Copy a Client Goal on the Client Profile
When you want to create a new goal for a client that is similar to an existing goal, you can copy the original goal and change it as required.
Use the following steps to copy a client goal.
1. Open the Client Profile record
(click CRM in the menu, click Clients, then search for the client
profile you want).
2. Click Client
Goals.
4. The Create Client Goal screen
displays the information from the original goal. Make the required changes to
the goal, then click Save.
5. The updated goal displays in the Client
Goals table.
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