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 iPad iPhone Windows
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 Coming Soon - 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 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 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 - 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

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 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 Coming Soon - 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 ✔ ✘ ✘ ✘
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 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 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 Entering Campaign Notes ✔ ✘ ✘ ✘
Campaign Manager Removing All Targets from a Target List ✔ ✘ ✘ ✘
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 ✔ ✘ ✘ ✘
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 Changing the Offline Default Entry Mode ✘ ✔ ✘ ✘
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 ✘ ✔ ✔ ✘
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 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 Customizing the Medical Inquiry Signature Page ✘ ✔ ✔ ✔
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 ✔ ✘ ✘ ✘
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 ✔ ✔ ✘ ✔
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

Printing Inventory and Transfer Worksheets

✔ ✘ ✘ ✘
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 ✔ ✔ ✘ ✘
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 ✘ ✔ ✘ ✘
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 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 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 Disabling Touch Gestures and Zoom ✘ ✔ ✔ ✔
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 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 ✔ ✘ ✘ ✘
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 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 CLM Activity as Unassigned Presentations with Save for Later ✘ ✔ ✘ ✔
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 China CDN for Multichannel Content ✔ ✘ ✘ ✘
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 Disabling Standard Navigation ✘ ✔ ✔ ✘
CLM Displaying CLM Content in Vault CRM on Windows ✘ ✘ ✘ ✔
CLM Viewing and Downloading Media Files for Key Messages ✔ ✘ ✘ ✘
CLM Copying Presentations to Other Vaults ✔ ✘ ✘ ✘
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 ✔ ✔ ✔ ✘
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 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 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 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 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 Coming Soon - Displaying Cycle Plan Product Detailing Priority ✔ ✔ ✘ ✘
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 Coming Soon - Viewing Custom Fields in the Cycle Plan Target Popup ✘ ✔ ✘ ✘
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 Coming Soon - 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 ✘ ✔ ✔ ✔
Concur Integration Submitting Multiple Call Expenses to SAP Concur ✔ ✔ ✔ ✔
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 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 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 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 on iPad ✔ ✔ ✘ ✔
Engage Allowing Attendees to Join 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 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 Hosting an Engage Meeting from the High Performance Call Report ✘ ✘ ✘ ✔
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 Auto-Published Content Downloads from the HCP Content Player ✔ ✘ ✘ ✘
Engage Defining SMS and WhatsApp Phone Numbers ✘ ✔ ✔ ✔
Engage Managing Presentation Display Names ✘ ✔ ✔ ✔
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 ✔ ✔ ✘ ✘
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 ✔ ✘ ✘ ✘
Events Management Managing Event Attendees ✔ ✔ ✘ ✘
Events Management Selecting Attendees in Hierarchies ✔ ✔ ✘ ✘
Events Management Searching for Attendees Outside of the User's Territory ✔ ✔ ✘ ✘
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 Coming Soon - 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 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 Coming Soon - Defining Event Approval Flows ✔ ✔ ✘ ✘
Events Management Coming Soon - Creating Calendar Reminders for Invites ✔ ✔ ✘ ✘
Events Management Using Approved Email for Events Management ✔ ✔ ✘ ✘
Events Management Coming Soon - Country-Specific Sign-In Sheet Disclaimers ✘ ✔ ✘ ✘
Events Management Coming Soon - Event Rule Overrides ✔ ✔ ✘ ✘
Events Management Coming Soon - Event Session and Event Speaker Tokens ✔ ✔ ✘ ✘
Events Management Coming Soon - Using Event Type-Specific Disclaimers ✘ ✔ ✘ ✘
Events Management Searching for Event Attendees and Speakers by Furigana ✔ ✔ ✘ ✘
Events Management Coming Soon - Utilizing Event Format and Location Type in Event Business Rules ✔ ✔ ✘ ✘
Events Management Coming Soon - Applying Event Attendance Rules to Event Topic Categories ✔ ✔ ✘ ✘
Events Management Coming Soon - 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 Coming Soon - Creating Event Speaker Rules ✔ ✔ ✘ ✘
Events Management Signing into an Event using a QR Code ✔ ✔ ✘ ✘
Events Management Coming Soon - Adding QR Codes to Event Print Templates ✔ ✔ ✘ ✘
Events Management Associating an Account with an Event ✔ ✔ ✘ ✘
Events Management Coming Soon - Sending Automated Approved Emails for Events Management ✘ ✔ ✘ ✘
Events Management Coming Soon - Using Attendee Self-Registration with Events ✔ ✔ ✘ ✘
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 Coming Soon - Managing Speaker Nomination Approvals ✔ ✔ ✘ ✘
Events Management Coming Soon - Nominating Speakers ✔ ✔ ✘ ✘
Events Management Coming Soon - Designating Speaker Caps by Product ✔ ✔ ✘ ✘
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 Coming Soon - Generating Participant URLs for Virtual Events ✔ ✘ ✘ ✘
Events Management Hosting a Virtual Event using Engage ✔ ✔ ✘ ✔
Events Management Coming Soon - Generating Virtual Participant URLs in Child Events ✔ ✔ ✘ ✘
Events Management Coming Soon - Using Virtual Events as a Speaker ✔ ✘ ✘ ✘
Events Management Adding Local Time and Time Zone to an Event ✔ ✔ ✘ ✘
Events Management Adding Calendar Reminders to Events Management Approved Emails ✔ ✔ ✘ ✘
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 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 Pricing Rules ✔ ✔ ✘ ✔
Order Management Payment Terms Pricing Rules ✔ ✔ ✘ ✔
Multichannel Cycle Plan Creating Multichannel Cycle Plans ✔ ✘ ✘ ✘
Multichannel Cycle Plan Coming Soon - Data Loading a Multichannel Cycle Plan ✔ ✘ ✘ ✘
Multichannel Cycle Plan Coming Soon - Using the Multichannel Cycle Plan Admin Console ✔ ✘ ✘ ✘
Multichannel Cycle Plan

