Adding a New Goal to a Client's Profile

To add a new goal to a client’s profile:

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. Click Add New Goal.
5. Enter the goal details on the Goals Window. 6. Click Save.

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