Customizing the Info Center

You can customize the Info Center. You can create new, user-defined Info Centers with specific properties, fields, grids, labels, and help URLs. You can also add or change standard fields and grids.

User Defined Components

The User Defined Components feature in Configuration makes it possible for you to create new Info Centers and define specific properties, fields, grids, labels, and help URLs for those Info Centers. These user-defined Info Centers supplement the standard Info Centers that are shipped with Vision. With user-defined Info Centers, you can create an Info Center for a specific purpose and include the appropriate functionality.

You can also link the user-defined Info Center information to the relevant Vision or Costpoint CRM data, to expedite data entry, reporting, and business processes.

You can also use User Defined Components to add fields and grids to the standard tabs in each Info Center, rename the standard tabs, or change the order in which standard tabs and user-defined tabs display when you open Info Center records.

The User Defined Labels feature allows you to change several of the major system labels used in Vision, including the labels (names) for all the Info Centers. For example, if your firm refers to projects as engagements, you can change the project label to "engagement." The label change is then applied throughout the Info Center and all other Vision applications.

Screen Designer

Use the Screen Designer to design your own tabs in any of the Info Centers. You open up a tab in "design mode" to tailor its information to meet your company's security and information requirements. You can also use the Screen Designer to create custom field-level and tab-level help topics.