Goals records
Create and manage supported records from one connected workspace.
Manage Money
Objectifs
Goals built for one connected workspace.
Create financial goals and track progress over time.
Accès selon les tâches attribuéesContrôlé par les rôlesEnregistrements associés
ObjectifsPrésentation de la fonctionnalité
Goals built for one connected workspace.
Create financial goals and track progress over time. KharchaBill keeps the related record in the active workspace and applies the user permissions configured for that workspace.
Tout ce dont vous avez besoin pour Objectifs
Workspace scoped
Records are isolated to the active workspace and its operating context.
Permission aware
Available actions follow assigned roles and explicit permissions.
Connected reporting
Related activity can feed supported financial or operational reports.
Utilisez Objectifs en 4 étapes claires
- 1Open GoalsUse the feature in a workspace where it is enabled.
- 2Add the recordEnter the required details and review validation.
- 3Manage activityUpdate the record using the actions allowed by your role.
- 4Review resultsUse related lists and reports to understand recorded activity.
Disponible dans les packs métier actuels
Cette fonctionnalité fait partie de la plateforme de base ou est activée par la configuration de l’espace. Consultez le détail actuel du pack avant de vous abonner.
Découvrir les packs métierQuestions courantes
Which Business Packs include Goals?
The feature page shows the current Business Packs linked to this capability in the database. Availability also depends on the active workspace entitlement and user permissions.
Is Goals workspace scoped?
Yes. Business records are resolved within the active workspace and authorised operating context.
Can team access be limited?
Yes. Owners and administrators can assign supported roles and permissions.
Prêt à utiliser Objectifs ?
Créez votre espace, puis activez le pack métier et les accès nécessaires à votre activité.