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Apps and Tools
A collection of articles relating to various apps and tools within The Layer
R
C
19 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
Written by
Nick Kewney
Updated over a week ago
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
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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
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
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Written by
Raymond Carrel
Updated over a week ago
O2 Proposition Pro Integration
Reduce re-keying of data, and improve accuracy of orders placed
Written by
Nick Kewney
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
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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
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.
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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