Track the Goal

Introduction

This screen allows the retail user to view the goal progress with details like description, goal amount and percentage of goal achieved so far.

Navigation

The following is the navigation for this option:

• Click the Track the Goal hyperlink for Pending Action in View Existing Goals screen.

• The Track the Goal  screen is displayed.

What you can do

The table below provides a brief description of the data that must be specified on the screen and the functions you can perform:

Field

Description

Configuring Alert for a Goal

Select Medium of Alerts

Select the medium for receiving the alerts either SMS or e-mail.

Select Alerts Frequency

Select the frequency of the alerts, Monthly, Quarterly or Yearly.

I do not wish to receive alerts

Select this option not to receive the alerts with respect to tracking or progress of the goal.