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!
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.
Need further information?