Platform Functionality

The following table lists all features in Vault CRM, as well as their supported platforms.

✔︎ - Feature is available on the indicated platform

✔︎ - Feature is coming soon on the indicated platform

✘︎ - Feature is not available on the indicated platform

/tr>
Area Feature Browser CRM Desktop (Windows) iPad iPhone Windows
Account Management

Adding Accounts to Vault CRM from Link Key Accounts

✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Account Management

Account Hot Lists

✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management

Populate Data Source for Account, Child Account, and Address

✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Account Management

Collapsible Details Pane in My Accounts

✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Management Record Data Sources for Account, Child Account, and Address ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Account Management Displaying Territory Fields for Child Accounts ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management Formatting Account Name by Country ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Account Management Stamping Country Information for Account and User ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Management View Consent Signature ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Management Creating and Managing Account Profiling Templates ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Management Child Accounts in Vault CRM ✘︎ ✘︎ ✔︎ ✔︎ ✘︎
Account Management Displaying Dynamic Attributes in My Accounts Views ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Management Customizing Account Fields in Stakeholder Navigator ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management Entering Information in Account Profiling Sheets ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management Managing Account Hierarchies ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Management Auto-Creating Affiliations in Account Wizards ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Management Capturing State License Information in Account Wizards ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management Coming Soon - Account Hierarchy in Account Wizards ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management Enabling Child Account Fields in Wizards ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Account Management Global Account Search ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Management New Account Wizard ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Management Coming Soon - New Object Type Wizard ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management Coming Soon - Regional Manager Governors in My Accounts ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Account Management Parent Account Wizard ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Management Coming Soon - Geocoding Missing Address Coordinates ✘︎ ✘︎ ✔︎ ✔︎ ✘︎
Account Management Account Deep Linking ✘︎ ✘︎ ✔︎ ✔︎ ✘︎
Account Management GAS Customized Columns and Preview Pane ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management Searching for Out-Of-Territory Accounts Before Creating an Account ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Management Configuring Account Wizards ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Management Coming Soon - Using Custom Account Object Types with the New Object Type Wizard ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management Coming Soon - Duplicate Record Checking in Account Wizards ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management Coming Soon - Disabling the Create Button for Accounts ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management Previewing an Account During Creation ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management Coming Soon - Prescriber Level Formulary ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management Dynamic Attributes for Accounts ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Management Coming Soon - Veeva ID ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Management Account Filter Recall ✘︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Management

Account Views and Lists

✔︎

✘︎ ✔︎

✔︎

✔︎
Account Management Configuring the My Accounts Display ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management Identifying Accounts with Account Identifier or Account Name Expansion ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Account Management My Accounts Alphabar on iPad ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management Scheduling a Call in My Accounts ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Management Sticky Sort Order for My Accounts ✘︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Management Using the Account Details Screen ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Account Management Visibility of Accounts and Territories ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Account Management Customer Journey Data Model ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Management Decoupled Data Change Requests ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Management Displaying the Primary Parent with a Business or Person Account's Name ✘︎ ✘︎ ✔︎ ✔︎ ✔︎
Account Management Decoupled Unverified Records ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Management Enabling Address Inheritance ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management Merging Duplicate Account Records ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Management Patient Journey Data Model ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Management Coming Soon - Adding the Business Professional Entity Object Type ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Account Management Working with Territory Fields ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Management Displaying Account Maps ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management Displaying Calls Related Lists for Accounts ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Account Management Displaying Child Accounts for an Account Hierarchy ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Management Coming Soon - Veeva CRM Campaigns ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management Coming Soon - Displaying the Formulary Matrix ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management Enabling X-Pages Custom Account Content ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Management Searching for Accounts ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Account Management

Stakeholder Navigator

✔︎

✘︎

✔︎

✘︎ ✔︎
Account Management Using Addresses in Accounts ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Account Management Sphere of Influence ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Management Displaying Additional Sphere of Influence Fields ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management Using Bookmarks for Account Filters in Sphere of Influence ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Management Using Office Best Times for Accounts ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Management Defining HCP Display Names ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Account Planning Formulary Matrix ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Planning Redesigned Account Plan UI ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Planning

X-Pages on Account Plans

✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Planning

Multi-Owner Support for Microsoft Teams Integration

✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Planning

Updated Account Plan Picklist on Call Report

✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Account Planning Assigning Call Objectives to Account Plan Objectives ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Planning Integrating Account Plans with Microsoft Teams ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Planning Applying a Product Plan to an Account Plan ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Planning Exporting Account Plans to PowerPoint ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Planning Using the KAM Business Portal Page ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Account Planning Account Plan Sharing ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Planning Assigning Accounts to Strategies ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Planning Managing Key Stakeholders ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Planning Account Hierarchy Overlay ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Planning Account Plan Deep Copy ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Planning Calculating Account Plan Progress Using the Account Plan Hierarchy ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Planning Using Action Items for KAMs ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Planning Working with Multiple SWOT and Goal Records ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Planning Product Plans ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Account Planning Using the Account Plan X-Pages Studio Template ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Planning Viewing Stakeholder Navigator from an Account Plan ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Timeline Displaying Sent Fax Activity on the Timeline ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Timeline Viewing the Account Timeline ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Timeline Viewing Events Management Events on the Account Timeline ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Timeline Displaying Custom Multichannel Activities on the Account Timeline

✔︎

✘︎ ✔︎ ✘︎ ✔︎
Account Timeline Setting the Timeline as the Default View for an Account ✘︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Timeline Account Timeline Filtering ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Timeline Viewing Activities on the Account Timeline ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Account Timeline Coming Soon - Creating Medical Inquiries from the Account Profile View ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
Account Timeline Coming Soon - Displaying the Suggestion Insights Overview Panel ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
Align Creating Product Specialties in Bulk ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Detailing Priority in Territory Feedback ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
Align

Preventing Users from Adding Restricted Products

✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Profiling During Territory Feedback ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
Align

Shared Targets in Territory Feedback

✘︎ ✘︎ ✔︎ ✘︎ ✘︎
Align

Transferring Targets in Territory Feedback

✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align

Preventing Users from Adding Restricted Products

✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Align

Creating Product Specialties

✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Using Cycle Capacity Planning in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Cloning an MC Cycle ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Creating Exclusive Assignments in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Using Location Based Targeting in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Creating Rule-Based Targeting Assignments ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Using Targeting in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Using Account Assignment Rules in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Manually Managing Account Assignments in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Managing Footprints in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Managing Geographies in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Generating Geo Shapes ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Using the Territory Information Panel ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Managing Align Territories ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Visualizing Territories on Maps ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Managing My Setup Products in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Managing Product Assignments in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Managing Field Forces ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Assigning Roster Members in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Managing Target Exclusions ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Align Integrated Territory Feedback Operational Guide ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Reviewing Feedback as a Manager ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Recommended Targets in Align ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Align Using Territory Feedback in Vault CRM ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Align Managing Application Profiles in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Assigning Application Roles to Individual Roster Members ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Managing Groups with Functional Profiles ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Using Vault CRM Managed Roster Member Fields in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align End-Dating Users in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Using Functional Profiles ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Managing Layout Profiles in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Managing Engage Licenses in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Resetting Vault CRM User Passwords in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Managing User Security Policies in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Managing Users in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Managing Vault CRM User Preferences in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Integrating Align and Workday ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Modeling in Align ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Align Preventing Users from Adding Restricted Products ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Align Creating Product Specialties ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Email Sending Secure Messages via Approved Email ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email

Sharing Documents with Users via My Setup Products and Content Groups

✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Email Classic Consent in Approved Email ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
Approved Email Approved Email Entry Points ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Approved Email CRM Auto-Publishing for Email Fragments ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email Email Tab ✘︎ ✘︎ ✔︎ ✔︎ ✔︎
Approved Email One-Click Unsubscribe ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email Associating Business Accounts to Approved Emails ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Approved Email Sending Approved Emails to BCC Recipients ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Approved Email Bounced Email Management ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email Composing Approved Emails ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Approved Email Favorite Email Templates and Fragments ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email Managing Approved Email Recipients ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Approved Email Saving Emails as Drafts ✘︎ ✘︎ ✔︎ ✔︎ ✔︎
Approved Email Reschedule Emails ✘︎ ✘︎ ✔︎ ✔︎ ✔︎
Approved Email Displaying Approved Email Activity on the Timeline ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Approved Email Using Key Messages in Approved Email Content ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email Publishing Method for Email Fragments ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Email Tracking Approved Email Activity ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Approved Email Tracking Multichannel Activities from Approved Emails ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email Adding Footnotes and Citations to Approved Email Content ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email Approved Email Configuration Tokens ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email Creating Approved Email Fragments ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Email Creating Approved Email Templates ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Email Embedding the Vault Viewer in Approved Email Content ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Email Formatting Tokens to Display Date and Time ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Approved Email Inserting Queried Data into an Approved Email ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email Labeling Links in Approved Email ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Email Multi-Product Approved Email Content ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email Personalizing User Profiles ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Approved Email Tracking Approved Email Activity Using Tokens ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Email Aligning Approved Email Content to Users ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email

Customizing Email Header Behavior

✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Email Using Detail Groups in PromoMats / MedComms ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Email

Defining the Language of Approved Email Content

✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email Matching Products for Approved Email Content ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Email Previewing Rendered Approved Email Content ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Email Restricted Words in Approved Email ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email

Setting Consent at the Email Template Level

✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email Testing Staged Approved Email Content ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email Filtering Approved Email Fragments ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email Capturing Approved Email Opt-In Consent ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Approved Email Creating Approved Email Receipt Templates for Signature Transactions ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email Adding and Customizing Unsubscribe Links ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Email Coming Soon - Confirming RSVPs and Activities ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email CRM Auto-Publishing for Email Fragments ✘︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email Recommended Emails ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email Coming Soon - Approved Email Reports and Dashboards ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Email Coming Soon - Sending Approved Emails for Cases ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Email Customizing Products or Content Types on the Unsubscribe Page ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Email Embedding the Unsubscribe Page ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Email Email Builder ✘︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Email Creating Content for Email Builder ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Email Hiding Approved Email Content ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Approved Notes Creating Country-Specific Approved Notes Rules ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Notes Reviewing the Approved Notes Job History ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Notes Creating Monitored Phrases ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Notes Creating Monitoring Rules ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Notes Creating Product-Specific Monitoring Rules ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Approved Notes Reviewing Approved Notes Violations ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Business Events EPPV and PI Business Event Tracking ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Objectives Enabling Call Objective Types ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Objectives Creating Call Objectives for Business Events ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Call Objectives

Displaying CLM Messaging for Call Objectives

✘︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Objectives

Modifying Display Order for Call Objectives

✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Objectives Using Call Objectives ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Objectives Setting Prerequisite Call Objectives ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Planning

