Lime CRM Wiki configuration

Actionpads

anonymous@undisclosed.example.com (Anonymous) — Tue, 19 Mar 2019 15:03:42 +0000

Actionpads The Actionpads are a dynamic part of the Lime CRM Windows client, configured uniquely for each customer. The Actionpads usually run the Lime Bootstrap framework, which gives the possibility of easy customisation and use of small apps The Actionpads are served locally from the

Caching

anonymous@undisclosed.example.com (Anonymous) — Mon, 08 Jun 2020 08:23:02 +0000

Caching This is an experimental feature, available in Lime CRM 20.2 or newer You can enable caching of the Lime CRM data structure by using Redis. This will affect the performance of the Desktop Client, and we have measured improvements between 3x to 10x per request, overall giving a about factor 10 reduction in load times opening inspectors in the Desktop Client.

Autodetection of server details through DNS

anonymous@undisclosed.example.com (Anonymous) — Sun, 02 Dec 2018 22:09:18 +0000

Autodetection of server details through DNS In order to simplify setup of Lime CRM clients it is possible to set things up so that the correct Lime CRM server address is automatically detected and used by the client. This is done by adding a DNS record of type SRV on the following format:

Configuration specific information for older versions

anonymous@undisclosed.example.com (Anonymous) — Sun, 02 Dec 2018 22:09:19 +0000

Configuration specific information for older versions Migrating lime-views and configuration (upgrading from version < 12.9) From Lime CRM Server 12.9, lime-views and some configuration is stored in the database instead of in files. If you are upgrading from an early version of Lime CRM Server 12, the views needs to be migrated. To migrate existing lime-views and configurations, run the following script from the Lime CRM Command Prompt on the server.

Storage of files

anonymous@undisclosed.example.com (Anonymous) — Wed, 05 Apr 2023 09:15:13 +0000

Storage of files Lime CRM stores files in the database as default. As of Lime CRM 20.2 the storage location of files can be configured to be one of; * Database * Amazon S3 * File System * Live docs. Configuration is done via Lime Config as documented in Lime Core

Tab content indicator

anonymous@undisclosed.example.com (Anonymous) — Sun, 02 Dec 2018 22:09:18 +0000

Tab content indicator The tab content indicator is a feature that fades the icons of tabs with no content. When enabled it will send extra requests to the server, and in some cases it might be desirable to disable it due to performance issues. The feature is enabled per client and can be enabled/disabled from the

Active Directory integration

anonymous@undisclosed.example.com (Anonymous) — Mon, 01 Sep 2025 11:27:53 +0000

Active Directory integration Active Directory is set for end of life 2024-12-31 in favour of Entra ID and OpenID Connect. Lime Active Directory Integration (LADI) is a component available in Lime CRM 10.9 and later versions. It has three main functions: * It provides

limefu

anonymous@undisclosed.example.com (Anonymous) — Thu, 03 Mar 2022 13:21:35 +0000

limefu limefu is a command line tool that helps you with various administrative tasks. All commands are executed by the user running the command tool. You need to ensure that your user have the correct rights to the SQL server in order to be able to manage your database.

LISA Introduction

anonymous@undisclosed.example.com (Anonymous) — Mon, 05 Oct 2020 09:12:46 +0000

LISA Introduction * What is LISA? Start working with LISA * How to access LISA * Overview * Attach database * Database settings * Add tabs/tables * Table properties * Record access * Add fields * Field types * Field properties * Option Query * Relation field * Field SQL properties Users, groups and security * User management * Groups * Policies

Languages and localization

anonymous@undisclosed.example.com (Anonymous) — Sun, 02 Dec 2018 22:09:18 +0000

Languages and localization Lime CRM has multilingual support and users may log on to the same database with different languages. Enabling and disabling languages in LISA Active languages are configured in LISA when a new database is created. This can also be changed later through the

Object access

anonymous@undisclosed.example.com (Anonymous) — Wed, 23 Mar 2022 14:48:51 +0000

Object access With object access it is possible to restrict access to a specific object in Lime CRM. This is different from type level permissions which are handled through policies and ACLs, where permissions are valid for all objects of the same type.

Option queries in the web client

anonymous@undisclosed.example.com (Anonymous) — Tue, 23 Mar 2021 10:10:53 +0000

Option queries in the web client Option queries are used to simplify the connection of different objects and makes it possible to decide what subset of a certain limetype the user should be able to choose from when connecting a certain limetype to another.

Other configuration

anonymous@undisclosed.example.com (Anonymous) — Tue, 20 Jun 2023 07:40:32 +0000

Other configuration Activity types The different types to choose from when creating a new activity correspond to the history types in the application. Activity types in activity feed In order to configure the activity types you go to the “CRM configuration

Creatable Limetypes (Lime CRM server < 12.48)

anonymous@undisclosed.example.com (Anonymous) — Mon, 03 Dec 2018 14:45:00 +0000

Creatable Limetypes (Lime CRM server < 12.48) In order to configure what limetypes that can be created through the plus icon in the header of the web client you go to “Creatable Limetypes” and add the database name of the limetypes according to the picture below.

