A financial goal for a client relating to advice or implementation. The terms goal and objective are used interchangeably in this context.
| Field Label | API Name | Type | Notes |
| Achieve By | cloupra__Achieve_By__c | Date | The date by which the client hopes to achieve this goal. |
| Amount | cloupra__Amount__c | Currency (10, 2) | |
| Client | cloupra__Client__c | Lookup (Account) | The client to whom this goal applies. |
| Created By ID | CreatedById | Lookup (User) | Required |
| Created Date | CreatedDate | Datetime | Required |
| Deleted | IsDeleted | Checkbox | Required |
| Details | cloupra__Details__c | Textarea (5000) | |
| Entity | cloupra__Entity__c | Lookup (Account) | |
| External Id | cloupra__External_Id__c | Text (100) | Unique, External ID |
| Frequency | cloupra__Frequency__c | Lookup (Cloupra__Category__C) | |
| Last Modified By ID | LastModifiedById | Lookup (User) | Required |
| Last Modified Date | LastModifiedDate | Datetime | Required |
| Name | Name | Text (80) | |
| Owner ID | OwnerId | Lookup (Group, User) | Required |
| Person | cloupra__Person__c | Lookup (Contact) | The specific client person to whom the objective relates. If it relates broadly to everyone in the client, leave blank. |
| Primary Division | cloupra__Primary_Division__c | Lookup (Account) | |
| Priority | cloupra__Priority__c | Picklist (1; 2; 3; 4) | |
| Record ID | Id | Id (18) | Required |
| Related Service | cloupra__Related_Service__c | Lookup (Cloupra__Service__C) | |
| Set Date | cloupra__Set_Date__c | Date | The on which the client set this goal. |
| Stage | cloupra__Stage__c | Lookup (Cloupra__Category__C) | |
| System Modstamp | SystemModstamp | Datetime | Required |
| Type | cloupra__Type__c | Lookup (Cloupra__Category__C) |
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