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
| Area | Feature | Browser | CRM Desktop (Windows) | iPad | iPhone |
|---|---|---|---|---|---|
| Accounts | Cross Hierarchy Affiliations in Stakeholder Navigator | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Customizing Account Fields in Stakeholder Navigator | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Managing Account Hierarchies | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Auto-Creating Affiliations in Account Wizards | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Capturing State License Information in Account Wizards | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Coming Soon - Account Hierarchy in Account Wizards | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Coming Soon - Enabling Child Account Fields in Wizards | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Global Account Search | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | New Account Wizard | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Coming Soon - New Object Type Wizard | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Coming Soon - Regional Manager Governors in My Accounts | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Accounts | Parent Account Wizard | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Coming Soon - Geocoding Missing Address Coordinates | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Accounts | Account Deep Linking | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Accounts | Global Account Browse | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | GAS Customized Columns and Preview Pane | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Redirecting the New Account Action to Global Account Search | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Accounts | Configuring Account Wizards | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Coming Soon - Using Custom Account Object Types with the New Object Type Wizard | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Coming Soon - Duplicate Record Checking in Account Wizards | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Coming Soon - Disabling the Create Button for Accounts | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Previewing an Account During Creation | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Coming Soon - Prescriber Level Formulary | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Dynamic Attributes for Accounts | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Coming Soon - Veeva ID | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Accounts | Object Types in Accounts | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Accounts | Account Filter Recall | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts |
✔︎ |
✘︎ | ✔︎ | ✔︎ | |
| Accounts | Configuring the My Accounts Display | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Creating Accounts and Related Data | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Identifying Accounts with Account Identifier or Account Name Expansion | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Accounts | Moving Between Account Lists and Account Views | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Accounts | My Accounts Alphabar on iPad | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Scheduling a Call in My Accounts | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Sticky Sort Order for My Accounts | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Using the Account Details Screen | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Accounts | Visibility of Accounts and Territories | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Accounts | Customer Journey Data Model | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Accounts | Decoupled Data Change Requests | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Displaying the Primary Parent with a Business or Person Account's Name | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Accounts | Color-Coding Accounts in the Account Hierarchy | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Accounts | Decoupled Unverified Records | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Enabling Address Inheritance | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Managing Affiliations in Stakeholder Navigator | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Merging Duplicate Account Records | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Accounts | Patient Journey Data Model | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Accounts | Coming Soon - Adding the Business Professional Entity Object Type | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Accounts | Retaining GPS Coordinates When Modifying an Address | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Accounts | Working with Territory Fields | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Displaying Account Maps | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Displaying Calls Related Lists for Accounts | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Accounts | Coming Soon - Displaying Child Accounts for an Account Hierarchy | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Coming Soon - Working with Child Accounts | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Coming Soon - Veeva CRM Campaigns | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Coming Soon - Displaying the Formulary Matrix | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Enabling X-Pages Custom Account Content | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Searching for Accounts | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Accounts |
✔︎ |
✘︎ |
✔︎ |
✘︎ | |
| Accounts | Using Addresses in Accounts | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Accounts | Viewing the Account Timeline | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Sphere of Influence | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Displaying Additional Sphere of Influence Fields | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Displaying an Affiliation Count in Sphere of Influence | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Using Bookmarks for Account Filters in Sphere of Influence | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Using Office Best Times for Accounts | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Accounts | Defining HCP Display Names | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| 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 | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Planning and Execution | Account Plan Sharing | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Account Planning and Execution | Coming Soon - Apply Product Plan Button | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Planning and Execution | Coming Soon - Assigning Call Objectives to Account Tactics | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Planning and Execution | Managing Key Stakeholders | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Planning and Execution | Account Hierarchy Overlay | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Planning and Execution | Account Plan Deep Copy | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Planning and Execution | Calculating Account Plan Progress Using the Account Plan Hierarchy | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Account Planning and Execution | Using Action Items for KAMs | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Account Planning and Execution | Coming Soon - Managing Call Objectives in Plan Tactics | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Planning and Execution | Coming Soon - Exporting Account Plans to PowerPoint | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Planning and Execution | Working with Multiple SWOT and Goal Records | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Account Planning and Execution | Coming Soon - Assigning Accounts to Plan Tactics | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Planning and Execution | Product Plans | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Planning and Execution | Using the Account Plan X-Pages Studio Template | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Account Planning and Execution | Viewing Stakeholder Navigator from an Account Plan | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Call Planning | Preventing Duplicate Time Off Territory Entries | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| 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 in Agenda View |
✘︎ |
✘︎ |
✔︎ |
✔︎ |
| Call Planning | Scheduling Calls 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 | Coming Soon - Displaying Account Hierarchies in My Schedule | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Call Planning | Coming Soon - Displaying Office Best Times for Child Accounts | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Call Planning | Coming Soon - Enabling Call Booking Support | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Call Planning | Coming Soon - Managing Call Cycles for Child Accounts | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Call Planning | Scheduling Calls with Office Best Times | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Call Planning | Coming Soon - Sending an Address to Maps | ✘︎ | ✘︎ | ✘︎ | ✔︎ |
| Call Planning | Viewing Shared Calendars | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Call Planning | Coming Soon - Using Cycle Plans in My Schedule | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Call Planning | Viewing Users' Calendars with Manager View | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Call Planning | Viewing Account Identifiers and Addresses in My Schedule | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Call Planning | Coming Soon - Viewing Custom Information with Display-By | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Call Planning | Associating Unassigned Presentations with Calls | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Campaign Manager | Manually Adding Targets to Target Lists | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | Entering Campaign Notes | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | Removing All Targets from a Target List | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | Sending Test Campaign Emails | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | Managing Target Lists | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | Creating Campaigns | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | Adding Campaign Details | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | Copying Target Lists | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | Monitoring Campaign Performance | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | Sending the Campaign | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | Viewing Campaigns | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | Viewing Campaign Performance Details | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Coaching Reports | Classic Coaching Reports | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Coaching Reports | Advanced Coaching Reports | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Coaching Reports | Employee Commenting on Advanced Coaching Reports | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Inventory Monitoring | Capturing and Attaching Photos for Inventory Monitoring | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Inventory Monitoring | Continuous Inventory Monitoring | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Inventory Monitoring | Using the Inventory Monitoring History Tab | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Inventory Monitoring | Inventory Monitoring Entry Modes | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Inventory Monitoring | Creating Custom Inventory Monitoring Object Types | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Inventory Monitoring | Enabling Accounts for Inventory Monitoring | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Inventory Monitoring | Enabling Products for Inventory Monitoring | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Inventory Monitoring | Using Inventory Monitoring Assortments | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Inventory Monitoring | Using Inventory Monitoring | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Inventory Monitoring | Photo Tagging for Inventory Monitoring | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Medical | Key Medical Insights | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Medical | Medical Discussions | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Medical | Requiring Medical Discussions on the Call Report | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Medical | Medical Translations | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Medical | Capturing Standing Requests for Medical Using Documented Interest | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| 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 | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Medical Inquiries | Customizing Delivery Methods and Delivery Details for Medical Inquiries | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Medical Inquiries | Requiring Medical Inquiry Signatures | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Medical Inquiries | ✔︎ | ✘︎ | ✔︎ | ✔︎ | |
| Medical Inquiries | Displaying Medical Inquiry Attachments | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Medical Inquiries | Allowing Multiple Product Inquiries | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Medical Inquiries | ✔︎ | ✘︎ | ✔︎ | ✘︎ | |
| Medical Inquiries | ✔︎ | ✘︎ |
✘︎ |
✘︎ | |
| Medical Inquiries | Customizing the Medical Inquiry Signature Page | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Products | Creating Products in the Product Catalog | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Products | Creating Product-Specific Metric Configurations | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Products | Configuring Product Metrics for Accounts | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Products | Using Product Detail Groups and Detail Topics | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Products | ✔︎ | ✘︎ | ✔︎ | ✘︎ | |
