mark a goal complete

From a Note
1. Click "Expand All" next to "Goals"
2. Type the date in the "Date Completed" text box
3. Complete note and click "Save Note"

From the Manage Client Goals Module
1. Click "Manage Client Goals"
2. Click client name
3. Click "Goals" tab
4. Click "Manage" next to the goal you wish to mark complete
4. Type the date in the "Date Completed" text box
​5. Click "Save Goal"

Important things to note

• Once marked complete, the goal will no longer automatically populate on new Notes.
• The goal will still appear in Reports if the report parameter includes the dates when the goal was in progress.

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