Plan Wizard: Add All or Add Many

We are now utilizing the plan wizard design to assist with quickly importing data from Profile into a Plan.

To begin, select Goals then click Add New Goal.

Next, you have the option of adding all goals or clicking as many as you would like. To select all goals, click the “Add All Goals” checkbox. By doing that, all of the goals are ready to be saved and added.

You can also select specific goals by clicking each checkbox next to the name of the goal. As you begin to click each box, the goals are added to the queue and ready to be saved. Click Save when you have all of the goals in the queue ready to be added to the plan. 


Note: This also works for Accounts and Incomes.


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