Just these help pages, not phone support or the product itself
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Accountants Enterprise with Practice Manager only
To edit a milestone you must first find the assignment using one of two methods below:
Access it from the Client page and view all assignments attached to a particular client in the Assignments tab and open the one you want to work on.
Go straight to the AssignmentDetails page by selecting the required assignment in the Find Assignments window.
You cannot link a milestone to more than one schedule stage.
You do not have to link all milestones to schedule stages. You need only link the schedule stages to milestones that you want to track them using the homepage.