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
1883
How to install the Outlook Plug-in
settings
administration
integrations
outlook-plugin
how-to
troubleshooting
on-boarding
2853
Understanding Case SLA's: Working hours vs. Clock Hours
Cases
settings
Case SLA
Company Settings
how-to
2385
How to activate Company Terms & Conditions (T&Cs) in the Layer
quotations
Environment Settings
Signature
sales
2046
How to Create Knowledge Base Tags
settings
knowledgebase
tags
2030
How to create case category checklists
Case Categories
Checklist
Cases
how-to
administration
settings
service
2028
Quotation Output Templates: How to amend Quotation columns
quotations
sales
settings
how-to
1982
Understanding Users & Business Units in The Layer
administration
settings
business-units
users
1923
How to create a form in The Layer
how-to
settings
forms
1921
How to Create a New Case Category
settings
how-to
Case Categories
Cases
1920
How to create product opportunity checklists
Checklist
Opportunity
settings
administration
how-to
presales
sales
1878
Environment Settings - Appointment Types
on-boarding
appointment
how-to
settings
administration
1858
Environment Settings - How to add Areas to the Layer
how-to
settings
administration
record
customer
leads
work-stacks
1855
How to create a new base category
how-to
settings
1790
Settings - Essentials - How to upload files to the Layer
administration
settings
how-to
1716
Environment Settings - User Targets - Monthly Appointment targets
on-boarding
users
appointment
how-to
presales
sales
settings
administration
1680
Understanding Cases: Setting a default case sla
Company Settings
Case SLA
how-to
service
settings
1672
Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer
how-to
settings
leads
customer
Expiry
1670
How to create workflow in The Layer
settings
how-to
1631
How to apply Mail templates to your company settings in the Layer
how-to
settings
email-templates
1614
Understanding editing tools within the Layer
how-to
settings
1541
Environment Settings - How to add Job Titles to manage contacts and users within the Layer
how-to
settings
customer
leads
users
1534
How do I create quotation templates?
quotations
how-to
settings
1475
Delegating access in bulk on the Layer
Company Settings
delegated-access
User Roles
Permissions
leads
record
customer
how-to
settings
1454
How to add a checklist to a Sales Order
settings
administration
how-to
sales
1390
How to add branding to your instance of the Layer
how-to
email-templates
settings
Company Settings
Branding
1358
Company Settings: How do I set the Employee Number Type?
settings
how-to
Reports
customer
leads
1290
How to upload your company logo's to the Layer
Company Settings
settings
how-to
Company Logo's
1284
How to amend or add business modules for users
settings
how-to
1231
How to apply signature as default in office 365 account
Email Signature
office-365
users
settings
1208
Unable to upload images to the Knowledgebase question mark or cross image appearing
knowledgebase
Images
Upload images
customer
settings
how-to
1186
How to import products and services
administration
settings
how-to
1178
How to view all hardware fund and line rental subsidy transactions
how-to
finance
settings
Reports
Funds
Liabilities
1116
New Permission to 'Allow Calendar Schedule Conflict'
Calendar
Permissions
appointment
sales
settings
presales
1104
How to export assets with no formatting issues to number fields over 15 digits
Services
assets
Mobile
how-to
work-stacks
settings
service
1075
How to set up and use the new Product Groups Feature
Set Up
settings
how-to
Product Group
1073
Using Sales Order Templates to Populate a Spreadsheet with Sales Order Data
settings
forms
1057
Essentials - User Permissions - How to download a Role Audit of all users within the Layer
administration
settings
how-to
Authorisation
users
1048
How to set up SMS functionality on The Layer
how-to
settings
service
SMS
1047
How to set up and amend user Digest Feeds
settings
users
Digest Feeds
Digests
1037
How to Deactivate a User
how-to
settings
delete
users
1025
Environment Settings - How to add job titles for contacts and users
customer
users
settings
how-to
1019
User Permissions- Creating & applying role groups
users
Permissions
settings
968
How do I delete a customer record?
how-to
settings
administration
947
Environment Settings - Appointment Types - How to create Appointment Types in the Layer
settings
how-to
appointment
931
Suggested widgets to manage cases (User)
service
widgets
settings
how-to
users
917
How to auto-assign a customer owner when a lead is converted to a customer
settings
sales
customer
914
Environment Settings - How to add Shipping Methods to the Layer
quotations
settings
ordering
how-to
910
Applying Auto Branding to the Layer
settings
how-to
Branding
email-templates
885
Enviroment Settings - How to add contact types
settings
how-to
record
837
How to Bulk Apply Workstacks to Users
settings
administration
work-stacks
818
Remove Access to Various Areas of the Customer & Lead Record - Providing a Cleaner User View
User Roles
Permissions
settings
802
Custom Terms and Conditions: Set up and Use
sales
settings
Terms
Set Up
787
Shortcuts set up
settings
763
Adding Product Manufacturers and Suppliers
Pricebook
settings
744
