How to Adjust Ownership Share
During the Horses career, there will be times when you need to adjust the shares amongst the Owners, either when one sells to another or a new one comes in and the shares need to be adjusted. To do that, do the following:
Go to Horse page
Select the horse you want to update from the list on the left hand side.
Next to Owner section, click Edit Ownership button, Edit Horse Ownership dialog will be shown.
All the current owners of the horse will be displayed. Add the adjustment date (the apply date for the change), review and adjust the shares as required, ensuring you keep the total to 100% allocated.
Click Save to finish the process.
The Adjustment Date is the date of Sale. Purchase and billing date will be plus one day from that date.
If the share of owner(s) changes to 0% after the adjustment, the owner will be moved to OTHERS tab of the horse’s OWNER section.
You can’t see the owners with 0% share of the horse in Edit Horse Ownership dialog. But you can input their name in this dialog, provide number of share and add them as current owners of the horse.
The transaction will be recorded to TRANSACTION HISTORY tab by Adjustment Date plus 1.
How to Add a New horse to an Owner
To add a Horse to an Owner, follow the instructions below: From Owner page, select the owner in the list Next to HORSE ACCESSIBILITY, click + Add Horse Access button Edit Horse Ownership dialog opens and allows you to adjust the ownership share ...
How to Archive an Owner
If you wish to remove an owner from a horse, you can archive the owner to ensure you maintain the transaction history of the horse When you archive an owner, it means the horse will stay in their list as an archived horse. But the owner won’t be able ...
How to Change or Add an Owner's Email Address
If you want to update an existing owners email address or add an additional email to their account, follow the steps below. Note: This will update the email address that the owner receives communications to, if the owner is completely changing their ...
How do I send an update to a Horse's Owners?
After logging in, click on the green button with a "+" symbol at the lower right of your screen. You can send different kinds of updates to your owners: Pre-race reports Post-race reports Horse reports Media (Photo, Audio, Video) Once you've chosen ...
How do I know if horse updates I have published are being received by owners?
Prism has a detailed email log that will let you see whether your email was delivered and if the message was opened or not. If the email was not delivered, the log will also indicate why the message was not delivered. Navigate to Report > Email Log ...