Editing an Existing Goal on a Client's Profile

To edit or make a change to a client’s existing goal:

1. Navigate to the Client Search screen. Main Menu > Client 2. Locate and double click on the client using the search filters. 3. Click Goals. 4. Double click on the goal to edit.
5. Make the changes to the goal as needed. 6. Click Save.

• Zendesk Designer.5.log-1117815581.zip10 KB