Goals records
Create and manage supported records from one connected workspace.
Manage Money
Obiettivi
Goals built for one connected workspace.
Create financial goals and track progress over time.
Accesso in base al lavoro assegnatoControllato dai ruoliRegistri collegati
ObiettiviPanoramica della funzionalità
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.
Tutto ciò che serve per Obiettivi
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.
Usa Obiettivi in 4 semplici passaggi
- 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.
Disponibile tramite i pacchetti aziendali attuali
Questa funzionalità fa parte della piattaforma principale o viene abilitata dalla configurazione dello spazio. Controlla i dettagli attuali del pacchetto prima di abbonarti.
Scopri i pacchetti aziendaliDomande comuni
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.
Pronto a usare Obiettivi?
Crea lo spazio, quindi abilita il pacchetto e gli accessi necessari al tuo lavoro.