Removing a goal group from a fund in the system is a straightforward process, but only if the group is not currently in use. This guide walks you through the steps to locate the appropriate fund, access its goal settings, and remove an unused goal group. Follow the instructions below to ensure the goal group is properly disassociated and no longer appears in the Goals tab.
Note: You cannot remove a goal group that is in use.
- Navigate to the Funds page:
- In the Navigator Bar, select Funds.
-or- - In the Funds Card, select Go to Funds.
- In the Navigator Bar, select Funds.
- Select the fund following the instructions in this article, How to search for a fund.
- Select the fund's name link to open the fund's record.
- Click the Goals tab to open the Goals Setup page. Then, in the upper-right corner, click
to open the Goal Groups window.
- To remove a group, click
to the right of the group.
The Goal Group is no longer associated with the fund. The system removes it from the Group dropdown list on the Goals tab.
Updated