Intellimas® Productivity Features
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Conditional Coloring
- Configure fields to change the background color or text color based on user-defined conditions
- Virtually unlimited colors available
- Use this feature to automatically call out exceptions
- Fields can be configured to have permanent user-defined colors as well
Configuration
- Create grid or form based web apps that are built for speed
- User defined field types include text, drop-downs, numeric, hyperlinks, images, dates, calculations and more
- Multiple levels handle one to many relationships or a header/detail approach
- Retrieve live data from enterprise systems and connect to user defined fields
- Dynamic security is at the field level and is built for partner collaboration
- Connect main entities to sub-entities for comprehensive processes
Dashboards
- Create variety of dashboards from Intellimas data
- Zoom in for full screen
- Drill in to see related Intellimas data and take action
- Chart data can be updated on configurable schedules
- Various chart formats are available
- Mouse over the chart areas to see more details
Data Import
- Import from csv files for off line processes or when live data entry is not possible
- Import matches field names and indicates where a mismatch occurred
- Inserts or updates can be done based on matching key fields
- All validations are completed during the upload, including drop-down field checking.
Exceptions & Alerts
- Configurable exception searches help to zero in on problems
- Exception views typically used to see upcoming or late items
- Alerts configured for specific business scenarios that have to be acted on immediately
- Alerts can be grouped and emailed to targeted users
Field Level Help Text
- Add a short description for any field in an entity.
- Help text eases the learning curve of a new process
- A tooltip shows next to the column header for the grid views when you mouse over it.
- Click a question mark on the form view to see the help text
Reporting
- Create unlimited reports from Intellimas® entities
- Drag and drop reporting tool that can be used by administrators, power users, or programmers
- Create listing reports, pivot reports, forms, presentation charts and more
- Security based on user groups in Intellimas®
- Output to PDF, Excel, HTML or CSV
Retrieve Live Data
- Retrieve master data from enterprise systems with SQL queries or web API’s
- Connect live data with user defined fields for a full business process
- Results immediately available to end user with the click of the search button
- API’s or staging tables can be set up for enterprise systems that cannot handle direct access
Search Prompts
- Configurable search prompts can be set up for any search field to easily find your data
- Use saved searches to access search prompts from the dashboard
- Use keyboard shortcuts to access search prompts from within the entity
- Frequent prompt searches can be saved by user or shared with groups
Views
- Create many global views or end user views for each entity
- Take multi-level entities and flatten them out for streamlined data entry
- Create views with subsets of the entity fields for different business functions within the same entity
- Configure header colors to represent different parts of the business process.