How to Remove Goal Records from a Fund

On the Home page, you can open the DM Funds page by selecting Funds in the side bar menu or by clicking the Go to Funds link at the bottom of the Funds card.

Open the DM Funds page.
The page opens in card view. To switch to grid view, click this button in the upper right: .
Find the fund from which you are removing the goal record. To quickly find the desired fund, use the Search or Filter function.

To find out what content a search accepts, hover your mouse over this input hint: .

Select the fund's link, as shown (in card view) below:

The fund's record is displayed.

Click the Goals tab to open the Goals Setup page.

This page lists all goals currently set up for the selected fund.

To the right of the goal you want to remove, click .

A message is displayed, prompting you to confirm the deletion.

Click to remove the goal.

The goal is no longer associated with the fund. The system removes it from the list on the Goals tab.