CCH Answers

CCH ViewPlan Advanced can show multiple gifts alongside Advanced Transfer gifting being made by the clients.  However, all plans created by the program have the gifts "turned off" as a default.  You have two options:

1. Go to Plans, choose the plan you want to show gifts on, and click on Edit. Look for the Display Options tab. The first line listed is Include ALL gifts in plan.  Put a check in the box next to this line to show your gifts when you view your plan. If you only need to show an Advanced Transfer gift, you can just go to the Advanced Transfer Options section in the same tab, and click on the drop-down arrow to choose the Advanced Transfer gift you want to show.
   
2. If you are currently looking at your flowchart, click on the Shortcuts button. The fourth line down offers to Include ALL gifts in plan. Click on this line and the program will re-calculate to show your gifts. Further down on the Shortcuts list, you will find the defaulted option to Show NO Transfers. Choose the Advanced Transfer you want to see and the program will re-calculate to show your Advanced Transfer. The Shortcuts button is not available when you are looking any of your Presentations, so make sure you are actually viewing the plan in question.

Since both programs have the gifts "turned off" as a default, you will need to make this change for all plans you intend to create for your clients.