Customizing the Desktop


You can customize each of the modules by using the Desktop feature. Each user can customize his or her own desktop.

For example, if the first window you always open in Membership is the Households Grid, you can have the Membership module remember this and open the Households Grid automatically.

To do this, check “Show Households Grid on start-up.”

Note: Multiple options may be selected. You can select all six options or any variation of the six options.

  1. This feature can be accessed by clicking on Desktop from the toolbar.
  2. From here, you can choose which windows you’d like to have open automatically when that module opens, saving you time.
  3. You can also choose the background color for each module by clicking on the color changer at the bottom right corner of the screen. It will cycle through the different color options. This setting saves by user, by module.