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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.
Right-click the milestone and select Insert Comment. The Comment window opens.
Type a comment regarding the milestone.
Click OK. A red triangle is displayed in the top right hand corner of the milestone cell.
Right-click the cell containing the comment and select Delete Comment. The comment is deleted.
Milestone display options
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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