| Products | Using the My Setup Tab | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Sample Management | Activating and Deactivating Sample Lots | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | Capturing Inventories | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Sample Management | Inventory Ordering | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | Capturing Inventories for Other Users | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | Requesting Sample Lots | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | Creating Records for Sample Management | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | Managing Picklist and Field Values for Sampling | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | Managing Non-Sample Products | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Call Sampling | Cold Chain Sampling (Disbursements) | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Sample Management | Cold Chain Sampling (Transactions) | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | Confirming Product Receipt | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Call Sampling | Capturing Custom Text (Disbursements) | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Sample Management | Capturing Custom Text (Transactions) | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | Grouping Sample Receipts | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | Requiring Users to Manually Confirm Sample Quantities | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | Multi-Line Transactions | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | Creating Product Adjustments | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | Returning Products | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | Transferring Products | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | Maintaining Sample Data Integrity | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | Enabling Sample Audits | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | Unlocking Submitted Sample Transaction and Inventory Records | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Call Sampling | Capturing Acknowledgement of Content | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Call Sampling | Viewing Captured Call Signatures | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Medical Inquiry | Viewing Captured Medical Inquiry Signatures | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management |
Coming Soon - Generating Package Labels for Sample Transfers and Returns |
✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management |
Coming Soon - Printing Acknowledgement of Content Receipts |
✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | ✔︎ | ✘︎ | ✘︎ | ✘︎ | |
| Call Objectives | Enabling Call Objective Types | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Call Objectives | Creating Call Objectives for Business Events | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Call Objectives | ✘︎ | ✘︎ | ✔︎ | ✘︎ | |
| Call Objectives | ✔︎ | ✘︎ | ✔︎ | ✘︎ | |
| Call Objectives | Using Call Objectives | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Call Objectives | Setting Prerequisite Call Objectives | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| X-Pages | Creating X-Pages Content | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | Integrating Veeva Link with an X-Pages Account Page | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| X-Pages | Setting the Default X-Pages Account Profile | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| X-Pages | Setting the Default KOL Profile Page | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| X-Pages | Setting the Default X-Pages Home Page | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| X-Pages | Using X-Pages Studio Page Templates | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | Creating and Managing X-Pages Studio Users | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | Creating and Managing X-Pages Studio Connections | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | Creating and Managing X-Pages Studio Teams | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | Adding Data to Pages in X-Pages Studio | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | Creating X-Pages Using X-Pages Studio | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | Using Custom Display Elements in X-Pages Studio | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | Defining X-Pages Layouts | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | Deploying Pages to Vault CRM Using X-Pages Studio | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | Using Expressions to Perform Data Calculations in X-Pages Studio | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | Managing Custom Pages in X-Pages Studio | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | Managing Pages in X-Pages Studio | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | Using the Commercial HCO Page Template | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| X-Pages | Using the Commercial HCP Page Template | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| X-Pages | Using the Commercial Territory Page Template | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| X-Pages | Using the Medical HCP Page Template | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| X-Pages | Using the Medical Territory Page Template | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| X-Pages | Using the Opportunity Management Page Template | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | Using the Service Center Page Templates | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | Integrating External Data with X-Pages | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| X-Pages | Using Deep Linking in X-Pages | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| X-Pages | Viewing Compass Data Using X-Pages | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | Using the Call Report Page Template | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| X-Pages | Using the Territory Feedback Page Template | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Territory Management | Creating and Assigning Territories | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Territory Management | Tracking Manual Territory Alignment History | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Territory Management | Creating Territory Assignment Rules | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Territory Management | Using the Account Territory Loader | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Territory Management | Removing Accounts from Territories | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| CLM | Creating and Updating Records from CLM | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| CLM | Adding Watermarks to Training Presentations | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| CLM | Updating Auto-Published Content | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM | Capturing Consent for CLM Tracking | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| CLM | Capturing Reactions to Presentations | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| CLM | Creating AR Content | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| CLM | Creating Calls from the Media Player | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| CLM | Creating Interactive HTML Content | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Customizing AR Lighting | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| CLM | Customizing Slide Navigation | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Defining AR Scenes | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| CLM | Managing Swipe Sensitivity for Slide Navigation | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| CLM | Disabling User Actions for Key Messages | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Displaying CLM Content on Mobile Devices | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| CLM | Displaying CLM Content from Calls | ✔︎ | ✔︎ | ✔︎ | ✘︎ |
