Editing Objectives & Recommendations

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To edit objectives and recommendations for a client:

  1. Navigate to the household client that you wish to edit objectives and/or recommendations for.
  2. Click the Goals & Strategy icon  in the vertical nav. 
  3. Click the Objectives & Recommendations sub tab.
  4. Click the  icon to edit an objective.
  5. Make the required changes.
  6. Click Save.
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