Supported CLM Functionality on CRM Desktop (Windows)
The CRM Desktop (Windows) 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.
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 Veeva CRM on Desktop
- Displaying PDFs in CLM
- Displaying PowerPoint Presentations in CLM
- Launching the CLM Media Library from the Call Report Online
- Creating Orders from a CLM Presentation
