View all Customers On Hold

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?

Send an email to Support@Plus.Live - we 'd be very happy to answer any questions.