Installing Vault CRM via the App Store

The Vault CRM iOS application is available for installation or MDM control on the App Store. This enables easier management of the Vault CRM application and creates a simple, consistent process for managing and deploying the latest versions of Vault CRM.

Subscribing to and Installing the Vault CRM App via an MDM

Customers can use an MDM to control, push, and install application updates directly to end-users’ devices.

The Vault CRM application can be managed by any MDM application supported in the AppConfig community as well as Microsoft InTune.

To subscribe to the Vault CRM application:

1. Follow the MDM-specific instructions to subscribe to and configure the Vault CRM application.
2. Install the application via MDM.
3. Direct end-users to log into the application and synchronize.

Veeva recommends configuring your MDM to override the Automatic Updates setting on managed devices. If Automatic Updates are enabled on an end-user’s device, the application automatically updates to the latest version of the application.

The Update widget on the Vault CRM homepage and the Update Now button in the Options menu do not display in the App Store version of the application. Updates to Vault CRM are initiated via the MDM.

Installing the Vault CRM App without an MDM

End users can install and update the Vault CRM application directly from the App Store if their company does not use an MDM.

To install the App Store version of the Vault CRM application, end-users must perform the following actions:

1. Navigate to the Vault CRM application in the App Store.
2. Download the application.
3. Login.
4. Synchronize.

The Update widget on the Vault CRM homepage and the Update Now button in the Options menu do not display in the App Store version of the application. Updates to Vault CRM are initiated via the App Store. If Automatic Updates are enabled on the device, the application automatically updates whenever a new version of the application is released.