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
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 ✔︎ ✘︎ ✔︎ ✘︎
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 ✘︎ ✘︎ ✔︎ ✘︎
Accounts Cross Hierarchy Affiliations in Stakeholder Navigator ✔︎ ✘︎ ✔︎ ✘︎
Accounts Creating and Managing Account Profiling Templates ✔︎ ✘︎ ✘︎ ✘︎
Accounts Child Accounts in Vault CRM ✘︎ ✘︎ ✔︎ ✔︎
Accounts Displaying Dynamic Attributes in My Accounts Views ✔︎ ✘︎ ✘︎ ✘︎
Accounts Customizing Account Fields in Stakeholder Navigator ✔︎ ✘︎ ✔︎ ✘︎
Accounts Entering Information in Account Profiling Sheets ✘︎ ✘︎ ✔︎ ✘︎
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 Searching for Out-Of-Territory Accounts Before Creating an Account ✔︎ ✘︎ ✘︎ ✘︎
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

Account Views and Lists

✔︎

✘︎ ✔︎ ✔︎
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 - Veeva CRM Campaigns ✔︎ ✘︎ ✔︎ ✘︎
Accounts Coming Soon - Displaying the Formulary Matrix ✔︎ ✘︎ ✔︎ ✘︎
Accounts Enabling X-Pages Custom Account Content ✔︎ ✘︎ ✔︎ ✘︎
Accounts Searching for Accounts ✔︎ ✘︎ ✔︎ ✔︎
Accounts

Stakeholder Navigator

✔︎

✘︎

✔︎

✘︎
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 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

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 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 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 ✔︎ ✘︎ ✔︎ ✔︎
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 ✔︎ ✘︎ ✘︎ ✘︎
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 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 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 Scheduling Calls with Office Best Times ✔︎ ✘︎ ✔︎ ✘︎
Call Planning Sending an Address or Route 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 ✔︎ ✘︎ ✔︎ ✘︎
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 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 ✔︎ ✘︎ ✘︎ ✘︎
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 Reporting Viewing Survey Targets on the Call Report ✔︎ ✘︎ ✔︎ ✔︎
Call Sampling Paper-Based Sampling ✔︎ ✘︎ ✔︎ ✔︎
Call Sampling Generating Printable Acknowledgement of Content Receipts ✔︎ ✘︎ ✘︎ ✘︎
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 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 ✘︎ ✘︎ ✔︎ ✔︎
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 Using the Target List Builder ✔︎ ✘︎ ✘︎ ✘︎
Campaign Manager Creating Multi-Action Campaigns (Available August 21, 2025) ✔︎ ✘︎ ✘︎ ✘︎
Campaign Manager Creating Follow-up Actions (Available August 21, 2025) ✔︎ ✘︎ ✘︎ ✘︎
Campaign Manager Managing Target Groups (Available August 21, 2025) ✔︎ ✘︎ ✘︎ ✘︎
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 Single Action 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 ✔︎ ✘︎ ✘︎ ✘︎
Campaign Manager

Creating Multi-Action Campaigns (Available August 21, 2025)

✔︎ ✘︎ ✘︎ ✘︎
Campaign Manager

Creating Follow-up Actions (Available August 21, 2025)

✔︎ ✘︎ ✘︎ ✘︎
Campaign Manager

Managing Target Groups (Available August 21, 2025)

