How to activate the Hona - previously Milestones integration, this will allow you to connect cases to your Milestones account.
NOTE: This can only be done by a firm administrator or someone with the administration settings page access advanced permission.
- Navigate to the Icon in the top right corner of your account and select Account Settings.
- Scroll down to the Integration section and locate Hona.
- Click Activate.
- A pop-up window will appear.
- Copy the API Key and send it to your Milestones representative.
- You must click Save, otherwise, the API key will rest.
- Once Hona activates the integration on their end, the option to connect a case will be available.
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