04/21/10 Time saver: Find Accounts sharman Wed, 04/21/2010 - 16:46

Find Accounts

CDM+ Accounting is built upon the Chart of Accounts. Without a sensible accounting structure, reports are difficult to understand and offer little-to-no value. Producing valuable and accurate reports begins with data entry, specifically with choosing the right accounts for your invoices, checks, payroll setup, etc.

11/25/08 Time saver: Pulling Out a Window

Pulling Out a Window

One of the core features in CDM+ is the record frame window, such as Address Records, Individual Records and Employee Information. Many times these windows will have all the information about a particular record—an individual, for example—split across multiple tabs. You can click each tab to see the information it contains, such as Photos or Groups, but did you know CDM+ lets you see multiple tabs at once?

12/23/08 Time saver: Selected Records vs. Results List sharman Fri, 01/22/2010 - 20:40

Selected Records vs. Results List

Record Frame windows—the workhorses of CDM+—can easily create reports based on the results list at the top of the window. But did you know you could further customize what prints on the report by selecting only certain results to print?

01/07/09 Time saver: Printing Giving Statements sharman Fri, 01/22/2010 - 15:23

Printing Giving Statements

One of the most frequently used portions of CDM+ is the Contributions program. While churches and nonprofits enter gifts throughout the year, many only run statements once—in January. Here’s a printing tip that will help make this process smoother.

01/21/09 Time saver: Using the Keyboard to Change Records sharman Fri, 01/22/2010 - 13:50

Using the Keyboard to Change Records

Switching between a mouse and keyboard is time-consuming, so CDM+ offers keyboard equivalents for many commands. Let’s say you have a list of changes to make in address records. Here’s how to make them without using your mouse.

Begin by clicking Show All in Address Records. Click the Last Name column header to sort this list by last name and set your mouse to the side. Time to put those fingers to work.