Manage milestones
Add, modify, or delete milestones for significant events at your firm or location.
The Milestones screen lists all milestones for your firm or location. Milestones marked with an asterisk (*) are system-designated and can't be modified or deleted.
- Go to .
- Do one of the following:
- To add a milestone, selectAddand complete the milestone details.
- To modify a milestone, select it from the list, then selectUpdate.
- To delete a milestone, select it from the list, then selectDelete.
