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?
View Customers by Credit Limit
Forecast.Live gives the Finance team a better way to view Customer Overdue information. Click on the Customers tab, on the left hand menu: Once your Customer table is displayed, you can Customise your view: You can sort, group, filter and choose ...
View all Customers with Credit Balances
This is pretty easy to view. Click on the Customers tab, on the left hand menu: Once your Customer table is displayed, you can Customise your view: You can sort, group, filter and choose columns to suit. Try it out: Once you're happy with your view, ...
Check which Customers have been sent Reminders
There are two ways to see which Customers have been emailed reminders. Under the Customer menu; Under Settings. Within the Customer menu, display the table of Customer names: Like so: Click on a Customer and then History: From the screen above you ...
View Customer info in variety of ways
Once you've sync'd Forecast.Live with your Business System, you can view your Customer information in a variety of ways. Click on Customers: Once the Customer table is displayed, right click (arrow pointing below) on the Column heading to display ...
Is Sales.Live Customisable per site?
For example, the Customer screen - is it pulling through all the User Defined Fields from the customers tab? The answer is indeed yes. User Defined Fields are pulled through, for Customer and Inventory.