Customisation

You can customise Vernon CMS in many ways to suit the needs of your organisation.

Video

Explainer

Explainer: Customisation in Vernon CMS (Vernon Systems blog)

General settings

• Change your organisation details
• Change date and geography settings
• Change your external file directories
• Change the One Line Display

• Check for duplicate Person records

• Set your valuation preferences

• Set a warning for changed Usual Location

• Change the memory warning percentage
• Set up a manual barcode configuration

Authority term customisation

• Display a prefix on candidate authority terms

• Display guide terms

• Change the field for authority term pop-up help

Field customisation

• Set a mandatory field

• Change a field name

• Create a user-defined field

• Set text field sorting

User Symbolic fields (calculated fields)

• User Symbolics

• Create a simple User Symbolic field

• Create a complex User Symbolic field

• Subroutines for complex User Symbolic fields

• Field conversions

• Test a User Symbolic field

• Delete a User Symbolic field

Report customisation

• Set up a standard report

• Create a report field subset

Search customisation

• Create a search field subset

• Create a search filter

• Assign a search filter to a group or user

• Add an optional search index

• Remove a search index

User view customisation

• Create a user view

• Create a user view perspective

• Set a default user view perspective

• Delete a user view perspective

Activities customisation

• Change the One Line Summary of Object in Activity files

• Set your conflict-checking preferences for activities

• Set your sign-off preferences for activities

• Set your scheduling preferences for activities

• Set your object value preferences for activities

• Add object fields to activities

• Set your loan renewal preferences in activities

• Set your loan return preferences in activities