Big and small milestones are worth remembering. Customize the type of milestones that are most important to your organization.
- Click Your Name in the upper right hand corner
- Click Customizations
- Click Milestone Types
- Add/Edit Milestone Types
Click Add milestone type to add a new type the list of existing update types. Update types show to all users in all groups at all locations (if account has multiple locations).
To change the title of a milestone type click the pencil icon next to the existing title you'd like to change. Type and make the correct changes. Click Save to complete changes.