Supported CLM Functionality on CRM Desktop (Mac)
Users can select and display all available CLM presentations the user has access to on CRM Desktop (Mac). These presentations can either be downloaded to the user's local device as needed, or downloaded in advance.
CLM on CRM Desktop (Mac) is available for CLM as Object Model only.
Navigating the CLM Media Library
- View presentations in a structured table. Users can customize columns based on admin-defined filters.
- Use Standard Search for titles, or Advanced Text Search to find specific keywords within the text of CLM slides.
- Tag presentations with custom labels or mark them as favorites for quick access. These preferences sync across all devices.
See the following topics for more information:
- Managing Favorite Presentations
- Using Presentation Attributes to Filter Presentations
- Labeling Presentations
- Grouping Presentations in the Media Library
- Using Directories in the Media Library
- Using Custom Presentations
- Searching the Media Library
Presenting CLM Content
See the following topics for more information:
- Navigating Slides and Presentations
- Displaying CLM Content Using Different Views
- Displaying CLM Content from Calls
- Displaying PDFs in CLM
- Displaying PowerPoint Presentations in CLM
- Viewing Slide Notes in Presentations
- Using Sub-Presentation Slides
- Using Hidden Presentations
Creating CLM Content
See the following topics for more information:
- Supporting Multi-Product CLM Presentations
- Customizing Slide Navigation
- Querying CRM Data from HTML Content
- Tracking User Activity Using JavaScript
- Creating Interactive HTML Content
- Setting the Content Target Platform for HTML Content
- Supported Media Types for CLM Content - Only .mp4 video files are supported
- Packaging Custom CLM Content
- Creating Content with Shared Resources
Tracking Content Activity
See the following topics for more information:
Troubleshooting CLM
See the following topic for more information:
