Goals

Goals

Overview

Actions

Field Descriptions

Availability
  • Standard
  • Professional
  • Enterprise

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

  1. Access the Goals Create form using one of the following:
    • Click Goals & Objectives > Goals > Create Goals from the Navigation menu.
    • Click Create New on the Goals List View.
  2. Complete the Goals Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
  3. Click Save to save the record and view its detail page, or click Cancel .

Display a list of goals

Click Goals & Objectives > Goals > View Goals.
The Goals List View displays.

Display the details for a goal

Click the goal name in the Goals List View.
The Goals Detail View displays.

Edit goal information

  1. Access the Goals Edit View by doing one of the following:
    • Click Edit in the Goals Detail View.
    • Click the edit icon (pencil) associated with the goal record in the Goals List View.
  2. Update the goal information. See Field Descriptions for information about each field.
  3. Click Save to update the record.

Suppress one or more Goal records

  1. In the Goals List View, click the Selection box associated with the record(s) you want to suppress.
  2. Click Suppress.
    A confirmation box displays.
  3. Click OK.
    The records are suppressed.

You can also suppress a single Goal record by clicking Suppress on the Goals Detail View.

Update information related to multiple Goals

  1. In the Goals List View, click the Selection box associated with the records you want to update.
  2. Click Mass Update in the Actions dropdown.

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

  1. In the Goals List View, click the Selection box associated with the records you want to export.
  2. Click Export in the dropdown and follow the instructions in Exporting data.

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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