Milestones

From the Main Contact page click on the Milestones button.

To create a new Milestone click on "Edit Profiles"

You can double click in the field to create a new Profile Name or select from the drop down list and then select the Job Type and Mode

Once you have the correct Profile you can then add the Milestone. Select the event from the drop down list. You can change the Web Name if you would like this Milestone to publish to BoxTrax

Complete the rest of the boxes,

Tick the relevant Notify

If you would like to Notify the Customer Via Email select the type of email (HTML or XML)

Tick the Automatically Box and Complete the Send To with the email address.

Your customer will see a email like this.

Select customer from the list, or tick the box at the top of the page for all customer "This is a default profile for all customers"

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