Refining Shared Calendars or Manager Views in My Schedule

✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Call Planning

Business Calendar

✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Call Planning Managing Calls and Activities in My Schedule ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Planning Using Account Views and Lists in My Schedule ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Planning Preventing Duplicate Time Off Territory Entries ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Call Planning Enabling Call Booking Support ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Call Planning Using Child Accounts in My Schedule ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Planning Managing Call Cycles for Child Accounts ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Planning Displaying Office Best Times for Child Accounts ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Planning Integrating My Schedule and Microsoft Outlook Calendars ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Planning Color-Coding Planned Calls in My Schedule

✘︎

✘︎

✔︎

✘︎ ✔︎
Call Planning Using Time Off Territory in My Schedule

✔︎

✘︎

✔︎

✔︎ ✔︎
Call Planning Displaying Call Conflict Warnings

✔︎

✘︎

✔︎

✘︎ ✔︎
Call Planning Displaying Warnings for Weekend Time Off Territory ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Call Planning Enabling My Schedule Map View

✘︎

✘︎

✔︎

✘︎ ✘︎
Call Planning Including Weekend Days in Time Off Territory

✔︎

✘︎

✔︎

✘︎ ✔︎
Call Planning Managing Call Cycles ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Planning Managing Calls in Agenda View

✘︎

✘︎

✔︎

✔︎ ✔︎
Call Planning Managing Calls in Day View ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Call Planning Managing Calls in Month View

✔︎

✘︎

✘︎

✘︎ ✔︎
Call Planning Managing Calls in Scheduler View

✘︎

✘︎

✔︎

✘︎ ✔︎
Call Planning Managing Calls in Week View

✔︎

✘︎

✔︎

✘︎ ✔︎
Call Planning Scheduling Calls ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Planning Scheduling Calls and Activities in Agenda View

✘︎

✘︎

✔︎

✘︎ ✔︎
Call Planning Scheduling Calls and Activities in Day View ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Call Planning Scheduling Calls in Month View

✔︎

✘︎

✘︎

✘︎ ✔︎
Call Planning Scheduling Calls in Scheduler View

✘︎

✘︎

✔︎

✘︎ ✔︎
Call Planning Scheduling Calls in Week View

✔︎

✘︎

✔︎

✘︎ ✔︎
Call Planning Viewing and Searching Accounts in My Schedule

✔︎

✘︎

✔︎

✘︎ ✔︎
Call Planning Viewing Attendee Count and Details in My Schedule

✔︎

✘︎

✔︎

✔︎ ✔︎
Call Planning Displaying Medical Events in My Schedule ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Planning Bookmarking Filters in My Schedule ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Planning Creating Custom My Schedule Filters ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Planning Displaying Account Hierarchies in My Schedule ✘︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Planning Scheduling Calls with Office Best Times ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Planning Sending an Address or Route to Maps ✘︎ ✘︎ ✘︎ ✔︎ ✘︎
Call Planning Viewing Shared Calendars ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Call Planning Viewing Users' Calendars with Manager View ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Planning Viewing Account Information with Display-By ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Call Planning Coming Soon - Viewing Custom Information with Display-By ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
Call Planning Associating Unassigned Presentations with Calls ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Planning Deselecting CLM Product Details on the Call Report ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Reporting Deselecting CLM Product Details on the Call Report ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Reporting Adding Call Attendees ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Call Reporting with Child Accounts ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Customizing the Attendees Section on the Call Report ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Reporting Call Categories ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Call Reporting Entry Points ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Capturing Product Discussions on the Call Report ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Pull-in Field Support when Associating Unassigned Presentations with Calls ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Reporting Using Survey Targets on the Call Report ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Capturing the Call Date Only ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Capturing Unique Information on Group Call Attendees ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Customizing Key Messages on the Call Report ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Customizing Product Discussions on the Call Report ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Product-Dependent Picklist Mapping on the Call Report ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Reporting Defining Allowed Products ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Detailing Products on the Call Report ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Limiting Call Backdating ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Limiting Past Call Submission ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Capturing Expenses on the Call Report ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Requiring Users to Select a Call Address ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Restricting Calls by Account ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Restricting Call Channels ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Restricting Products by Account ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Saving Call Reports ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Selecting a Call Address ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Selecting a Call Channel ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Selecting a Call Datetime ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Targeting Key Messages to Account Segments ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Call Reporting Selecting a Territory ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Selecting a Call Report Object Type ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Selecting the Call Location ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Submitting Call Reports ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Using Key Messages on the Call Report ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Using Pre-Call Notes and Next-Call Notes ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Reporting Maintaining Separate Call and Signature Datetimes ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Attaching Files to the Call Report ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Reporting Restricting Calls by Account Object Type ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Using the All Actions Button on Call Reports ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Call Address Dependency ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Coming Soon - Deselecting CLM Product Details on the Call Report ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Reporting Sending Approved Emails from a Call ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Reporting Coming Soon - Adding a New Address ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Call Reporting Auto-Populating the Call Channel ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Capturing GPS Coordinates on the Call Report ✘︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Reporting Capturing Signatures for Calls Without Samples ✘︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Creating Follow-Up Activities on the Call Report ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Coming Soon - Create a New Person ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Call Reporting Coming Soon - Deleting or Archiving Calls ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Call Reporting Displaying Additional Information on the Call Report ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Coming Soon - Displaying Product Priority from Call Cycles ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Call Reporting Hiding the Submit Button Online ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Call Reporting Coming Soon - Recording Call Expenses in Multiple Currencies ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Reporting Selecting Account Plans from Call Reports ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Reporting Stamping Suggestion Title and Reason on the Call Report ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Reporting Unlocking Submitted Calls ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Call Reporting Using Action Items on the Call Report ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Canceling Sample Requests (BRCs) ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Call Sampling CDS Status Indicator and Address Filtering ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Call Sampling Paper-Based Sampling ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Sampling Generating Printable Acknowledgement of Content Receipts ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Call Sampling Capturing Remote Signatures for Acknowledgement of Content ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
Call Sampling Requiring Sample Opt-In ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Sampling Displaying a Marketing Banner ✘︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Sampling Validating Samples on Signature Capture ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Customizing Call Sampling with Section Attributes ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Creating Sample Requests (BRCs) ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Grouping Sample Products ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Sampling Managing HCP License Information ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Sampling Adding Multiple Products to the Call Report ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
Call Sampling Displaying the Negative Sample Warning Indicator ✘︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Selecting Products ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Selecting Sample Recipients on Standard Group Calls ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Viewing Sample Limits on the Call Report ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Sampling Using Sample and Product Limits ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Sampling Using Sample Limit Templates ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Sampling Using Sample and Product Limits ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Sampling Displaying Sample Warning Indicators ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Saving a Call with Samples ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Using Barcodes to Record Call Samples ✘︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Sampling Enabling Controlled Substance Sampling ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Restricting Sample Send Addresses ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Call Sampling Shipping Sample Requests (BRCs) to Business Locations ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Displaying Country-Specific Disclaimers ✘︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Sampling Displaying HCP Information on the Signature Page ✘︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Sampling Capturing Electronic Signatures for Sampling ✘︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Modifying the Signature Disclaimer ✘︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Sampling Creating Sample Transactions on Sign Save ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Sampling Submitting a Call with Samples ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Sampling with Mid-level Practitioners ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Displaying the State Distributor License Status Indicator ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Supporting State Distributor License Validation ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Selecting an Address for State Distributor License Validation ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Capturing and Validating CDS License Information ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Generating Printable Sample Receipts ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Call Sampling Restricting Sampling by Account Credentials and State ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Stamping the Signature Location on the Call Report ✘︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Sampling Restricting Controlled Substance Delivery by State ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Preventing Negative Sample Inventory ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Sampling Sampling Non-PDMA Regulated Products ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Sampling without License Restrictions ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Call Sampling Swapping the Signee ✘︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Sampling Aligning Promotional Products and BRCs by User ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Sampling Cold Chain Sampling (Disbursements) ✘︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Sampling Capturing Custom Text (Disbursements) ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Call Sampling Capturing Acknowledgement of Content ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Call Sampling Viewing Captured Call Signatures ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager

Managing Marketing Consent

✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Campaign Manager

Adding Targets to Journeys with APIs

✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager

Journey Builder in Campaign Manager

✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager

Adding Targets to Journeys with APIs

✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager Creating Journeys in Campaign Manager ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager Segments and Flows in Campaign Manager ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager Testing Staged Content in Campaign Manager ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager Viewing Campaign Manager Emails on the Account Timeline ✘︎ ✘︎ ✔︎ ✔︎ ✘︎
Campaign Manager Sending Field Actions Using Campaign Manager ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Campaign Manager Using Field Review for Campaign Manager Emails ✔︎ ✘︎ ✔︎ ✔︎ ✘︎
Campaign Manager Using the Target List Builder ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager Creating Multi-Action Campaigns and Journeys ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager Creating Follow-up Actions ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager Segments and Flows in Campaign Manager ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager Manually Adding Targets to Target Lists ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager Removing All Targets from a Target List ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager Sending Test Emails in Campaign Manager ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager Managing Target Lists ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager Creating Single Action Campaigns and Journeys ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager Using Campaign Manager to Send Emails ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager Copying Target Lists ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager Monitoring Performance in Campaign Manager ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager Activating Campaigns and Journeys ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager Viewing Campaigns and Journeys ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager Viewing Performance Details in Campaign Manager ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager Adding Targets to Journeys with APIs ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Campaign Manager Managing Marketing Consent ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Campaign Manager Visualizing Campaigns and Journeys ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Classic Cycle Plan Creating Classic Cycle Plans ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Classic Cycle Plan Enabling Advanced Cycle Plan Scheduling ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Classic Cycle Plan Using Classic Cycle Plans in My Schedule ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Classic Cycle Plan Viewing Cycle Plan Details from My Schedule ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
Classic Cycle Plan Managing Classic Cycle Plan Targets ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Classic Cycle Plan Scheduling Calls for Classic Cycle Plan Targets ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Classic Cycle Plan Supporting Custom Pull-in Fields for Classic Cycle Plans ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Classic Cycle Plan

Using Cycle Plan Progress Calculations

✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Classic Cycle Plan Displaying the Remaining Call Count for a Classic Cycle Plan ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Classic Cycle Plan Bookmarking Classic Cycle Plan Filters ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Classic Cycle Plan

Excluding Products from Classic Cycle Plans

✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Classic Cycle Plan Real-Time Calculations for Classic Cycle Plans ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Classic Cycle Plan

Customizing Heading Labels for Cycle Plan Targets

✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Classic Cycle Plan Monitoring Classic Cycle Plan Progress ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Classic Cycle Plan Highlighting Target Products on the Call Report ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
Classic Cycle Plan Unlocking Classic Cycle Plans ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Classic Cycle Plan Submitting Classic Cycle Plans ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
CLM CLM Publishing from PromoMats/MedComms ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
CLM as Document Model