Using the MCCP Interface

✘ ✔ ✘ ✘
Multichannel Cycle Plan Defining Over Reached and Under Reached Thresholds ✘ ✔ ✘ ✘
Multichannel Cycle Plan

Coming Soon - Working with MCCP Status Fields

✔

✘ ✘ ✘
Multichannel Cycle Plan Coming Soon - Navigating to Target Detail from My Plans ✘ ✔ ✘ ✘
Multichannel Cycle Plan Detailing Priority for MCCP Targets ✘ ✔ ✘ ✔
Multichannel Cycle Plan

Coming Soon - Displaying the Last Activity Date for Each Channel and Product

 ✘ ✔ ✘ ✘
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 Events as a Channel in Multichannel Cycle Plans ✔ ✔ ✘ ✘
Multichannel Cycle Plan

Coming Soon - Supporting MCCP Child Accounts

 ✔ ✔ ✘ ✘
Multichannel Cycle Plan Coming Soon - 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 ✘ ✔ ✘ ✘
Classic Cycle Plan Coming Soon - Data Loading a Classic Cycle Plan ✔ ✘ ✘ ✘
Classic Cycle Plan Coming Soon - Manually Creating a Classic Cycle Plan ✔ ✘ ✘ ✘
Classic Cycle Plan Coming Soon - Adding an Account List to a Cycle Plan ✔ ✘ ✘ ✘
Classic Cycle Plan

Coming Soon - Activating Cycle Plan Batch Processes

✔ ✘ ✘ ✘
Classic Cycle Plan Coming Soon - Displaying the Remaining Call Count for a Classic Cycle Plan ✔ ✔ ✘ ✘
Classic Cycle Plan

Coming Soon - Creating Account-Level Cycle Plans

 ✔ ✔ ✘ ✘
Classic Cycle Plan Coming Soon - Setting Bookmarks in Classic Cycle Plans ✔ ✔ ✘ ✘
Classic Cycle Plan

Coming Soon - Excluding Products from a Classic Cycle Plan

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

Coming Soon - Customizing Heading Labels for Cycle Plan Targets

 ✔ ✔ ✘ ✘
Classic Cycle Plan Coming Soon - Customizing Fields for Classic Cycle Plan Targets ✔ ✘ ✘ ✘
Classic Cycle Plan Coming Soon - Monitoring Classic Cycle Plan Progress ✔ ✔ ✘ ✘
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 ✔ ✔ ✘ ✘

Related Topics

Transitioning to Vault CRM for Veeva CRM Users

Vault CRM for iOS

Vault Platform Help