Requirements
In order for the Lime CRM Web client to work properly, the following requirements on the database must be satisfied. Please make sure that these requirements are met before proceeding in enabling the web client!
Database structure
The web client is currently adapted to fit the main structure of the Lime CRM Core database v 2.0 or higher. This means that the database must have a specific structure for the web client to work properly. The structure includes specific tables, but also table- and field-labels.
Todos and history
In order to use the todo functionality and the activity feed, there must be two different tables in the database, with table labels as below:
| Table | Table label |
|---|---|
| Todo | ToDo |
| History | History |
Note!
This means that you MUST have separated tables for todo and history. If you use one table for both todos and history, then these need to be split in order to use the web client properly.
Todo table
The following fields and including field-labels must be set in order to properly use todo functionality.
| Field | Field type | Field label | Description |
|---|---|---|---|
| Subject | text field | Description | Subject of the todo |
| Coworker | relation field | Responsible Co-worker | Link to responsible coworker |
| Company | relation field | N/A | Link to company |
| Person | relation field | N/A | Link to contact person |
| Starttime | datetime | StartDate | Start date for the todo |
| End Time | datetime | DueDate | End date for the todo |
| Notes | text | Notes | Notes for the todo |
| Done | yes/no | Completed | Done-flag |
History table
The following fields and including field-labels must be set in order to use the activity feed and register new activities properly.
| Field | Field type | Field label | Description |
|---|---|---|---|
| Date | datetime | StartDate | Date for the activity |
| Coworker | relation field | Responsible Co-worker | Link to responsible coworker |
| Type | option | Category | Activitytype - see more info here |
| Notes | text | Notes | Notes for the activity |
Documents
In order to get the nicely formatted document-list and being able to drag n drop documents, the following table and field labels must be set.
| Table | Table label |
|---|---|
| Document | Document |
The following fields and including field-labels must be set:
| Field | Field type | Field label | Description |
|---|---|---|---|
| Comment | text | Description | Text describing the document |
| Coworker | relation field | Responsible Co-worker | Link to responsible coworker |
| Document type | option | Category | Type of document |
Custom tables
In order to search for, and view information from other tables, each table must include a field with one of the following field labels below. If there isn't a field label on the table, the search view won't be generated and you cannot find any objects in the related items list.
Field label
- Name
- Firstname
- Lastname
- Nickname
- Customer number
- Company number
- Description
- Category
- Key
Authorization model
The authorization model in the web client covers users, groups, policies and object access. This means that you can set up field- and table policies that defines which usergroups are able to read/write/add/delete fields and tables.
From version 12.46 it is also possible to use object access in the web client. Read more about that here.