Removing outdated or incorrect goal records from a fund ensures your data remains accurate and relevant. Whether you're updating fundraising targets or cleaning up legacy entries, this guide walks you through the steps to efficiently remove a goal record from a fund in your system.

1. Navigate to the Funds page:
   • In the Navigator Bar, select Funds.
     -or-
   • In the Funds Card, select Go to Funds.
2. Select the fund following the instructions in this article, How to search for a fund.
3. Select the fund's name link to open the fund's record.
4. Click the Goals tab to open the Goals Setup page. This page lists the goals currently set up for the fund.
5. To the right of the goal you want to remove, click .
6. A message is displayed, prompting you to confirm the deletion.
7. 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.

Updated September 24, 2025 16:23