Setup, access and navigation

Create a goal from quick create

Open the Goal quick action and complete a new target.

Audience: CRM staffPermission: Goals: View and CreateModule v2.3.0

Exact navigationAdmin Area → Quick Create → Goal

Before you begin

Use the exact navigation above and confirm the intended record, tenant, customer, property, document or date range.
Confirm module activation and the stated permission instead of using another staff member’s account.
For public, email, provider, finance, signature or destructive actions, use a controlled test record before production use.

What this guide covers

Open the Goal quick action and complete a new target. These instructions follow the supplied module’s live menus, controller actions, form fields, model validation and downstream effects.

Exact step-by-step process

Sign in to the staff admin area and open Admin Area → Quick Create → Goal.
Confirm that your account meets the access rule: Goals: View and Create.
Open the required record or configuration and review its current values before making a change.
Complete the displayed fields or action exactly as described in this guide.
Save, submit, download or confirm the action using the button presented by the module.
Reopen the source record and verify the expected status, output, notification, file or linked record.

Fields, choices and supported possibilities

Quick actionGoal

Redirect after saveOpen the newly created goal

Category/help-centre/category/goals-management/

Topic/help-centre/topic/goals-management-setup-access/

Code-backed validations and workflow rules

The quick item appears only when goal access is available.
Server-side creation checks both View and Create.

Expected result and verification

The create a goal from quick create workflow completes without bypassing the module’s permission and validation checks.
The saved value, generated file, status, notification or linked CRM record is visible from the same workspace.
Any validation message remains visible until the source data or setting is corrected.

Security, privacy and operational checks

Use least-privilege staff access and do not use another person’s account to reach a hidden action.
Review personal, financial, identity and compliance data before sending, exporting or exposing it through a public link.
Test configuration, email, public forms, accounting effects and provider connections with controlled records before production-wide use.