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This documentation discusses everything specific to Credit Info. Please read the Add-on's FAQ for more general questions about add-ons.

Credit Info (Web Client)

Credit Info performs a credit check on a company. The credit rating is saved in Lime CRM and shown on the object card in the Lime CRM web client. Since the rating is stored in a field, it is possible to filter on the credit rating in the table view.

Info

This is the documentation for the Web Client version. If you are looking for the Desktop Client version, then go here.

Features

  • One click credit check
  • Filtering on credit rating
  • Group permissions for view and fetch new rating
  • Fully configurable table and field names
  • Support for additional credit providers can be added as a customization