✔︎ ✘︎ ✘︎ ✘︎
Campaign Manager

Using the Target List Builder

✔︎ ✘︎ ✘︎ ✘︎
Classic Cycle Plan Creating Classic Cycle Plans ✔︎ ✘︎ ✘︎ ✘︎
Classic Cycle Plan Coming Soon - Adding an Account List to a Cycle Plan ✔︎ ✘︎ ✘︎ ✘︎
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 Coming Soon - Setting Bookmarks in Classic Cycle Plans ✔︎ ✘︎ ✔︎ ✘︎
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 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 ✔︎ ✘︎ ✘︎ ✘︎
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 Dynamic Content ✔︎ ✔︎ ✔︎ ✔︎
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 Creating Content with 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 ✔︎ ✘︎ ✘︎ ✘︎
Coaching Reports Classic Coaching Reports ✔︎ ✘︎ ✔︎ ✘︎
Coaching Reports Advanced Coaching Reports ✔︎ ✘︎ ✔︎ ✔︎
Coaching Reports Employee Commenting on Advanced Coaching Reports ✔︎ ✘︎ ✔︎ ✔︎
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 ✔︎ ✘︎ ✔︎ ✔︎
Consent Capture Locking the Consent Screen ✘︎ ✘︎ ✔︎ ✔︎
Consent Capture Displaying Externally Managed Consent in Vault CRM ✔︎ ✘︎ ✔︎ ✔︎
Consent Capture Capturing Consent for Approved Email ✔︎ ✘︎ ✔︎ ✔︎
Consent Capture Capturing Consent Using Confirmation Emails for All Channels ✔︎ ✘︎ ✔︎ ✔︎
Consent Capture Creating Consent Headers ✔︎ ✘︎ ✔︎ ✔︎
Consent Capture Managing Consent for Messaging ✔︎ ✘︎ ✘︎ ✘︎
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 ✔︎ ✘︎ ✔︎ ✘︎
Engage Scheduling and Starting Zoom® Meetings ✘︎ ✘︎ ✔︎ ✘︎
Engage Sending Zoom® Meeting Invites via Approved Email ✘︎ ✘︎ ✔︎ ✘︎
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 Allowing Downloads for Auto-Published CLM Content and ISI and PI Documents from the HCP Content Player ✔︎ ✘︎ ✘︎ ✘︎
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 ✔︎ ✘︎ ✘︎ ✘︎
Events Management Adding Speaker Photos to Approved Emails for Events Management ✘︎ ✘︎ ✔︎ ✘︎
Events Management Filtering Event Budgets ✔︎ ✘︎ ✔︎ ✘︎
Events Management Creating Expense Limit Rules ✔︎ ✘︎ ✔︎ ✘︎
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

Creating Expense Limit Rules

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

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 ✔︎ ✘︎ ✔︎ ✘︎
Events Management Filtering Event Budgets ✔︎ ✘︎ ✔︎ ✘︎
Events Management Adding Speaker Photos to Approved Emails for Events Management ✔︎ ✘︎ ✔︎ ✘︎
Getting Started Creating a Home Page Dashboard in Vault ✔︎ ✘︎ ✘︎ ✘︎
Getting Started Application Profiles ✔︎ ✘︎ ✘︎ ✘︎
Getting Started Using Criteria VQL to Filter Records ✔︎ ✔︎ ✔︎ ✔︎
Getting Started Adding Help Text for Fields ✔︎ ✔︎ ✔︎ ✔︎
Getting Started Supporting Layouts in Vault CRM ✔︎ ✘︎ ✔︎ ✔︎
Getting Started Managing the Vault CRM Cache ✔︎ ✘︎ ✘︎ ✘︎
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 ✘︎ ✘︎ ✔︎ ✘︎
iOS Homepage Vault CRM Mobile Application Home Page ✘︎ ✘︎ ✔︎ ✔︎
iOS Homepage Displaying the My Alerts Component ✘︎ ✘︎ ✔︎ ✔︎
iOS Homepage Displaying the Call Objectives Component ✘︎ ✘︎ ✔︎ ✔︎
iOS Homepage Sharing Digital Business Cards from the Home Page ✘︎ ✘︎ ✔︎ ✔︎
iOS Homepage Displaying the Sync Statistics Component ✘︎ ✘︎ ✔︎ ✔︎
iOS Homepage Displaying the My Tasks Component ✘︎ ✘︎ ✔︎ ✘︎
iOS Homepage Displaying the Territory Adds & Drops Component ✘︎ ✘︎ ✔︎ ✔︎
Medical Using Medical Interaction ✔︎ ✘︎ ✔︎ ✘︎
Medical Displaying Medical Interactions on My Schedule ✔︎ ✘︎ ✔︎ ✘︎
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 ✔︎ ✘︎ ✔︎ ✔︎
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 ✔︎ ✘︎ ✔︎ ✘︎
Medical Inquiries Using Vault MedInquiry to Fulfill Medical Inquiries ✔︎ ✘︎ ✔︎ ✘︎
Medical Inquiries Generating Printable Medical Inquiry Receipts ✔︎ ✘︎ ✘︎ ✘︎
Medical Inquiries Adding a Disclaimer to a Medical Inquiry ✔︎ ✘︎ ✔︎ ✘︎
Medical Inquiries Customizing Delivery Methods and Delivery Details for Medical Inquiries ✔︎ ✘︎ ✔︎ ✔︎
Medical Inquiries Requiring Medical Inquiry Signatures ✔︎ ✘︎ ✔︎ ✔︎
Medical Inquiries

