The Layer has a host of utilities which allows you to customise your instance to your organisation's needs, such as:
Settings Area 💻 A comprehensive configuration area, as detailed below.
Data Manager 📰 A powerful data management UI to import/export your data.
Custom Fields 📑 Create and manage fields against many system types.
Scriptable Functions 🧵 A middleware platform which allows developers to customise Layer functionality with code, unlocking unlimited potential for extending the system.
Integrations 🐱🏍 Core integrations (such as Office 365, Sage) and custom integrations, via Scriptable Functions
Customisation points with our settings area are outlined below:
Create and manage third party relationships including business partner, referrals and more.
Create and manage API applications
Manage the types of appointments which can be booked by users and define whether the appointment type is included in statistics. These are used when creating appointments and opportunities.
Configure approvals for system objects
Define custom areas which can be applied to leads in order to create and view stacks filtered by geographical area.
Aside Widget Groups
Create groups of aside widgets to assign to new or existing users.
View an exportable history of all system activity, filterable by date, username, action type, record name and performed action.
Manage billing platforms for cross-system change management
Business units which represent departments within your business. After creation, business units can be mapped to company functions within the Company profile.
Configure the common reasons that customers cancel.
Case Breach Reasons
Specify pre-defined reasons for case SLA breaches
Create and define SLA-enabled case categories for your service team.
Case On Hold Statuses
Specify on hold statuses which are exempt from case SLA calculations
Configure case sub status items.
View and configure order check types, such as credit & security checks
The configuration hub of your organisation, incorporating general options, quotation & sales order settings, finance, mail, messaging, logo management, web lead and self-service integrations.
Contact Custom Fields
Specify which custom created fields are shown in Contact records. Select included to show, priority to promote to the home screen.
Manage Contact Types for Customer and Lead Contacts.
Custom Field Groups
Custom field groups allow you to split up your custom fields for better organisation of data.
Custom fields can be created and groups using these categories and can include free text, drop down lists or check box lists. Custom fields can then be assigned to lead and customer records and selected fields can be promoted to display on the home screen. Custom fields can be filtered in lead and customer stacks.
Custom Report Access Groups
Facilitates the definition of custom field access groups, providing granular access to custom reports within an instance.
Customer Custom Fields
Specify which custom created fields are shows in customer records. Select included to show, priority to promote to the home screen.
View & modify customer data (legacy)
Dashboard Widget Groups
Create groups of dashboard widgets to assign to new or existing users.
Create file schemas for mapping to applications.
Expiring Contract Suppliers
Manage custom suppliers for expiring contracts.
Expiry Custom Fields
Manage the custom fields for expiries.
Set up forecast categories
Build forms to capture key data during calls, as part of an on-boarding process or marketing activity.
GDPR Landing Templates
Create custom lead and customer GDPR landing templates
Manage industry classifications which can be used on lead and customer records. These can be filtered by creating custom work stacks.
Manage intermediaries in your supply chain.
Store and manage inventory
Manage job titles which can be assigned to contacts.
Lead Custom Fields
Specify which custom created fields are shows in lead records. Select included to show, priority to promote to the home screen.
View & modify lead data (legacy)
Manage custom lead sources for your company in order to establish the source of sales throughout the customer journey
Configure lead sub status items
Manage leasing providers
View an exportable list of successful and failed logins, including source (web, API) and IP address for auditing and security purposes.
Configure SMTP or Microsoft® Exchange agents to route mail from the accounts you already use. Mail agents can also be used to synchronise calendars.
A filterable list of all mail routed through mail agents for your company. Re-send and view the status of messages as well as viewing a history of all mail items across your company.
Create and store company wide email templates and optionally include hosted attachments.
Mail Templates - Case Statuses
Create email templates which can be automatically or manually sent to customers during the case lifecycle.
Mail Templates - Company
Map email templates to system generated emails
Maintenance Plan Types
Ability to create Maintenance Plan Types
Manage a list of sales and purchase nominal codes for exporting data to accounts packages such as Sage and Zero
Notification Scheme Email Templates
Create email templates which will be used as part of the notification scheme process.
Set up opportunity classifications to help you explicitly set the type of opportunity
Opportunity Custom Fields
Specify which custom created fields are shown in Opportunity records. Select included to show, priority to promote to the home screen.
Opportunity Loss Reasons
Set up opportunity loss reasons
Order Profit Log
Showing all audit trail of sales order from profitability changes.
Create templates for quotations and define pages, margin settings, styles, backgrounds. A test utility helps to trial new layouts.
View and manage page snippets for various types.
Ability to create Payment Methods to manage payment related information
Ability to modify Payment Terms to manage term related information
Phone Call Outcomes
Phone Call Outcomes
Store and manage product bundles, in order to associate these with specific products or services within inventory.
Store and manage product categories and define whether these should appear within the quotation builder.
Store and manage product classifications
Manage product groups, product group templates and user product group template mappings
Store and manage product manufacturers and define whether products should appear within the quotation builder.
Product Opportunity Types
Manage the types of high level opportunities which can be created by the sales team e.g. Mobile, Fixed-Line, Broadband
Store and manage product suppliers and define whether these should appear within the quotation builder.
Product Text Links
Create regular expression links between your product sets. For advanced users only.
Create and manage proof groups by supplier and set requested documents by group.
Purchase Order Statuses
Add and remove custom purchase order statuses for your company
Quotation Authorisation Email Templates
Create email templates which can be sent to user during a quotation authorisation workflow.
Store company rate groups to enable the creation of comparisons for quotations.
Creating role groups enables you to apply the same settings for new users performing a particular role quickly and easily. These can be applied within the "Roles" tab in the user profile for the selected user.
Manage Sage Platform integration.
Sales Order Status Email Templates
Create email templates which can be automatically or manually sent to customers during the sales lifecycle.
Sales Order Statuses
Add and remove custom sales order statuses for your company
Sales Order Templates
Ability to create customisable, pre-filled Excel documents from sales order data.
Manage scriptable functions
Shared Files (Locating...)
Upload public & private files for use throughout the application
Specify delivery methods for order shipments
Ability to create lists of shortcuts, essentially URLs, which can be exposed in the UI to quotations, cases, opportunities, sales orders, customers and leads..
A filterable list of all mail routed through mail agents for your company. Re-send and view the status of messages as well as viewing a history of all SMS items across your company.
Create and store company wide SMS templates for routing from customer and lead records.
SQL Server API
Extension for SQL Server 2016+
Create custom parameterised content pages for inclusion in output templates.
Create and manage sub-companies. These can be used to offer selectable company profiles to users which offer default templates for invoices and purchase orders.
Manage tags used to categorise and organise knowledgebase articles.
View and configure groups of users for use throughout the system
Ability to view all active tokens and revoke them
User Appointment Targets
Specify user targets for appointments booked by month and over time. These figures are reflected in many of the presales widgets available on the dashboard.
Comprehensive user management including the ability to specify roles, system settings, departments, contact preferences, signatures, telephony integration settings and widgets.
Value Added Services
Manage the value added services able to be added to quotation templates
Create virtual or physical warehouses.
Restrict access to all of part of your Layer account by IP address.
View all available widgets and create duplicates where supported
Create and manage workflows for many system types, giving the ability to extend functionality to perform a variety of custom tasks and actions.
Showing all workflow items which have executed from rules created in the workflow manager.