As part of our ongoing work to open up the client portal functionality for Circles, we have now released the Goals area to make circle participant’s goals visible to the Circle, in the client portal, when toggled on. As a default these will all be toggled off, for you to switch on as required.

You can select which circles you wish the goal to show on, where individuals are members of multiple circles, and tons more information on this functionality can be found in our helpdesk article here.

Goals can now be created within the client portal (circle view) where the user has the relevant permissions switched on to do so.

The final step for client portal functionality for circles will be access to Documents, so keep your eyes peeled for that rollout in due course!