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 Description Browser CRM Desktop (Windows) iPad iPhone Windows (Beta) Initial Release New to Vault CRM
Account Management Record Data Sources for Account, Child Account, and Address Track the external or internal origins of account and address data to maintain clear visibility into data lineage. ✔︎ ✘︎ ✔︎ ✔︎ ✔︎ 25R3.2 ✔︎
Account Management Displaying Territory Fields for Child Accounts View territory alignment data directly on child account records to clearly understand access and ownership at specific locations. ✔︎ ✘︎ ✔︎ ✘︎ ✘︎ 25R3.2  
Account Management Formatting Account Name by Country Apply regional display standards to account names to ensure proper localization and regulatory compliance. ✔︎ ✘︎ ✔︎ ✔︎ ✘︎ 25R2.2 ✔︎
Account Management Stamping Country Information for Account and User Configure the system to automatically record country codes on profiles to ensure accurate routing and localization. ✔︎ ✘︎ ✘︎ ✘︎ ✘︎ 25R2.3  
Account Management View Consent Signature Access and review captured consent signatures directly from the account profile to verify historical opt-in compliance. ✔︎ ✘︎ ✘︎ ✘︎ ✘︎ 25R2.2 ✔︎
Account Management Creating and Managing Account Profiling Templates Design customizable templates to standardize how field users capture and mass-update account profile data. ✔︎ ✘︎ ✘︎ ✘︎ ✘︎ 25R2.0 ✔︎
Account Management Child Accounts in Vault CRM Manage organizational hierarchies using a structured data model to accurately track and view parent-child account relationships. ✘︎ ✘︎ ✔︎ ✔︎ ✘︎ 25R2.0  
Account Management Displaying Dynamic Attributes in My Accounts Views Add dynamic account attributes as columns within list views to rapidly filter and identify specific target segments. ✔︎ ✘︎ ✘︎ ✘︎ ✘︎ 24R3.0  
Account Management Customizing Account Fields in Stakeholder Navigator Tailor the data fields displayed in the Stakeholder Navigator to help users easily differentiate and identify key accounts. ✔︎ ✘︎ ✔︎ ✘︎ ✘︎ 24R1.2  
Account Management Entering Information in Account Profiling Sheets Input and mass-update detailed account characteristics via specialized sheets to rapidly maintain target profiles. ✘︎ ✘︎ ✔︎ ✘︎ ✘︎ 25R2.0 ✔︎
Account Management Managing Account Hierarchies Build and edit complex structural relationships between accounts to maintain accurate organizational maps. ✔︎ ✘︎ ✔︎ ✘︎ ✔︎ 24R3.0  
Account Management Auto-Creating Affiliations in Account Wizards Automatically generate affiliation records between related profiles during account creation to eliminate manual data entry. ✔︎ ✘︎ ✔︎ ✘︎ ✔︎ 23R3.0  
Account Management Capturing State License Information in Account Wizards Record essential state licensing details during HCP/HCO creation to ensure sampling and detailing compliance. ✔︎ ✘︎ ✔︎ ✘︎ ✘︎ 24R2.2  
Account Management Coming Soon - Account Hierarchy in Account Wizards   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Account Management Enabling Child Account Fields in Wizards Configure setup wizards to capture location-specific data fields when creating new child account records. ✔︎ ✘︎ ✔︎ ✔︎ ✔︎ 25R3.0  
Account Management Global Account Search Search the entire CRM database to locate and request access to accounts outside immediate territory assignments. ✔︎ ✘︎ ✔︎ ✘︎ ✘︎ 24R1.0  
Account Management New Account Wizard Follow a guided, step-by-step interface to capture all necessary information and create new account records accurately. ✔︎ ✘︎ ✔︎ ✘︎ ✔︎ 23R3.0  
Account Management Coming Soon - New Object Type Wizard   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Account Management Coming Soon - Regional Manager Governors in My Accounts   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
Account Management Parent Account Wizard Follow a specialized guided interface to specifically create and establish overarching parent account records. ✔︎ ✘︎ ✔︎ ✘︎ ✔︎ 23R3.0  
Account Management Coming Soon - Geocoding Missing Address Coordinates   ✘︎ ✘︎ ✔︎ ✔︎ ✘︎    
Account Management Account Deep Linking Navigate directly to specific account records using shareable URLs to streamline workflows and access data quickly. ✘︎ ✘︎ ✔︎ ✔︎ ✘︎ 25R1.0  
Account Management GAS Customized Columns and Preview Pane Configure data columns and access quick record previews in the Global Account Search to identify target accounts faster. ✔︎ ✘︎ ✔︎ ✘︎ ✘︎ 24R1.2  
Account Management Searching for Out-Of-Territory Accounts Before Creating an Account Search for existing accounts outside assigned territories prior to record creation to prevent generating duplicate data. ✔︎ ✘︎ ✘︎ ✘︎ ✘︎ 24R1.0  
Account Management Configuring Account Wizards Configure step-by-step account creation wizards to guide users through capturing accurate and required data. ✔︎ ✘︎ ✘︎ ✘︎ ✘︎ 23R3.0  
Account Management Coming Soon - Using Custom Account Object Types with the New Object Type Wizard   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Account Management Coming Soon - Duplicate Record Checking in Account Wizards   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Account Management Coming Soon - Disabling the Create Button for Accounts   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
Account Management Previewing an Account During Creation Review a comprehensive summary of account details before finalizing creation to catch and correct data entry errors. ✔︎ ✘︎ ✔︎ ✘︎ ✘︎ 23R3.4  
Account Management Coming Soon - Prescriber Level Formulary   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Account Management Dynamic Attributes for Accounts Assign custom, fluid data attributes to individual account profiles to capture highly specific or temporary account characteristics. ✔︎ ✘︎ ✔︎ ✘︎ ✔︎ 24R3.0  
Account Management Coming Soon - Veeva ID   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Account Management Account Filter Recall Retain the most recently used filter parameters automatically to resume work quickly upon returning to account lists. ✘︎ ✘︎ ✔︎ ✘︎ ✔︎ 24R2.3  
Account Management

