Platform Functionality

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

Area Feature Browser iPad iPhone Mac Windows
Accounts Account Overview Panels ✘ ✔ ✘ ✘ ✘
Accounts Cross Hierarchy Affiliations in Stakeholder Navigator ✔ ✔ ✘ ✘ ✘
Accounts Customizing Account Fields in Stakeholder Navigator ✔ ✔ ✘ ✘ ✘
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 Coming Soon - Account Deep Linking ✘ ✔ ✔ ✘ ✘
Accounts Coming Soon - Global Account Browse ✘ ✔ ✘ ✘ ✘
Accounts Coming Soon - Displaying the Multichannel Calendar ✔ ✔ ✘ ✘ ✘
Accounts GAS Customized Columns and Preview Pane ✔ ✔ ✘ ✘ ✘
Accounts Redirecting the New Account Action to Global Account Search ✔ ✘ ✘ ✘ ✘
Accounts Using Account Wizards ✔ ✔ ✘ ✘ ✘
Accounts Merging Duplicate Account Records ✔ ✘ ✘ ✘ ✘
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 Coming Soon - Managing Dynamic Attributes in My Accounts ✔ ✔ ✔ ✘ ✘
Accounts Coming Soon - Veeva ID ✔ ✘ ✘ ✘ ✘
Accounts Object Types in Accounts ✔ ✔ ✔ ✘ ✘
Accounts Account Filter Recall ✘ ✔ ✘ ✘ ✘
Accounts

Account Lists and Views

✔

✔ ✔ ✘ ✘
Accounts Configuring the My Accounts Display ✘ ✔ ✘ ✘ ✘
Accounts Creating Accounts and Related Data ✔ ✔ ✘ ✘ ✘
Accounts Coming Soon - Displaying the Engage Profile Indicator on Accounts ✘ ✔ ✘ ✘ ✘
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 Decoupled Unverified Records ✔ ✔ ✘ ✘ ✘
Accounts Enabling Address Inheritance Support ✔ ✔ ✘ ✘ ✘
Accounts Global Account Search ✔ ✔ ✘ ✘ ✘
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 MyInsights Custom Account Visualizations ✔ ✘ ✘ ✘ ✘
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 ✔ ✔ ✔ ✘ ✘
Account Planning and Execution Coming Soon - Account Plan Sharing ✔ ✔ ✘ ✘ ✘
Account Planning and Execution Coming Soon - Using the Veeva-Provided Custom MyInsights Account-Based Selling Page ✔ ✘ ✘ ✘ ✘
Account Planning and Execution Coming Soon - Account Plan Notes ✔ ✔ ✘ ✘ ✘
Account Planning and Execution Coming Soon - Account Plans ✔ ✔ ✘ ✘ ✘
Account Planning and Execution Coming Soon - Apply Product Plan Button ✔ ✔ ✘ ✘ ✘
Account Planning and Execution Coming Soon - Account Tactics ✔ ✔ ✘ ✘ ✘
Account Planning and Execution Coming Soon - Account Hierarchy Overlay ✔ ✔ ✘ ✘ ✘
Account Planning and Execution Coming Soon - Account Plan Deep Cloning ✔ ✔ ✘ ✘ ✘
Account Planning and Execution Coming Soon - Calculating Account Plan Progress Using the Account Plan Hierarchy ✔ ✔ ✘ ✘ ✘
Account Planning and Execution Coming Soon - Using Action Items for KAMs ✔ ✔ ✘ ✘ ✘
Account Planning and Execution Coming Soon - Using the Apply Product Plan Function ✔ ✘ ✘ ✘ ✘
Account Planning and Execution Coming Soon - Managing Call Objectives in Plan Tactics ✔ ✘ ✘ ✘ ✘
Account Planning and Execution Coming Soon - Supporting Custom Objects in the Account Plan Hierarchy ✔ ✔ ✘ ✘ ✘
Account Planning and Execution Coming Soon - Exporting Account Plans to PowerPoint ✔ ✘ ✘ ✘ ✘
Account Planning and Execution Coming Soon - Working with Multiple SWOT and Goal Records ✔ ✔ ✘ ✘ ✘
Account Planning and Execution Coming Soon - Plan Tactics ✔ ✘ ✘ ✘ ✘
Account Planning and Execution Coming Soon - Product Plans ✔ ✔ ✘ ✘ ✘
Account Planning and Execution Coming Soon - Product Tactics and Strategies ✔ ✔ ✘ ✘ ✘
Approved Notes Coming Soon - Creating Monitored Phrases ✔ ✘ ✘ ✘ ✘
Approved Notes Coming Soon - Reviewing Approved Notes Violations ✔ ✘ ✘ ✘ ✘
Approved Notes Coming Soon - Reviewing the Approved Notes Job History ✔ ✘ ✘ ✘ ✘
Approved Notes Coming Soon - Using Product-Specific Monitoring Rules ✔ ✘ ✘ ✘ ✘
Call Planning Associating Saved CLM Activity with Accounts in My Schedule ✔

