Recording Goals - SPA

Goals and strategy are recorded at the household client level. 

To add overall goals and overall strategy for a client:

1. Navigate to the household client that you wish to record goals for.
2. Click the Goals & Strategy icon  in the vertical nav. 
3. It will default to the Overall Goal & Strategy sub tab.
4. Click the  icon.
5. The fields Overall Goals and Overall Strategy will become editable.
6. Click Save.