Assign an icon to each Collection Plan milestone type so notice milestones are recognizable on the collection plan.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To assign milestone icons: | Customize Application |
Collection Plan Milestone ships with no Milestone Type values, so complete Add Milestone Type Values for Collection Plan Milestones before you start this task. Add any milestone types beyond the notice types you configured there directly on the Milestone Type field.
- From Setup, in the Quick Find box, enter Events and Milestones, and then select Events and Milestones.
- Select the Collection Plan Milestone object type.
- For each milestone type, click Change Icon and assign an icon.
- Save your changes.
Each Collection Plan milestone type has an icon. Next, add the Milestone component to the Collection Plan record page. See Add the Milestone Component to the Collection Plan Record Page.