CRM Desktop (Mac) – Beta

The Veeva CRM Desktop app is a dedicated and independent app enabling users to access their media libraries whenever they need. Users can launch CLM content from the app and share the content with HCPs during calls.

Software Requirements

The Veeva CRM Desktop app for Mac runs on MacOS Big Sur or later.

Configuring VMOCs for CRM Desktop (Mac)

To allow CLM content to sync to the Veeva CRM Desktop app for Mac:

  1. Navigate to the TABLET record type for the VMobile_Object_Configuration_vod object.
  2. Select Edit for the Device_vod field in the Picklists Available for Editing section.
  3. Add the CRM_Desktop_MacOS_vod value to the Selected Values list.
  4. Select Save.
  5. Navigate to the VMobile Object Configurations tab.
  6. Activate VMOCs for the following objects with the Device_vod field set to CRM_Desktop_MacOS_vod:
    • Call2_Detail_vod
    • Call2_Key_Message_vod
    • Call2_vod
    • CLM_Presentation_Slide_vod
    • CLM_Presentaton_vod
    • Directory_vod
    • Key_Message_vod
    • Multichannel_Settings_vod
    • Message_vod
    • My_Setup_Products_vod
    • Product_Catalog_vod
    • Veeva_Settings_vod
    • User

Installing the Veeva CRM Desktop App for Mac

Users can download the app installer directly or perform the following steps:

  1. Launch the media library from the View Media Library tab or from a call report.
  2. Select download & run Veeva CRM Desktop.

  3. Launch the downloaded DMG file.
  4. Move the DMG file to the Applications folder.

  5. Move the DMG file to the Trash after the app is installed.

Signing In to Veeva CRM Desktop

Users can launch the Veeva CRM Desktop app from the desktop icon and sign in with their Veeva CRM credentials. After signing in, the app remains running in the background and accessible from the app icon in the system tray even after ending a call or closing the window, and even if the user did not launch the app from a call. When the app window is closed, double-select the icon to reopen the app.

A one-time performance tuning process occurs after upgrading to Veeva CRM Desktop 22R1. The process occurs automatically after signing in to the upgraded app for the first time and can take a few minutes.

Updating the App

The app checks for version updates every time it is launched, a user successfully signs in, and after every full sync. Full syncs occur:

  • Daily
  • When a user performs a manual sync
  • When content updates are detected online

App updates can be optional or required.

When users are not in a call or an event, an update alert displays when there is an app version update. If the app window is minimized or closed when there is an update, the window automatically reopens and displays in the foreground.

When users are in a call or an event, app update alerts for optional and required app updates do not display until the call or event ends.

If the update is optional, users can:

  • Initiate call mode or join a call to hide the alert until the call ends
  • Select Update Now to update the app immediately. The app quits and automatically relaunches after the update completes. Users do not need to sign in again. Any unsynced CLM tracking data is saved and syncs after the app relaunches.
  • Select Update Later to update the app at a later time. The Update Now button in the media library menu and tray icon menu becomes available. When users are ready to update the app, select Update from either menu.

If the app update is required, select Update Now to update the app immediately. The app quits and automatically relaunches after the update completes. Users do not need to sign in again. Any unsynced CLM tracking data is saved and syncs after the app relaunches.

CLM

The CRM Desktop (Mac) platform can be used to select and display all available CLM presentations the user has access to. These presentations can either be downloaded to the user's local device as needed, or downloaded in advance.

Advanced Functionality

Troubleshooting CLM