PS Help: Practice Manager
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Practice Manager only

You can create, edit and delete milestone comments. Comments attached to milestones are identified by a red triangle in the top right hand corner of the cell.

To view the comment, place your cursor over the milestone. The comment displays in a small window.

Milestone comments are not included when exporting data to Microsoft Excel.

To add comments to a milestone

  1. Right-click the milestone and select Insert Comment. The Comment window opens.

  2. Type a comment regarding the milestone.

  3. Click OK. A red triangle is displayed in the top right hand corner of the milestone cell.

To edit a comment
  1. Right-click the cell containing the comment and select Edit Comment. The Comment window opens.
  2. Edit the contents of the comment.
  3. Click OK.
To delete a comment

Right-click the cell containing the comment and select Delete Comment. The comment is deleted.

 
Related topics

Milestone display options

Milestone statuses

Milestone due dates

(AE with Practice Manager) Updating milestones on job sheets

(AE) Adding/changing milestone statuses on jobs/schedules

(AE) Milestones (for Assignments)

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  Overview

  Using Practice Manager

  Clients and contacts

  Employees

  Suppliers

  Assignments (AE)

 

  Timesheets, disbursements
and expenses

 

  Billing

  Debtors

 

 

  Bookkeeping

 

 

  Other topics

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Accountants and Partners
Practice Manager
AE Practice Manager (AU)
AE Practice Manager (NZ)
AO Practice Manager (AU)
AO Practice Manager (NZ)
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New Zealand

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