Sharing Documents with Users via My Setup Products and Content Groups

✔︎ ✘︎ ✘︎ ✘︎ ✘︎
CLM as Document Model

Using gotoSlideV2 for Slide Navigation

✘︎ ✘︎ ✔︎ ✔︎ ✘︎
CLM as Document Model

Tracking CLM Call Clickstream Activity

✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model

Creating and Updating Records from CLM Content

✘︎ ✘︎ ✔︎ ✔︎ ✘︎
CLM as Document Model

CLM Content Metrics

✔︎ ✘︎ ✘︎ ✘︎ ✘︎
CLM as Document Model

Multi-Product CLM Presentations

✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Syncing CLM Content from PromoMats/MedComms to Vault CRM ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
CLM as Document Model Querying Documents and Records from CLM ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Managing CLM Content as Documents in Vault CRM ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
CLM as Document Model Sharing Documents with Users via My Setup Products and Content Groups ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Syncing and Mapping the Product Hierarchy from PromoMats/MedComms to Vault CRM ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
CLM as Document Model Packaging Custom CLM Content ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
CLM as Document Model Using HTML Content with Shared Resources ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Loading Shared Resources with Veeva’s Custom URL Scheme ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
CLM as Document Model Supported Media Types for CLM Content ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
CLM as Document Model Supporting Backwards Compatibility for HTML Content ✔︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Setting the Display Resolution for HTML Content on Large Screen Devices ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
CLM as Document Model Testing CLM Content ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Using the Action Menu ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Creating Calls from the Media Player ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Capturing Reactions to CLM Slides ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Displaying CLM Content on Mobile Devices ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Displaying CLM Content from Calls ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Displaying Website Content in the Media Library ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Navigating Slides and Presentations ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Displaying Training Presentations ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Using Sub-Presentation Slides ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Setting the Display Resolution for HTML Content on Large Screen Devices ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Using Hidden Presentations ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Retiring Expired Presentations ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Disabling User Actions for Slides ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Managing Swipe Sensitivity for Slide Navigation ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Adding Watermarks to Training Presentations ✘︎ ✘︎ ✔︎ ✔︎ ✔︎
CLM as Document Model Using Directories in the Media Library ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Managing Favorite Presentations ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Using Presentation Attributes to Filter Presentations ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Grouping Presentations in the Media Library ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Labeling CLM Presentations ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Searching the Media Library ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Tracking CLM Activity as Unassigned Presentations ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Tracking CLM Activity Anonymously ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Document Model Tracking CLM Activity as Unassigned Presentations ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Object Model Receiving Email Notifications for Updates to Custom Presentations ✘︎ ✔︎ ✔︎ ✘︎ ✔︎
CLM as Object Model Creating and Updating Records from CLM ✘︎ ✔︎ ✔︎ ✘︎ ✔︎
CLM as Object Model Adding Watermarks to Training Presentations ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Updating Auto-Published Content ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
CLM as Object Model Capturing Consent for CLM Tracking ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Object Model Capturing Reactions to Presentations ✘︎ ✘︎ ✔︎ ✘︎ ✔︎
CLM as Object Model Creating AR Content ✘︎ ✘︎ ✔︎ ✔︎ ✘︎
CLM as Object Model Creating Calls from the Media Player ✘︎ ✘︎ ✔︎ ✘︎ ✔︎
CLM as Object Model Querying CRM Data from HTML Content ✔︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Creating Interactive HTML Content ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Customizing AR Lighting ✘︎ ✘︎ ✔︎ ✔︎ ✘︎
CLM as Object Model Customizing Slide Navigation ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Defining AR Scenes ✘︎ ✘︎ ✔︎ ✔︎ ✘︎
CLM as Object Model Managing Swipe Sensitivity for Slide Navigation ✘︎ ✘︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Disabling User Actions for Key Messages ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Displaying CLM Content on Mobile Devices ✘︎ ✘︎ ✔︎ ✔︎ ✘︎
CLM as Object Model Displaying CLM Content from Calls ✔︎ ✔︎ ✔︎ ✘︎ ✔︎
CLM as Object Model Querying CRM Data from HTML Content ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Displaying HTML Content on Large Screen Devices ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Object Model Displaying PDFs in CLM ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Displaying PowerPoint Presentations in CLM ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Displaying Website Content in the Media Library ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Managing Automatic Video Playback ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Executing Surveys from CLM ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Object Model Fading Out CLM Content ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Grouping Presentations in the Media Library ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Integrating Approved Email with CLM ✘︎ ✔︎ ✔︎ ✘︎ ✔︎
CLM as Object Model Integrating Vault CRM and Third Party Applications ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Object Model Labeling Presentations ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Locking CLM Content Size ✘︎ ✔︎ ✘︎ ✘︎ ✘︎
CLM as Object Model Managing CLM Syncs in the CLM Administration Console ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
CLM as Object Model Managing Favorite Presentations ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Managing Field Mappings Between Vault CRM and PromoMats/MedComms ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
CLM as Object Model Coming Soon - Generating and Sending Dynamic Content ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Object Model Navigating Slides and Presentations ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Packaging Custom CLM Content ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
CLM as Object Model Retiring Expired Presentations ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Returning to CLM After Capturing Sample Signatures ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Object Model Searching the Media Library ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Supported Media Types for CLM Content ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Supporting Multi-Product CLM Presentations ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Testing CLM Content ✘︎ ✔︎ ✔︎ ✘︎ ✔︎
CLM as Object Model Tracking CLM Activity Anonymously ✘︎ ✘︎ ✔︎ ✘︎ ✘︎
CLM as Object Model Tracking CLM Call Clickstream Activity ✘︎ ✔︎ ✔︎ ✘︎ ✘︎
CLM as Object Model Tracking CLM Key Messages ✔︎ ✔︎ ✔︎ ✘︎ ✔︎
CLM as Object Model Tracking CLM Preview Activity ✘︎ ✔︎ ✘︎ ✘︎ ✔︎
CLM as Object Model Tracking CLM Activity as Unassigned Presentations ✘︎ ✔︎ ✔︎ ✘︎ ✔︎
CLM as Object Model Tracking User Activity Using JavaScript ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Uploading CLM Content via FTPS ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
CLM as Object Model Uploading Media Files for Key Messages ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
CLM as Object Model Copying Presentations with Slides and Key Messages ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
CLM as Object Model Using Augmented Reality in CLM ✘︎ ✘︎ ✔︎ ✔︎ ✘︎
CLM as Object Model Using Custom Presentations ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Using Directories in the Media Library ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Using Hidden Presentations ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Using Presentation Attributes to Filter Presentations ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Creating Content with Shared Resources ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Using Sub-Presentation Slides ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Using the Action Menu ✘︎ ✔︎ ✔︎ ✘︎ ✔︎
CLM as Object Model Using Auto-Publishing for CLM ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
CLM as Object Model Using the Highlighter Pen and Laser Pointer ✘︎ ✘︎ ✔︎ ✘︎ ✔︎
CLM as Object Model Using Training Presentations ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Viewing Slide Notes in Presentations ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Aligning Approved Email and CLM Content ✘︎ ✔︎ ✔︎ ✔︎ ✔︎
CLM as Object Model Displaying CLM Content Using Different Views ✘︎ ✔︎ ✘︎ ✘︎ ✔︎
CLM as Object Model Viewing and Downloading Media Files for Key Messages ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
CLM as Object Model Copying Presentations to Other Vaults ✔︎ ✘︎ ✘︎ ✘︎ ✘︎
Coaching Reports Classic Coaching Reports ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Coaching Reports Advanced Coaching Reports ✔︎ ✘︎ ✔︎ ✘︎ ✔︎
Coaching Reports Employee Commenting on Advanced Coaching Reports ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Commercial Insights

Call Reporting Entry Point for Commercial Insights

✘︎ ✘︎ ✔︎ ✘︎ ✔︎
Commercial Insights Commercial Insights ✔︎ ✘︎ ✔︎ ✔︎ ✔︎
Commercial InsightsProduct-Dependent Picklists for Commercial Insights✔︎✘︎✔︎✔︎✔︎
ConcurAttaching Expense Receipts for Call Reporting with SAP Concur✘︎✘︎✔︎✘︎✘︎
ConcurSubmitting Call Expenses to SAP Concur✔︎✘︎✔︎✔︎✔︎
ConcurSubmitting Multiple Call Expenses to SAP Concur✔︎✘︎✔︎✔︎✘︎
Consent CaptureManaging In-Person Consent Confirmation Methods✔︎✘︎✔︎✘︎✔︎
Consent CaptureLocking the Consent Screen✘︎✘︎✔︎✔︎✘︎
Consent CaptureDisplaying Externally Managed Consent in Vault CRM✔︎✘︎✔︎✔︎✘︎
Consent CaptureCapturing Consent for Approved Email✔︎✘︎✔︎✔︎✔︎
Consent CaptureCapturing Consent Using Confirmation Emails for All Channels✔︎✘︎✔︎✔︎✘︎
Consent CaptureCreating Consent Headers✔︎✘︎✔︎✔︎✔︎
Consent CaptureCapturing Consent for Messaging✔︎✘︎✔︎✔︎✘︎
Consent CaptureCreating Consent Lines✔︎✘︎✘︎✘︎✘︎
Consent CaptureCreating Consent Types✔︎✘︎✘︎✘︎✘︎
Consent CaptureCreating Custom Channels✔︎✘︎✘︎✘︎✘︎
Consent CaptureConfirming Consent Changes with Signatures and Paper Consent IDs✔︎✘︎✔︎✔︎✔︎
Consent CaptureDefining the Display Order of Consent Channels and Lines✔︎✘︎✔︎✔︎✔︎
Consent CaptureDisplaying Opt-Out Disclaimer Text✔︎✘︎✔︎✔︎✔︎
Consent CaptureGranting Consent✔︎✘︎✔︎✔︎✔︎
Consent CaptureManaging Channel Values✘︎✘︎✔︎✔︎✔︎
Consent CaptureRequiring Consent Capture for Channel Source Changes✘︎✘︎✔︎✔︎✔︎
Consent CaptureRequiring Signatures on Opt-Out✔︎✘︎✔︎✔︎✔︎
Consent CaptureSelecting the Preferred Language✔︎✘︎✔︎✔︎✔︎
Consent CaptureSending Consent Capture Receipts with Approved Email✔︎✘︎✔︎✔︎✔︎
Consent CaptureManaging Consent Durations✔︎✘︎✘︎✘︎✘︎
Consent CaptureTracking Activity in Consent Capture✔︎✘︎✔︎✔︎✔︎
Consent CaptureUsing Approved Email for Consent Confirmation✔︎✘︎✔︎✔︎✘︎
Consent CaptureDefining Detail Groups on Consent Lines✔︎✘︎✔︎✔︎✔︎
Consent CaptureUsing Double Opt-In✔︎✘︎✔︎✔︎✔︎
ContractsCreating and Managing Contracts and Contract Lines✔︎✘︎✘︎✘︎✘︎
ContractsCreating and Managing Contract Partners✔︎✘︎✔︎✘︎✘︎
ContractsCustomizing the Contract Signature Page✔︎✘︎✔︎✘︎✘︎
ContractsCapturing End User Signatures on Contract Partners✘︎✘︎✔︎✘︎✘︎
ContractsCapturing Contract Signatures on Contract Partners✔︎✘︎✔︎✘︎✘︎
ContractsCreating Contract Templates and Agreements✔︎✘︎✔︎✘︎✘︎
EngageAttendance Reporting for Zoom® Meetings✔︎✘︎✔︎✘︎✘︎
Engage