| CLM | Creating Dynamic Content | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Displaying HTML Content on Large Screen Devices | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| CLM | Displaying PDFs in CLM | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Displaying PowerPoint Presentations in CLM | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Displaying Website Content in the Media Library | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Managing Automatic Video Playback | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Executing Surveys from CLM | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| CLM | Fading Out CLM Content | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Grouping Presentations in the Media Library | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Integrating Approved Email with CLM | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| CLM | Integrating External Data with CLM | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| CLM | Launching Third-Party Applications from CLM | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| CLM | Labeling Presentations | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Launching Vault CRM from Third-Party Applications | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| CLM | Coming Soon - Locking CLM Content Size | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM | Managing CLM Syncs in the CLM Administration Console | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM | Managing Favorite Presentations | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Managing Field Mappings Between Vault CRM and PromoMats/MedComms | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM | Coming Soon - Generating and Sending Dynamic Content | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| CLM | Navigating Slides and Presentations | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Packaging Custom CLM Content | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM | Retiring Expired Presentations | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Coming Soon - Returning to CLM after Capturing Sample Signatures | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| CLM | Searching the Media Library | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Supported Media Types for CLM Content | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Supporting Multi-Product CLM Presentations | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Testing CLM Content | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| CLM | Tracking CLM Activity Anonymously | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| CLM | Tracking CLM Call Clickstream Activity | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| CLM | Tracking CLM Key Messages | ✔︎ | ✔︎ | ✔︎ | ✘︎ |
| CLM | Tracking CLM Preview Activity | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM | Tracking CLM Activity as Unassigned Presentations | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| CLM | Tracking User Activity Using JavaScript | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Uploading CLM Content via FTPS | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM | Uploading Media Files for Key Messages | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM | Copying Presentations with Slides and Key Messages | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM | Using Augmented Reality in CLM | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| CLM | Using Custom Presentations | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Using Directories in the Media Library | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Using Hidden Presentations | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Using Presentation Attributes to Filter Presentations | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Using Shared Resources | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Using Sub-Presentation Slides | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Using the Action Menu | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| CLM | Using Auto-Publishing for CLM | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM | Using the Highlighter Pen and Laser Pointer | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| CLM | Using Training Presentations | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| CLM | Viewing Slide Notes in Presentations | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM | Aligning Approved Email and CLM Content | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM | Displaying CLM Content on CRM Desktop (Windows) | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM | Viewing and Downloading Media Files for Key Messages | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM | Copying Presentations to Other Vaults | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Consent Capture | Locking the Consent Screen | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Consent Capture | Capturing Consent for Approved Email | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Consent Capture | Capturing Consent Using Confirmation Emails for All Channels | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Consent Capture | Creating Consent Headers | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Consent Capture | Creating Consent Lines | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Consent Capture | Creating Consent Types | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Consent Capture | Creating Custom Channels | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Consent Capture | Confirming Consent Changes with Signatures and Paper Consent IDs | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Consent Capture | Defining the Display Order of Consent Channels and Lines | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Consent Capture | Displaying Opt-Out Disclaimer Text | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Consent Capture | Granting Consent | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Consent Capture | Managing Channel Values | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Consent Capture | Requiring Consent Capture for Channel Source Changes | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Consent Capture | Requiring Signatures on Opt-Out | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Consent Capture | Selecting the Preferred Language | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Consent Capture | Sending Consent Capture Receipts with Approved Email | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Consent Capture | Managing Consent Durations | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Consent Capture | Tracking Activity in Consent Capture | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Consent Capture | Using Consent Confirmation Emails | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Consent Capture | Defining