A goal management system, may include a memory configured to maintain a database of user inputted goal data, the goal data being acquired from users of a goal planning application, the goal planning application configured to provide inquiries to be responded to by the users in furtherance of goals of the users, and a controller configured to receive the user inputted goal data, present at least one admin screen including a plurality of selectable attributes and at least one user in a list of users associated with the user inputted goal data, receive selection of the at least one of the attributes, and update the list of users based on the selected at least one attribute to include users identified as requiring the at least one service provided by the third party service provider.
展开▼
