding Product Manufacturers and Suppliers settings Pricebook

0 votes	376 views	Shortcuts set up settings