Understand the Goals module
Follow this guide to use version 2.3.0 to define targets whose achievement is calculated from CRM records. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Utilities → Goals
Before you start
- Use the exact navigation above and confirm the intended record, tenant, customer, property, document or date range.
- Verify module activation and the stated permission instead of using another staff member’s account.
- For public, email, provider, finance, signature or destructive actions, use a controlled test record before production use.
What you’ll accomplish
Use version 2.3.0 to define targets whose achievement is calculated from CRM records. These instructions follow the supplied module’s live menus, controller actions, form fields, model validation and downstream effects.
Follow these steps
- Sign in to the staff admin area and open Admin Area → Utilities → Goals.
- Verify that your account meets the access rule: Goals: View.
- Go to the required record or configuration and review its current values before making a change.
- Complete the displayed fields or action exactly as described in this guide.
- Save, submit, download or confirm the action using the button presented by the module.
- Reopen the source record and verify the expected status, output, notification, file or linked record.
Fields and options to review
Module typeDefault CRM module for defining goals
Data sourceLive invoices, payments, leads, customers, contracts or estimates depending on goal type
Category/help-centre/category/goals-management/
Topic/help-centre/topic/goals-management-setup-access/
Rules the system enforces
- The module stores goal definitions, not frozen report snapshots.
- Progress changes as source records change or enter the selected date range.
How to confirm it worked
- The understand the goals module workflow completes without bypassing the module’s permission and validation checks.
- The saved value, generated file, status, notification or linked CRM record is visible from the same workspace.
- Any validation message remains visible until the source data or setting is corrected.
Security, privacy and operational checks
- Use least-privilege staff access and do not use another person’s account to reach a hidden action.
- Check personal, financial, identity and compliance data before sending, exporting or exposing it through a public link.
- Test configuration, email, public forms, accounting effects and provider connections with controlled records before production-wide use.
Continue with related guidance
Was this guide useful?Your response is stored only in this browser.