Layer Systems

This article outlines how users could to set up contact screen popping from a voice solution

How to set up contact screen popping

There are a few ways to export data in bulk

Exporting data from The Layer

Create leads from other systems using Zapier

Automating lead creation with Zapier

You can add a reminder while setting up a customer call

Setting up a reminder for a phone call task

Configuring a dynamic widget - grouped table type

Configuring a dynamic grouped table widget

Data Manager is a great tool for importing or updating records. In this article, we'll discuss importing only, with a focus on lead records.

Using Data Manager to Import Records

Dynamic widgets - breakdowns and exports

Information on hooking up The Layer with Power BI

Integrating Power BI with The Layer

How to persist a dynamic widget configuration and share with other users

Saving dynamic widget configurations and sharing with other users

Configure a central feed for tracking all asset changes on your base, for onward processing on third party billing or provisioning systems

Tracking Asset Changes

Creating & Editing Workstacks

Configuring a dynamic widget - timeline chart type

Configuring a dynamic timeline chart widget

This tool is used to perform the initial link between e.g. The Layer sites and Affinity site records

Integrations - Establishing Application Links

Reduce re-keying of data, and improve accuracy of orders placed

O2 Proposition Pro Integration

Configuring a dynamic widget - table type

Configuring a dynamic table widget

Some info on using our new instant chat support system

Using Intercom - The Layer's instant chat support system

Configuring a dynamic widget - chart type

Configuring a dynamic chart widget

A quick guide on how to set up a subscription to a work stack

Creating a work stack subscription

We have a range of reports available to help you get a view on the information you need

Accessing Custom Reports

Creating a dynamic widget - Aggregate value

Configuring a dynamic aggregate widget

Generate useful reporting by joining your Layer data to other data sources with our SQL Server Connector

Using the SQL Connector to query Layer data in SQL Server

Information on adding a new dynamic widget

Adding and configuring a report powered widget

Allow your users to look up addresses from postcodes via ePostcode

Get started with postcode lookups via ePostcode

Send SMS to customers directly within the application via Twilio

Get started sending SMS via Twilio

How to use the Resource Planner to view team availability

Setting up and using the Resource Planner Calendar

How to use the Duplicate Checker to check for potential duplicate lead and customer records.

Using the duplicate checker

Dynamic widgets

This export provides details on emails that have been hidden from the Mail Triage inbox