Engage System User for Asynchronous Remote Signatures

✔︎✘︎✘︎✘︎✘︎
Engage

Child Account Support for Microsoft Teams Reconciliation

✔︎✘︎✔︎✘︎✘︎
EngageManaging Remote Meetings✔︎✘︎✘︎✘︎✘︎
EngageMy Engage Portal✔︎✘︎✘︎✘︎✘︎
EngageReconciling Zoom® Meeting Attendees with Accounts and Users✔︎✘︎✔︎✘︎✘︎
EngageScheduling and Starting Zoom® Meetings✔︎✘︎✔︎✘︎✘︎
EngageSending Zoom® Meeting Invites via Approved Email✔︎✘︎✔︎✘︎✘︎
EngageSupporting Engage Sandbox Releases✔︎✔︎✔︎✘︎✘︎
EngageAllowing Downloads for Auto-Published CLM Content and ISI and PI Documents from the HCP Content Player✔︎✘︎✘︎✘︎✘︎
EngageAdding Dial-in Numbers to Engage Invitations✔︎✔︎✔︎✘︎✘︎
EngageAllowing an Attendee to Share a Screen✘︎✘︎✔︎✘︎✘︎
EngageRating an Engage Meeting Experience✔︎✔︎✔︎✔︎✘︎
EngageHosting an Engage Meeting on the iPad✘︎✘︎✔︎✘︎✘︎
EngageAppointment Booking: Managing Meeting Requests in My Schedule✔︎✘︎✔︎✘︎✘︎
EngageHost Screen Sharing on iPad✘︎✘︎✔︎✘︎✘︎
EngageAllowing Attendees to Join an Engage Meeting via Zoom®✔︎✘︎✔︎✘︎✘︎
EngageSending Microsoft Teams Meeting Invitations via Approved Email✔︎✘︎✔︎✘︎✔︎
EngageScheduling and Starting Microsoft Teams Meetings✔︎✘︎✔︎✘︎✔︎
EngageUsing WhatsApp Business Messaging in Vault CRM✘︎✘︎✔︎✔︎✘︎
EngageViewing the Remote Meeting Indicator✘︎✘︎✔︎✘︎✘︎
EngageScheduling and Starting an Engage Meeting✔︎✘︎✔︎✘︎✘︎
EngageEngage Attendance Tracking✔︎✔︎✔︎✘︎✘︎
EngageCustomizing Engage Rating Feedback with Qualtrics or Medallia✔︎✘︎✔︎✔︎✘︎
EngageAttendance Reporting for Microsoft Teams Meetings✔︎✘︎✔︎✘︎✔︎
EngageAppointment Booking: Sending Meeting Requests via Approved Email✔︎✘︎✔︎✔︎✘︎
EngageUsing Approved Email for Engage Meeting Invitations✔︎✘︎✔︎✘︎✘︎
EngageUsing the Engage Splash Screen✘︎✘︎✔︎✘︎✘︎
EngageVault CRM Users Attending an Engage Meeting✔︎✔︎✔︎✘︎✘︎
EngageUsing Virtual Backgrounds in Engage Meetings✘︎✔︎✔︎✘︎✘︎
EngageCapturing Remote Signatures for BRC Samples During Engage Meetings✘︎✘︎✔︎✘︎✘︎
EngageCapturing Asynchronous Remote Signatures for BRC Samples Using Share Link (Sign Later) ✘︎✘︎✔︎✔︎✘︎
EngageCapturing Remote Signatures for BRC Samples Using Share Link (Sign Now)✔︎✘︎✔︎✔︎✘︎
EngageCopying and Forwarding Engage Chat Messages✘︎✘︎✔︎✔︎✘︎
EngageUsing Engage Chat in CRM✘︎✘︎✔︎✔︎✘︎
EngageUsing Digital Business Cards✔︎✘︎✔︎✔︎✔︎
EngageSending Engage Connection Invites to HCPs✘︎✘︎✔︎✔︎✘︎
EngageCapturing Remote Signatures for Medical Inquiry During Engage Meetings✘︎✘︎✔︎✔︎✘︎
EngageCapturing Remote Signatures for Medical Inquiry Using Share Link and QR Code®✘︎✘︎✔︎✔︎✘︎
EngageCapturing Remote Signatures for Sampling with QR Codes®✘︎✘︎✔︎✔︎✘︎
EngageCapturing Remote Signatures for Sample Opt-In Using Share Link and QR Code®✘︎✘︎✔︎✘︎✘︎
EngageCreating and Viewing Unavailable Time Slots✔︎✘︎✔︎✘︎✘︎
EngageDisplaying the Engage Profile Indicator on Accounts✘︎✘︎✔︎✔︎✘︎
EngageImporting Engage Connect Chat Logs into CRM as Call Records✔︎✘︎✘︎✘︎✘︎
EngageImporting Engage Connect Chat Logs into CRM as Chat Messages✔︎✘︎✘︎✘︎✘︎
EngageUsing Restricted Phrase Rules for Messaging✘︎✘︎✔︎✔︎✘︎
EngageUsing the HCP Content Player✔︎✘︎✘︎✘︎✘︎
EngageManaging Message Templates in Vault CRM✔︎✘︎✘︎✘︎✘︎
EngageUsing Message Templates When Sharing Web Links✘︎✔︎✔︎✔︎✘︎
EngagePresenting CLM Content Remotely✘︎✔︎✔︎✘︎✘︎
EngageSharing CLM Content via Web Link✔︎✔︎✔︎✔︎✔︎
EngageAllowing Downloads for Auto-Published CLM Content and ISI and PI Documents from the HCP Content Player✔︎✘︎✘︎✘︎✘︎
EngageDefining SMS and WhatsApp Phone Numbers✘︎✔︎✔︎✔︎✘︎
EngageManaging Display Names for CLM Presentations and ISI and PI Documents✔︎✔︎✔︎✔︎✘︎
EngageManaging ISI and PI Links in Messages for CLM Content Web Links✘︎✔︎✔︎✔︎✘︎
EngageAccessing ISI and PI Documents for CLM Content in the HCP Content Player✘︎✔︎✔︎✔︎✘︎
EngageExpiring Web Links✔︎✘︎✘︎✘︎✘︎
EngageReconciling Microsoft Teams Meeting Attendees with Accounts and Users✔︎✘︎✔︎✘︎✘︎
EngageSharing Website Content via Web Link✘︎✔︎✔︎✔︎✔︎
Events ManagementConfiguring Events Management✔︎✘︎✘︎✘︎✘︎
Events Management

Web Actions on Events

✔︎✘︎✘︎✘︎✘︎
Events Management

Multi-Product and Multi-Topic Events

✔︎✘︎✔︎✘︎✘︎
Events Management

Exact Match Search for Attendee and Speaker Selection

✔︎✘︎✔︎✘︎✘︎
Events Management

Hosting Virtual Events Using Zoom Meetings

✔︎✘︎✔︎✘︎✘︎
Events ManagementCustomized Scoring and Matching When Reconciling Walk-in Attendees✔︎✘︎✔︎✘︎✘︎
Events ManagementEnforcing Speaker Caps for Future Events✔︎✘︎✔︎✘︎✘︎
Events ManagementManaging Attendee Suggestions for Events✔︎✘︎✔︎✘︎✘︎
Events ManagementSending Local Events Management Content via Approved Email✔︎✘︎✔︎✘︎✘︎
Events ManagementProviding Comment Reasons for Event Business Rules✔︎✘︎✔︎✘︎✘︎
Events ManagementApplying Required Event Material Rules Based on Event Status and Program Type✔︎✘︎✔︎✘︎✘︎
Events ManagementMerging Duplicate Walk-in Attendees✔︎✘︎✔︎✘︎✘︎
Events ManagementFiltering Event Speakers When Signing into an Event ✘︎✘︎✔︎✘︎✘︎
Events ManagementAdding Speaker Photos to Approved Emails for Events Management✔︎✘︎✔︎✘︎✘︎
Events ManagementFiltering Event Budgets✔︎✘︎✔︎✘︎✘︎
Events ManagementCreating Expense Limit Rules✔︎✘︎✔︎✘︎✘︎
Events ManagementReconciling Walk-in Attendees via OpenData✔︎✘︎✔︎✘︎✘︎
Events ManagementViewing Event Signatures✔︎✘︎✘︎✘︎✘︎
Events ManagementDesignating Speaker Caps by Product✔︎✘︎✔︎✘︎✘︎
Events ManagementIntegrating Events Management with PromoMats and MedComms✔︎✘︎✘︎✘︎✘︎
Events ManagementSending Automated Approved Emails for Events Management✔︎✘︎✘︎✘︎✘︎
Events ManagementManaging Event Attendees✔︎✘︎✔︎✘︎✘︎
Events ManagementRequiring Authentication When Exiting the Digital Sign-in Sheet✘︎✘︎✔︎✘︎✘︎
Events ManagementSelecting Attendees in Hierarchies✔︎✘︎✔︎✘︎✘︎
Events ManagementSearching for Attendees Outside of the User's Territory✔︎✘︎✔︎✘︎✘︎
Events ManagementUsing Attendee Self-Registration with Events✔︎✘︎✔︎✘︎✘︎
Events ManagementReconciling Walk-in Attendees to Existing Accounts✔︎✘︎✔︎✘︎✘︎
Events ManagementManaging Expense Headers and Expense Lines✔︎✘︎✔︎✘︎✘︎
Events ManagementCreating an X-Page for Speakers✘︎✘︎✔︎✘︎✘︎
Events ManagementTracking Virtual Event Attendance✔︎✘︎✘︎✘︎✘︎
Events ManagementRecording a Virtual Event✔︎✘︎✔︎✘︎✘︎
Events ManagementJoining a Virtual Event via Zoom®✔︎✘︎✔︎✘︎✘︎
Events ManagementDisplaying Event Lifecycle Stages✔︎✘︎✔︎✘︎✘︎
Events ManagementCapturing Event Team Member Signatures✔︎✘︎✔︎✘︎✘︎
Events ManagementCreating New Accounts from Walk-in Attendees✔︎✘︎✔︎✘︎✘︎
Events ManagementRolling up Estimated, Committed, and Actual Costs for an Event✔︎✘︎✔︎✘︎✘︎
Events ManagementManaging Expense Estimates ✔︎✘︎✔︎✘︎✘︎
Events ManagementCreating Expense Types✔︎✘︎✔︎✘︎✘︎
Events ManagementManaging Event Budgets✔︎✘︎✔︎✘︎✘︎
Events ManagementDefining Event Layouts✔︎✘︎✘︎✘︎✘︎
Events ManagementUsing Event Configurations✔︎✘︎✘︎✘︎✘︎
Events ManagementDefining Custom Event Statuses and Lifecycle States✔︎✘︎✘︎✘︎✘︎
Events ManagementUsing the Next Steps Section✔︎✘︎✔︎✘︎✘︎
Events ManagementUsing the Digital Sign-in Sheet✘︎✘︎✔︎✘︎✘︎
Events ManagementEvent Sessions✔︎✘︎✔︎✘︎✘︎
Events ManagementFiltering Attendee Results Outside of the User's Territory✔︎✘︎✔︎✘︎✘︎
Events ManagementManaging Event Materials✔︎✘︎✔︎✘︎✘︎
Events ManagementCreating an Event✔︎✘︎✔︎✘︎✘︎
Events ManagementDisplaying Events Management Events in My Schedule✔︎✘︎✔︎✘︎✘︎
Events ManagementUsing the Events Tab✘︎✘︎✔︎✘︎✘︎
Events ManagementCreating Event Tasks✔︎✘︎✔︎✘︎✘︎
Events ManagementAdding Event Team Members to Events✔︎✘︎✔︎✘︎✘︎
Events ManagementUsing Event Templates in Child Events✔︎✘︎✔︎✘︎✘︎
Events ManagementAdding Event Speakers to an Event✔︎✘︎✔︎✘︎✘︎
Events ManagementManaging Speaker Caps and Utilization✔︎✘︎✔︎✘︎✘︎
Events ManagementDefining Speaker Qualifications and Requirements✔︎✘︎✔︎✘︎✘︎
Events ManagementDisplaying Walk-in Fields by Attendee Type✔︎✘︎✔︎✘︎✘︎
Events ManagementUsing the Speaker Tab✘︎✘︎✔︎✘︎✘︎
Events ManagementRecording a Call from an Event✔︎✘︎✔︎✘︎✘︎
Events ManagementUsing Child Accounts in Events Management✔︎✘︎✔︎✘︎✘︎
Events ManagementCreating Event Approvals Using Object Workflows✔︎✘︎✔︎✘︎✘︎
Events Management Coming Soon - Searching for Child Account Attendees Outside a User’s Territory✔︎✘︎✔︎✘︎✘︎
Events ManagementAdding Calendar Reminders to Events Management Approved Emails✔︎✘︎✔︎✘︎✘︎
Events ManagementUsing Approved Email for Events Management✔︎✘︎✔︎✘︎✘︎
Events ManagementCustomizing Event Disclaimers✔︎✘︎✔︎✘︎✘︎
Events ManagementSearching for Event Attendees and Speakers by Furigana✔︎✘︎✔︎✘︎✘︎
Events ManagementCreating Required Event Material Rules✔︎✘︎✔︎✘︎✘︎
Events Management

