Other configuration

The different types to choose from when creating a new activity correspond to the history types in the application.

In order to configure the activity types you go to the “CRM configuration” category, select “Activities” –> “Activity Types” to the left and click “Show code editor” to access the json configuration.

The configuration consist of a number of sections:

  • Option key (“comment” in the example above). This is the optionkey for the corresponding history type.
  • Localized templates. Under the section “templates” you can specify how the activity should be presented in the activity feed in different languages (english, danish, norwegian, swedish and finish). For each language, separated with the language code according to the example, it's possible to rank the order in how the activity should be presented. It is also possible to use field codes for person and user. This means that _PERSON_ will be changed to the connected persons name in the activity feed, while _USER_ will be changed to the name of the user who created the activity.

The example above means that if the activity is connected to both a USER and a PERSON, the first sentence will show in the activity feed. If the activity only is connected to a USER, the second sentence will be shown in the activity feed, and if the activity isn't connected either a USER or PERSON, the third sentence will be shown.

  • Title. This section corresponds to the title when selecting the activity type. The title is localized depending on language.

When finished editing the view, you press “Save view”.

Note!

Please observe that the configuration needs to follow the exact indentation in order to work.

The configuration of activity types according to the example above results in the activity “Customer visit” in the activity feed as the one below in english.

Note!

The order of the activity types are based on the order of the options in the activity type field in LISA.

You can configure what limetypes that should be possible to connect an activity to. Therefore go to the “CRM configuration” category, select “Activities” –> “Attachable Objects” to the left and click “Show code editor” to access the json configuration.

For each row in the list, you write the name of the limetype that should be possible to connect when adding an activity to the activity feed. It is also possible to configure if the limetype should be connected automatically or not using the auto_attach property. If this property is set to true, the object will automatically be set to the parent object for which the current object is connected to. For example, if you add an activity to a deal, and the deal is connected to a company, the activity will be connected to that company if the auto_attach property is set to true.

In order to configure what limetypes that can be created through the plus icon in the header of the web client you go to the Admin page and from there to the “CRM configuration” category. Select “Limetype Extensions” to the left and click “Show code editor” to access the json configuration. Then set “create”: true for the limetype that you want to be able to create.

In the example above, it is possible to add a new company, but not a new solutionimprovement through the plus sign in the header of the web client.

When you are done - press the “Save” button.

To change the order of the tables shown in the dropdown menu next to the plus icon, change the order in the Tables overview in LISA.

The color and icon for each limetype badge can be configured on the Admin page in the “CRM configuration” category. Select “Limetype Extensions” to the left and click “Show code editor” to access the json configuration. Here hcange the values “color” and “icon” for each limetype.

The following configuration for the company limetype will set the icon and color according to the image below.

The icon library used for the limetype badges is icons8 - Windows 10 icons.

To find the icon you would like to use, simply search for the icon through the Icons 8 search page and then follow the instructions below:

  1. Click on the icon and the icon will show in the right pane of your browser
  2. Press “Generate HTML
  3. Press “PNG CDN”
  4. The icon name will show in the img tag html.
  5. Copy the icon name (without file extension) to the configuration in Lime admin.
  6. Save the configuration and you are done.

Note!

If the icon has a dash in the name, for example ringer-volume, the name will be ringer_volume. Dashes on the icons8 webpage corresponds to underscores.

The color for each limetype badge can be configured with the property “color”. The color property can either be set using hexadecimals or by selecting one of the included colors according to the image below.

So if you would like to use the included green color, you simply write “lime-green” for the color property.

Bulk actions can be used to perform actions on many objects simultaneously from the table view.

The bulk creation of related objects is used to quickly create multiple objects at the same time.

Some examples for value creating workflows that this feature enables:

  1. Save time by quickly connect the right persons to marketing activities
  2. Easily create to-dos for all deals that lack a next step

The feature is configured per limetype through the table view by adding the bulk action ID before the column properties as the example below illustrates:

{
  "actions": [
    {
     "id": "limeobject.bulk-create-dialog",
     "params": {
       "relations": [<LIST OF CREATABLE, RELATED FIELDS (AS STRINGS)>]
     }
   }
],

A configuration of the Person table view, where it is possible to bulk create participants and todos is shown below:

{
  "actions": [
    {
      "id": "limeobject.bulk-create-dialog",
      "params": {
        "relations": [
          "participant",
          "todo"
        ]
      }
    }
  ],
  "columns": [
    {
      "property": "firstname",
      "isDefault": true
    },
    {
      "property": "lastname",
      "isDefault": false
    },
    {
      "property": "position",
      "isDefault": true
    },
    {
      "property": "phone",
      "isDefault": true
    },
    {
      "property": "mobilephone",
      "isDefault": true
    },
    {
      "property": "email",
      "isDefault": true
    },
    {
      "property": "inactive",
      "isDefault": true
    },
    {
      "property": "company",
      "isDefault": true
    },
    {
      "property": "interest",
      "isDefault": false
    }
  ],
  "enabled": true
}

Note!

