Supported CLM Functionality on Veeva CRM Desktop
The following CLM functionality is supported in the media library on the Veeva CRM Desktop app. Ensure VMOCs for CRM Desktop (Windows) or CRM Desktop (Mac) are configured.
Users do not need an active internet connection to use the Veeva CRM Desktop app. Any data created offline, for example, custom presentations or tracked activity, automatically syncs when the user connects to the internet.
Creating and Managing Content
Creating CLM Content
- Supporting Multi-Product CLM Presentations
- Testing CLM Content
- Customizing Slide Navigation
- Tracking User Activity Using JavaScript
- Creating and Updating Records from CLM
- Creating Interactive HTML Content
- Integrating Approved Email with CLM
- Supporting CLM Content
- Packaging Custom CLM Content
- Using Shared Resources
Managing CLM Content
Default Functionality
Navigating the CLM Media Library
- Managing Favorite Presentations
- Filtering Using Presentation Attributes
- Labeling Presentations
- Grouping Presentations in the Media Library
Only Table view is supported.
- Creating Directories in the CLM Media Library
- Searching the CLM Media Library
Displaying Presentations
- Navigating Slides and Presentations
- Using the Action Menu
- Displaying CLM Content in the Veeva CRM Desktop App
- Displaying PDFs in CLM
- Displaying PowerPoint Presentations in CLM
- Launching the CLM Media Library from the Call Report Online
