In addition to accessing the CDM+ programs through the welcome windows and menus, you can use toolbars.

Default Program Toolbar (Macintosh)  Macintosh

Default Program Toolbar (Windows)  Windows

The Program toolbar will display at the top of your screen by default. Hover your mouse over an icon to see its description.

To customize your CDM+ desktop, click on the Toolbars icon in the General tab of Preferences>CDM+ User. Here you can select other toolbars, change their location, or choose to show text. Click Save when finished. Each time you log into CDM+ your toolbars will display as you set them.

For example, the Financial Secretary who only works in the Contributions program, may choose to set his CDM+ User Preferences to display only the Contributions toolbar. In order to have the maximum amount of space top to bottom on his screen, he chooses to display the toolbar on the left side. He also wants a reminder of what each icon opens, so he clicks the Show Text checkbox.

CDM+ User Preferences - General tab, Toolbars icon          Vertical Toolbar - Contributions program only

If you choose Floating as the Location of a toolbar, it will display on your desktop as a movable, re-sizable palette.

Floating Membership Toolbar (re-sized)

To re-size a floating toolbar palette, hover your mouse over a corner until the cursor changes to a line with arrows, then drag to re-size the palette. Floating toolbar palettes can be dragged to any location on your desktop. Toolbars with all other Location options selected are anchored to the edges of your screen.

NOTE: Toolbars are NOT automatically displayed just because you have added a program to your CDM+ suite or your administrator has given you access to a new program area. You must set your User Preferences to display them.