Search this site
OMNIMax Help
Welcome to OMNIMax India help
OMNIMax Help Manual
Client Management
Clients
Client Household
Client Journal
Correspondence
Client Login
Risk Questionnaire
Goals
Resources
Cashflow
Insurance
Plans
Portfolios
Insurance Policies
Contacts
Groups
Events
Correspondence
Templates
Research Templates
Sector Risk Returns
Investment Templates
Document Template
Document Inserts
Questionnaire Templates
Edit Expense Defaults
Back Office
Providers
Funds
Currencies
Registry Datafeeds
Registries
MIS Reports
Settings
OMNIMax Training Library
Feedback
Sitemap
OMNIMax Help Manual
>
Client Management
>
Clients
>
Goals
The goals tab is where you add all your client's goals.
To view how to add or edit your client's goals please see
Setting up your client's goals
.
To view information of the analysis dashboard for the goals please see
Goals Dashboard
.
Subpages
(2):
Goals Dashboard
Setting up your client's goals
Comments
