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Client Funding
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 ...
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. 3. The Client Goals ...

Client Funding