Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/DisplayingPres/DisplayFromCall.htm

## Displaying CLM Content from Calls

* Object Model

Users can launch the CLM media library directly from the call report using the Start Media option in the All Actions menu, or the Media button. 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 CRM Desktop (Windows) app. 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?**

* End Users - Browser, CRM Desktop (Windows), iPad, Windows
* [View CLM content from calls](#Viewing)
* Users do not require an additional license

### Configuring Viewing CLM Content from Calls for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

Browser, CRM Desktop (Windows), Windows
iPad

To configure this feature for the Browser and CRM Desktop (Windows) platforms:

1. Ensure [Configuring CLM as Object Model](../ConfiguringCLM/CLMBasicConfig.htm) is complete.
2. Ensure the device requirements are met and the CRM Desktop (Windows) app is installed. See [Device and Software Requirements for CRM Desktop (Windows)](../../../Platforms/CRMDesktopWin/DeviceReqs.htm) and [Installing the CRM Desktop (Windows) app](../../../Platforms/CRMDesktopWin/WinManageApp.htm#Installi) for more information.

1. 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 |
     | --- | --- | --- | --- | --- |
     | clm\_presentation\_\_v | R | n/a | clm\_presentation\_status\_\_v | Read |
     | key\_message\_\_v | R | n/a | key\_message\_status\_\_v | Read |

1. 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 checkbox

1. Navigate to **Business Admin > Objects > VMobile Object Configurations**.
2. 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 checkbox
* call2\_detail\_\_v – Select Meta Data Only checkbox
* call2\_key\_message\_\_v – Select Meta Data Only checkbox
* 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
* language\_\_sys
* message\_\_v

  Ensure there is only one active VMOC if the sync\_configuration\_mode\_\_v Veeva Setting is set to 0.
* multichannel\_settings\_\_v
* my\_setup\_products\_\_v
* product\_group\_\_v
* product\_\_v
* user\_\_sys
* veeva\_settings\_\_v

To configure this feature on the iPad platform, ensure [Configuring CLM as Object Model](../ConfiguringCLM/CLMBasicConfig.htm) is complete.

### Viewing CLM Content from Calls as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)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.
* When users start a media session from a Call Report, the application performs comprehensive validation checks—including those for child calls—before displaying the Media tab
* 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.
* When a call report is signed for details, users cannot present CLM media from the call report or associate unassigned presentations to the call, unless they clear the HCP’s signature
* For [unique activities](../../../Call_Reporting_2/Executing/Activities/UniqueActivities.htm) group calls on the Browser platform, users can only start media from the parent call report. When a unique activities child call is signed for details, users can still start media from the unsigned parent call or associate presentations with other unsigned child calls.

Browser, CRM Desktop (Windows)
iPad, Windows

After creating a call report on the Browser platform, users can share CLM content during a call in call mode:

1. Select **All Actions** from the call report.
2. Select **Start Media** to launch the CRM Desktop (Windows) app 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
3. **Launch** the appropriate CLM content in Normal View.
4. 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:

1. Select **End** from the call mode banner or **End Call** from the tray icon menu.
2. Select **End Call** in the pop-up window to confirm the end of the call. The call key message data immediately syncs online.

After creating a call report from an account, users can share CLM content during a call:

1. Select **All Actions** from the call report.
2. Select **Start Media**.
3. Select the appropriate CLM content.

To stop sharing CLM content during a call:

1. Select the **All Actions** button in the top left corner.
2. Select **Done**.

The CLM activity is automatically tracked on the call report.

### Related Topics

[Displaying CLM Content on Mobile Devices](DisplayCLM.htm)

[Displaying PowerPoint Presentations in CLM](DisplayPPT.htm)

[Displaying PDFs in CLM](DisplayPDF.htm)