Apps and Tools

Automating lead creation with Zapier

Create leads from other systems using Zapier

Written by Nick Kewney
Updated this week

Exporting data from The Layer

There are a few ways to export data in bulk

R

Written by Raymond Carrel
Updated over a week ago

How to set up contact screen popping

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

Written by Nick Kewney
Updated over a week ago

Setting up a reminder for a phone call task

You can add a reminder while setting up a customer call

R

Written by Raymond Carrel
Updated over a week ago

Using Data Manager to Import Records

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.

R

Written by Raymond Carrel
Updated over a week ago

Integrating Power BI with The Layer

Information on hooking up The Layer with Power BI

R

Written by Raymond Carrel
Updated over a week ago

Creating & Editing Workstacks

How to create and edit workstacks

C

Written by Caroline Livingstone
Updated over a week ago

Tracking Asset Changes

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

R

Written by Raymond Carrel
Updated over a week ago

Integrations - Establishing Application Links

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

R

Written by Raymond Carrel
Updated over a week ago

Using Intercom - The Layer's instant chat support system

Some info on using our new instant chat support system

R

Written by Raymond Carrel
Updated over a week ago

Creating a work stack subscription

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

R

Written by Raymond Carrel
Updated over a week ago

Accessing Custom Reports

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

R

Written by Raymond Carrel
Updated over a week ago

Using the SQL Connector to query Layer data in SQL Server

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

Written by Nick Kewney
Updated over a week ago

Get started with postcode lookups via ePostcode

Allow your users to look up addresses from postcodes via ePostcode

Written by Nick Kewney
Updated over a week ago

Get started sending SMS via Twilio

Send SMS to customers directly within the application via Twilio

Written by Nick Kewney
Updated over a week ago

Setting up and using the Resource Planner Calendar

How to use the Resource Planner to view team availability

R

Written by Raymond Carrel
Updated over a week ago

Using the duplicate checker

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

R

Written by Raymond Carrel
Updated over a week ago

Viewing a log of hidden messages in Mail Triage

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

R

Written by Raymond Carrel
Updated over a week ago