Edit a Client Goal on the Client Profile
Use the following steps to edit a goal for your client.
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. When the Edit
Client Goal screen displays, make the required changes to the what, then
click Save.
5. The new changes are applied to the client
goal.
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