Displaying CLM Content from Calls
Users can launch the CLM media library directly from the call report using the Start Media option in the More Actions menu, or the Media button. Users can view content associated with their assigned products as well as company level content without related products, as determined by the products specified in the user’s My Setup Products. This allows users to share important and engaging visual content with HCPs.
When users launch CLM media from the call report on the Browser platform, the CLM media library opens in the Vault CRM app on Windows. This allows users who are meeting with accounts face-to-face or remotely to share downloaded CLM content. The CLM activity is tracked on the call report.
Who can use this feature?
- Browser, iPad, Windows Users
- Users do not require an additional license
- End Users
Configuring Viewing CLM Content from Calls
End Users
To configure this feature for the Browser and Windows platforms:
- Ensure the following prerequisites are met:
- Configuring CLM is complete
- Device requirements are met and the Vault CRM app on Windows is installed:
- Device and Software Requirements for Windows
- Installing the Vault CRM App on Windows
- Navigate to Admin > Users & Groups > Permission Sets > appropriate permission set > Object Permissions and grant users the following permissions:
Object Object Permission Object Types Fields Field Permission clm_presentation__v CRED n/a clm_presentation_status__v Read key_message__v CRED n/a key_message_status__v Read - Enable the Start Media record action for the appropriate call2__v object types:
- Navigate to Admin > Configuration > Objects > call2__v > Object Types > Actions > Manage
- Select Edit Object Type Actions
- Select the Start Media check box for all appropriate object types
- Grant end users access to the Start Media control:
- Navigate to Admin > User & Groups > Permission Sets > Appropriate permission set > Objects > call2__v > Object Action Permissions
- Select Edit
- Select the Execute check box for Start Media in the Object Action Permissions section
- Grant end users access to the Start Media app page:
- Navigate to Admin > User & Groups > Permission Sets > Appropriate permission set > Pages
- Select Edit
- Select the Start Media check box to grant users access to the Start Media app page
- Enable the access_clm_from_online_call__v Multichannel Setting:
- Navigate to Business Admin > multichannel_settings__v > Global Multichannel Settings
- Select Edit
- Select the access_clm_from_online_call__v Multichannel Setting check box
- Navigate to Business Admin > Objects > VMobile Object Configurations.
- Activate VMOCs for the following objects with the device__v field set to crm_engage__v (label: CRM Desktop Windows):
Do not edit the VMOCs other than activating them, unless otherwise indicated.
- call2__v – Select Meta Data Only check box
- call2_key_message__v – Select Meta Data Only check box
- call2_detail__v – Select Meta Data Only check box
- clm_presentation_slide__v
- clm_presentation__v - when using the Start_Date_vod field on the clm_presentation__v object, the WHERE clause for this VMOC should filter CLM Presentations with a Start_Date_vod less than or equal to TODAY
- key_message__v
- message__v
Ensure there is only one active VMOC if the sync_configuration_mode__v Veeva Setting is set to 0.
- my_setup_products__v
- product_group__v
- product__v
- veeva_settings__v
- user__sys
To configure this feature on the iPad platform, ensure Configuring CLM is complete.
Viewing CLM Content from Calls
End Users
When viewing media content in full screen, users can swipe left or right to navigate between content components. The navigation bar can be used to scroll through the thumbnail view of individual components, allowing the user to jump to a specific location in the presentation.
Considerations
- When launching media from an account, a Call is saved regardless of activity within CLM on the Call. If the Cancel button is selected, the Call is still saved with information entered.
- The display order of the CLM Key Messages is captured when saving a call. This allows admins to create a report analyzing the position (first, second, etc.) a slide was shown during a call.
After creating a call report on the Browser platform, users can share CLM content during a call in call mode:
- Select More Actions from the call report.
- Select Start Media to launch the Vault CRM app on Windows in the foreground. To indicate call mode, a banner displays at the center top of the screen and an app icon in the system tray displays a blue dot. Call mode means the app is tracking CLM activity for a specific call.
- Right-select the app icon to display a menu with information about the call, as well as actions to hide the banner or end the call
- Launch the appropriate CLM content in Normal View.
- Select Start Slideshow to display content in fullscreen Presentation View and begin tracking the activity. Activity is tracked only in Presentation View, not in Normal View.
To end call mode:
- Select End from the call mode banner or End Call from the tray icon menu.
- Select End Call in the pop-up window to confirm the end of the call. The call key message data immediately syncs online.
To share CLM content or desktop windows during online Engage meetings, see Sharing Content During Online Engage Meetings.