Record access

anonymous@undisclosed.example.com (Anonymous) — Sun, 02 Dec 2018 22:09:19 +0000

Record access Warning! Record Access is deprecated in favor of Object Access With the record access functionality it is possible to filter records the users have access to in a specific table. For example a salesman in Denmark will only have access to Danish companies while a salesman in Sweden will only have access to Swedish companies.

Requirements

anonymous@undisclosed.example.com (Anonymous) — Tue, 24 Nov 2020 12:34:16 +0000

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 als…

Securing your Lime CRM installation

anonymous@undisclosed.example.com (Anonymous) — Sun, 02 Dec 2018 22:09:18 +0000

Securing your Lime CRM installation On this page we give a few tips and recommendations on how to make your Lime CRM Server installation more secure. Disable weak SSL ciphers This section only applies to Lime CRM Server versions prior to 12.x. Some components used in Lime CRM Server rely on the Microsoft HTTP stack which by default enables a number of encryption algorithms which are today considered insecure. Follow the

Single sign-on

anonymous@undisclosed.example.com (Anonymous) — Mon, 23 Jan 2023 12:31:11 +0000

Single sign-on Active Directory is set for end of life 2024-12-31 in favour of Azure AD. If single sign-on is to be used, a Service Provider Name (SPN) for Lime CRM Server must be set in Active Directory. To do this, run the following commands in a command prompt as a user with Domain Administrator privileges (from any computer inside the domain):

Configuration

anonymous@undisclosed.example.com (Anonymous) — Mon, 08 Apr 2024 08:08:47 +0000

Configuration Web client * Requirements * Enabling the web client * Views and index * Widgets * Other configuration * Troubleshooting * Option queries * Callout * Document Templates * Info Tiles * Option Visualizer * Standard Actions Server * Web server configuration * Enable API key generation via Lisa * Securing your Lime CRM installation * Auto-detection of server details through DNS * Experimental: Data-structure Caching * Single sign-on Active Directo…

Super Search

anonymous@undisclosed.example.com (Anonymous) — Sun, 02 Dec 2018 22:09:18 +0000

Super Search * Lime links in the Search Results * Labels and for tables and fields * Step-by-step Guide * Trouble Shooting * Disclaimers

Troubleshooting

anonymous@undisclosed.example.com (Anonymous) — Thu, 26 Nov 2020 10:32:19 +0000

Troubleshooting I cannot see any database in the login screen (from the server). What do I do? 1. Make sure that your databases are upgraded using limefu. This needs to be done whenever you upgrade Lime CRM server, even if it's from eg. 12.4 to 12.6. 2. Make sure that you are allowing active scripting in Internet Explorer by doing the following:

Views and index

anonymous@undisclosed.example.com (Anonymous) — Mon, 10 Jun 2024 12:19:09 +0000

Views and index Views describe what information (which fields) is shown in search results (search views), on cards (card views), in tables (table views) and in related information lists (list views). All views are stored in the database in the sys_data table.

Changes in Lime CRM Server version 12.20

anonymous@undisclosed.example.com (Anonymous) — Sun, 02 Dec 2018 22:09:18 +0000

Changes in Lime CRM Server version 12.20 It's now possible to search for information in related objects. If, for instance, a person is connected to the company “Lundalogik”. That person is now part of the result for the query “Lundalogik”.

Enable the web client

anonymous@undisclosed.example.com (Anonymous) — Tue, 26 Oct 2021 11:33:36 +0000

Enable the web client To enable Lime CRM Web Client, the following steps needs to be done. On-premise * Follow the regular installation procedure for Lime CRM Server. * Edit the config.yml file located in the %LIME_HOME_PATH%\LIME Pro Server\Web Server\configs (usually

Web server configuration

anonymous@undisclosed.example.com (Anonymous) — Wed, 12 Mar 2025 16:25:39 +0000

Web server configuration Missing intermediate certificates Sometimes a browser (will most often occur in Android) will tell you that the certificate isn’t trusted even though it is regarded trusted by other platforms and browsers. This is because the browser doesn’t download intermediate certificates automatically, which Microsoft Browsers do. If this happens you need to add the information from the intermediate certificate manually in your .pem file. The certificate authority usually offer a …

Widgets

anonymous@undisclosed.example.com (Anonymous) — Wed, 21 Sep 2022 06:40:49 +0000

:!: :!: :!: This documentation is old and busted. Have a look at The Platform Docs if you want to configure widgets for your start page. :!: :!: :!: Widgets Widgets are graphical blocks of functionality visible on the dashboard. Currently, there are two widgets available:

Salespipe widget (Lime CRM Server 12.19 - 12.25)

anonymous@undisclosed.example.com (Anonymous) — Sun, 02 Dec 2018 22:09:19 +0000

Salespipe widget (Lime CRM Server 12.19 - 12.25) In order to show the salespipe widget on the dashboard, the following requirements must be fulfilled. Server Server Version Lime CRM Server v. 12.19 or above Table The configuration will in first hand use the table with correct label, in second hand use a table with one of the approved table names.