Using the Action List within Forecast.Live is very useful for recording information against a Customer.
You can also display the "Action" information in different ways.
Click on Action List, on the left hand menu:
TIP: You can also add Actions in the Customer screen too, by clicking on Customers, and then look for the Actions column!
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if the Actions column heading is not displayed, right click on any column heading, scroll to Column chooser and pick Actions.
The Action List is a "sub module" of other Applications within Plus.Live,
We've explained usage in more detail in another section of our Help Centre -
CLICK HERE to see how to use.
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