How to Edit a Goal Record for a Fund
- Open the Funds page.
- Find the fund whose goals you want to edit. To quickly find the desired fund, use the Search or Filter function.
To find out what content a search accepts, hover your mouse over this input hint: 
.
A list of funds matching your search criteria is displayed.
- Select the fund's name link to open the fund's record.
- Select the Goals tab.
- Complete the following:
- Select the goal you want to edit by clicking this button:
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to the left of the goal's name. - Edit the desired fields in the record. For descriptions of the fields, go to Goals Tab#Fields_in_the_Goal_Record.
- Click
to save your changes.
- Select the goal you want to edit by clicking this button:
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