✔

✘ ✘ ✘
Call Planning Preventing Duplicate Time Off Territory Entries ✔ ✔ ✘ ✘ ✘
Call Planning Integrating My Schedule and Microsoft Outlook Calendars ✔ ✔ ✘ ✘ ✘
Call Planning Coming Soon - Color Coding Calls in My Schedule

✔

✔

✘ ✘ ✘
Call Planning Creating 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 Coming Soon - Bookmarking Filters in My Schedule ✔ ✔ ✘ ✘ ✘
Call Planning Coming Soon - Creating Custom My Schedule Filters ✔ ✔ ✘ ✘ ✘
Call Planning Coming Soon - Creating Unavailable Time Slots in My Schedule ✔ ✔ ✘ ✘ ✘
Call Planning Coming Soon - Creating Unavailable Time Slots from Calls ✔ ✔ ✘ ✘ ✘
Call Planning Coming Soon - Creating Unavailable Time Slots from Time Off Territory ✔ ✔ ✘ ✘ ✘
Call Planning Coming Soon - Creating Unavailable Time Slots from External Calendar Events ✔ ✔ ✘ ✘ ✘
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 Coming Soon - Sharing Calendars ✔ ✘ ✘ ✘ ✘
Call Planning Coming Soon - Using Cycle Plans in My Schedule ✔ ✔ ✘ ✘ ✘
Call Planning Coming Soon - Viewing Users' Calendars with Manager View ✔ ✔ ✘ ✘ ✘
Call Planning Viewing Account Identifiers and Addresses in My Schedule ✘ ✔ ✘ ✘ ✘
Call Planning Coming Soon - Viewing Account Related Information with Display-By ✘ ✔ ✘ ✘ ✘
Coaching Reports Classic Coaching Reports ✔ ✔ ✘ ✘ ✘
Coaching Reports Advanced Coaching Reports ✔ ✔ ✔ ✘ ✘
Coaching Reports Employee Commenting on Advanced Coaching Reports ✘ ✔ ✔ ✘ ✘
Medical Key Medical Insights ✔ ✔ ✘ ✘ ✔
Medical Medical Discussions ✔ ✔ ✘ ✘ ✔
Medical Requiring Medical Discussions on the Call Report ✔ ✔ ✘ ✘ ✘
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 - Reviewing Sent Emails in the Account Timeline ✔ ✔ ✘ ✘ ✘
Account Timeline Coming Soon - Displaying the Suggestion Insights Overview Panel ✘ ✔ ✘ ✘ ✘
Medical Inquiries Customizing the Detail Page ✔ ✔ ✘ ✘ ✔
Medical Inquiries Customizing the Signature Page ✘ ✔ ✘ ✘ ✘
Medical Inquiries

Creating a Medical Inquiry

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

Medical Inquiry Fulfillment

✔ ✔ ✘ ✘ ✔
Medical Inquiries

Medical Inquiry Fulfillment Response Method

✔

✘

✘ ✘ ✔
Products Creating Products in the Product Catalog ✔ ✘ ✘ ✘ ✘
Products Creating Product-Specific Metric Configurations ✔ ✔ ✘ ✘ ✘
Products Enabling Product Metrics for Account Profiles ✔ ✔ ✘ ✘ ✘
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 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 ✔ ✔ ✔ ✘ ✘
Sample Management Confirming Product Receipt ✔ ✘ ✘ ✘ ✘
Sample Management Capturing Custom Text ✔ ✔ ✔ ✔ ✘
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 Transferring Sample Lots To Users ✔ ✘ ✘ ✘ ✘
Sample Management Maintaining Sample Data Integrity ✔ ✘ ✘ ✘ ✘
Sample Management Enabling Sample Audits ✔ ✘ ✘ ✘ ✘
Sample Management Unlocking Submitted Sample Transaction and Inventory Records ✔ ✘ ✘ ✘ ✘
Sample Management Capturing Acknowledgement of Content ✔ ✔ ✘ ✘ ✔
Sample Management Viewing Captured Signatures ✔ ✘ ✘ ✘ ✘
Sample Management

