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Using milestone comments

You can create, edit and delete milestone comments in the Job Manager. Comments attached to milestones are identified by a red triangle

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To view milestone details, hover your mouse pointer over the milestone icon. A popup displays containing detailed information.

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Milestone comments are not included when exporting to Microsoft Excel, only client notes are.
Milestone comments are not rolled forward from year to year, only client notes are.

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titleTo add comments to a milestone
  1. Right-click the milestone and select Insert Comment.
  1. The Comment window opens.
  2. Type a comment regarding the milestone.
  3. Click OK.
  1. A red triangle is displayed in the top right hand corner of the milestone cell.
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titleTo view a comment

Place your cursor over a milestone.

The comment is displayed in a small window.

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

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

 

 The comment is deleted.

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titleRelated topics
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practiceSolutionsHelp
Accountants and Partners
Practice Manager
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Australia
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