Configuring Medical CRM
Before using this module, you should understand the components, and then configure the functionality for all users.

application_label__v
Used to create customized labels for special user categories, such as Medical users. Labels are applied in offline apps (for mobile devices).
Configuring Medical CRM for:

To configure this module:
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
- Grant the following permissions:
Object
Object Permission
Object Types
Fields
Field Permission
application_label__v
CRED
- buttonorlink__v
- customfield__v
- customlabel__v
- layoutsection__v
- object__v
- picklistvalue__v
- recordtype__v
- veevamessage__v
All fields
Edit
user__sys
E
user__sys
custom_application__v
Edit

To configure this module:
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
- Grant the following permissions:
- buttonorlink__v
- customfield__v
- customlabel__v
- layoutsection__v
- object__v
- picklistvalue__v
- recordtype__v
- veevamessage__v
- Navigate to Business Admin > Objects:
- Select user__sys
- Select the appropriate user
- Select Edit
- Expand the Medical Custom Application section
- Select Medical as the Custom Application value
- Select Save
- Navigate to Business Admin > Objects:
- Select vmobile_object_configuration__v
- Enable VMOCs for the following objects for the appropriate mobile devices:
- application_label__v
- user__sys
Object |
Object Permission |
Object Types |
Fields |
Field Permission |
---|---|---|---|---|
application_label__v |
R |
|
All fields |
Read |
user__sys |
R |
user__sys |
custom_application__v |
Read |
Users should perform a full database refresh on mobile devices and users must log out and log back in for the Medical CRM icon to display on a mobile device after configuration is complete.