Layer Systems

Support Articles

Heather McCardle
How do I create a new user?
settings
how-to
2223
Heather McCardle
How to install the Outlook Plug-in
settings
administration
outlook-plugin
integrations
how-to
troubleshooting
on-boarding
3198
Natasha Cox
Understanding Case SLA's: Working hours vs. Clock Hours
Cases
settings
Case SLA
Company Settings
how-to
2975
Natalie Dryburgh
How to create a form in The Layer
how-to
settings
forms
2497
Natasha Cox
How to create case category checklists
Case Categories
Checklist
Cases
how-to
administration
settings
service
2442
Emily O'Connor
How to Create Knowledge Base Tags
settings
knowledgebase
tags
2436
Michaela Gormanova
Quotation Output Templates: How to amend Quotation columns
quotations
sales
settings
how-to
2420
Natasha Cox
Environment Settings - How to add Areas to the Layer
how-to
settings
administration
record
customer
leads
work-stacks
2363
Emily O'Connor
How to Create a New Case Category
settings
how-to
Cases
Case Categories
2358
Michaela Gormanova
How to activate Company Terms & Conditions (T&Cs) in the Layer
quotations
Environment Settings
Signature
sales
2336
Natasha Cox
How to create product opportunity checklists
Checklist
Opportunity
settings
administration
how-to
presales
sales
2308
Nick Kewney
Understanding Users & Business Units in The Layer
administration
settings
business-units
users
2251
Natasha Cox
Environment Settings - Appointment Types
on-boarding
appointment
how-to
settings
administration
2185
Michaela Gormanova
How to create a new base category
how-to
settings
2180
Natasha Cox
Understanding Cases: Setting a default case sla
Case SLA
Company Settings
how-to
service
settings
2074
Natasha Cox
Settings: Non-Managed Expiries - How to add an expiry supplier to the Layer
how-to
settings
leads
customer
Expiry
2073
Natasha Cox
Settings - Essentials - How to upload files to the Layer
administration
settings
how-to
2067
Natalie Dryburgh
How to create workflow in The Layer
settings
how-to
2049
Natasha Cox
Environment Settings - User Targets - Monthly Appointment targets
on-boarding
users
appointment
how-to
presales
sales
settings
administration
1989
Natasha Cox
Understanding editing tools within the Layer
how-to
settings
1968
Natasha Cox
How to apply Mail templates to your company settings in the Layer
email-templates
settings
how-to
1964
Natalie Dryburgh
Delegating access in bulk on the Layer
Company Settings
delegated-access
User Roles
Permissions
leads
record
customer
how-to
settings
1866
Natasha Cox
Environment Settings - How to add Job Titles to manage contacts and users within the Layer
how-to
settings
customer
leads
users
1831
Natalie Dryburgh
How to add branding to your instance of the Layer
how-to
email-templates
settings
Branding
Company Settings
1777
Nick Kewney
How do I create quotation templates?
quotations
how-to
settings
1731
Natalie Dryburgh
How to add a checklist to a Sales Order
settings
administration
how-to
sales
1686
Natasha Cox
Company Settings: How do I set the Employee Number Type?
settings
how-to
Reports
customer
leads
1663
Natalie Dryburgh
How to upload your company logo's to the Layer
Company Settings
settings
how-to
Company Logo's
1658
Raymond Carrel
Using Sales Order Templates to Populate a Spreadsheet with Sales Order Data
settings
forms
1539
Michaela Gormanova
How to apply signature as default in office 365 account
office-365
Email Signature
users
settings
1502
Rakesh Jinabhai
How to set up and use the new Product Groups Feature
Set Up
settings
how-to
Product Group
1481
Natalie Dryburgh
How to amend or add business modules for users
how-to
settings
1446
Michaela Gormanova
New Permission to 'Allow Calendar Schedule Conflict'
Calendar
Permissions
appointment
sales
settings
presales
1429
Natalie Dryburgh
Unable to upload images to the Knowledgebase question mark or cross image appearing
knowledgebase
Images
Upload images
customer
settings
how-to
1429
Emily O'Connor
How to Deactivate a User
how-to
settings
delete
users
1425
Heather McCardle
How to import products and services
administration
settings
how-to
1408
Michelle Livingstone
How to view all hardware fund and line rental subsidy transactions
how-to
finance
settings
Liabilities
Reports
Funds
1344
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
1317
Jan Juricek
How to set up SMS functionality on The Layer
how-to
settings
service
SMS
1313
Natalie Dryburgh
Environment Settings - How to add job titles for contacts and users
customer
users
settings
how-to
1311
Eilidh Maclean-Morris
User Permissions- Creating & applying role groups
users
Permissions
settings
1265
Natasha Cox
Essentials - User Permissions - How to download a Role Audit of all users within the Layer
administration
settings
how-to
Authorisation
users
1231
Natasha Cox
How to set up and amend user Digest Feeds
settings
users
Digest Feeds
Digests
1219
Nick Kewney
How do I delete a customer record?
how-to
settings
administration
1204
Michaela Gormanova
How to auto-assign a customer owner when a lead is converted to a customer
settings
sales
customer
1162
Natalie Dryburgh
Suggested widgets to manage cases (User)
service
widgets
settings
how-to
users
1136
Natasha Cox
Environment Settings - Appointment Types - How to create Appointment Types in the Layer
settings
how-to
appointment
1132
Natasha Cox
Environment Settings - How to add Shipping Methods to the Layer
quotations
settings
ordering
how-to
1118
Natalie Dryburgh
Applying Auto Branding to the Layer
settings
how-to
Branding
email-templates
1116
Natasha Cox
Enviroment Settings - How to add contact types
settings
how-to
record
1016
Natalie Dryburgh
Remove Access to Various Areas of the Customer & Lead Record - Providing a Cleaner User View
User Roles
Permissions
settings
1012
Michaela Gormanova
Shortcuts set up
settings
993
Eilidh Maclean-Morris
Adding Product Manufacturers and Suppliers
Pricebook
settings
960
Michaela Gormanova
Custom Terms and Conditions: Set up and Use
sales
settings
Terms
Set Up
959