Coming Soon - Generating Package Labels for Sample Transfers and Returns

 ✔ ✘ ✘ ✘ ✘
Sample Management

Coming Soon - Printing Acknowledgement of Content Receipts

 ✔ ✘ ✘ ✘ ✘
Sample Management

Coming Soon - Printing Inventory Worksheets

 ✔ ✘ ✘ ✘ ✘
Sample Management

Coming Soon - Viewing Captured Signatures

 ✔ ✘ ✘ ✘ ✘
Call Objectives Enabling Call Objective Types ✔ ✔ ✘ ✔ ✔
Call Objectives Creating Call Objectives for Business Events ✘ ✔ ✘ ✘ ✘
Call Objectives

Displaying Call Objective Messages

✘ ✔ ✘ ✔ ✔
Call Objectives

Modifying Display Order for Call Objectives

✔ ✔ ✘ ✔ ✘
Call Objectives Using Call Objectives ✔ ✔ ✘ ✔ ✔
Call Objectives Coming Soon - Setting Prerequisite Call Objectives ✔ ✔ ✘ ✔ ✘
MyInsights Creating MyInsights Content ✔ ✘ ✘ ✘ ✘
MyInsights Integrating Veeva Link with a MyInsights Account Page ✔ ✔ ✘ ✘ ✘
MyInsights Setting the Default MyInsights Account Profile ✔ ✔ ✘ ✘ ✘
MyInsights Setting the Default MyInsights KOL Profile ✔ ✔ ✘ ✘ ✘
MyInsights Setting the Default MyInsights Home Page ✔ ✔ ✘ ✘ ✘
MyInsights Using Page Templates ✔ ✘ ✘ ✘ ✘
MyInsights Creating and Managing MyInsights Studio Users ✔ ✘ ✘ ✘ ✘
MyInsights Creating and Managing MyInsights Studio Connections ✔ ✘ ✘ ✘ ✘
MyInsights Creating and Managing MyInsights Studio Teams ✔ ✘ ✘ ✘ ✘
MyInsights Adding Data to Pages in MyInsights Studio ✔ ✘ ✘ ✘ ✘
MyInsights Creating Pages Using MyInsights Studio ✔ ✘ ✘ ✘ ✘
MyInsights Using Custom Display Elements in MyInsights Studio ✔ ✘ ✘ ✘ ✘
MyInsights Defining MyInsights Layouts ✔ ✘ ✘ ✘ ✘
MyInsights Deploying Pages to Vault CRM Using MyInsights Studio ✔ ✘ ✘ ✘ ✘
MyInsights Using Expressions to Perform Data Calculations in MyInsights Studio ✔ ✘ ✘ ✘ ✘
MyInsights Managing Custom Pages in MyInsights Studio ✔ ✘ ✘ ✘ ✘
MyInsights Managing Pages in MyInsights Studio ✔ ✘ ✘ ✘ ✘
MyInsights Using the Commercial HCO Page Template ✔ ✔ ✘ ✘ ✘
MyInsights Using the Commercial HCP Page Template ✔ ✔ ✘ ✘ ✘
MyInsights Using the Commercial Territory Page Template ✔ ✔ ✘ ✘ ✘
MyInsights Using the Medical HCP Page Template ✔ ✔ ✘ ✘ ✘
MyInsights Using the Medical Territory Page Template ✔ ✔ ✘ ✘ ✘
MyInsights Using the Opportunity Management Page Template ✔ ✔ ✘ ✘ ✘
MyInsights Using the Service Center Page Templates ✔ ✔ ✘ ✘ ✘
MyInsights Integrating External Data with MyInsights ✔ ✔ ✔ ✘ ✘
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 Coming Soon - Removing Accounts from Territories ✔ ✔ ✘ ✘ ✘
CLM Adding Watermarks to Training Presentations ✘ ✔ ✔ ✘ ✘
CLM Associating Save for Later CLM Activity with Calls ✔ ✔ ✘ ✘ ✘
CLM Capturing Consent for CLM Tracking ✘ ✔ ✘ ✘ ✘
CLM Capturing Reactions to Presentations ✘ ✔ ✘ ✘ ✘
CLM Creating AR Content ✘ ✔ ✘ ✘ ✘
CLM Creating Calls from the Media Player ✘ ✔ ✘ ✘ ✘
CLM Coming Soon - Creating Dynamic Content ✘ ✔ ✘ ✘ ✘
CLM Creating Interactive HTML Content ✘ ✔ ✔ ✔ ✔
CLM Customizing AR Lighting ✘ ✔ ✘ ✘ ✘
CLM Customizing Slide Navigation ✘ ✔ ✔ ✔ ✔
