Apps and Tools

A collection of articles relating to various apps and tools within The Layer

Nick Kewney avatar R C
18 articles in this collection
Written by Nick Kewney, Raymond Carrel, and Caroline Livingstone

Automating lead creation with Zapier

Create leads from other systems using Zapier
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Written by Nick Kewney
Updated this week

Exporting data from The Layer

There are a few ways to export data in bulk
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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
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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
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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.
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Written by Raymond Carrel
Updated over a week ago

Integrating Power BI with The Layer

Information on hooking up The Layer with Power BI
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Written by Raymond Carrel
Updated over a week ago

Creating & Editing Workstacks

How to create and edit workstacks
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.
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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
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Written by Raymond Carrel
Updated over a week ago