Detail Groups on Consent Lines | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Consent Capture | Using Double Opt-In | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Contracts | Creating and Managing Contracts and Contract Lines | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Contracts | Creating and Managing Contract Partners | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Contracts | Customizing the Contract Signature Page | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Contracts | Capturing End User Signatures on Contract Partners | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Contracts | Capturing Contract Signatures on Contract Partners | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Contracts | Creating Contract Templates and Agreements | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Call Reporting | Adding Call Attendees | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| 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 | 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 All Actions | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| 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 | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Concur | Attaching Expense Receipts for Call Reporting with SAP Concur | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Concur | Submitting Call Expenses to SAP Concur | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Concur | Submitting Multiple Call Expenses to SAP Concur | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Call Reporting | Auto-Populating the Call Channel | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Call Reporting | Coming Soon - Call Reporting with Child Accounts | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| 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 Reporting | Viewing Survey Targets on the Call Report | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Call Sampling | Paper-Based Sampling | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| 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 | 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 | Coming Soon - Canceling Sample Requests/BRCs | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| 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 | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Approved Email | Email Tab | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Approved Email | Approved Email Entry Points | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| 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 | Reviewing Approved Emails Before Sending | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| 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 | ✔︎ | ✘︎ | ✘︎ | ✘︎ | |
| Approved Email | Using Detail Groups in PromoMats / MedComms | ✔︎ | ✘︎ | ✘︎ | ✔︎ |
| Approved Email | ✔︎ | ✘︎ | ✔︎ | ✔︎ | |
| Approved Email | Matching Products for Approved Email Content | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | Previewing Rendered Approved Email Content | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | Restricted Words in Approved Email | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Approved Email | ✔︎ | ✘︎ | ✔︎ | ✔︎ | |
| Approved Email | Testing Staged Approved Email Content | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Approved Email | Filtering Approved Email Fragments | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Approved Email | Capturing Approved Email Opt-In Consent | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Approved Email | Using Opt-in Signature Capture vs. Paper 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 | Coming Soon - 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 | Coming Soon - Displaying Products on the Unsubscribe Page | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Approved Email | Coming Soon - Embedding the Unsubscribe Page | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | Coming Soon - Unsubscribe by Content Type | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Approved Email | Email Builder | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Approved Email | Creating Content for Email Builder | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | Hiding Approved Email Content | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Engage | Supporting Engage Sandbox Releases | ✔︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | Allowing Downloads for Auto-Published CLM Content and ISI and PI Documents from the HCP Content Player | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Engage | Adding Dial-in Numbers to Engage Invitations | ✔︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | Allowing an Attendee to Share a Screen | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Engage | Rating an Engage Experience | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| Engage | Hosting an Engage Meeting on the iPad | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Engage | Appointment Booking: Responding to Meeting Requests in My Schedule | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Engage | Host Screen Sharing on iPad | ✔︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | Allowing Attendees to Join an Engage Meeting via Zoom | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Engage | Sending Microsoft Teams Meeting Invitations via Approved Email | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Engage | Scheduling and Starting Microsoft Teams Meetings | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Engage | Viewing the Remote Meeting Indicator | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Engage | Scheduling and Starting an Engage Meeting | ✔︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | Engage Attendance Tracking | ✔︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | Customizing Engage Rating Feedback with Qualtrics or Medallia | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| Engage | Attendance Reporting for Microsoft Teams Meetings | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Engage | Sending Appointment Booking Requests via Approved Email | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Engage | Sending Engage Meeting Invitations via Approved Email | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Engage | Using the Engage Splash Screen | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Engage | Vault CRM Users Attending an Engage Meeting | ✔︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | Using Virtual Backgrounds in Engage | ✔︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | Capturing Remote Signatures for BRC Samples During Engage Meetings | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | Capturing Asynchronous Remote Signatures for BRC Samples Using Share Link (Sign Later) | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Engage | Capturing Remote Signatures for BRC Samples Using Share Link (Sign Now) | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Engage | Copying and Forwarding Engage Chat Messages | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Engage | Using Engage Chat in CRM | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Engage | Using Digital Business Cards | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Engage | Sending Engage Connection Invites