Layer Systems

Learn how to reassign records, update key settings, and avoid common pitfalls before deactivating a user in The Layer.

Is there anything I should do before deactivating a user?

Why shouldn’t I delete invoices? HMRC GUIDELINES

Information on changing your user details in the event of a change of name

Can I change my username?

How to format large numbers in a more useful way

Excel: How do I convert numbers from scientific notation?

Users can edit and delete notes with certain permissions

Can I edit and delete notes?

The global search supports searching on this field

Can I search for an asset by MSISDN / service asset / mobile number?

A summary of a few notification schemes that may be of use to members of a finance team

Which notifications are useful for a finance team?

Information on setting up work stacks to highlight invoices that have not been reconciled

How do I keep track of unreconciled invoices?

There are several actions that will cause this date to change

What triggers a change in the Last Updated column of the All Customers report?

This number is stored in several places in The Layer, and is searchable

How do I find a product based on its IMEI or serial number?

A list of support routes for Layer customers & partners

How to get support for Layer products

Why won't images show in my Knowledgebase article?

With the right configuration, a customer contact can be assigned by  default to new invoices

Can I set a default Billing Contact on an invoice?

This article will detail how to submit product improvements or feature requests directly from The Layer

Feedback on The Layer

A summary of the justification supporting electronic signatures

Is the electronic signature legally binding?

This is useful information when tracking service response SLAs

What is considered as a first response to a case?

This lets you tweak service asset work stacks to your needs

What is the View Mode Options menu for in service asset work stacks?

FAQ to address the most common questions and concerns raised by our users

Understanding Updates and Changes in a SaaS Environment

Can I add a hyperlink to a form?

Images can be pasted into Case Notes, or stored as attachments.

Can I add Images to Case Notes?

Raymond Carrel

Michaela Gormanova

Chris Smith

Articles in response to frequently asked questions

Certain details can be changed if you have the required user role

Can I edit a quotation after it's been won?

Why is my quotation still in 'draft' status after being sent?

Work stacks let you quickly add quotations to the sales pipeline

How do I add a quotation to the sales pipeline?

Find information here on events that may prevent quotation signing

Why Can’t My Customer Sign the Quotation?

How to cancel a quotation that hasn't yet been signed.

How to Cancel a Quotation (Before It’s Signed)

You can bypass the quotation stage and go straight to sales order, with or without an opportunity.

Can I raise a sales order without a quotation?

Quotations and sales orders

We have provided an option that may help with management of expiries for users with delegated access

Will I lose access to my expiry if my delegated access runs out?

How to log details of a non-managed expiry so that you can follow up on it at a later date

How do I keep track of a non-managed expiry?

What we mean when we use these terms, and examples of each type

What is the difference between a service asset expiry date and a non-managed expiry date?

The differences between these record types and details on their relationship to each other

What's the difference between a lead and an opportunity?

Presales

How to check if you have the role to delete a customer record

How do I delete a customer record?

Easily record and manage employee numbers for leads and customers using List, Value, or Custom List Options

How to Record Employee Numbers for Leads and Customers

Customer records

Core work stacks that have been hidden can be easily restored

How do I restore a core work stack that has been deleted?

An explanation of past and future days in a work stack

How do I set a date range within browsing session templates?

Using the "Status has been changed" work stack filter to distinguish between new and changed sales orders

Identifying new and changed sales orders

Work stacks / browsing sessions

Mail agents for campaigns must be marked as Campaign Compatible

How do I configure a mail agent for a marketing campaign?

If you are seeing nonsensical symbols in the mapping phase, resave your input file as a CSV.

Why is my campaign contact list not importing?

Marketing

Details of supported browsers and required browser settings

Which browsers are supported?

Changing your Outlook settings can resolve this issue

Why does Outlook occasionally detect a problem with the Outlook add-in and disable it?

A simple change to your settings can restore this functionality

Why can't I scroll horizontally in grids when using Mac OS X Lion or newer?

Browsers and Outlook issues

Administrators can resolve most issues with security tokens

How do I resolve an invalid authorisation token issue?

How do I change the password on my Office 365 maintenance account?

A quick guide on how you can change the password of your mail agent

How do I update my mail agent password?

You may need to clear existing tokens if you are encountering isses with two-factor authorisation.

How do I resolve issues with an invalid security token?

This article covers resetting your password

How do I reset my password?

Natalie Dryburgh

Passwords and security

If you can't see certain inventory-related fields against assets or in data capture, you may need to tweak some settings

Why can't I see all product and service fields?

The Ultimate Guide to Inventory on The Layer

Vijaya Tymerri

Inventory

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.