[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][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 row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left"][vc_column][text_output] Customizable forms gives the freedom to the end user to custom tailor the standard functions for the various packages and modules of The Stewardto meet their personal preferences and needs. Customization includes options such as filtering, sorting, apply conditional formatting, pivot tables and numerical overviews.  In addition, user can add or delete (hide) certain fields in order to pinpoint certain information. This rearranging of the information will be advantageous in getting the most out of their daily operation data. This versatile approach allows each user to customize the forms to meet their own needs and

[vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left"][vc_column][text_output] The ultimate in business intelligence – connect to any database, retrieve all the objects and create multiple applications with multiple intelligent cubes. System automatically generates for you the classes or objects for the imported tables and attributes for the imported fields. DynaCubes does a comprehensive referential integrity check that suggests missing or non-existent foreign keys and creates virtual foreign keys as part of the error checking process. Embedded security utilizes role based profiles with the ability to show or hide cubes in application menus. Flexible cube layout with the option to group dimensions and customization

[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 complete access control console that allows the system administrator to specify the entry and credential protocols that will be used when enforcing access control for each application user. In addition to traditional password restrictions and options, you can opt for the LDAP integration with Windows Active Directory that enables users direct access to the application without the need of signing in. This Single Sign On process utilizes the Microsoft Windows username and password and expedites the log-in to the system. In addition to Single Sign On, there are more traditional password

[vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left"][vc_column][text_output] Excel inspired spreadsheet forms allows the user to utilize such popular options as filtering, sorting, apply conditional formatting, pivot tables and numerical overviews.  This versatile approach allows you to customize the forms list that is automatically displayed each time you access a new function on the menu. User can rearrange the data to meet their needs by adding new fields, re-ordering (ascending/descending), or re-sizing the column (best fit). You can utilize conditional formatting in the form of a filter editor to specify your own selection criteria for display as well as drag/drop a column to

[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