CLM Defining AR Scenes ✘ ✔ ✘ ✘ ✘
CLM Defining Swipe Sensitivity for Slide Navigation ✘ ✔ ✔ ✘ ✘
CLM Disabling Rotation Lock ✘ ✔ ✔ ✘ ✘
CLM Coming Soon - Disabling Standard Navigation ✘ ✔ ✘ ✘ ✘
CLM Disabling Touch Gestures ✘ ✔ ✔ ✘ ✔
CLM Displaying CLM Content on Mobile Devices ✘ ✔ ✔ ✘ ✘
CLM Displaying CLM Content from Calls ✔ ✔ ✘ ✘ ✔
CLM Displaying 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 Enabling Automatic Video Playback ✘ ✔ ✔ ✘ ✘
CLM Ensuring Content Compatibility Across Devices ✘ ✔ ✘ ✘ ✔
CLM Coming Soon - Executing Surveys from CLM ✘ ✔ ✘ ✘ ✘
CLM Fading Out CLM Content ✘ ✔ ✔ ✔ ✔
CLM Grouping Presentations in the Media Library ✘ ✔ ✔ ✘ ✔
CLM Coming Soon - 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 ✔ ✘ ✘ ✘ ✘
CLM Managing Favorite Presentations ✘ ✔ ✔ ✔ ✔
CLM Managing Field Mappings Between PromoMats/MedComms and CRM ✔ ✘ ✘ ✘ ✘
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 Coming Soon - Stamping Media Type and Publishing Method for CLM Content ✘ ✔ ✔ ✔ ✔
CLM Supporting 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 Save for Later CLM Activity ✘ ✔ ✘ ✔ ✔
CLM Tracking User Activity Using JavaScript ✘ ✔ ✔ ✘ ✔
CLM Coming Soon - Uploading CLM Content Using FTP ✔ ✘ ✘ ✘ ✘
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 China CDN for Multichannel Content ✘ ✔ ✘ ✘ ✘
CLM Using the Highlighter Pen and Laser Pointer ✘ ✔ ✘ ✘ ✘
CLM Using Training Presentations ✘ ✔ ✔ ✘ ✘
CLM Verifying CLM Configuration ✔ ✔ ✘ ✘ ✘
CLM Viewing Slide Notes in Presentations ✘ ✔ ✔ ✔ ✔
CLM Aligning Approved Email and CLM Content ✘ ✔ ✔ ✔ ✔
CLM Disabling Standard Navigation ✘ ✔ ✔ ✘ ✘
CLM Displaying CLM Content in Vault CRM on Windows ✘ ✘ ✘ ✔ ✔
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 Using Detail Groups on Consent Lines ✔ ✔ ✔ ✘ ✘
Consent Capture Using Double Opt-In ✔ ✔ ✔ ✘ ✘
Call Reporting Adding Call Attendees ✔ ✔ ✔ ✔ ✔
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 Defining Allowed Products ✔ ✔ ✔ ✔ ✔
Call Reporting Detailing Products on the Call Report ✔ ✔ ✔ ✔ ✔
Call Reporting High Performance Call Report ✘ ✘ ✘ ✘ ✔
Call Reporting Limiting Call Backdating ✔ ✔ ✔ ✔ ✔
Call Reporting Limiting Past Call Submission ✔ ✔ ✔ ✔ ✔
Call Reporting Recording 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 Changing the 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 Requiring Medical Discussions on the Call Report ✔ ✔ ✔ ✔ ✔
Call Reporting Restricting Calls by Account Object Type ✔ ✔ ✔ ✔ ✔
Call Reporting Using More Actions ✔ ✔ ✔ ✔ ✔
Call Reporting Call Address Dependency ✔ ✔ ✔ ✔ ✔
Call Reporting Deselecting CLM Product Details on the Call Report ✔ ✔ ✔ ✔ ✘
Call Reporting Adding a New Address - Coming Soon ✔ ✘ ✘ ✘ ✘
Call Reporting Attaching Expense Receipts for Call Reporting with SAP Concur - Coming Soon ✘ ✔ ✘ ✘ ✘
Call Reporting Auto-Populating the Call Channel - Coming Soon ✔ ✔ ✔ ✔ ✔
Call Reporting Call Reporting with Child Accounts - Coming Soon ✔ ✔ ✘ ✔ ✔
