Requirements

• On-premise:
  • Lime CRM Server: 2024.1 or later.
• Cloud:
  • Isolated application using lime-crm 2.706.0 or later.
• Lime CRM Web Client.
• A field on the table intended to perform the credit checks on (normally the table company) that contains the organization registration number. In the Lime CRM Base Solution, this field is named registrationno.
• Plus additional requirements depending on the provider, see below.

Credit Template by Creditsafe

Credit Template is one of Creditsafe's services.

• A configured Credit Template account with Creditsafe. The customer needs to contact Creditsafe and make an agreement to use a credit template and fill in a form specifying their credit template. The template has a package name, a password and a customer login name that are needed to configure this add-on.