Creating Expense Limit Rules

✔︎✘︎✔︎✘︎✘︎
Events Management Coming Soon - Reporting on Event Business Rules✔︎✘︎✘︎✘︎✘︎
Events Management

Creating Event Attendee Restricted Product Rules

✔︎✘︎✔︎✘︎✘︎
Events ManagementCreating Event Notes✔︎✘︎✔︎✘︎✘︎
Events ManagementSubmitting Events Management Expenses to SAP Concur ✔︎✘︎✔︎✘︎✘︎
Events ManagementCreating Event Speaker Rules✔︎✘︎✔︎✘︎✘︎
Events ManagementSigning into an Event using a QR Code®✔︎✘︎✔︎✘︎✘︎
Events ManagementAssociating an Account with an Event✔︎✘︎✔︎✘︎✘︎
Events Management Coming Soon - Sending Local Events Management Content via Approved Email✔︎✘︎✔︎✘︎✘︎
Events Management Coming Soon - Event Speaker Portal Introduction✔︎✘︎✘︎✘︎✘︎
Events Management Coming Soon - Inviting Speakers to Sign up for the Speaker Portal✔︎✘︎✘︎✘︎✘︎
Events Management Coming Soon - Custom Subdomains in the Speaker Portal✔︎✘︎✘︎✘︎✘︎
Events ManagementNominating Speakers✔︎✘︎✔︎✘︎✘︎
Events Management

Creating Speaker Agreements

✔︎✘︎✘︎✘︎✘︎
Events ManagementGenerating Speaker Contracts✔︎✘︎✔︎✘︎✘︎
Events ManagementUsing Alternative Hosts for Virtual Events✔︎✘︎✔︎✘︎✘︎
Events Management Coming Soon - Attendee Screen Sharing in Engage for Events✔︎✘︎✔︎✘︎✘︎
Events ManagementHosting a Virtual Event using Engage✔︎✔︎✔︎✘︎✘︎
Events ManagementGenerating Virtual Participant URLs in Child Events✔︎✘︎✔︎✘︎✘︎
Events ManagementAdding Local Time and Time Zone to an Event✔︎✘︎✔︎✘︎✘︎
Events ManagementEvent Session and Speaker Tokens✔︎✘︎✔︎✘︎✘︎
Events ManagementCreating Event Attendance Rules✔︎✘︎✔︎✘︎✘︎
Events ManagementCreating Expense Estimate Creation Rules✔︎✘︎✔︎✘︎✘︎
Events ManagementFiltering Event Budgets✔︎✘︎✔︎✘︎✘︎
Events ManagementAdding Speaker Photos to Approved Emails for Events Management✔︎✘︎✔︎✘︎✘︎
Events ManagementMerging Duplicate Walk-in Attendees✔︎✘︎✘︎✘︎✘︎
Events ManagementFiltering Event Speakers When Signing into an Event ✘︎✘︎✔︎✘︎✘︎
Events ManagementAllocating Event Expenses Across Multiple Budgets✔︎✘︎✔︎✘︎✘︎
Field Reimbursement Management

Field Reimbursement Management

✘︎✘︎✔︎✘︎✘︎
Getting StartedLaunching Vault CRM from Third-Party Applications✘︎✘︎✔︎✘︎✘︎
Getting StartedSupporting Layout Rules on Mobile Devices✘︎✘︎✔︎✔︎✔︎
Getting StartedUsing the Data Grid Loader✘︎✔︎✘︎✘︎✘︎
Getting StartedVault CRM Standard Metrics✔︎✘︎✔︎✘︎✘︎
Getting StartedCreating a Home Page Dashboard in Vault✔︎✘︎✘︎✘︎✘︎
Getting StartedApplication Profiles✔︎✘︎✔︎✘︎✘︎
Getting StartedUsing Criteria VQL to Filter Records✔︎✔︎✔︎✔︎✔︎
Getting StartedAdding Help Text for Fields✔︎✔︎✔︎✔︎✘︎
Getting StartedSupporting Layouts in Vault CRM✔︎✘︎✔︎✔︎✔︎
Getting StartedManaging the Vault CRM Cache✔︎✘︎✘︎✘︎✘︎
Inventory MonitoringCreating Inventory Monitoring Pull-In Fields✔︎✘︎✔︎✘︎✘︎
Inventory MonitoringUsing Inventory Monitoring Contracts ✔︎✘︎✔︎✘︎✘︎
Inventory MonitoringCapturing and Attaching Photos for Inventory Monitoring✔︎✘︎✔︎✘︎✘︎
Inventory MonitoringContinuous Inventory Monitoring✘︎✘︎✔︎✘︎✘︎
Inventory MonitoringUsing the Inventory Monitoring History Tab✘︎✘︎✔︎✘︎✘︎
Inventory MonitoringInventory Monitoring Entry Modes✘︎✘︎✔︎✘︎✘︎
Inventory MonitoringCreating Custom Inventory Monitoring Object Types✔︎✘︎✔︎✘︎✘︎
Inventory MonitoringEnabling Accounts for Inventory Monitoring✔︎✘︎✘︎✘︎✘︎
Inventory MonitoringEnabling Products for Inventory Monitoring✔︎✘︎✘︎✘︎✘︎
Inventory MonitoringUsing Inventory Monitoring Assortments✔︎✘︎✔︎✘︎✘︎
Inventory MonitoringUsing Inventory Monitoring✔︎✘︎✔︎✘︎✘︎
Inventory MonitoringPhoto Tagging for Inventory Monitoring✘︎✘︎✔︎✘︎✘︎
Home PageVault CRM Mobile Application Home Page✘︎✘︎✔︎✔︎✔︎
Home PageDisplaying the My Alerts Component✘︎✘︎✔︎✔︎✔︎
Home PageDisplaying the Call Objectives Component✘︎✘︎✔︎✔︎✔︎
Home PageSharing Digital Business Cards from the Home Page✘︎✘︎✔︎✔︎✘︎
Home PageDisplaying the Sync Statistics Component✘︎✘︎✔︎✔︎✔︎
Home PageDisplaying the My Tasks Component✘︎✘︎✔︎✘︎✘︎
Home PageDisplaying the Multichannel Alerts Component✘︎✘︎✔︎✘︎✔︎
Home PageDisplaying the Territory Adds & Drops Component✘︎✘︎✔︎✔︎✔︎
MedicalVault Clinical Operations - Vault CRM Connection✔︎✘︎✔︎✔︎✔︎
Medical

Veeva Link Medical Insights Integration

✔︎✘︎✔︎✔︎✘︎
Medical

Alternative Channels for Medical Interactions

✔︎✘︎✔︎✔︎✘︎
Medical

Create a Medical Interaction from My Accounts

✔︎✘︎✘︎✘︎✘︎
MedicalUsing Medical Interactions✔︎✘︎✔︎✔︎✔︎
Medical Creating and Viewing Medical Interactions from My Schedule✔︎✘︎✔︎✘︎✔︎
MedicalKey Medical Insights✔︎✘︎✔︎✘︎✔︎
MedicalUsing Medical Discussions✔︎✘︎✔︎✔︎✔︎
MedicalRequiring Medical Discussions on the Call Report✔︎✘︎✔︎✘︎✔︎
MedicalMedical CRM Terminology✘︎✘︎✔︎✔︎✔︎
MedicalCapturing Standing Requests for Medical Using Documented Interest✔︎✘︎✔︎✔︎✔︎
MedicalUploading Files as Meeting/Discussion Materials for Medical Interactions✔︎✘︎✘︎✘︎✔︎
Medical EventsCreating Medical Events✔︎✘︎✔︎✘︎✘︎
Medical EventsMedical Event Attendees✔︎✘︎✔︎✘︎✘︎
Medical EventsCapturing Medical Event Attendee Signatures✘︎✘︎✔︎✘︎✘︎
Medical EventsManaging Attendees for Medical Events✔︎✘︎✔︎✘︎✘︎
Medical EventsMedical Event Start and End Times✔︎✘︎✔︎✘︎✘︎
Medical Events Coming Soon - Child Accounts in Medical Events✔︎✘︎✔︎✘︎✘︎
Medical Events Coming Soon - Creating Medical Events Calendar Reminders✔︎✘︎✔︎✘︎✘︎
Medical EventsUsing Approved Email for Medical Events✘︎✘︎✔︎✘︎✘︎
Medical EventsRecording a Call with Medical Events✔︎✘︎✔︎✘︎✘︎
Medical InquiriesRecording a Call from a Medical Inquiry✔︎✘︎✔︎✘︎✔︎
Medical InquiriesResponding to Medical Inquiries Using Approved Email✔︎✘︎✔︎✘︎✔︎
Medical InquiriesAdding a Marketing Banner to the Medical Inquiry Signature Page✘︎✘︎✔︎✔︎✔︎
Medical InquiriesUsing Vault MedInquiry to Fulfill Medical Inquiries✔︎✘︎✔︎✘︎✔︎
Medical InquiriesGenerating Printable Medical Inquiry Receipts✔︎✘︎✘︎✘︎✔︎
Medical InquiriesAdding a Disclaimer to a Medical Inquiry ✔︎✘︎✔︎✘︎✔︎
Medical InquiriesCustomizing Delivery Methods and Delivery Details for Medical Inquiries✔︎✘︎✔︎✔︎✔︎
Medical InquiriesRequiring Medical Inquiry Signatures✔︎✘︎✔︎✔︎✔︎
Medical Inquiries

