Static Customer- and Companycockpit [up to and including Version 5.2]

<note tip>Some of the points are similar at the company- and customercockpit. The graph and the differents will be specified in the following table. </note>

Companycockpit: The graphic is an overview of the company datas. open Companycockpit.
Customercockpit: Additional to the company datas you can see the contact person datas. open Customercockpit.

Companycockpit	Explanation	Customercockpit
1. Master data
	`<font color="darkorange"><b>Companycockpit:</b></font>` This panel shows the masta data of the company. `<font color="darkorange"><b>Customercockpit:</b></font>` Additional to the company data you can see the masta data of the chosen contact person. The signal that there existing additionel attributes, otherwise it is .
2. Company relations
	This panel shows the existing company relations. Through `<font color="darkorange"><b>Parent companies</b></font>` und `<font color="darkorange"><b>Child companies</b></font>` you can see each relation.The activ view is boldface.
3. Contact persons
	This panel shows the contact persons of the company.
4. Incident history
	`<font color="darkorange"><b>Companycockpit:</b></font>` This panel shows the current incidents of the company. `<font color="darkorange"><b>Customercockpit:</b></font>` This panel owns different tabs so you can see the incidents `<font color="darkorange"><b>of contacts</b></font>`, `<font color="darkorange"><b>of company</b></font>` or `<font color="darkorange"><b>as business associate</b></font>`. The table is sorted downwards according to the creation date. In the 2. column you can see if an incident ist linked to another incident in a linked system.
5. Contracts
	Rights to display contracts: Vertragsmanagement All contracts of the company will be shown at the `<font color="darkorange"><b>Companycockpit</b></font>` and `<font color="darkorange"><b>Customercockpit</b></font>` when you are allowed to see it.
6. Configuration items
	`<font color="darkorange"><b>Companycockpit:</b></font>` The panel shows all configuration items assigned to the company. `<font color="darkorange"><b>Customercockpit:</b></font>` This panel owns different tabs so you can see the configuration items `<font color="darkorange"><b>of contact</b></font>`, `<font color="darkorange"><b>of company</b></font>` or `<font color="darkorange"><b>all contacts</b></font>`. The table is sorted downwards after the last date of change of the configuration item.
7. Service call history
	The panel shows all tasks which are assigned to the contact person of the company The table is sorted downwards after the planned finish date.
8. I want to-Panel
	Create new Incident
	Creation of a new Incident in behalf of the contact person and the company.
	Edit contact person
	Opening the edit mode similar to Create new contact for current company.
	Edit company data
	Edit the company datas of the current company. (For more Informations look at Edit company data.)
	Manage contact persons of this company
	Manage contact persons of this company. (For more Informations look at Manage contact persons.)
	Assign company for this contact person
	With this button you can assign a company for this contact person.
	Manage company relations
	With this Button you can manage the company relations of the current company. (For more Informations look at Manage company relations.)
	Manage contact person-CI relations
	With this you can manage contact person-CI relations.
	Manage company-CI relations
	With this you can manage the company-CI relations. (For more Informations look at Manage company-CI relations.)
	Create new contract
	With this you can create a new contract. The company will be take over automatically.
	Create new contact for current company
	With this you can create new contact for the current company. (For more Informations look at Create new contact for current company.)
	Create new contact with the same address
	With this you can Create new contact with the same address as the current. To complete the fill look at Create new contact
	Refresh data
	When you push this button you got a refresh of the data and receive the current datas.
	Cancel
	For closing the page.

	Edit contact person
	Neue Firmenbeziehung erstellen
	Neue Firmen-CI Zuordnung erstellen

Dynamic customer-/ contact person - und companycocktit [since Version 5.3]

The Dynamic cockpit provides you with the facility to create your own view of the customercockpits.

Meine Cockpits

Supsequently you have created your first customer-/ contact person- or companycockpit you can call them out of the register My Cockpits. The datas will be shown in the chosen view. The cockpits können Benutzer oder Mandanten gebunden sein.

Cockpit-Administration

The functionality of
Add webpart,
Delete cockpit,
Publish cockpit,
Add cockpit,
Delete my personal cockpits
and Edit configuration, Drag me, Collapse/ Expand [since Version 5.3] und Remove
is similar to My1Answer webpart and My1stAnswer cockpit.

Webpart type

You can use the following webpart type in the customer-/ contact person and companycockpit:

External content
Contacts
Technician Appointments_{(see below)}
Remote Incidents_{(see below)}
Incidents
Masta data _{(see below)}
CMDB
Contracts
Company Relations_{(see below)}

<note important>The display of each webpart is right dependent. For more informations look at User rights.</note>

<note>You can find more informations to the webparts External content, Contacts, Incidents, CMDB und Contracts at: My1Answer webpart.</note>

Technician Appointments

According to adjustment (at Reference in edit mode):

alle die für die Firma des Kunden angelegt wurden oder
alle die für den Ansprechpartner angelegt wurden angezeigt

will be shown.

The search at Webpart type Incidents (at My 1stAnswer) works exactly alike.

Remote Incidents

Remote Anfragen sind Anfragen aus einem anderen 1stAnswer System, dass aber mit Ihrem verbunden ist (Mandantenkonzept).
Öffnen der Remote Anfragen über folgende Rechte: Case.Remote.Edit oder Case.Remote.Display.

Kundencockpit:
Es werden immer die Remote Anfragen des aktuell geöffneten Ansprechpartners angezeigt. Der Kunde in der Remote Anfrage ist dabei nicht relevant.
Hier kann die Sicht auf die Anfragen über die Tabs dieses Asp., dieser Firma oder als Geschäftspartner gefiltert werden. Zu sehen sind alle Remote Anfragen bei denen der geöffneten Ansprechpartner der Kunde der ursprünglichen Anfrage ist.

Firmencockpit
Die Anfragen werden auf drei Reiter aufgeteilt: dieses Ansprechpartners, dieser Firma, als Geschäftspartner.Zur Anzeige dieses Panels wird das Recht Case.Show.Relations benötigt. Hier werden nur die Remote Anfragen der Firma angezeigt. Zu sehen sind alle Remote Anfragen von denen einer der Ansprechpartner der Firma der Kunde der ursprünglichen Anfrage ist.

The search at Webpart type Incidents (at My 1stAnswer) works exactly alike.

Master data

Hier werden Ihnen die Stammdaten des Kunden angezeigt, dessen Kundencockpit Sie geöffnet haben. Diese beinhalten den Firmennamen der er als Ansprechpartner zugeordnet wurde und die Anschrift des Kunden/ Ansprechpartners.

Company relations

According to adjustment (at Reference in edit mode) :

all parent companies of the company
all child companies der Firma der der Kunde des geöffneten Kundencockpits angehört angezeigt

will be shown

The search at Webpart type Incidents (at My 1stAnswer) works exactly alike.

I want to-Panel at the dynamic cockpit

Comopanycockpit	Explanation	Customercockpit
	Create new Incident with template [since Version 5.3]
	Hier können Sie mit Hilfe von Templates eine neue Anfrage anlegen im Namen des Ansprechpartners und der Firma. Dazu wählen Sie nach dem klicken auf diesen Button eine der Vorlagen aus und die Anfrage wird erstellt.

Wiki 1stAnswer Help

Table of Contents

Static Customer- and Companycockpit [up to and including Version 5.2]

Dynamic customer-/ contact person - und companycocktit [since Version 5.3]

Meine Cockpits

Cockpit-Administration