Customisation

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

Video

Watch this video in our Vernon CMS webinar series on YouTube to see customisation working in our Demo system.

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