Settings and Configuration

A collection of articles relating to the many configuration options available to system administrators

Nick Kewney avatar R C +1
40 articles in this collection
Written by Nick Kewney, Raymond Carrel, Caroline Livingstone and 1 other

How to create a new base category

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Written by Michaela Gormanova
Updated over a week ago

How to set-up and activate company Terms & Conditions in the Layer

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Written by Michaela Gormanova
Updated over a week ago

Understanding the "VAT on Funds" option

A reference for users who have VAT on Funds enabled
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Written by Raymond Carrel
Updated over a week ago

Uploading your company logo

Information on your own company logo as it appears in The Layer
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Written by Raymond Carrel
Updated over a week ago

How to create a form in The Layer

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Written by Michaela Gormanova
Updated over a week ago

Managing lead sub-statuses

Information on configuring sub-statuses for lead records
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Written by Raymond Carrel
Updated over a week ago

Creating and using custom fields

Information on custom fields
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Written by Raymond Carrel
Updated over a week ago

Understanding Business Units

Business units represent logical 'departments' within the company to which users can be attached and act as containers for users.
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Written by Michaela Gormanova
Updated over a week ago

Resource Planner

This calendar allows users to quickly and easily schedule appointments
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Written by Michaela Gormanova
Updated over a week ago

Managing Widget Groups

Creating, amending, and removing users and widgets from dashboard widget groups.
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Written by Caroline Livingstone
Updated over a week ago

How do I customise The Layer to suit my organisation?

There are thousands of customisation points available on your Layer instance, from Data Management utilities to templating and custom fields
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Written by Nick Kewney
Updated over a week ago

Providing access to knowledgebase articles via your customer portal

The portal also lets you share public articles with your customers
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Written by Raymond Carrel
Updated over a week ago

Integrating the self-service portal with your website

How to link The Layer's self-service support portal with your site
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Written by Raymond Carrel
Updated over a week ago

Using customer warnings

How to enable customer balance and on-hold warnings to support and inform sales users
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Written by Raymond Carrel
Updated over a week ago

Understanding users & business units in The Layer

Information on Business Units and how to configure them
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Written by Raymond Carrel
Updated over a week ago

Customising grid views

Information on customising certain grid views
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Written by Raymond Carrel
Updated this week
Quotations and Sales

Adding details of linked assets to quotation output

Details of linked assets can be added to customer quotations
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Written by Raymond Carrel
Updated over a week ago

Reordering fields in Data Capture

You can reorder fields to suit your business' preferences
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Written by Raymond Carrel
Updated over a week ago

Mandatory sub-company setting

An optional setting for users of sub-companies
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Written by Raymond Carrel
Updated over a week ago

Working with sales order check list tasks

Information on using and configuring sales order check lists
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Written by Raymond Carrel
Updated over a week ago

Configuring web lead forms

Information on configuring a web lead form
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Written by Raymond Carrel
Updated over a week ago

Understanding a quotation's default validity period

Information on how a quote's "Valid until" date is set
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Written by Raymond Carrel
Updated over a week ago

Configuring Lead and Customer Sources

Information on managing your lead and customer sources
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Written by Raymond Carrel
Updated over a week ago

Setting visibility of a field on record and grid views

How to show fields in certain parts of the system
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Written by Raymond Carrel
Updated over a week ago

Configuring quotation approval rules - examples

Some example quotation authorisation rules that can be set up
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Written by Raymond Carrel
Updated over a week ago

Configuring and using sub-companies

Information on using sub-companies to represent subsidiaries
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Written by Raymond Carrel
Updated over a week ago

Configuring visibility of product categories in the quotation builder and customer asset grid

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Written by Raymond Carrel
Updated over a week ago

Configuring quotation authorisation

An optional feature that can provide more control over quotations
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Written by Raymond Carrel
Updated over a week ago

Enabling opportunity asset mapping for a product classification

This will let you link existing assets to new lines if the new line is of a particular classification
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Written by Raymond Carrel
Updated over a week ago

Setting a minimum profit threshold for quotations

Information on configuring this feature for your users
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Written by Raymond Carrel
Updated over a week ago

Opportunity Value Source

What is an opportunity value source and how does it work?
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Written by Michaela Gormanova
Updated over a week ago