Settings and Configuration
A collection of articles relating to the many configuration options available to system administrators
By Nick and 2 others3 authors52 articles
- 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
- Preparing Custom Table Data for Import
- How to Utilise The Layers AI Features
- Can’t Get a Quote Out in The Layer? Here’s What to Check
- Grid Customisation – Default Stack Customisation Settings
- 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