Milestones are like reminders but for the projects.

CRM+ handles them the same. They appear in the reminder lists, they do get expired (although they get to the project manager), etc.

They basically divide the project into smaller steps, which need to be accomplished.

By clicking on the plus sign, you can add a new milestone:

Here you choose the contact, the responsible person (used when using CRM+ in a multi user enviroment), and the subject.

The subject is the milestone name, which be be chosen from a list:

It's possible to create milestone templates as well.

For example you often have projects with the same steps, it's a good idea to create a milestone template:

It's basically a list of steps(milestones), that need to be accomplished. The steps have a name, and a day field.

The day field will determine how many days later the next step should be added to the previous one.

The steps can be moved up and down using the arrows.

After choosing a milestone template, you need to specify the date, and decide if you want this the start date or end date:

Start date can be used when you do not care about when you have to finish the project. In this case the step days are added after each other.

If you know when you have to finish, you can specify the ending date, and set the radio button to it. In this case milestones are calculated backwards.

After adding, you will see the milestones appear:

A milestone is active, until you close it.

Closing is done by opening the milestone, and clicking on the close milestone button:

To close the milestone, you have to add a closing history record to it:

It's almost the same as the standard history & reminder entry, but in this case the reminder appears on the top.

Histories, attached to a milestone appear like this:

In the picture you can see, that the top milestone is now inactive (just closed it), and there is one history entry attached to it.