[vc_row][vc_column width="1/1"][text_output] The Steward’s Document Manager is an easy-to-use system that has all the features you expect from an EDM module with a built-in PDF viewer. Our document management system provides storage, versioning, metadata, security, as well as indexing and retrieval capabilities. You can utilize any type of format file that can be stored on your network. By default the system will display the attachment, date, object type (form or function that the document is associated with), object (such as a particular invoice or third party entity) as well as the tags used for keywords when conducting a document search.
[vc_row][vc_column][text_output] Scheduler is a useful xRM tool that automates certain tasks such as sending notifications, generating reports or messages to certain users by email or within the application. Users can schedule tasks on a periodic basis (particular day/time, week, month) with a specific period (start/end dates) or at a certain occurrence (startup/shutdown) for each task. You can fine tune scheduler for a particular date/time with a repeat interval option as well as designate to which users you want to send the reminders to. You can schedule a task on a daily, weekly or monthly basis for a particular period with
[vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left"][vc_column][text_output] The calendar is an integral part of the xCRM Dashboard. It is designed to provide you with a detailed view on several TRM (Third Party Relationship Management) key events such as any lead follow-ups that are scheduled for today, maintenance site visits for the week for a specific region or coordination meetings for an upcoming project. Calendar offers versatile display options such as viewing events by resource (i.e. employee, sales rep, department, etc.), by period (daily, work week, calendar week, monthly or timeline), and/or certain time scales (i.e. working hours, 15 minute or 60 minute intervals).
[vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left"][vc_column][text_output] The Steward offers the user a customizable visual theme that can be applied across the entire application. When a user chooses a particular theme, they will be able to get a different visual appearance for the form, report, canvas, mouse pointer cursor, current and next record, navigation, highlight, font, and much more. The different skins allows a personalized experience for each end user based on their preferences and taste. Skins offer versatile visual themes without changing the content. User can choose from Standard Skins such as Dark Style, 7 Classic, Office 2010 Blue, Office 2010
[vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left"][vc_column][text_output] Alerts and alarms notifies the users of important events triggered by an exception or critical state. In addition, user can incorporate them in the form of reminders which are more inclusive and can be linked to any event of interest varying from important criteria such as out-of-stock items to more routine occurrences such as unposted transactions. In addition to the default built-in alerts, user has the option of defining their own important set of criteria for the system to monitor. A visual editor simplifies the process in setting up your alerts quickly by enabling you
[vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left"][vc_column][text_output] The Steward offers a comprehensive Business Intelligence platform, powered by DynaCubes, that delivers a complete and robust range of analytical capabilities. A role based interactive Dashboard provides ad hoc queries and reports, with charting capabilities and informative KPIs. Built-in KPIs include KPI scorecard such as trends and change in percentages to indicators such as monthly sales invoices, monthly sales, year-to-date sales and year-to-date sales invoices. Other built in KPIs include top customers & suppliers category statistics, sales by month, sales by region, gross profit, internal consumption. Specialized KPIs for Financials include job analysis, cost analysis
[vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left"][vc_column][text_output] The Steward allows you to design and implement a detailed access control system for your end users based on role profiles. This will ensure that only individuals with the proper credentials will be able to access authorized data. In addition, you will be able to track application access by user and view the types of transactions completed by each individual. Data masking for sensitive information such as passwords Custom tailored application menus based on the end user’s privileges Access control can be specified by package, module, form/report, privilege view/modify record for all or own, menu
[vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left"][vc_column][text_output]The Steward offers a forms based audit that is built-in to the application and is independent of the database used, giving you consistent secure results and the freedom not to be constrained by a database vendor’s audit rules and restrictions. This feature is integrated system wide - across all forms, reports, modules and packages. A comprehensive audit report will display details on the audited object (previous and present values), form name, action type, date/time stamp of the modification, application user id, windows user account as well as the actual machine in which the object was accessed.
[vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left"][vc_column][text_output] Intuitive report designer allows you to modify existing application reports in order to customize the information to meet your needs. In addition, you can easily create your own reports based on a set of criteria. This gives the user flexibility in customizing their reports without the need for third party intervention. Report Designer is built-in to The Stewardgiving a wide range of rich features to the end user. The standard controls allows you to add pointers, check boxes, rich text, pictures, lines, tables, panels, bar codes, zip codes, charts, pivot codes, and page information. You
[vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left"][vc_column][text_output] The Steward is database independent in the sense it does not rely on rigid data structures enforced by each database vendor but in contrast adapts a flexible seeding technique that is capable of migrating seamlessly to another database. This technique allows the generation of the entire entity table structure in a unified manner across all platforms while at the same time adhering to the database vendor’s requirements and/or constraints. For example, if our application is powered by Microsoft SQL Server, it will appear in the same format and retain the same attributes and features as
