Welcome to ClearView!Learning and integrating a new application into your organization's daily operations can be intimidating.
ClearView CRM's suite of fundraising tools is easy to learn and use in your day-to-day functions. Navigation is streamlined, the interface is intuitive, and everything is designed with your productivity in mind.
This page contains assembled learning aids for the purposes of supporting new users. Check out one of the recommended articles below, select the Self-Seminar tab for a brief walkthrough, or go to the Resources tab to view articles about ClearView CRM's functions and usage.
We are constantly updating our help documentation to make it comprehensive and easy-to-use. About Help lays out our basic documentation conventions to help you learn where to go to get the information you need. Learn more ...
Configuration & Privileges
ClearView is highly customizable; many organizations choose to limit access to certain tools, or perform customizations that may cause your version of ClearView to appear different than the images displayed in our help documentation. Learn more ...
Privileges to access features or to personalize configurable ones can vary by user, as well as by role, and are determined by your organization. If you have questions about your privilege settings, contact your administrator.