Creating a Medical Inquiry

✔︎✘︎✔︎✔︎✔︎
Medical InquiriesDisplaying Medical Inquiry Attachments✔︎✘︎✘︎✘︎✔︎
Medical InquiriesAllowing Multiple Product Inquiries✔︎✘︎✔︎✔︎✔︎
Medical Inquiries

Medical Inquiry Fulfillment

✔︎✘︎✔︎✘︎✔︎
Medical Inquiries

Medical Inquiry Fulfillment Response Method

✔︎✘︎

✘︎

✘︎✔︎
Medical InquiriesAdding a Marketing Banner to the Medical Inquiry Signature Page✘︎✘︎✔︎✔︎✘︎
Medical InquiryViewing Captured Medical Inquiry Signatures✔︎✘︎✘︎✘︎✔︎
Medical InquiryCreating Medical Inquiries for Child Accounts ✔︎✘︎✔︎✔︎✔︎
Mobile Device SetupSending and Receiving iOS Device Push Notifications✘︎✘︎✔︎✔︎✘︎
Mobile Device SetupManaging Label Sets✔︎✘︎✘︎✘︎✘︎
Mobile Device SetupViewing and Downloading Files Using the Files Tab✘︎✘︎✔︎✔︎✘︎
Mobile Device SetupManaging Attachments Offline✘︎✘︎✔︎✘︎✔︎
Mobile Device SetupUsing the Go Online Button✘︎✘︎✔︎✘︎✘︎
Mobile Device SetupSupporting Field Calculations on Mobile Devices✘︎✘︎✔︎✘︎✔︎
Mobile Device SetupSupporting List Layouts on Mobile Devices✘︎✘︎✔︎✔︎✘︎
Mobile Device SetupManaging Objects for Mobile Devices✔︎✘︎✘︎✘︎✘︎
Mobile Device SetupUsing Validation Rules on Mobile Devices ✘︎✔︎✔︎✔︎✔︎
Mobile Device SetupManaging Tab Visibility and Display Order✘︎✘︎✔︎✘︎✘︎
Mobile Device SetupDisplaying Yes/No Fields on Mobile Devices✘︎✘︎✔︎✘︎✔︎
Multichannel Cycle Plan

Child Account Support for Viewing Active MCCP Target Accounts

✔︎ ✔︎ ✔︎
Multichannel Cycle PlanViewing Active MCCP Target Accounts✔︎✘︎✔︎✘︎✔︎
Multichannel Cycle PlanCreating Multichannel Cycle Plans✔︎✘︎✘︎✘︎✘︎
Multichannel Cycle Plan

Using the MCCP Interface

✘︎✘︎✔︎✘︎✔︎
Multichannel Cycle PlanDefining Over Reached and Under Reached Thresholds✘︎✘︎✔︎✘︎✔︎
Multichannel Cycle PlanDetailing Priority for MCCP Targets✘︎✘︎✔︎✘︎✔︎
Multichannel Cycle PlanIndicating MCCP Goals by Priority in a Single Call Channel✘︎✘︎✔︎✘︎✔︎
Multichannel Cycle Plan

Using Detail Group Goals in MCCP

✘︎✘︎✔︎✘︎✔︎
Multichannel Cycle PlanLocking Multichannel Cycle Plans✔︎✘︎✘︎✘︎✘︎
Multichannel Cycle Plan

Capping Activity and Targets

✘︎✘︎

✔︎

✘︎✘︎
Multichannel Cycle Plan

Supporting Child Accounts for Multichannel Cycle Plans

✘︎✘︎✔︎✘︎✔︎
Multichannel Cycle PlanEditing MCCP Goals✘︎✘︎✔︎✘︎✘︎
Multichannel Cycle Plan

Adding Team-Based Goals

✘︎

✘︎✔︎✘︎✔︎
Multichannel Cycle PlanDisplaying MCCP Information in My Schedule✘︎✘︎✔︎✘︎✘︎
Multichannel Cycle PlanMCCP Filtering in My Schedule✘︎✘︎✔︎✘︎✘︎
Multichannel Cycle PlanSupporting Pull-In Fields for MCCP✘︎✘︎✔︎✘︎✔︎
Multichannel Cycle PlanScheduling Calls for MCCP Targets✘︎✘︎✔︎✘︎✔︎
Network Integration

Network Account Search in My Accounts

✔︎✘︎✘︎✘︎✘︎
Network Integration

Extended Country Field for Network Mapping and DCR

✔︎✘︎✘︎✘︎✘︎
Network Integration

System User for Network Integration

✔︎✘︎✘︎✘︎✘︎
Network IntegrationNetwork Hierarchy Explorer✔︎✘︎✘︎✘︎✘︎
Network IntegrationComing Soon - Multi-select Picklist Support✔︎✘︎✘︎✘︎✘︎
Network IntegrationData Change Requests Overview✔︎✘︎✔︎✘︎✘︎
Network IntegrationCreating Unverified Records✔︎✘︎✔︎✘︎✘︎
Network IntegrationComing Soon - Unlinked Records in CRM✔︎✘︎✘︎✘︎✘︎
Network IntegrationSupporting Multi-Country Users✔︎✘︎✔︎✘︎✘︎
Network IntegrationData Privacy Opt Out✔︎✘︎✔︎✘︎✘︎
Network IntegrationDCR Results✔︎✘︎✔︎✘︎✘︎
Network IntegrationEditing DCRs✔︎✘︎✔︎✘︎✘︎
Network IntegrationIndication of Pending DCR✔︎✘︎✔︎✘︎✘︎
Network IntegrationiPad DCR Process✘︎✘︎✔︎✘︎✘︎
Network IntegrationOnline DCR Process✔︎✘︎✘︎✘︎✘︎
Network IntegrationNetwork Mapping Edit ✔︎✘︎✘︎✘︎✘︎
Network IntegrationNetwork Field Mapping✔︎✘︎✘︎✘︎✘︎
Network IntegrationLicenses✔︎✘︎✔︎✘︎✘︎
Network IntegrationNetwork Mapping Overview✔︎✘︎✘︎✘︎✘︎
Network IntegrationNetwork Object Mapping✔︎✘︎✘︎✘︎✘︎
Network IntegrationReference Mapping✔︎✘︎✘︎✘︎✘︎
Network IntegrationAdding Parent HCOs to Territory when Importing an HCP or HCO✔︎✘︎✔︎✘︎✘︎
Network IntegrationNetwork Address Inheritance✔︎✘︎✔︎✘︎✘︎
Network IntegrationHandling Inactive Network Records✔︎✘︎✔︎✘︎✘︎
Network IntegrationInactive Addresses✔︎✘︎✔︎✘︎✘︎
Network IntegrationNetwork for Japan✔︎✘︎✔︎✘︎✘︎
Network IntegrationNetwork Merge✔︎✘︎✔︎✘︎✘︎
Network IntegrationState Distributor Licensing✔︎✘︎✔︎✘︎✘︎
Network IntegrationNetwork Account Search✔︎✘︎✔︎✘︎✔︎
Network IntegrationNetwork Administration✔︎✘︎✘︎✘︎✘︎
Network IntegrationNetwork Hashtags in Vault CRM✔︎✘︎✔︎✘︎✘︎
Network IntegrationRecord State Handling✔︎✘︎✔︎✘︎✘︎
Network IntegrationTerritory Assignment✔︎✘︎✔︎✘︎✘︎
Network IntegrationCRM Managed Account Types✔︎✘︎✔︎✘︎✘︎
Network IntegrationThird-Party Managed Account Types✔︎✘︎✔︎✘︎✘︎
Network IntegrationDCR Attachments✔︎✘︎✔︎✘︎✘︎
Network IntegrationLong Notes in Data Change Requests✔︎✘︎✔︎✘︎✘︎
Network IntegrationMicrosoft Intune for Vault CRM✘︎✘︎✔︎✔︎✘︎
Network IntegrationView HCPs in Network Hierarchy Explorer✔︎✘︎✘︎✘︎✘︎
Opportunity ManagementOpportunity Management Overview✔︎✘︎✘︎✘︎✘︎
Order ManagementPost-Negotiation Order Delivery Splitting✔︎✘︎✘︎✘︎✘︎
Order Management

