Table of Contents

Enable the web client

To enable Lime CRM Web Client, the following steps needs to be done.

On-premise

  1. Follow the regular installation procedure for Lime CRM Server.
  2. Edit the config.yml file located in the %LIME_HOME_PATH%\LIME Pro Server\Web Server\configs (usually C:\ProgramData\Lundalogik\LIME Pro Server\Web Server\configs) directory:
    1. Add or locate the features: section
    2. Add the following lines to it:
      features:
    webclient_login: True
  3. Restart Services
    1. Restart Lime CRM Webserver
    2. Restart Lime CRM Webfront
  4. Create and configure views, see below.
  5. Create a new search index, see below.
  6. Make sure that the todo- and salespipe widget is configured correctly, read here.
  7. Configure the correct limetypes to be created when pressing the plus sign according to the instructions here.
  8. Set up the correct activity types to be used in the activity feed according to the instructions here.

Note!

You might have to open Notepad as administrator and open the config-file in order to save your changes in step 2 above.

Cloud

When an application is registered in the cloud environment, a search index and default views are generated per default. Therefore, only the following steps are needed for these applications.

  1. Configure the views, see here.
  2. Make sure that the todo- and salespipe widget is configured correctly, read here.
  3. Configure the correct limetypes to be created when pressing the plus sign according to the instructions here.
  4. Set up the correct activity types to be used in the activity feed according to the instructions here.

Views

Views describe what information (which fields) is shown in search results (search views), on cards (card views), in tables (table view) and in related information lists (list views). To set up views, either create a new set of default views and tailor them to your needs or use the pre-defined set that is included when starting from a Lime CRM Core application.

Creating new default views

New view are created in limefu. You start limefu by doing the following:

Open a Lime CRM Command Prompt by double-clicking the shortcut placed on the desktop when installing Lime CRM Server. If you can't find the shortcut, open a regular command prompt and enter: 

cd c:\Program Files (x86)\Lundalogik
procmd.bat

When limefu is started you execute the following command for creating new views:

limefu view generate --application <LIME application name>

Example:

limefu view generate --application "Lundalogik CRM"

To overwrite existing views, also specify the --override switch.

See more detailed info regarding views here: Views and index

Note!

If fields are added/removed from the database (through LISA/MAGGIE), the same fields needs to be added/removed for the corresponding views in order for the web client to work properly.

Search indexing

To enable the search feature in the web client, a search index must be created for existing data in the application database. Note that this might slow down the solution for the users, it is recommended to do this after work hours, especially if it is the first time or a big solution:

  1. Run limefu search index --application <LIME application name>.

See more info regarding search index here: Views and index

Older versions of Lime CRM

For older versions of Lime CRM - please go here for version specific information in how to enable the web client.

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