View all Customers On Hold
Forecast.Live allows you to see which Customers are On Hold, from the Business System.
Click on the Customer Menu, on the left hand side:
Find the On Hold Column
On Hold column not showing? Right click on a column heading and scroll down to Column Chooser, and add.
If the Account is On Hold within the Business System, it will show as a TICK here.
You can filter the list to show only On Hold Customers by clicking in the filter row and selecting 'Checked':
Need any further information?
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