Veeva CRM Tips & Tricks
| Product Area / Title | Did you know...? | Tip |
|
CLM Accessing Surveys from CLM |
You can link a CLM presentation to a survey so that users can access the survey quickly when they are showing that presentation |
Users can access a specific survey directly from the CLM Media Player when they are viewing a particular presentation. This eliminates extra clicks! To link a survey to a presentation, in the CLM Presentation record check the Enable Survey Overlay flag and specify the surveys name in the Survey lookup field. The survey has to have CLM selected as a Channel. Click Using the Media Player to see configuration details including field visibility requirements, or reach out to your Managed Services consultant if you have any questions. |