Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/TrackingCLM/SaveforLater.htm

## Tracking CLM Activity as Unassigned Presentations

* Object Model

When end users present CLM content, the activity is automatically recorded, even if an account is not selected when displaying the content. On iPad and Windows, CLM activity is saved even when exiting the media player without assigning an account, while on CRM Desktop (Windows), tracking occurs independently of an online call report. End users can later review unassigned presentations in My Schedule and associate them with the appropriate account as needed. This eliminates the need to assign an account during a call, allowing for greater flexibility and efficiency.

**Who can use this feature?**

* End Users - CRM Desktop (Windows), iPad, Windows
* [Track CLM activity as unassigned presentations](#TrackUnassigned)
* Users do not require an additional license

### Configuring Tracking CLM Activity as Unassigned Presentations for

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

To configure this feature for iPad and Windows:

1. Ensure [Configuring CLM as Object Model](../ConfiguringCLM/CLMBasicConfig.htm) is complete.
2. Ensure [Tracking CLM Activity Anonymously](TrackCLMAnon.htm) is configured.
3. Navigate to **Admin > Users & Groups > Permission Sets**.
4. Select the permission set for the appropriate user profile.
5. Navigate to **Objects > Multichannel Activities**.
6. Grant the following permissions:

   | Object | Object Permissions | Object Types | Fields | Field Permissions |
   | --- | --- | --- | --- | --- |
   | multichannel\_activity\_\_v | CRE | clm\_\_v | * call\_\_v * saved\_for\_later\_\_v | Edit |
7. Navigate to **Business Admin > Objects > VMobile Object Configurations**.
8. Update the **multichannel\_activity\_\_v** VMOC with the following suggested WHERE (ownerid\_\_v = @@USER\_ID@@ AND object\_type\_\_vr.api\_name\_\_v = 'clm\_\_v' AND saved\_for\_later\_\_v = true)
9. Ensure the **multichannel\_activity\_line\_\_v** VMOC is active for the appropriate mobile platforms.

To configure this feature for CRM Desktop (Windows):

1. Ensure [Configuring CLM as Object Model](../ConfiguringCLM/CLMBasicConfig.htm) is complete.
2. Ensure [Tracking CLM Preview Activity](TrackPreview.htm) is configured.
3. Navigate to **Admin > Users & Groups > Permission Sets**.
4. Select the permission set for the appropriate user profile.
5. Navigate to **Objects**.
6. Grant the following permissions:

   | Object | Object Permissions | Object Types | Fields | Field Permissions |
   | --- | --- | --- | --- | --- |
   | call2\_\_v | CRE | n/a | * is\_parent\_call\_\_v (optional) * name\_\_v | Read |
   | * account\_\_v * call\_datetime\_\_v * child\_account\_id\_\_v (only required for orgs with child accounts enabled) * child\_account\_\_v (only required for orgs with child accounts enabled) * clm\_\_v * detailed\_products\_\_v * duration\_\_v (optional) * location\_id\_\_v (only required for orgs with child accounts enabled) * location\_name\_\_v (only required for orgs with child accounts enabled) * location\_text\_\_v (only required for orgs with child accounts enabled) * ownerid\_\_v * parent\_call\_\_v * object\_type\_\_v * status\_\_v * territory\_\_v | Edit |
   | call2\_detail\_\_v | CRE | n/a | * call2\_\_v * detail\_group\_\_v * detail\_priority\_\_v * product\_\_v * type\_\_v | Edit |
   | call2\_key\_message\_\_v | CRE | n/a | name\_\_v | Read |
   | * account\_\_v * call2\_\_v * call\_date\_\_v (optional) * clm\_id\_\_v * clm\_presentation\_name\_\_v * clm\_presentation\_version\_\_v (optional) * detail\_group\_\_v * display\_order\_\_v * key\_message\_name\_\_v * presentation\_id\_\_v * segment\_\_v (optional) * share\_channel\_\_v (optional) * user\_\_v | Edit |
   | multichannel\_activity\_line\_\_v | n/a | clm\_\_v | segment\_\_v | Edit |
   | multichannel\_activity\_\_v | n/a | clm\_\_v | * call\_\_v * saved\_for\_later\_\_v | Edit |

Users must sync their devices and apply updates to the media library to begin using Save for Later call mode on CRM Desktop (Windows).

#### Displaying Unassigned Presentations in My Schedule

To display an unassigned presentation in My Schedule, the unassigned presentation must use the clm\_\_v object type. For information on associating unassigned presentations with accounts, see [Associating Unassigned Presentations with Calls](../../../CallPlanning/Managing/SaveforLater.htm).

### Tracking CLM Activity as Unassigned Presentations as

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

iPad, Windows
CRM Desktop (Windows)

The Save for Later action displays in the action menu in the media player. This allows users to save the current CLM session as an unassigned presentation and start a new session. Saving the activity for later stamps the following information on multichannel\_activity\_\_v records:

* media\_preview\_\_v = True
* saved\_for\_later\_\_v = True

The share\_channel\_\_v field is not stamped on multichannel\_activity\_line\_\_v records.

Save for Later does not display in the action menu for training presentations.

When a user displays a presentation in Presentation View directly from the media library instead of a call report, Save for Later call mode is initiated, meaning the CLM activity is tracked on multichannel\_activity\_\_v and multichannel\_activity\_line\_\_v records and is not associated with a call2\_\_v record. See [Tracking CLM Key Messages](TrackKeyMsg.htm) for more information about the conditions to track CLM activity.

Enabling this feature on CRM Desktop (Windows) overrides [CLM preview tracking](TrackPreview.htm) as the default tracking in Presentation View, but users can still track CLM preview activity by selecting Preview from the Start Slideshow drop-down button in the presentation window.

Saving the activity for later stamps the following information on multichannel\_activity\_\_v and multichannel\_activity\_line\_\_v records:

* multichannel\_activity\_\_v:
  + media\_preview\_\_v = False
  + saved\_for\_later\_\_v = True
* multichannel\_activity\_line\_\_v:
  + share\_channel\_\_v = face\_to\_face\_\_v

Users do not need an active internet connection to track CLM activity as unassigned presentations. Any activity tracked offline automatically syncs when the user connects to the internet.

### Related Topics

[Associating Unassigned Presentations with Calls](../../../CallPlanning/Managing/SaveforLater.htm)

[Tracking CLM Preview Activity](TrackPreview.htm)

[Tracking CLM Key Messages](TrackKeyMsg.htm)