Add a New Info Center

You can add a new Info Center with properties that are specific to your organization.

You can link the new Info Center's details to CRM, project, planning, vendor, and employee data, to streamline data entry and reporting.

To add a new Info Center:

  1. From the Vision Navigation menu, click Configuration > General > User Defined Components.
  2. On the User-Defined Components form, click New Info Center.
  3. Complete the fields on the Info Center Properties dialog box.
  4. Click Save.
Postrequisite: Each time that you update the user-defined Info Center, you must re-load it before you run a report that includes data from the user-defined Info Center.
Parent Topic: Procedures