As of now those actions can only be configured via json. Activate the code editor with the switch (“Show code editor”) in the top right corner.

The example configuration will add the action menu to the Person table view:

User workflow

Let's have a look at the general flow by going through the concrete example of adding several persons to a marketing activity:

  1. Go to the table view of persons.
  2. Filter everyone who should be included in the marketing activity.
  3. Select 'Bulk create objects' from the action menu.
  4. Select marketing activity as type of content.
  5. Fill out the rest of the form and click 'create'.
  6. A toast message appears and gives you 5 seconds to undo the action before it creates the corresponding task.
  7. Another toast message will inform you after the task is completed.
  8. If the task ended successful you can go to the participant table view and check the result.

From version 2.180.0 (2021-05-31), Lime CRM comes with a bulk update feature. It uses the task service, so please make sure it's up and running as well as monitored (if used on-prem).

How to set up

  1. Log in to Lime Admin
  2. Go to Add-ons –> Bulk update –> Security settings and set the groups that should be allowed to bulk update. For instance Users.
  3. The feature is then configured per limetype through the table view by adding the bulk action ID before the column properties as the example below illustrates:
{
  "actions": [
    {
      "id": "limepkg_bulk_update.bulk-update",
      "params": {
        "exclude": []
      }
    }
  ],

Example where the fields Name and Phone cannot be bulk updated for the company lime type

{
  "actions": [
    {
      "id": "limepkg_bulk_update.bulk-update",
      "params": {
        "exclude": [
          "name",
          "phone"
        ]
      }
    }
  ],
  "columns": [
    {
      "property": "name",
      "isDefault": true
    },
    {
      "property": "coworker",
      "isDefault": true
      ...

Requires lime-crm version 2.267.0 or later.

Setup

You need to enable the export function for each table that should be exportable. This is done per limetype in the table view configuration. You find it in Lime Admin under “Views ⇒ <Wanted limetype> ⇒ Table” You may need to add it using the “code editor”.

Action id: limepkg_bulk_export.export-data

Label English
limepkg_bulk_export.export-data Download selection
limepkg_bulk_export.export-data-csv Download selection (csv)
limepkg_bulk_export.export-data-xlsx Download selection (xlsx)
How to set up
Property Description Type Default
exportFormat The file format xlsx or csv xlsx

Structure to add in table config

For example, this is how you can add an export action for each file format.

{
    "actions": [
      {
        "params": {},
        "id": "limepkg_bulk_export.export-data",
        "label": "limepkg_bulk_export.export-data-xlsx"
      },
      {
        "params": {
          "exportFormat": "csv"
        },
        "id": "limepkg_bulk_export.export-data",
        "label": "limepkg_bulk_export.export-data-csv"
      }
    ],
    //... Other table config
}

Add-ons config

Here you can set some common settings. You find it in Lime Admin under `Add-ons ⇒ Exporter`. These settings can be changed in runtime.

Config values
Section. Name Description Default
Root Delimiter The character used to separate the data. Tab
Root Direct download limit If the number of objects to export is below the limit the export will be performed directly. Otherwise, the export will be performed as a background job using the task service. 500
Security ⇒ Permissions per limetype Limetype What limetype that the config affects.
Security ⇒ Permissions per limetype Exporter groups A list of User Groups that have access to the exporter for the given limetype.

Server config (lime-config)

Below you see a list of settings that you can configure on the server level via lime-config:

Property Description Default
lime_config.config.plugins.limepkg_bulk_export.sync_export_limit The maximum number of objects that is allowed to be exported synchronously/directly. 50 000

From Server version 2.XXX.X (September 2021) or Web Client v.2.218, it is possible to configure quick links to contact info on any relation field.

Contact info can display phone, mobile, email and homepage from any limetype, on which you can take quick action. Contact info can be configured for any limetypes relation fields, not only person. It uses the labels Email, Business Telephone Number, Mobile Phone Number and Business Home page so ensure that you have your labels in order.

How to configure

  1. In Lime Admin, go to the card configuration of the card where you want the Contact Info to be enabled.
  2. Go properties of the relation field where you want to enable Contact Info
  3. Add
    {
       "contactInfo": true
    }

Note!

As of now these actions can only be configured through the properties field of the relation field. We intend to change this configuration to be enabled with a checkbox.

For older versions of Lime CRM - please go here for version specific configuration.


  • Last modified: 4 weeks ago
  • by Malin Tjärnemo