Company cockpit

A company cockpit gives you a compact overview of the customer and the current situation with them. In a company cockpit, you can use a great part of the already available cockpit elements as well as new ones that were especially designed for it. There are preconfigured company cockpits that are delivered as examples by the CRM standard for the sales, service, and marketing areas.

You can also create new activities in the company cockpit as well as in the company form.

A new message from a company’s cockpit refers to the company. The recipient can open the user-spe­cific company cockpit from the message.

You can open the cockpit in the customer form by clicking on the chart button on the left side of the company form’s title bar, or also from within a CTI-dialog.

If you mark several companies in the sublist of the company form, you can use the Open in com­pany cockpit function to load the cockpits of the selected companies into a company mask. Using the stan­dard functions to browse through records in a form, you can view the company cockpits.

Exemplary pre-configured enterprise cockpits are delivered by the standard. Provisioning and distributing these enterprise cockpits to users works in the same way as with user cockpits.