Call Reporting Capturing GPS Coordinates on the Call Report - Coming Soon ✘ ✔ ✔ ✔ ✘
Call Reporting Capturing Signatures for Calls Without Samples (Call Acknowledgment) - Coming Soon ✔ ✔ ✘ ✔ ✘
Call Reporting Creating Follow-up Activities on the Call Report - Coming Soon ✔ ✔ ✔ ✔ ✔
Call Reporting Create New Contacts - Coming Soon ✔ ✘ ✘ ✘ ✔
Call Reporting Custom Call Report Buttons - Coming Soon ✔ ✘ ✘ ✘ ✘
Call Reporting Deleting or Archiving Calls - Coming Soon ✔ ✘ ✘ ✘ ✘
Call Reporting Filtered Lookups on Call - Coming Soon ✔ ✔ ✘ ✔ ✔
Call Reporting Displaying Additional Information on the Call Report - Coming Soon ✔ ✔ ✔ ✔ ✔
Call Reporting Displaying Allowed Products on the Account Overview Page - Coming Soon ✔ ✔ ✘ ✘ ✘
Call Reporting Displaying Product Priority from Call Cycles - Coming Soon ✔ ✔ ✘ ✔ ✔
Call Reporting Displaying Product Restrictions on the Account Overview Page - Coming Soon ✔ ✔ ✘ ✘ ✘
Call Reporting Displaying Cycle Plan Product Detailing Priority - Coming Soon ✔ ✔ ✘ ✘ ✘
Call Reporting Hiding the Submit Button Online - Coming Soon ✔ ✘ ✘ ✘ ✘
Call Reporting Recording Call Expenses in Multiple Currencies - Coming Soon ✔ ✔ ✔ ✔ ✔
Call Reporting Selecting Account Plans on Call Reports - Coming Soon ✔ ✔ ✔ ✔ ✔
Call Reporting Stamping Suggestion Title and Reason on the Call Report - Coming Soon ✔ ✔ ✔ ✔ ✔
Call Reporting Unlocking Submitted Calls - Coming Soon ✔ ✘ ✘ ✘ ✘
Call Reporting Using Action Items on the Call Report - Coming Soon ✔ ✔ ✔ ✔ ✘
Call Reporting Viewing Custom Fields in the Cycle Plan Target Popup - Coming Soon ✘ ✔ ✘ ✘ ✘
Call Reporting Viewing Survey Targets on the Call Report - Coming Soon ✔ ✔ ✔ ✔ ✔
Call Reporting Changing the Call Report Object Type ✘ ✔ ✔ ✘ ✔
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 Group Calls ✔ ✔ ✔ ✔ ✔
Call Sampling Viewing Sample Limits on the Call Report ✔ ✔ ✔ ✔ ✔
Call Sampling Creating 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 Canceling Sample Requests/BRCs - Coming Soon ✔ ✘ ✘ ✘ ✘
Call Sampling Capturing Signatures for Calls Without Samples - Coming Soon ✘ ✔ ✘ ✔ ✔
Call Sampling Capturing and Validating CDS License Information - Coming Soon ✔ ✔ ✔ ✔ ✔
Call Sampling Generating Printable Sample Receipts - Coming Soon ✔ ✘ ✘ ✘ ✘
Call Sampling Restricting Sampling by Account Credentials and State - Coming Soon ✔ ✔ ✔ ✔ ✔
Call Sampling Stamping the Signature Location on the Call Report - Coming Soon ✘ ✔ ✘ ✔ ✔
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 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 Scheduled 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 Controlling Use of the Email Opt-In Action ✔ ✔ ✔ ✘ ✘
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 Coming Soon - 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 Using Detail Groups in PromoMats / MedComms ✔ ✔ ✘ ✘ ✘
Approved Email Approved Email on iPhone ✘ ✘ ✔ ✘ ✘
Approved Email Email Builder ✘ ✔ ✔ ✘ ✘