to HCPs | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Engage | Capturing Remote Signatures for Medical Inquiry During Engage Meetings | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Engage | Capturing Remote Signatures for Sampling with QR Codes® | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Engage | Capturing Remote Signatures for Sample Opt-In Using Share Link and QR Code® | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Engage | Creating and Viewing Unavailable Time Slots | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Engage | Displaying the Engage Profile Indicator on Accounts | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Engage | Importing Engage Connect Chat Logs into CRM as Call Records | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Engage | Importing Engage Connect Chat Logs into CRM as Chat Messages | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Engage | Using Restricted Phrase Rules in Engage Chat | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Engage | Using the HCP Content Player | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Engage | Using Message Templates When Sharing Web Links | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Engage | Presenting CLM Content Remotely | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | Sharing CLM Content via Web Link | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Engage | Defining SMS and WhatsApp Phone Numbers | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Engage | Managing Display Names for CLM Presentations and ISI and PI Documents | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| Engage | Managing ISI and PI Links in Messages for CLM Content Web Links | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Engage | Accessing ISI and PI Documents for CLM Content in the HCP Content Player | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Engage | Expiring Web Links | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Coming Soon - Multi-select Picklist Support | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Data Change Requests Overview | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Network Integration | Creating Unverified Records | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Network Integration | Coming Soon - Unlinked Records in CRM | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Coming Soon - Object Mapping View Page | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Coming Soon - Network Reports and Dashboards | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Coming Soon - Network Email Edition | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Supporting Multi-Country Users | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Network Integration | Data Privacy Opt Out | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Network Integration | DCR Results | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Network Integration | Editing DCRs | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Network Integration | Indication of Pending DCR | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Network Integration | iPad DCR Process | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Network Integration | Online DCR Process | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Network Mapping Edit | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Network Field Mapping | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Licenses | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Network Mapping Overview | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Network Object Mapping | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Reference Mapping | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Adding Parent HCOs to Territory when Importing an HCP or HCO | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Network Address Inheritance | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Handling Inactive Network Records | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Inactive Addresses | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Network for Japan | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Network Merge | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | State Distributor Licensing | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Network Account Search | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Network Integration | Administrative Tools | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Network Hashtags in Vault CRM | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Record State Handling | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Territory Assignment | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | CRM Managed Account Types | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Network Integration | Third-Party Managed Account Types | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Network Integration | DCR Attachments | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Network Integration | Long Notes in Data Change Requests | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Network Integration | Microsoft Intune for Vault CRM | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| Medical Events | Creating Medical Events | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Medical Events | Medical Event Attendees | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Medical Events | Capturing Medical Event Attendee Signatures | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Medical Events | Managing Attendees for Medical Events | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Medical Events | Medical Event Start and End Times | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Medical Events | Coming Soon - Child Accounts in Medical Events | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Medical Events | Coming Soon - Creating Medical Events Calendar Reminders | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Medical Events | Sending Approved Emails from Medical Events | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Medical Events | Recording a Call with Medical Events | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Opportunity Management | Opportunity Management | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | Using Service Center | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | OmniConnect for Service Center | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | Microsoft Teams for Service Center | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | Microsoft OneNote for Service Center | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | Account Search for Service Center | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | Using the Service Center Outbound Tab | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | Viewing Service Center Activities on the Account Timeline | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | Reconciling Walk-in Attendees via OpenData | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Viewing Event Signatures | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | Designating Speaker Caps by Product | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Integrating Events Management with PromoMats and MedComms | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | Sending