Device and Software Requirements for Mac

The Veeva CRM Desktop app for Mac supports the current MacOS release and the two prior releases. The currently supported MacOS versions are Sonoma (14.x), Ventura (13.x), and Monterey (12.3 or later).

The following are the minimum specifications to ensure the best experience when using the Veeva CRM Desktop app for Mac:

• Processor – Dual-core, quad-core
• Dual-core - Minimum 2.2GHz dual-core Intel Core i7
• Quad-core – Minimum 1.1GHz quad-core Intel Core i5
• Memory – 16 GB RAM is recommended. Minimum 8 GB RAM.
• Hard disk space – 256 GB SSD is recommended. Minimum 256 GB.
• Screen resolution – Minimum 1440 by 900 pixels
• Graphics – Intel HD Graphics 6000 or newer

Configuring VMOCs for CRM Desktop (Mac)

To configure Veeva CRM Desktop for Engage Meeting only:

1. Ensure Engage Meeting is configured.
2. Navigate to the TABLET record type for the VMobile_Object_Configuration_vod object.
3. Select Edit for the Device_vod field in the Picklists Available for Editing section.
4. Add the CRM_Desktop_MacOS_vod value to the Selected Values list.
5. Select Save.
6. Navigate to the VMobile Object Configurations tab.
7. Activate VMOCs for the following objects with the Device_vod field set to CRM_Desktop_MacOS_vod:

   Do not edit the VMOCs besides activating them, unless otherwise indicated.

   • Call2_vod – Select Metadata Only check box
   • Message_vod

     Populate the WHERE clause with the following:
     WHERE Category_vod__c IN ('RemoteMeeting', 'iPad', 'CONTENT', 'CLM', 'Common') AND Language_vod__c IN (@@VOD_USER_LANG_CD@@,'en_US')
     Ensure there is only one active VMOC if the SYNC_CONFIGURATION_MODE_VOD Veeva Setting is set to 0.

   • Veeva_Settings_vod
   • User

To configure Veeva CRM Desktop for CLM only:

1. Ensure CLM is configured.
2. Ensure Launching the CLM Media Library from the Call Report Online is configured.
3. Navigate to the TABLET record type for the VMobile_Object_Configuration_vod object.
4. Select Edit for the Device_vod field in the Picklists Available for Editing section.
5. Add the CRM_Desktop_MacOS_vod value to the Selected Values list.
6. Select Save.
7. Navigate to the VMobile Object Configurations tab.
8. Activate VMOCs for the following objects with the Device_vod field set toCRM_Desktop_MacOS_vod:

   Do not edit the VMOCs besides activating them, unless otherwise indicated.

   • Call2_vod – Select Metadata Only check box
   • Call2_Key_Message_vod – Select Metadata Only check box
   • Call2_Detail_vod – Select Metadata Only check box

   • Call_Clickstream_vod – Optional

   • CLM_Presentation_Slide_vod
   • CLM_Presentation_vod

     When using the Start_Date_vod field on the CLM_Presentation_vod object, the WHERE clause for this VMOC should filter CLM Presentations with a Start_Date_vod less than or equal to TODAY.

   • Directory_vod
   • Key_Message_vod
   • Message_vod

     Populate the WHERE clause with the following:
     WHERE Category_vod__c IN ('RemoteMeeting', 'iPad', 'CONTENT', 'CLM', 'Common') AND Language_vod__c IN (@@VOD_USER_LANG_CD@@,'en_US')
     Ensure there is only one active VMOC if the SYNC_CONFIGURATION_MODE_VOD Veeva Setting is set to 0.

   • Multichannel_Activity_Line_vod – Metadata Only

   • Multichannel_Activity_vod – Metadata Only

   • Multichannel_Consent_vod – Metadata Only

   • Multichannel_Settings_vod

   • My_Setup_Products_vod
   • Product_Group_vod
   • Product_vod
   • User
   • Veeva_Settings_vod

To configure Veeva CRM Desktop for both Engage Meeting and CLM, ensure Engage Meeting for CRM Desktop and CLM for CRM Desktop are configured.

After configuring the VMOCs, users can install the app and sign in to sync the content in their media library. For a list of supported functionality in the Veeva CRM Desktop app, see Supported Functionality on CRM Desktop (Mac)