Lime Field

TODO

TODO

• CRM instance with version X and plug webhooks​
• Field instance​
• User in CRM called “Lime Field” with API key​

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TODO

Basic Setup​

• 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)​

​ See more​

• Using service units​
• Custom mapping​
• VBA add-on​

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​ ​ 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, relation to workorder table​

Cases (helpdesk in CRM)​

• Unordered List ItemHelpdesktype table needs limefieldid​

VBA additions to basic LIP package?

• In the App Store​
• Helpdesk Controls Handler​
• Auto-create work order​
• Company/Work order/Resource​
• Open in Lime Field action pad link

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