E-Broker 5.0 Help

Member Goals

Member Goals

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Member Goals

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Productivity Tip

Please remember that in this section and all of the Member Information screens - More is More - the more you collect and store, the more you are going to be able to do with the client.

 

Member Goals

1.The Goals screen is accessed from Member Details
2.Here you can add various short term, medium and long term goals.
3.These are just text fields and by all means add an essay, but the Conversation screen will only display the first line.
4.In version 5.0 we now have a drop down date box which was always an omission in version 4.0 and previous.