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addons:field:start [2018-09-25 06:50] James Pember |
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| - | ====== Lime Field ====== | ||
| - | ===== What is Lime Field? ==== | ||
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| - | ===== Lime Field / CRM integration ===== | ||
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| - | TODO | ||
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| - | ===== Lime CRM and Field pre-requisites ===== | ||
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| - | * CRM instance with version X and plug webhooks | ||
| - | * Field instance | ||
| - | * User in CRM called “Lime Field” with API key | ||
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| - | ===== Contact information ===== | ||
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| - | TODO | ||
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| - | ===== Getting started ===== | ||
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| - | **Basic Setup** | ||
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| - | * Data structures (LIP) | ||
| - | * Re-deploy Lime Field with URL and API key to Lime CRM | ||
| - | * Register webhooks in Lime Field management app and confirm successful status | ||
| - | * Perform initial sync (contracts, resources, operating procedures) | ||
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| - | **See more** | ||
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| - | * Using service units | ||
| - | * Custom mapping | ||
| - | * VBA add-on | ||
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| - | ===== Data Structures: LIP ===== | ||
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| - | Goal: __By completing the following configuration it will provide the required data structures to enable synchronization of cases with work orders between Lime Field and Lime CRM__ | ||
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| - | Resources (people who do the work) | ||
| - | * Unordered List ItemNew table | ||
| - | Contracts (companies in CRM) | ||
| - | * Unordered List ItemNeeds limefieldid | ||
| - | Work orders | ||
| - | * Unordered List ItemNew table | ||
| - | Operating procedures (checklist) | ||
| - | * Unordered List ItemNew table | ||
| - | Log (history in CRM) | ||
| - | * Unordered List ItemNeeds limefieldid, | ||
| - | Cases (helpdesk in CRM) | ||
| - | * Unordered List ItemHelpdesktype table needs limefieldid | ||
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| - | **VBA additions to basic LIP package?** | ||
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| - | * In the App Store | ||
| - | * Helpdesk Controls Handler | ||
| - | * Auto-create work order | ||
| - | * Company/ | ||
| - | * Open in Lime Field action pad link | ||
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