Milestone Alerts

Milestones are important dates that can be related to a specific client, family member, asset, or goal. They can trigger alerts that remind you to carry out certain tasks. They are different from Touchpoints in that Touchpoints are events that reoccur on a set schedule. Milestones can be added under a profile in multiple locations such as Network, Finances, Goals and Exploration. To add a Milestone, click Edit and then Add Milestone.

Give the Milestone a name, and set the date of the alert. If you want to set a reminder, click on the Set Reminder checkbox. Set the reminder and select the priority of the Milestone. Click Save once everything is entered.

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