How To Use Your Cockpit


The cockpit is an easy to use tool that allows you to easily access commonly used functions, see open items as well as add certain widgets to your main screen.

Step-by-step guide

Note: Your links can sometimes become invalid (it will show up with a circle and a red stripe going through it) because of upgrades or changes that alter the link on your cockpit home screen). In these cases, you just need to drag the existing icon off your cockpit into a blank white area, which removes it. Then you can find the link again in the menu and drag it back in. This will re-establish the shortcut with the proper link.


  1. To enable the cockpit, go to Administration->System Initialization->General Settings
  2. Switch to the Cockpit tab
  3. Check Enable Cockpit at Company Level
  4. Click Update and it will advise to you restart program.
  5. After restart, you have to enable it in a second area in the menu bars under Tools->Cockpit->Enable My Cockpit. It will prompt you for one more restart to finish the process.


  1. Your new screen should have a My Cockpit tab
  2. The menus before the Widget Gallery shows you different profiles you have, some of them such as Sales will have predetermined functions and options
  3. The Home profile will allow you to customize it from scratch
  4. If you drag the Widgets to the main part of the screen, it will show a new window with that widget
  5. Switching to the modules tab will allow you to drag in certain menus onto widget



After you get use to using the system, you'll know which options and menus you use the most and you can customize your Cockpit as necessary.





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