Premiums

1. Open the Summary View for the Prospect you wish to give a Premium to.

• The Prospect record displays.

2. Select Premiums from the Go To navigation pane on the left-hand side .

• The full-page data table of Premiums associated with the Prospect displays.

3. Choose Create New from the upper-right-hand corner of the data table.

This data table also displays Premiums that have already been given to the Prospect.

4. Fill out the Premium VAE fields and choose Save to create the record , or select Cancel if you do not wish to create the record.

• ClearView returns you to the full-page data table .

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1. From the Prospect Summary View, select Gifts from the left-hand-side Go To navigation pane .

• A list of Gifts given by the Prospect displays.
Alternatively, you may also choose Gifts (Associated) from the navigation pane to add Premiums to Associated Gifts.

2. Select the Tools drop-down for any Gift in the data table, and choose Premiums .

• A list of Premiums associated with the selected Gift displays.
The data table will be empty if there are no Premiums currently attached to the selected Gift.

3. Fill out the Premium VAE fields and choose Save to create the record , or select Cancel if you do not wish to create the record.

• ClearView returns you to the full-page data table for Premiums associated with the chosen Gift.

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1. Click a Gift from a Dashboard panel (or other view that is not a Prospect Summary).

• A detailed Gift Record displays .
The Tools menu in the filtered data tables linked to by Go to gifts (in the Giving Dashboard panels) does not provide a direct link to the record's list of Premiums at this time.

2. Select Premiums from the Go To navigation pane on the left-hand side

• A full-page data table for Premiums attached to the Gift displays.

3. Click Create New in the upper right hand corner .

3. Fill out the Premium VAE fields and choose Save to create the record , or select Cancel if you do not wish to create the record.

• ClearView returns you to the full-page data table for Premiums associated with the chosen Gift.

(Click image to enlarge)

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ClearView lets you make changes to Premiums that have already been created. Click the slider for a list of fields that can be edited, or keep reading to learn how to edit a premium.

Premiums: Editable VAE Fields

Premiums: Editable VAE Fields

Prospect Premium Fields	Premium	Unit
	Appeal	Quantity
	User Desc 1	User Number 1
	User Desc 2	Note
Premium Shipping Fields	Ship To	Ship Date

Linked Transaction, Batch No., and Payment No. are read-only fields that can not be edited.

1. Browse to the full page data table for your Prospect's Premium.

2. Select the Premium you would like to edit .

• The Premium Record displays.

3. Perform in-line edits to the Premium's VAE fields as needed. Click the Save button to finalize your changes .

• The Premium record updates.
Click Edit All in the upper-right corner to open all fields for editing.

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