Sites in The Layer help you manage a Customer or Lead’s multiple business office locations. Each site acts as a “hub” that can be linked to:
Addresses
Contacts
Assets
Opportunities
Quotations
Quotation Items
Sales Orders
Sales Order Items
Sites can also be structured hierarchically. If one location is a branch of another, you can make it a Subsite by assigning a Parent Site.
🤔 Why it matters: Using Sites keeps your customer records neat, makes reporting clearer, and ensures assets and orders are linked to the right location.
How To View and Manage Sites
From a Customer or Lead record:
1️⃣ Select Manage → Sites
2️⃣ View existing Sites, or create/edit as needed.
Sites are displayed alphabetically, with subsites grouped under their parent.
Adding or Editing a Site
When creating or editing a Site on The Layer via a Customer Record, you can enter:
Name: The site name
Description: Internal information only
Default: Mark this as the default site for the customer/lead
Parent Site: To link as a subsite
Site Integration ID: Only available if your instance is integrated with an external billing system (The ID must match the external data on the Billing system)
Site Ref: An internal reference can be created (defaults to the site name if left blank)
SLA Profile: The SLA Profiles premium addon allows you to configure Service Level Agreements based on Sites 🔗 Working with Advanced SLA Profiles
Managing Contacts at a Site
Open the Site to see all associated contacts by clicking the Site Name
To update associations: click Associate Contact and select/deselect as required
Managing Addresses at a Site
Each Site can be linked to one or more addresses, visible under the Addresses tab within the Site.
👉 Important: To assign or amend an address for a Site, make sure you are inside the Site record.
Open the Site:
Click the Site Name → go to the Addresses tab → Edit ✏️ (if Address is already associated) as needed.
To associate an Address or select a different Address:
Address Tab → Associate Address → Select ☑️ correct address.
💡 Pro Tip: Always update addresses through the Site so they stay linked correctly.
You can also edit an Address via the Customer Record → Address Tab →✏️ to edit
Managing Assets at a Site
View associated assets via the Assets tab in the Site.
To amend, use the Batch Editor or open the individual asset record and update the Site.
📌 Note: If the assets are processed via the sales orders with an associated site, this will be automatically assigned on conversion from sales order.
Final Thoughts
Sites are a powerful way to keep customer data organised across multiple locations. By linking addresses, contacts, assets, and orders to the correct Site:
Reporting is more accurate
Customer service is clearer
Sales and asset tracking stay consistent
💡 Remember: Always update addresses and contacts through the Site itself, it saves confusion and keeps your data clean.