Installation Instructions

Preparations

  • Check that the requirements are met.
  • Make sure that LIP is installed in order to easily install the add-on. If LIP is not installed, you need to manually add the necessary fields in LISA.

Installation in Lime CRM

  1. Install the LIP package either by running lip.Install "creditinfo" in the Immediate Window in the VBA editor or download the latest release from Lime Store and run lip.InstallFromZip. Remember to unblock the downloaded zip file.
  2. Copy the creditinfo folder in the apps catalog to the subfolder apps in the Actionpad folder.
  3. Add the HTML below to the Actionpad (the example is using BusinessCheck as supplier). Place it just under the Actionpad header.
  4. Setup the right configuration.
  5. Publish the Actionpads.
        <div data-app="{
            app:'creditinfo',
            config: {
                businessCheck: {
                    customerLoginName: 'string',
                    userLoginName: 'string',
                    password: 'string',
                    packageName: 'string'
                }
            }
        }">
        </div>