Settings and Configuration
A collection of articles relating to the many configuration options available to system administrators
How to set-up and activate company Terms & Conditions in the Layer
Understanding the "VAT on Funds" option
Uploading your company logo
Working with Forms
How to Customise Lead Sub-Statuses in The Layer
Creating and using custom fields
Understanding Business Units
Managing Widget Groups
Resource Planner
How do I customise The Layer to suit my organisation?
Using the Layer's Self-Service Customer Portal
Integrating the self-service portal with your website
Using customer warnings
Understanding users & business units in The Layer
Customising grid views
Configuring data validation
How to Update Items as Third-Party Billed
Enabling Finance Integrations per Sub-company
Coming Soon: AI-Powered Case Categorisation & Writing Tools
Controlling which records you see in the Recent Records menu
Setting a default sub-company for new lead and customer records
Creating and Managing Shipping Methods in The Layer
How to Create a Workflow in The Layer
Reordering fields in Data Capture
Mandatory sub-company setting
Working with sales order check list tasks
Configuring web lead forms
Understanding a quotation's default validity period
Configuring Lead and Customer Sources
Setting visibility of a field on record and grid views
Configuring quotation approval rules - examples
Configuring and using sub-companies
Configuring visibility of product categories in the quotation builder and customer asset grid
Configuring quotation authorisation
Enabling opportunity asset mapping for a product classification
Setting a minimum profit threshold for quotations
Opportunity Value Source
Changing the order of Sales Order statuses
Adding Direct Debit sign-up to quotation sign process
Restricting manual quote conversion