Approved Email Creating Content for Email Builder ✔ ✘ ✘ ✘ ✘
Approved Email Preventing Approved Email Content from Displaying ✔ ✔ ✔ ✘ ✘
Engage Supporting Engage Sandbox Releases ✘ ✔ ✘ ✘ ✘
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 ✘ ✔ ✘ ✘ ✘
Engage Joining an Engage Meeting via Zoom ✘ ✔ ✘ ✘ ✘
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 Meeting Requests via Approved Email ✘ ✔ ✔ ✘ ✘
Engage Sending Engage Meeting Invitations via Approved Email ✘ ✔ ✘ ✘ ✘
Engage Using the Engage Splash Screen ✘ ✔ ✘ ✘ ✘
Engage CRM Users Attending an Engage Meeting ✘ ✔ ✘ ✘ ✘
Engage Using Virtual Backgrounds in Engage ✘ ✔ ✘ ✘ ✘
Engage Capturing Remote Signatures for Sampling 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 Hosting an Engage Meeting from the High Performance Call Report ✘ ✘ ✘ ✘ ✔
Engage Signing Up for Engage ✘ ✔ ✔ ✘ ✘
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 Medical Inquiry Using Share Link and QR Code ✘ ✔ ✔ ✘ ✘
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 ✔ ✔ ✘ ✘ ✘
Network Integration Coming Soon - Multiselect Picklist Support ✔ ✘ ✘ ✘ ✘
Network Integration Data Change Requests Overview ✔ ✔ ✘ ✘ ✘
Network Integration Creating Unverified Records ✔ ✔ ✘ ✘ ✘
Network Integration Coming Soon - DCR Attachments ✔ ✔ ✘ ✘ ✘
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 Support ✔ ✘ ✘ ✘ ✘
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 Overview ✔ ✘ ✘ ✘ ✘
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 ✔ ✔ ✘ ✘ ✘
Medical Events Creating Medical Events ✔ ✔ ✘ ✘ ✘
Medical Events Medical Event Start and End Times ✔ ✔ ✘ ✘ ✘
Medical Events Medical Event Attendees ✔ ✔ ✘ ✘ ✘
Medical Events Capturing Medical Event Attendee Signatures ✘ ✔ ✘ ✘ ✘
Medical Events Managing Attendees for Medical Events ✔ ✔ ✘ ✘ ✘
Medical Events Coming Soon - Child Accounts in Medical Events ✔ ✔ ✘ ✘ ✘
Medical Events Coming Soon - Creating Medical Events Calendar Reminders ✔ ✔ ✘ ✘ ✘
Medical Events Recording a Call with Medical Events ✘ ✔ ✘ ✘ ✘
Medical Events Sending Approved Emails from 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 ✔ ✘ ✘ ✘ ✘
Events Management Managing Event Attendees ✔ ✔ ✘ ✘ ✘
Events Management Selecting Attendees in Hierarchies ✔ ✔ ✘ ✘ ✘
Events Management Searching for Attendees Outside of the User's Territory ✔ ✔ ✘ ✘ ✘
Events Management Walk-in Attendees ✔ ✔ ✘ ✘ ✘
Events Management Managing Expense Headers and Expense Lines ✔ ✔ ✘ ✘ ✘
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 Configuring the Next Steps Section ✔ ✔ ✘ ✘ ✘
Events Management Using the Digital Sign-in Sheet ✘ ✔ ✘ ✘ ✘
Events Management Event Sessions ✔ ✔ ✘ ✘ ✘
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 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 Coming Soon - Child Accounts in Events Management ✔ ✔ ✘ ✘ ✘
Events Management Coming Soon - Searching for Child Account Attendees Outside a User’s Territory ✔ ✔ ✘ ✘