Print Order

✔︎✘︎✘︎✘︎✘︎
Order Management

Setting Payment Terms via Free Text or Picklist

✔︎✘︎✔︎✘︎✔︎
Order ManagementUsing CLM with Orders✘︎✘︎✔︎✘︎✘︎
Order ManagementDirect Quantity Order Entry Mode✘︎✘︎✔︎✘︎✔︎
Order ManagementMass Add Order Entry Mode✔︎✘︎✔︎✘︎✔︎
Order ManagementCreating an Order from a Call✔︎✘︎✔︎✘︎✔︎
Order ManagementUsing CLM with Orders✘︎✘︎✔︎✘︎✔︎
Order ManagementCreating an Order from an Account✔︎✘︎✔︎✘︎✔︎
Order ManagementEnabling Orders for an Account✔︎✘︎✘︎✘︎✘︎
Order ManagementOrder Assortments✔︎✘︎✔︎✘︎✔︎
Order ManagementOrder Campaigns✔︎✘︎✔︎✘︎✔︎
Order ManagementDelivery Location✔︎✘︎✔︎✘︎✔︎
Order ManagementPayers✔︎✘︎✔︎✘︎✔︎
Order ManagementPrice Books✔︎✘︎✔︎✘︎✔︎
Order ManagementPull-In Fields on Orders✔︎✘︎✔︎✘︎✔︎
Order ManagementChanging Order Line Column Widths✘︎✘︎✔︎✘︎✔︎
Order ManagementPull-In Fields on Order Lines✔︎✘︎✔︎✘︎✔︎
Order ManagementRecommended Quantity✘︎✘︎✔︎✘︎✘︎
Order ManagementSuggested Retail Price with Profit Calculator✔︎✘︎✔︎✘︎✔︎
Order ManagementUpselling Suggestions✔︎✔︎✔︎✘︎✔︎
Order ManagementTransfer Orders✔︎✘︎✔︎✘︎✔︎
Order ManagementWholesaler Priority✘︎✘︎✔︎✘︎✔︎
Order ManagementWholesalers✔︎✘︎✔︎✘︎✔︎
Order ManagementCopying an Order✔︎✘︎✔︎✘︎✔︎
Order ManagementBundle Packs✔︎✘︎✔︎✘︎✔︎
Order ManagementUsing Ship To and Billing Addresses ✔︎✘︎✘︎✘︎✘︎
Order ManagementCase Calculator and Fixed Units of Measure✔︎✘︎✔︎✘︎✔︎
Order ManagementOrder Products✔︎✘︎✔︎✘︎✔︎
Order ManagementProduct Groups for Order Management✔︎✘︎✔︎✘︎✔︎
Order ManagementProduct Kits and Kit Items✔︎✘︎✔︎✘︎✔︎
Order ManagementProduct Views✔︎✘︎✔︎✘︎✔︎
Order ManagementCapturing an Order Signature✘︎✘︎✔︎✘︎✔︎
Order ManagementManaging an Order✔︎✘︎✔︎✘︎✔︎
Order ManagementDelivery Order Limit Rule Pricing Rules✘︎✘︎✔︎✘︎✔︎
Order ManagementDelivery Order Payment Terms✘︎✘︎✔︎✘︎✔︎
Order ManagementDelivery Order Quantity Rollup✘︎✘︎✔︎✘︎✔︎
Order ManagementManual Allocation of Free Goods✘︎✘︎✔︎✘︎✔︎
Order ManagementMid-Negotiation Delivery Splitting✘︎✘︎✔︎✘︎✔︎
Order ManagementBrand Level Pricing Rules✔︎✘︎✔︎✘︎✔︎
Order ManagementDiscount Pricing Rules✔︎✘︎✔︎✘︎✔︎
Order ManagementIn-Level Addition Mode✔︎✘︎✔︎✘︎✔︎
Order ManagementOrder Net Amount Rounding Mode✔︎✘︎✔︎✘︎✔︎
Order ManagementProduct Group Level Pricing Rules✔︎✘︎✔︎✘︎✔︎
Order ManagementTotal Discount and Final Net Price Addition Mode✔︎✘︎✔︎✘︎✔︎
Order ManagementFree Goods Percentage Pricing Rules✔︎✘︎✔︎✘︎✔︎
Order ManagementFree Goods Pricing Rules✔︎✘︎✔︎✘︎✔︎
Order ManagementChain Pricing Rules✔︎✘︎✔︎✘︎✔︎
Order ManagementCross-Product Pricing Rules✔︎✘︎✔︎✘︎✔︎
Order ManagementDelivery Period Pricing Rules✔︎✘︎✔︎✘︎✔︎
Order ManagementLimit Pricing Rules✔︎✘︎✔︎✘︎✔︎
Order ManagementList Price Rules✔︎✘︎✔︎✘︎✔︎
Order ManagementPayment Terms ✘︎✘︎✔︎✘︎✔︎
Patient CRMReceiving Inbound Faxes in Patient CRM✔︎✘︎✘︎✘︎✘︎
Patient CRMDefining Patient Journeys✔︎✘︎✘︎✘︎✘︎
Patient CRMOmniConnect for Patient CRM✔︎✘︎✘︎✘︎✘︎
Patient CRMSearching in the Case Inbox Tab in Patient CRM✔︎✘︎✘︎✘︎✘︎
Patient CRMClassifying Cases in Patient CRM✔︎✘︎✘︎✘︎✘︎
Patient CRMDisplaying Preferred Case Details in Patient CRM✔︎✘︎✘︎✘︎✘︎
Patient CRMManaging Patient Journeys✔︎✘︎✘︎✘︎✘︎
Patient CRMUsing AI Auto-Fill in Patient Intake Forms ✔︎✘︎✘︎✘︎✘︎
Patient CRMManaging Patient HIPAA and Program Authorizations✔︎✘︎✘︎✘︎✘︎
Patient CRMCreating Patients in Patient CRM✔︎✘︎✘︎✘︎✘︎
Patient CRMMonitoring Patient Journey Statistics✔︎✘︎✘︎✘︎✘︎
Patient CRMUsing Patient Intake Forms ✔︎✘︎✘︎✘︎✘︎
Patient CRMViewing Patient Details✔︎✘︎✘︎✘︎✘︎
ProductsCreating Products in the Product Catalog✔︎✘︎✔︎✘︎✘︎
ProductsCreating Product-Specific Metric Configurations ✔︎✘︎✔︎✘︎✔︎
ProductsConfiguring Product Metrics for Accounts✔︎✘︎✔︎✘︎✔︎
ProductsUsing Product Detail Groups and Detail Topics✔︎✘︎✔︎✘︎✘︎
Products

Using Product Metrics with Detail Groups and Topics

✔︎✘︎✔︎✘︎✔︎
ProductsUsing the My Setup Tab✔︎✘︎✔︎✘︎✘︎
ProductsProduct Metrics for Child Accounts ✔︎✘︎✔︎✘︎✔︎
Sample ManagementGenerating Printable Package Labels✔︎✘︎✘︎✘︎✘︎
Sample ManagementOverriding Locked Sample Management Records✔︎✘︎✘︎✘︎✘︎
Sample ManagementActivating and Deactivating Sample Lots✔︎✘︎✘︎✘︎✘︎
Sample ManagementCapturing Inventories✔︎✘︎✔︎✘︎✔︎
Sample ManagementInventory Ordering✔︎✘︎✘︎✘︎✘︎
Sample ManagementCapturing Inventories for Other Users✔︎✘︎✘︎✘︎✘︎
Sample ManagementRequesting Sample Lots✔︎✘︎✘︎✘︎✘︎
Sample ManagementCreating Records for Sample Management✔︎✘︎✘︎✘︎✘︎
Sample ManagementManaging Picklist and Field Values for Sampling✔︎✘︎✘︎✘︎✘︎
Sample ManagementManaging Non-Sample Products✔︎✘︎✘︎✘︎✘︎
Sample ManagementCold Chain Sampling (Transactions)✔︎✘︎✘︎✘︎✘︎
Sample ManagementConfirming Product Receipt✔︎✘︎✘︎✘︎✘︎
Sample ManagementCapturing Custom Text (Transactions)✔︎✘︎✘︎✘︎✘︎
Sample ManagementGrouping Sample Receipts✔︎✘︎✘︎✘︎✘︎
Sample ManagementRequiring Users to Manually Confirm Sample Quantities✔︎✘︎✘︎✘︎✘︎
Sample ManagementMulti-Line Transactions✔︎✘︎✘︎✘︎✘︎
Sample ManagementCreating Product Adjustments✔︎✘︎✘︎✘︎✘︎
Sample ManagementReturning Products✔︎✘︎✘︎✘︎✘︎
Sample ManagementTransferring Products✔︎✘︎✘︎✘︎✘︎
Sample ManagementMaintaining Sample Data Integrity✔︎✘︎✘︎✘︎✘︎
Sample ManagementEnabling Sample Audits✔︎✘︎✘︎✘︎✘︎
Sample ManagementUnlocking Submitted Sample Transaction and Inventory Records✔︎✘︎✘︎✘︎✘︎
Sample Management

Printing Inventory and Transfer Worksheets

✔︎✘︎✘︎✘︎✘︎
Send to FaxCreating and Managing Fax Templates✔︎✘︎✘︎✘︎✘︎
Send to FaxRestricted Words in Send to Fax✔︎✘︎✔︎✔︎✘︎
Send to FaxTesting Send to Fax Content✔︎✘︎✔︎✘︎✘︎
Send to FaxCapturing Consent for Fax✔︎✘︎✔︎✘︎✘︎
Send to FaxFax Administration✔︎✘︎✘︎✘︎✘︎
Send to FaxSending a Fax✔︎✘︎✔︎✘︎✘︎
Service Center

Five9 for Service Center

✔︎✘︎✘︎✘︎✘︎
Service CenterManaging All Active Cases in Service Center✔︎✘︎✘︎✘︎✘︎
Service Center

Multi-Owner Support for Microsoft Teams Integration

✔︎✘︎✘︎✘︎✘︎
Service Center

Canceling Cases in Service Center

✔︎✘︎✘︎✘︎✘︎
Service CenterKnowledge Base for Service Center✔︎✘︎✘︎✘︎✘︎
Service CenterStarting Emails from Cases✔︎✘︎✘︎✘︎✘︎
Service CenterAny Phone for Service Center✔︎✘︎✘︎✘︎✘︎
Service CenterManaging Case Administration✔︎✘︎✘︎✘︎✘︎
Service CenterToday’s Focus for Outbound Service Center✔︎✘︎✘︎✘︎✘︎
Service CenterDisplaying Preferred Case Details✔︎✘︎✘︎✘︎✘︎
Service CenterCreating Call Reports from Target Activities✔︎✘︎✘︎✘︎✘︎
Service CenterUsing My Cases for Service Center Inbound✔︎✘︎✘︎✘︎✘︎
Service CenterCanceling and Redialing Outbound Call Attempts✔︎✘︎✘︎✘︎✘︎
Service CenterUsing the Service Center Inbound Tab✔︎✘︎✘︎✘︎✘︎
Service CenterUsing Service Center✔︎✘︎✘︎✘︎✘︎
Service CenterAmazon Connect for Service Center✔︎✘︎✘︎✘︎✘︎
Service CenterMicrosoft Teams Channels for Service Center✔︎✘︎✘︎✘︎✘︎
Service CenterGenesys Cloud for Service Center✔︎✘︎✘︎✘︎✘︎
Service CenterMicrosoft OneNote for Service Center✔︎✘︎✘︎✘︎✘︎
Service CenterAccount Search for Service Center✔︎✘︎✘︎✘︎✘︎
Service CenterUsing the Service Center Outbound Tab✔︎✘︎✘︎✘︎✘︎
Service CenterViewing Service Center Activities on the Account Timeline ✔︎✘︎✔︎✘︎✘︎
Service CenterCanceling Cases in Service Center✔︎✘︎✘︎✘︎✘︎
Service CenterCreating X-Pages in Service Center✔︎✘︎✘︎✘︎✘︎
SuggestionsUsing Suggestions✔︎✘︎✔︎✘︎✔︎
SuggestionsAssociating a Driver with a Suggestion✔︎✘︎✔︎✘︎✘︎
SuggestionsCompleting or Dismissing Suggestions✔︎✘︎✔︎✘︎✘︎
SuggestionsDefining Expiration Dates for Suggestions✔︎✘︎✔︎✘︎✘︎
SuggestionsSuggestion Surveys✔︎✘︎✔︎✘︎✘︎
SuggestionsCreating a Call Objective from a Suggestion✔︎✘︎✔︎✘︎✔︎
SuggestionsUsing Approved Email for Suggestions✔︎✘︎✔︎✘︎✔︎
SuggestionsViewing Suggestions via the Home Page Tile✔︎✘︎✔︎✘︎✔︎
SuggestionsScheduling a Call from a Suggestion✔︎✘︎✔︎✘︎✔︎
SuggestionsPriority Score and Sort Order✔︎✘︎✔︎✘︎✔︎
SuggestionsViewing Suggestion Insights✔︎✘︎✔︎✘︎✔︎
SurveysNew Response Value field for Question Response Records✔︎✘︎✘︎✘︎✘︎
Surveys

