Affiliates

Create and manage third party relationships including business partner, referrals and more.

Application Management

Create and manage API applications

Appointment Types

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.

Approval Manager

Configure approvals for system objects

Areas

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.

Audit Trail

View an exportable history of all system activity, filterable by date, username, action type, record name and performed action.

Billing Platforms

Manage billing platforms for cross-system change management

Business Units

Business units which represent departments within your business. After creation, business units can be mapped to company functions within the Company profile.

Cancellation Reasons

Configure the common reasons that customers cancel.

Case Breach Reasons

Specify pre-defined reasons for case SLA breaches

Case Categories

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

Case Status

Configure case sub status items.

Check Types

View and configure order check types, such as credit & security checks

Company Setup

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.

Contact Types

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

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.

Customer Management

View & modify customer data (legacy)

Dashboard Widget Groups

Create groups of dashboard widgets to assign to new or existing users.

Data Schemas

Create file schemas for mapping to applications.

Derivatives

Manage derivatives

Expiring Contract Suppliers

Manage custom suppliers for expiring contracts.

Expiry Custom Fields

Manage the custom fields for expiries.

Forecast Categories

Set up forecast categories

Forms

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

Industries

Manage industry classifications which can be used on lead and customer records. These can be filtered by creating custom work stacks.

Intermediaries

Manage intermediaries in your supply chain.

Inventory

Store and manage inventory

Job Titles

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.

Lead Management

View & modify lead data (legacy)

Lead Source

Manage custom lead sources for your company in order to establish the source of sales throughout the customer journey

Lead Status

Configure lead sub status items

Leasing Providers

Manage leasing providers

Login History

View an exportable list of successful and failed logins, including source (web, API) and IP address for auditing and security purposes.

Mail Agents

Configure SMTP or Microsoft® Exchange agents to route mail from the accounts you already use. Mail agents can also be used to synchronise calendars.

Mail Queue

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.

Mail Templates

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

Nominal Codes

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.

Opportunity Classifications

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.

Output Templates

Create templates for quotations and define pages, margin settings, styles, backgrounds. A test utility helps to trial new layouts.

Page Snippets

View and manage page snippets for various types.

Payment Methods

Ability to create Payment Methods to manage payment related information

Payment Terms

Ability to modify Payment Terms to manage term related information

Phone Call Outcomes

Phone Call Outcomes

Product Bundles

Store and manage product bundles, in order to associate these with specific products or services within inventory.

Product Categories

Store and manage product categories and define whether these should appear within the quotation builder.

Product Classification

Store and manage product classifications

Product Groups

Manage product groups, product group templates and user product group template mappings

Product Manufacturers

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

Product Suppliers

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.

Proof Groups

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.

Rate Groups

Store company rate groups to enable the creation of comparisons for quotations.

Role Groups

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.

Sage/Intacct

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.

Scriptable Functions

Manage scriptable functions

Shared Files (Locating...)

Upload public & private files for use throughout the application

Shipping Methods

Specify delivery methods for order shipments

Shortcuts

Ability to create lists of shortcuts, essentially URLs, which can be exposed in the UI to quotations, cases, opportunities, sales orders, customers and leads..

SMS Queue

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.

SMS Templates

Create and store company wide SMS templates for routing from customer and lead records.

SQL Server API

Extension for SQL Server 2016+

Styles

Create custom parameterised content pages for inclusion in output templates.

Sub Companies

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.

Tags

Manage tags used to categorise and organise knowledgebase articles.

Teams

View and configure groups of users for use throughout the system

Token Management

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.

Users

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

Warehouses

Create virtual or physical warehouses.

Whitelist

Restrict access to all of part of your Layer account by IP address.

Widgets

View all available widgets and create duplicates where supported

Workflow

Create and manage workflows for many system types, giving the ability to extend functionality to perform a variety of custom tasks and actions.

Workflow Runs

Showing all workflow items which have executed from rules created in the workflow manager.