Creating a Medical Inquiry

✔︎ ✘︎ ✔︎ ✔︎
Medical Inquiries Displaying Medical Inquiry Attachments ✔︎ ✘︎ ✘︎ ✘︎
Medical Inquiries Allowing Multiple Product Inquiries ✔︎ ✘︎ ✔︎ ✔︎
Medical Inquiries

Medical Inquiry Fulfillment

✔︎ ✘︎ ✔︎ ✘︎
Medical Inquiries

Medical Inquiry Fulfillment Response Method

✔︎ ✘︎

✘︎

✘︎
Medical Inquiries Adding a Marketing Banner to the Medical Inquiry Signature Page ✘︎ ✘︎ ✔︎ ✔︎
Medical Inquiry Viewing Captured Medical Inquiry Signatures ✔︎ ✘︎ ✘︎ ✘︎
Mobile Device Setup Viewing and Downloading Files Using the Files Tab ✘︎ ✘︎ ✔︎ ✔︎
Mobile Device Setup Managing Attachments Offline ✘︎ ✘︎ ✔︎ ✘︎
Mobile Device Setup Using the Go Online Button ✘︎ ✘︎ ✔︎ ✘︎
Mobile Device Setup Supporting Field Calculations on Mobile Devices ✘︎ ✘︎ ✔︎ ✘︎
Mobile Device Setup Supporting List Layouts on Mobile Devices ✘︎ ✘︎ ✔︎ ✔︎
Mobile Device Setup Managing Objects for Mobile Devices ✔︎ ✘︎ ✘︎ ✘︎
Mobile Device Setup Using Validation Rules on Mobile Devices ✘︎ ✔︎ ✔︎ ✔︎
Mobile Device Setup Managing Tab Visibility and Display Order ✘︎ ✘︎ ✔︎ ✘︎
Mobile Device Setup Displaying Yes/No Fields on Mobile Devices ✘︎ ✘︎ ✔︎ ✘︎
Multichannel Cycle Plan Creating Multichannel Cycle Plans ✔︎ ✘︎ ✘︎ ✘︎
Multichannel Cycle Plan

Using the MCCP Interface

✘︎ ✘︎ ✔︎ ✘︎
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

Using Detail Group Goals in MCCP

✘︎ ✘︎ ✔︎ ✘︎
Multichannel Cycle Plan Locking Multichannel Cycle Plans ✔︎ ✘︎ ✘︎ ✘︎
Multichannel Cycle Plan

Capping Activity and Targets

✘︎ ✘︎

✔︎

✘︎
Multichannel Cycle Plan Coming Soon - Adding Medical Events as a Channel in Multichannel Cycle Plans ✔︎ ✘︎ ✔︎ ✘︎
Multichannel Cycle Plan

Supporting Child Accounts for Multichannel Cycle Plans

✔︎ ✘︎ ✔︎ ✘︎
Multichannel Cycle Plan Coming Soon - Identifying MCCP Target Accounts ✔︎ ✘︎ ✔︎ ✘︎
Multichannel Cycle Plan Editing MCCP Goals ✘︎ ✘︎ ✔︎ ✘︎
Multichannel Cycle Plan

