How to Remove Goal Records from a Fund
- Open the Funds page.
- Find the fund from which you are removing the goal record. 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: 
.
- Select the fund's name link to open the fund's record.
- Click the Goals tab to open the Goals Setup page.
This page lists the goals currently set up for the fund.
- To the right of the goal you want to remove, click
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.
A message is displayed, prompting you to confirm the deletion.
- Click
to remove the goal from the fund.
The goal is no longer associated with the fund. The system removes the record for the goal from the list on the Goals tab.
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