Medical CRM Initial Configuration

  • iPad
  • iPhone
  • Windows

To configure Medical CRM for administrators:

  1. Grant admins CRED permission to the Application_Label_vod object.
  2. Grant admins Edit permission to the User object.
  3. Grant admins FLS edit access to the Custom_Application_vod field on the User object.

To configure Medical CRM for users:

  1. Grant users Read permission to the Application_Label_vod object.
  2. Grant users Read permission to the User object.
  3. Grant users FLS read access or higher to all fields on the Application_Label_vod object.
  4. Grant users FLS read access or higher to the Custom_Application_vod field on the User object.
  5. Select Medical as the Custom Application value on the individual user's detail page.

If the configuration steps for users are done after the CRM app is installed, a full database refresh is required on the device. Users must also log out and log back in for the Medical CRM icon to display on the device.