JustRelate CRM delivers default (standard) cockpits and company cockpits that are preconfigured for several user groups.
- Sales
- Marketing
- Service
- Standard
Cockpit elements
Admin: Your Administrator has tools for Cockpit distribution for copying, pasting and deleting entire cockpits or individual cockpit pages, or transferring individual items to other users.
See also: Cockpit distribution
If a user doesn’t have a cockpit, they are automatically given the standard cockpit in accordance with their profile. Should there be more than one profile for this user, the profile with the lowest position number wins.
The standard company cockpits belong to the internal cockpit users with the UID 1100 (Sales), 1102 (services), 1101 (marketing) and 1103 (standard) and can be adapted as needed.
The preconfigured cockpit elements available in the standard are registered in the Administration/Tools/Cockpit/Cockpit elements administration table.
See also: Managing cockpit elements
Further elements can be created and added through customizing.
The configuration parameters and their default values as well as the query for the individual cockpit elements are read from the PSA_CCP_... server variables (PiSA cubes resources).