Adding Team-Based Goals

✘︎

✘︎ ✔︎ ✘︎
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 ✘︎ ✘︎ ✔︎ ✘︎
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 ✘︎ ✘︎ ✔︎ ✔︎
Opportunity Management Opportunity Management ✔︎ ✘︎ ✘︎ ✘︎
Order Management Direct Quantity Order Entry Mode ✘︎ ✘︎ ✔︎ ✘︎
Order Management Mass Add Order Entry Mode ✔︎ ✘︎ ✔︎ ✘︎
Order Management Creating an Order from a Call ✔︎ ✘︎ ✔︎ ✘︎
Order Management Using CLM with Orders ✘︎ ✘︎ ✔︎ ✘︎
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 ✘︎ ✘︎ ✔︎ ✘︎
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

Using Product Metrics with Detail Groups and Topics

✔︎ ✘︎ ✔︎ ✘︎
Products Using the My Setup Tab ✔︎ ✘︎ ✔︎ ✘︎
Sample Management Overriding Locked Sample Management Records ✔︎ ✘︎ ✘︎ ✘︎
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 ✔︎ ✘︎ ✘︎ ✘︎
Sample Management Cold Chain Sampling (Transactions) ✔︎ ✘︎ ✘︎ ✘︎
Sample Management Confirming Product Receipt ✔︎ ✘︎ ✘︎ ✘︎
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 ✔︎ ✘︎ ✘︎ ✘︎
Sample Management

Coming Soon - Generating Package Labels for Sample Transfers and Returns

 ✔︎ ✘︎ ✘︎ ✘︎
Sample Management

Coming Soon - Printing Acknowledgement of Content Receipts

 ✔︎ ✘︎ ✘︎ ✘︎
Sample Management

Printing Inventory and Transfer Worksheets

✔︎ ✘︎ ✘︎ ✘︎
Service Center Creating Call Reports from Target Activities ✔︎ ✘︎ ✘︎ ✘︎
Service Center Transferring Calls Using OmniConnect ✔︎ ✘︎ ✘︎ ✘︎
Service Center Using My Cases for Service Center Inbound ✔︎ ✘︎ ✘︎ ✘︎
Service Center Using the Service Center Inbound Tab ✔︎ ✘︎ ✘︎ ✘︎
Service Center Using Service Center ✔︎ ✘︎ ✘︎ ✘︎
Service Center Omnichannel for Service Center ✔︎ ✘︎ ✘︎ ✘︎
Service Center Microsoft Teams Channels 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 ✔︎ ✘︎ ✘︎ ✘︎
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 ✔︎ ✘︎ ✔︎ ✘︎
Surveys Adding Segments to a Survey ✔︎ ✘︎ ✘︎ ✘︎
Surveys Adding 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 Internal Surveys ✔︎ ✘︎ ✔︎ ✘︎
Surveys Translating Surveys and Questions ✔︎ ✘︎ ✘︎ ✘︎
Surveys Supporting Child Accounts in Surveys ✔︎ ✘︎ ✔︎ ✔︎
Surveys Surveys in Approved Email ✔︎ ✘︎ ✔︎ ✘︎
Surveys Viewing Survey Results ✔︎ ✘︎ ✘︎ ✘︎
Sync Downloading Activity Logs for Troubleshooting ✔︎ ✘︎ ✘︎ ✘︎
Sync Performing a Database Refresh ✘︎ ✘︎ ✔︎ ✘︎
Sync Handling Sync Errors ✔︎ ✘︎ ✔︎ ✘︎
Sync Using Non-Blocking Sync ✘︎ ✘︎ ✔︎ ✔︎
Sync Managing Sync Settings ✔︎ ✘︎ ✘︎ ✘︎
Sync Using Incremental Sync ✘︎ ✘︎ ✔︎ ✔︎
Sync Supporting List Layouts on Mobile Devices ✘︎ ✘︎ ✔︎ ✔︎
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 ✔︎ ✘︎ ✔︎ ✘︎
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 ✔︎ ✘︎ ✔︎ ✘︎

Related Topics

Transitioning to Vault CRM for Veeva CRM Users

Vault CRM for iOS

Vault Platform Help