Goals
Availability
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Overview
Use the Goals module to track a client's use of Goals.
Actions
Follow the instructions below to perform tasks such as creating, editing, and exporting Goal records.
To… |
Then… |
Create a Goal record |
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Display a list of goals |
Click Goals & Objectives > Goals > View Goals. |
Display the details for a goal |
Click the goal name in the Goals List View. |
Edit goal information |
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Suppress one or more Goal records |
You can also suppress a single Goal record by clicking Suppress on the Goals Detail View. |
Update information related to multiple Goals |
For more information, see Editing and suppressing multiple records. |
Duplicate goal information |
Click Duplicate in the Goals Detail View. Duplication is a convenient way of creating a similar goal. You can change and save the information in the duplicate record to create a new record. |
Find and merge duplicate records |
Follow the instructions in Merging duplicate records. |
Export records |
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Field Descriptions
Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
Client |
Click the Client associated with this goal on the Clients Popup List View (displays upon clicking the Selection arrow) or on the list of Clients matching the character(s) you enter. |
Assigned to |
By default, the record is assigned to the creator of the Goals record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter. |
Goal* |
Describe the client's goal. This is a mandatory field. |
Target date |
Click on the Date Selector the date the Goal should be reached. |
Amount |
Enter a dollar value representing the total amount of money needed to reach the goal; e.g., a mortgage down payment. |
Goal Type |
Click the broad category that includes the client's goal. |
Progress |
Enter the progress towards the goal as a percentage. |
Description |
Enter additional details about the Goal. |
Teams* |
By default, your private team is assigned as the primary team. To change the primary team assignment, click the team on the Teams Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter. This is a mandatory field. To assign additional teams to the Goal record, click add (+) and click the team as described above. For more information on assigning teams, see Assigning Users and Teams to Records. |
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