Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingContent/ReceiveEmailNotif.htm

## Receiving Email Notifications for Updates to Custom Presentations

* Object Model

When content creators update or remove slides in CLM presentations managed in PromoMats/MedComms, those changes can affect the custom presentations created by Vault CRM end users. To ensure users are always aware of changes to their custom content, they automatically receive an email notification summarizing changes after the CLM integration between PromoMats/MedComms and Vault CRM runs.

**Who can use this feature?**

* Business Admin Users – Browser
* [Customizing the Notification Email](#CustomEmail)
* End Users – CRM Desktop (Windows), iPad, Windows
* [Receiving Email Notifications for Updates to Custom Presentations](#ReceiveNotif)
* Users do not require an additional license

### Configuring Email Notifications for Updates to Custom Presentations for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [Using Custom Presentations](../NavigatingMedLib/CustomPres.htm) is configured.
2. Navigate to **Custom Settings > Multichannel Settings**.
3. Select **Manage**.
4. Select **Edit**.
5. Populate the **custom\_presentation\_management\_\_v** setting with the value 1.
6. Populate the **reply\_to\_for\_custom\_clm\_changes\_\_v** setting with a valid email address. This email address is used as the Reply To email address for the notification emails sent to end users.

The reply\_to\_for\_custom\_clm\_changes\_\_v setting can only be used for Global Multichannel Settings and is ignored in profile specific settings. See [Veeva Settings](../../../Getting_Started/SettingUp/VeevaCustomSettings.htm) for more information about global and profile specific settings.

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)CLM Integration User](#)

To configure this feature:

1. Navigate to **Admin > Users & Groups > Permission Sets**.
2. Select the appropriate permission set.
3. Navigate to **Objects > user\_\_sys**.
4. Grant **Read** field permission to the following fields:
   * name\_\_v
   * email\_\_sys
   * language\_code\_\_v
   * locale\_code\_\_v

### Customizing the Notification Email as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

Business admins can customize the text for the notification email.

The notification email is sent from admin@veeva-vcrm.com and contains the subject “Slides Used in One or More of Your Custom Presentations Have Changed.” The email includes a table with the following information for each update:

* Name of the affected custom presentation
* Description of the key message for the affected slide
* Display order of the affected slide
* Update or Removal
* Name of the source presentation

The table displays a maximum of 200 updates. If there are more than 200 updates in a single sync, the end user receives an additional email for the remaining updates.

To customize the email:

1. Navigate to **Admin > Configuration > Message Catalog > Core 2**.
2. Edit the following Vault Messages. See [Managing Vault Messages and Veeva Messages](../../../Getting_Started/SettingUp/Veeva_Messages.htm) for more information.

   | Email Component | Vault Message | Default Text |
   | --- | --- | --- |
   | Subject line | custom\_pres\_email\_subj\_\_v | Slides Used in One or More of Your Custom Presentations Have Changed |
   | Email greeting | custom\_pres\_email\_body\_intro\_\_v | Dear ${user\_name},  where ${user\_name} is replaced with the Vault CRM user’s name |
   | Email text | custom\_pres\_email\_body\_text\_\_v | One or more of your custom presentations has been modified because the source slide has been updated or is no longer approved for use. The slide and the custom presentation(s) impacted are listed below. You can view the updated presentations on your CRM application after syncing. |
   | Column headers for the table listing the affected custom presentations | * custom\_presentation\_\_v * slide\_\_v * slide\_number\_\_v * source\_presentation\_\_v * update\_or\_removal\_\_v | * Custom Presentation * Slide * Slide Number * Source Presentation * Update or Removal |
   | Email closing | custom\_pres\_email\_body\_closing\_\_v | If you have questions, please reply to this email. |

### Receiving Email Notifications for Updates to Custom Presentations as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

End users receive an email notification when slides in their custom presentations are updated or removed during an incremental sync from PromoMats/MedComms to Vault CRM in the CLM Administration Console. End users receive one summary email for each CLM sync from PromoMats/MedComms with updates. All user replies to the email are sent to the email address entered in the Reply-To for Custom CLM Changes Multichannel Setting.

Email notifications are not sent for force full refreshes, even if slides in custom presentations are updated. Admins should notify users before performing a force full refresh.

### Related Topics

[Using Custom Presentations](../NavigatingMedLib/CustomPres.htm)

[Managing CLM Syncs in the CLM Administration Console](../ConfiguringCLM/ManageCLMSync.htm)

[Updating Auto-Published Content](SlideUpdate.htm)