Surveys by Detail Group

✔︎✘︎✘︎✘︎✘︎
Surveys

Managing Survey Visibility

✔︎✘︎✘︎✘︎✔︎
SurveysAdding Segments to a Survey✔︎✘︎✘︎✘︎✘︎
SurveysAdding Branching Survey Questions✔︎✘︎✘︎✘︎✘︎
SurveysExecuting a Survey✔︎✘︎✔︎✔︎✔︎
SurveysCreating a One-Time or Recurring Survey✔︎✘︎✘︎✘︎✘︎
SurveysData Loading Surveys✔︎✘︎✘︎✘︎✘︎
SurveysPublishing a Survey✔︎✘︎✘︎✘︎✘︎
SurveysAdding Survey Targets for One-Time or Recurring Surveys✔︎✘︎✔︎✔︎✔︎
SurveysInternal Surveys✔︎✘︎✔︎✘︎✘︎
SurveysTranslating Surveys and Questions✔︎✘︎✘︎✘︎✘︎
SurveysSupporting Child Accounts in Surveys✔︎✘︎✔︎✔︎✘︎
SurveysSurveys in Approved Email✔︎✘︎✔︎✘︎✘︎
SurveysViewing Survey Results✔︎✘︎✘︎✘︎✘︎
SyncDownloading Activity Logs for Troubleshooting✔︎✘︎✘︎✘︎✘︎
SyncPerforming a Database Refresh✘︎✘︎✔︎✘︎✔︎
SyncHandling Sync Errors✔︎✘︎✔︎✘︎✘︎
SyncUsing Non-Blocking Sync✘︎✘︎✔︎✔︎✔︎
SyncManaging Sync Settings✔︎✘︎✘︎✘︎✘︎
SyncUsing Incremental Sync✘︎✘︎✔︎✔︎✘︎
SyncSupporting List Layouts on Mobile Devices✘︎✘︎✔︎✔︎✘︎
Territory FeedbackSearching Outside of a Territory in Integrated Territory Feedback✘︎✘︎✔︎✘︎✘︎
Territory FeedbackImporting Approval Rules into Modeling and Production✔︎✘︎✘︎✘︎✘︎
Territory FeedbackLocation Based Targeting in Territory Feedback✘︎✘︎✔︎✘︎✘︎
Territory FeedbackReviewing Feedback as a Manager✔︎✘︎✘︎✘︎✘︎
Territory FeedbackUsing Territory Feedback in Vault CRM ✘︎✘︎✔︎✘︎✘︎
Territory ManagementCreating and Assigning Territories✔︎✘︎✘︎✘︎✘︎
Territory ManagementTracking Manual Territory Alignment History✔︎✘︎✔︎✘︎✘︎
Territory ManagementCreating Territory Assignment Rules✔︎✘︎✘︎✘︎✘︎
Territory ManagementUsing the Account Territory Loader✔︎✘︎✘︎✘︎✘︎
Territory ManagementRemoving Accounts from Territories✔︎✘︎✔︎✘︎✘︎
Vault AIAgentic Call Report™ View✔︎✘︎✔︎✔︎✔︎
Vault AIAgentic Home Screen✘︎✘︎✔︎✔︎✘︎
Vault AI

Agentic Voice for Call Key Messages - Available on iPad and iPhone

✘︎✘︎✔︎✔︎✘︎
Vault AI

Agentic Insight Quality for Medical Insights

✘︎✘︎✔︎✘︎✘︎
Vault AICapturing Agentic Text Monitoring Findings✔︎✘︎✘︎✘︎✘︎
Vault AIConversational AI (Early Adopter)✘︎✘︎✔︎✔︎✘︎
Vault AIExpanded Support for Agentic Text Monitoring for Home Office✔︎✘︎✘︎✘︎✘︎
Vault AILLM Call: Markdown Rendition for Call Reports✔︎✘︎✘︎✘︎✘︎
Vault AIMonitoring Submitted Records✔︎✘︎✘︎✘︎✘︎
Vault AI

Media AI in the CLM Media Library

✘︎✘︎✔︎✘︎✘︎
Vault AI

Unique Activity Group Calls with Agentic Voice

✘︎✘︎✔︎✔︎✘︎
Vault AI

Commercial Insights with Agentic Text Monitoring for Home Office

✔︎✘︎✘︎✘︎✘︎
Vault AI

Submitted with Issues for Agentic Text Monitoring

✔︎✘︎✔︎✔︎✘︎
Vault AI

Vector Database Enhancements

✔︎✘︎✘︎✘︎✘︎
Vault AI

AI Rewrite Token for Approved Email

✘︎✘︎✔︎✘︎✘︎
Vault AICreating Medical Insights with Agentic Voice✘︎✘︎✔︎✔︎✔︎
Vault AIMy Notes✘︎✘︎✔︎✔︎✘︎
Vault AIThis page should redirect to: Agentic Call Report™✔︎✘︎✔︎✔︎✘︎
Vault AIFinding Product Information with Agentic Media✘︎✘︎✔︎✔︎✘︎
Vault AIPreparing for HCP Interactions with Agentic Account Summary✘︎✘︎✔︎✘︎✘︎
Vault AIThis page should redirect to: Agentic Call Report™✘︎✘︎✔︎✔︎✘︎
Vault AIManaging the Vector Database✔︎✘︎✘︎✘︎✘︎
Vault AIUsing AI Chat✘︎✘︎✔︎✘︎✘︎
Vault AIAI Rewrite Token for Approved Emails✘︎✘︎✔︎✘︎✘︎
Vault AIUnique Activity Group Calls for Agentic Voice✘︎✘︎✔︎✔︎✘︎
Vault AICommercial Insights for Agentic Text Monitoring for Home Office✔︎✘︎✘︎✘︎✘︎
Vault AISubmitted with Issues for Agentic Text Monitoring ✔︎✘︎✔︎✔︎✘︎
X-Pages

Editing Records from X-Pages

✔︎✘︎✘︎✘︎✘︎
X-Pages

Connecting X-Pages Studio and Vault CRM without an Integration User

✔︎✘︎✘︎✘︎✘︎
X-Pages

Adding Related Data to X-Pages in X-Pages Studio

✔︎✘︎✘︎✘︎✘︎
X-PagesManaging Pages in X-Pages Studio✔︎✘︎✘︎✘︎✘︎
X-PagesLoading X-Page Content from External Servers✔︎✘︎✔︎✔︎✔︎
X-PagesPre-Call Tab✔︎✘︎✔︎✔︎✔︎
X-PagesUsing the Prompt Overlay Entry Point✘︎✘︎✔︎✘︎✘︎
X-PagesUsing the X-Pages Top Level Entry Point✔︎✘︎✔︎✔︎✔︎
X-PagesCreating X-Pages Business Portals✔︎✘︎✘︎✘︎✘︎
X-PagesCreating X-Pages Content✔︎✘︎✔︎✘︎✔︎
X-PagesIntegrating Veeva Link with an X-Pages Account Page✔︎✘︎✔︎✘︎✘︎
X-PagesSetting the Default X-Pages Account Profile✔︎✘︎✔︎✔︎✔︎
X-PagesSetting the Default KOL Profile Page✔︎✘︎✔︎✘︎✔︎
X-PagesManaging X-Pages Visibility for Accounts✔︎✘︎✘︎✔︎✔︎
X-PagesSetting the Default X-Pages Home Page✔︎✘︎✔︎✔︎✔︎
X-PagesCreating and Managing X-Pages Studio Users ✔︎✘︎✘︎✘︎✘︎
X-PagesCreating and Managing X-Pages Studio Teams ✔︎✘︎✘︎✘︎✘︎
X-PagesAdding Data to X-Pages in X-Pages Studio✔︎✘︎✘︎✘︎✘︎
X-PagesCreating X-Pages Using X-Pages Studio✔︎✘︎✘︎✘︎✘︎
X-PagesUsing Custom Display Elements in X-Pages Studio✔︎✘︎✘︎✘︎✘︎
X-PagesDefining X-Pages Layouts✔︎✘︎✘︎✘︎✔︎
X-PagesDeploying Pages to Vault CRM Using X-Pages Studio✔︎✘︎✘︎✘︎✘︎
X-PagesUsing Expressions to Perform Data Calculations in X-Pages Studio✔︎✘︎✘︎✘︎✘︎
X-PagesManaging Custom Pages in X-Pages Studio✔︎✘︎✘︎✘︎✘︎
X-PagesUsing the Commercial HCO Template✔︎✘︎✔︎✔︎✔︎
X-PagesUsing the Commercial HCP Template✔︎✘︎✔︎✔︎✔︎
X-PagesUsing the Commercial Territory Template✔︎✘︎✔︎✔︎✔︎
X-PagesUsing the Medical HCP Template✔︎✘︎✔︎✔︎✔︎
X-PagesUsing the Medical Territory Template✔︎✘︎✔︎✔︎✔︎
X-PagesUsing the Opportunity Overview Template✔︎✘︎✘︎✘︎✘︎
X-PagesUsing the Service Center Page Templates✔︎✘︎✘︎✘︎✘︎
X-PagesUsing the MCCP Template✔︎✘︎✔︎✘︎✘︎
X-PagesIntegrating External Data with X-Pages✔︎✘︎✔︎✔︎✔︎
X-PagesUsing Deep Linking in X-Pages✔︎✘︎✔︎✔︎✔︎
X-PagesViewing Compass Data Using X-Pages✔︎✘︎✔︎✘︎✘︎
X-PagesUsing the Call Report Template✘︎✘︎✔︎✘︎✘︎
X-PagesSetting the Content Target Platform for X-Pages ✔︎✘︎✔︎✘︎✘︎
X-PagesUsing the Territory Feedback Template✔︎✘︎✔︎✘︎✘︎
X-PagesSharing X-Pages Content✔︎✘︎✔︎✘︎✔︎
X-PagesUsing the Diagnosed Patient Template✔︎✘︎✔︎✔︎✘︎
X-PagesUsing the Market Trend Template✔︎✘︎✔︎✔︎✘︎
X-PagesUsing the Compass Prescriber Data Template✔︎✘︎✔︎✔︎✘︎
X-PagesEditing Records from X-Pages✔︎✘︎✘︎✘︎✘︎
X-PagesAdding Related Data to X-Pages in X-Pages Studio✔︎✘︎✘︎✘︎✘︎
X-Pages StudioConfiguring X-Pages Studio✔︎✘︎✘︎✘︎✘︎

Related Topics

Transitioning to Vault CRM for Veeva CRM Users

Vault CRM for iOS

Vault Platform Help