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FAQ
FAQ
Articles in response to frequently asked questions
Is there anything I should do before deactivating a user?
Why shouldn’t I delete invoices? HMRC GUIDELINES
Can I change my username?
Excel: How do I convert numbers from scientific notation?
Can I search for an asset by MSISDN / service asset / mobile number?
Can I delete notes created by another user?
Which notifications are useful for a finance team?
How do I keep track of unreconciled invoices?
What triggers a change in the Last Updated column of the All Customers report?
How do I find a product based on its IMEI or serial number?
How to get support for Layer products
Why won't images show in my Knowledgebase article?
Can I set a default Billing Contact on an invoice?
Is the electronic signature legally binding?
Quotations and sales orders
Can I edit a quotation after it's been won?
Why is my quotation still in 'draft' status after being sent?
How do I add a quotation to the sales pipeline?
Why has my quotation signature failed?
How do I cancel a quotation?
Can I raise a sales order without a quotation?
Presales
Will I lose access to my expiry if my delegated access runs out?
How do I keep track of a non-managed expiry?
What is the difference between a service asset expiry date and a non-managed expiry date?
What's the difference between a lead and an opportunity?
Customer records
How do I delete a customer record?
Work stacks / browsing sessions
How do I restore a core work stack that has been deleted?
How do I set a date range within browsing session templates?
Marketing
How do I configure a mail agent for a marketing campaign?
Why is my campaign contact list not importing?
Browsers and Outlook issues
Which browsers are supported?
Why does Outlook occasionally detect a problem with the Outlook add-in and disable it?
Why can't I scroll horizontally in grids when using Mac OS X Lion or newer?
Passwords and security
How do I resolve an invalid authorisation token issue?
How do I change the password on my Office 365 maintenance account?
How do I update my mail agent password?
How do I resolve issues with an invalid security token?
How do I reset my password?
Inventory
Why can't I see all product and service fields?
