![]() ![]() The first time a user signs in to the app, a full sync occurs to sync all of the content in the media library. Any unsynced CLM tracking data is saved and syncs after the app relaunches. The app quits and automatically relaunches after the update completes. If the app update is required, select Update Now to update the app immediately. When users are ready to update the app, select Update from either menu. The Update Now button in the media library menu and tray icon menu becomes available. Select Update Later to update the app at a later time.Select Update Now to update the app immediately.Initiate call mode or join a call to hide the alert until the call ends.When users are in a call or an event, app update alerts for optional and required app updates do not display until the call or event ends. If the app window is minimized or closed when there is an update, the window automatically reopens and displays in the foreground. ![]() When users are not in a call or an event, an update alert displays when there is an app version update. When updates to records for the following objects are detected online:.The app checks for version updates every time it is launched, a user successfully signs in, and after every full sync. Ensure the user displayed on the authentication page matches the user whose credentials were used to sign in.Sign out of the app and all Salesforce tabs in open browser windows.When switching between users, perform the following best practices to avoid errors: See Granting Screen Recording Permission for CRM Desktop (Mac) for more information. When using Engage meeting with Veeva CRM Desktop for Mac for the first time, users must grant screen recording permission. When the app window is closed, double-select the icon to reopen the app. After signing in, the app remains running in the background and accessible from the app icon in the system tray even after ending a call or closing the window, and even if the user did not launch the app from a call. Users can launch the Veeva CRM Desktop app from the desktop icon and sign in with their Veeva CRM credentials. Move the DMG file to the Trash after the app is installed.Move the app to the Applications folder.Select download & run Veeva CRM Desktop.Launch the media library from a call report.Users can download the app installer directly or perform the following steps: Ensure software requirements are satisfied and all appropriate VMOCs are configured to use the app. Users can install the app, sign in, and manage app updates.
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