Objectives and recommendations are recorded at the household client level.
To add objectives and recommendations for a client:
- Navigate to the household client that you wish to add objectives and recommendations for.
- Click the Goals & Strategy icon in the vertical nav.
- Click the Objectives & Recommendations sub tab.
- Click the icon to add an objective.
- Complete the fields (required fields will appear in red)
- Enter text as required.
- Click Save.