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Lime CRM Knowledge Base

Telavox Integration API Changes

During September 2019, Telavox changed the way a user is authenticated in their API, which means that the way Lime CRM Desktop client uses the API for being able to perform outgoing calls, no longer works.

But, since the Telavox Flow client now supports the tel:-protocol (click-to-call), it is possible to perform outgoing calls from Lime CRM Desktop client without using the Telavox add-in.

Resolution

  1. Make sure that you have the Telavox Flow client installed and updated on your computer.
  2. Set Telavox Flow as the default program for the tel:-protocol. Instructions (in Swedish) for how to do this is found here.
  3. Turn off the Telavox add-in in Lime CRM Desktop client by doing the following:

  4. Go to Tools –> Add-ins.

  • Select “Telavox Flow” and check off “Loaded/Unloaded” and “Load on Startup” in “Load Behavior”.

  • Press “OK”.
Popping person card on incoming calls

If you have the customization that allows for contact persons in Lime CRM to pop when a call is answered, you will need to use the old Telavox Desktop Client for answering incoming calls, since the new Telavox Flow application does not yet (September 2019) support those kind of integrations to other applications.

Impact of new LDAP security requirements on Lime CRM

Summary

Mid/late 2020 Microsoft plans to force a security update on Windows Update that by default enables LDAP channel binding and LDAP signing hardening changes for Active Directory. This article explains how these changes affect Lime CRM.

Overview

The Active Directory (AD) integration for Lime CRM uses LDAP on port 389 to communicate with AD servers to fetch and synchronize group and user information. The two settings that Microsoft will start enforcing some time during 2020 are:

  1. Required signing of LDAP messages

This prevents replay and man-in-the-middle attacks and is a good way of improving LDAP security. This does not affect Lime CRM. 2. LDAP channel binding

This helps make LDAP authentication over SSL/TLS (a.k.a. LDAPS on port 636) more secure against man-in-the-middle attacks. As Lime CRM does not support LDAPS, this does not affect Lime CRM. Since Lime CRM does not perform LDAP simple binds (sends credentials unencrypted) and, depending on AD server configuration, LDAP messages are also encrypted, confidentiality is enforced anyway.

Required actions

No specific actions are currently required due to these changes. Lime is currently testing LDAP authentication with the coming changes and will update this KB if we find any issues in testing, currently we have not found any issues.

References

Questions?

Please contact our support team if you have questions regarding any of the above.

Automation error Catastrophic failure

Microsoft has released an update which cause Lime's Outlook integration to stop working.

Effected version of Office: 2003 (version 12624.20520) Monthly update channel

The problem affects all Lime versions.

Error message when sending emails from Lime

Cause

Microsoft released a patch which broke a function called MAPIInitialize()

Source: https://stackoverflow.com/questions/61469343/mapiinitialize-fails-after-april-24-2020-update-of-office-365

Solution

Microsoft has solved the problem with a new patch. If you still experience the problem, then you need to update Office manually.

Outlook → File → Office Account → Update Options button → Update Now

Updated Lime CRM security level

Summary

At Lime we take security seriously and would therefore like to inform you that we will increase our security level a notch.

The next release of the Lime CRM Desktop client will only allow connections to Lime CRM servers with certificates that are signed by a certificate authority. End users will no longer be able to accept the warnings and connect to Lime CRM servers with self-signed certificates.

We do allow connecting to localhost, 127.0.0.1 or everything else where Uri.IsLoopback = true. That means that you can still access your local installations with self-signed certificates.

This release is planned for late August 2020, allowing you to verify your certificates.

Test your environment

To verify that the updated security level will function in your environment, please install Lime CRM Desktop 10.18.419 from here , and connect to your Lime CRM server.

Update your certificate

If you are not using valid certificates on your Lime CRM server, we strongly recommend that you update the certificate as soon as possible.

Use a TLS certificate issued by a trusted root certificate authority. The certificate must be located in the Windows Certificate Store (machine store) and have a private key that is marked as exportable. Certificates issued using a CNG cryptography provider (Microsoft specific) are not supported.

Instructions how to change the certificate can be found here

And as always, please contact your Lime contact person if you need any help.

Mail-Addin not working properly in the Outlook desktop application

Symptoms

Some parts of the add-in doesn't work in the desktop application but works when you use the addin in Google Chrome. You might be able to see parts of the UI but can't save a todo.

Solution

Any add-in that runs in the desktop version of Microsoft Outlook actually runs in Internet Explorer.

Things to verify:

1. Internet explorer 11

Ensure that you have the latest version of Internet Explorer 11 installed.

2. Verify that there is no browser emulation flag set.

Sometimes Outlook.exe is configured to run in emulation mode and therefore uses an older version of Internet Explorer than the version installed.

You can check that by opening the Windows registry and browse to

HKEY_LOCAL_MACHINE (or HKEY_CURRENT_USER)
   SOFTWARE
      Microsoft
         Internet Explorer
            Main
               FeatureControl
                  FEATURE_BROWSER_EMULATION
                     outlook.exe = (DWORD) version

If the outlook.exe doesn't exist it means that it's not running in emulation mode, which is good.

If the key has a value it means that it runs in emulation mode. Solve this by:

  1. taking a backup of the FEATURE_BROWSER_EMULATION folder and then
  2. removing the outlook.exe key.

If you experience problems afterwards, restore the registry key with the backup.

Version 13.0.3.8

Released October 11, 2019

New Features

  • Now possible to customize the web client using web components
  • Possible to bulk create objects from table view
  • Info Tiles is now included in the web client!
  • The web client is now available in French! Bonjour!

Improvements

  • Table view format changed to json (from xml)
  • Upgrade from Angular 6 to Angular 8
  • Removed the markdown text underneath the notes input field when adding a new history note
  • Linkfields is using fieldtype to show as links in web client instead of fieldname 'www'

Fixes

  • Duplicated objects might be created if you presss quickly on “Create” in the add-new dialogue
  • Not possible to select filter to delete in “Delete filter” dialog when using smaller screens
  • Not possible to set a “between” filter on a date column if the column is included in the chosen filter
  • Add new dialog is shown underneath object card when triggered from related in Safari
  • Selecting option through option property makes it impossible to scroll down in add-new dialog
  • Belongs-to picker does not show any result in add new dialog
  • Table view is not properly shown when opening from related
  • Belongs-to picker in add-new dialog flickers when there are no suggestions
  • Not possible to set a column filter on iOS in landscape mode

Version 13.2.6.26

Released February 3, 2020

New Features

  • Option query support to make it much easier to connect objects in web client.
  • Included the following system properties to be able to use in the table view: id, createdtime and timestamp.
  • Possible to set field as required in card views.

Improvements

  • limel-picker from lime-elements is used almost everywhere in the webclient.
  • Improved the suggestions returned when using limel-picker.

Fixes

  • Possible to upload documents on iOS again to the webclient.

Version 10.17.1896

Released November 14, 2019.

New features

  • The client is now available in French.

Improvements

  • Add property ThisApplication.ChromiumDebugPort, set to the port number used by Chromium for debugging.
  • Add shortcut overrides for Chromium instances, Ctrl+F5, Alt+F11, Alt+F12.
  • Update names of color themes.
  • Update button icons in places previously missed.

Bug fixes

  • Fix crash occuring when copying special characters with incompatible language settings.
  • Fix Bisnode OBO bug which prevented the user from unregistering companies from the inspector view.

Version 10.18.256

Released April 17, 2020.

Patch release of 10.18

Bug fixes

  • Users are now asked to save todo in Outlook again when having Outlook synchronization active.
  • Company information is now added per default in “Notes” field on todo when creating a new todo.