Opening and configuring the cockpit

The functions below are available in the context menu of a cockpit element:

• Save stores the current element as an HTML file or in a ZIP archive.
• Save as stores the current image as a PNG file in the file system.
• Load refreshes the image.
• Load all refreshes the data of all elements.

The Configure function on the cockpit function bar opens the configuration dialog. Here, the elements to be displayed can be selected, sized and assigned a title that will then be displayed as the cockpit elements’ respective title.

The structured cockpit element selection, arranged by module (Activities, Sales, Marketing etc.), offers a good overview.

After having configured the cockpit according to your requirements, it needs to be generated again from the configuration mask using the Open new cockpit function.

A maximum of 9 elements can be placed on the cockpit. For every element, the following data needs to be provided:

Selection of a preconfigured cockpit element. If an element was selected, it no longer appears in the selection list of the current cockpit tableau.

Selection of the element size in a 3 x 3 grid.

To be able to place numerous cockpit elements, several cockpit boards can be created. They can be opened using the buttons at the top right. Open a new cockpit board to configure fur­ther elements.

You can use the Page title field in the cockpit configuration to give cockpit pages a title. The name then appears next to the "Cockpit" title, e.g. "Cockpit Sales".

A message from within the cockpit does not refer to any record and serves communication purposes only. The recipient cannot open the cockpit via the message.