Automated Approved Emails for Events Management | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | Managing Event Attendees | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Requiring Authentication When Exiting the Digital Sign-in Sheet | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Selecting Attendees in Hierarchies | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Searching for Attendees Outside of the User's Territory | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Using Attendee Self-Registration with Events | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Reconciling Walk-in Attendees to Existing Accounts | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Managing Expense Headers and Expense Lines | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Creating an X-Page for Speakers | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Tracking Virtual Event Attendance | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | Recording a Virtual Event | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Joining a Virtual Event via Zoom | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Displaying Event Lifecycle Stages | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Creating New Accounts from Walk-in Attendees | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Rolling up Estimated, Committed, and Actual Costs for an Event | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Managing Expense Estimates | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Creating Expense Types | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Managing Event Budgets | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Defining Event Layouts | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | Using Event Configurations | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | Defining Custom Event Statuses and Lifecycle States | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | Using the Next Steps Section | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Using the Digital Sign-in Sheet | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Event Sessions | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Filtering Attendee Results Outside of the User's Territory | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Managing Event Materials | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Creating an Event | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Displaying Events Management Events in My Schedule | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Using the Events Tab | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Creating Event Tasks | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Adding Event Team Members to Events | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Using Event Templates in Child Events | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Adding Event Speakers to an Event | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Managing Speaker Caps and Utilization | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Defining Speaker Qualifications and Requirements | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Displaying Walk-in Fields by Attendee Type | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Using the Speaker Tab | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Recording a Call from an Event | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Coming Soon - Child Accounts in Events Management | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Creating Event Approvals Using Object Workflows | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Coming Soon - Searching for Child Account Attendees Outside a User’s Territory | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Adding Calendar Reminders to Events Management Approved Emails | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Using Approved Email for Events Management | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Customizing Event Disclaimers | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Searching for Event Attendees and Speakers by Furigana | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Creating Required Event Material Rules | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Coming Soon - Creating Expense Limit Rules | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Coming Soon - Reporting on Event Business Rules | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | Coming Soon - Creating Event Attendee Restricted Product Rules | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Creating Event Notes | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Submitting Events Management Expenses to SAP Concur | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Creating Event Speaker Rules | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Signing into an Event using a QR Code® | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Associating 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 Management | Nominating Speakers | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Coming Soon - Creating Speaker Agreements | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | Generating Speaker Contracts | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Using Alternative Hosts for Virtual Events | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Coming Soon - Attendee Screen Sharing in Engage for Events | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Hosting a Virtual Event using Engage | ✔︎ | ✔︎ | ✔︎ | ✘︎ |
| Events Management | Generating Virtual Participant URLs in Child Events | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Adding Local Time and Time Zone to an Event | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Event Session and Speaker Tokens | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Creating Event Attendance Rules | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Events Management | Creating Expense Estimate Creation Rules | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Surveys | Adding Segments to a Survey | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Surveys | Using Branching Survey Questions | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Surveys | Executing a Survey | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Surveys | Creating a One-Time or Recurring Survey | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Surveys | Data Loading Surveys | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Surveys | Publishing a Survey | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Surveys | Adding Survey Targets for One-Time or Recurring Surveys | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Surveys | Creating Surveys for Internal Use | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Surveys | Translating Surveys and Questions | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Surveys | Coming Soon - Supporting Child Accounts in Surveys | ✔︎ | ✘︎ | ✔︎ | ✔︎ |
