Installation Instructions

Preparations

• Check that the requirements are met.

Installation

1. Add limepkg-credit-info as a depency in your solution's pyproject.toml file.
2. Build and deploy your solution.
3. In the VBA editor of the Desktop Client, run lip.Install "credit-template".
4. Enter LISA and make sure that there is no extra, unnecessary blank option in the newly created option field. If there is, delete it and make sure that the idstring for the deleted option is not set on any records in the Lime CRM database. If so, update all those records and instead set the idstring for the new default option (the one with key = "empty").
5. Configure the add-on in Lime Admin.

Installation without LIP

In the case another table than company will be used, or if you already have one of the two properties, manually create the missing fields using LISA.