| Surveys | Surveys in Approved Email | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Surveys | Viewing Survey Results | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Order Management | Direct Quantity Order Entry Mode | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Mass Add Order Entry Mode | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Creating an Order from a Call | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Creating an Order from a CLM Presentation | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Creating an Order from an Account | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Enabling Orders for an Account | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Order Management | Order Assortments | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Order Campaigns | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Delivery Location | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Payers | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Price Books | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Pull-In Fields on Orders | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Order Line Column Widths | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Pull-In Fields on Order Lines | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Recommended Quantity | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Suggested Retail Price with Profit Calculator | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Upselling Suggestions | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Transfer Orders | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Wholesaler Priority | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Wholesalers | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Copying an Order | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Bundle Packs | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Using Ship To and Billing Addresses | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Order Management | Case Calculator and Fixed Units of Measure | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Order Products | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Product Groups for Order Management | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Product Kits and Kit Items | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Product Views | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Capturing an Order Signature | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Managing an Order | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Delivery Order Limit Rule Pricing Rules | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Delivery Order Payment Terms | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Delivery Order Quantity Rollup | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Manual Allocation of Free Goods | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Mid-Negotiation Delivery Splitting | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Brand Level Pricing Rules | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Discount Pricing Rules | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | In-Level Addition Mode | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Net Amount and Order Rounding Mode | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Product Group Level Pricing Rules | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Total Discount and Final Net Price Addition Mode | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Free Goods Percentage Pricing Rules | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Free Goods Pricing Rules | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Chain Pricing Rules | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Cross-Product Pricing Rules | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Delivery Period Pricing Rules | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Limit Pricing Rules | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | List Price Rules | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Order Management | Payment Terms Pricing Rules | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Multichannel Cycle Plan | Creating Multichannel Cycle Plans | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Multichannel Cycle Plan | ✘︎ | ✘︎ | ✔︎ | ✘︎ | |
| Multichannel Cycle Plan | Defining Over Reached and Under Reached Thresholds | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Multichannel Cycle Plan | Detailing Priority for MCCP Targets | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Multichannel Cycle Plan | Indicating MCCP Goals by Priority in a Single Call Channel | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Multichannel Cycle Plan | ✘︎ | ✘︎ | ✔︎ | ✘︎ | |
| Multichannel Cycle Plan | Locking Multichannel Cycle Plans | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Multichannel Cycle Plan | ✘︎ | ✘︎ |
✔︎ |
✘︎ | |
| Multichannel Cycle Plan | Coming Soon - Adding Medical Events as a Channel in Multichannel Cycle Plans | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Multichannel Cycle Plan |
Coming Soon - Supporting MCCP Child Accounts |
✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Multichannel Cycle Plan | Editing MCCP Goals | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Multichannel Cycle Plan |
✘︎ |
✘︎ | ✔︎ | ✘︎ | |
| Multichannel Cycle Plan | Displaying MCCP Information in My Schedule | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Multichannel Cycle Plan | MCCP Filtering in My Schedule | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Multichannel Cycle Plan | Supporting Pull-In Fields for MCCP | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Multichannel Cycle Plan | Scheduling Calls for MCCP Targets | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Classic Cycle Plan | Creating Classic Cycle Plans | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Classic Cycle Plan | Coming Soon - Adding an Account List to a Cycle Plan | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Classic Cycle Plan | ✔︎ | ✘︎ | ✘︎ | ✘︎ | |
| Classic Cycle Plan | Displaying the Remaining Call Count for a Classic Cycle Plan | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Classic Cycle Plan | Coming Soon - Setting Bookmarks in Classic Cycle Plans | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Classic Cycle Plan | ✔︎ | ✘︎ | ✔︎ | ✘︎ | |
| Classic Cycle Plan | Real-Time Calculations for Classic Cycle Plans | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Classic Cycle Plan | ✔︎ | ✘︎ | ✔︎ | ✘︎ | |
| Classic Cycle Plan | Coming Soon - Customizing Fields for Classic 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 | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Suggestions | Associating a Driver with a Suggestion | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Suggestions | Completing or Dismissing Suggestions | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Suggestions | Defining Expiration Dates for Suggestions | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Suggestions | Suggestion Surveys | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Suggestions | Creating a Call Objective from a Suggestion | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Suggestions | Sending an Email from a Suggestion | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Suggestions | Viewing Suggestions via the Home Page Tile | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Suggestions | Scheduling a Call from a Suggestion | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Suggestions | Score and Sort Order | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
| Suggestions | Using Suggestion Insights | ✔︎ | ✘︎ | ✔︎ | ✘︎ |