Account Views and Lists

Configure customizable list views and filters to efficiently organize and locate assigned accounts.

✔︎

✘︎ ✔︎

✔︎

✔︎ 25R1.0  
Account Management Configuring the My Accounts Display Define the layout, sections, and visible fields in My Accounts to optimize the interface for field efficiency. ✘︎ ✘︎ ✔︎ ✘︎ ✘︎ 23R3.0  
Account Management Identifying Accounts with Account Identifier or Account Name Expansion Leverage expanded name structures and unique system IDs to accurately identify and select the correct account profiles. ✔︎ ✘︎ ✔︎ ✔︎ ✔︎ 25R1.0  
Account Management My Accounts Alphabar on iPad Tap an alphabetical quick-navigation bar to rapidly jump to specific accounts and save scrolling time. ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
Account Management Scheduling a Call in My Accounts Directly book and schedule new interactions with targets from the My Accounts view to streamline daily planning. ✔︎ ✘︎ ✔︎ ✘︎ ✔︎ 23R3.0  
Account Management Sticky Sort Order for My Accounts Retain preferred column sorting preferences across sessions to continuously maintain a personalized workspace layout. ✘︎ ✘︎ ✔︎ ✘︎ ✔︎    
Account Management Using the Account Details Screen Navigate a comprehensive, consolidated view to review all critical profile information, performance metrics, and timeline history. ✔︎ ✘︎ ✔︎ ✔︎ ✔︎ 25R1.2  
Account Management Visibility of Accounts and Territories Restrict account access based on territory alignments to ensure users only interact with permitted target records. ✔︎ ✘︎ ✔︎ ✔︎ ✔︎ 23R3.0  
Account Management Customer Journey Data Model Implement a foundational data model to track an account's progression through lifecycle stages and align strategic engagements. ✔︎ ✘︎ ✘︎ ✘︎ ✘︎ 24R3.0  
Account Management Decoupled Data Change Requests Submit Data Change Requests (DCRs) asynchronously to continuously update account records independent of full system syncs. ✔︎ ✘︎ ✔︎ ✘︎ ✔︎ 24R2.3  
Account Management Displaying the Primary Parent with a Business or Person Account's Name See the primary parent organization listed inline with the HCP or HCO name to gain immediate organizational context. ✘︎ ✘︎ ✔︎ ✔︎ ✔︎ 24R3.0  
Account Management Decoupled Unverified Records Create and manage temporary unverified account records seamlessly to continue field operations without cluttering the verified database. ✔︎ ✘︎ ✔︎ ✘︎ ✔︎ 24R2.3  
  Decoupled Unverified Records in Offline Mode Users can create and use new accounts, addresses, and child accounts without a connection to the internet, ensuring activities including calls and medical inquiries can be recorded at the point of care. ✔︎ ✘︎ ✔︎ ✘︎ ✘︎ 25R3.5  
Account Management Enabling Address Inheritance Configure the system to automatically cascade address updates from parent accounts to child accounts to maintain accurate location data. ✔︎ ✘︎ ✔︎ ✘︎ ✘︎ 23R2.0  
Account Management Merging Duplicate Account Records Consolidate duplicate account entries into a single master record to preserve historical data and system integrity. ✔︎ ✘︎ ✘︎ ✘︎ ✘︎ 24R1.0  
Account Management Patient Journey Data Model Deploy a secure, structured data model to enable the tracking of anonymized patient progressions and treatment stages. ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Account Management Coming Soon - Adding the Business Professional Entity Object Type   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
Account Management Working with Territory Fields View and modify data fields tied to territory alignments to dynamically manage account access and routing. ✔︎ ✘︎ ✔︎ ✘︎ ✔︎ 25R1.0  
Account Management Displaying Account Maps Visualize target accounts on interactive geographic maps to optimize daily travel routes and territory planning. ✘︎ ✘︎ ✔︎ ✘︎ ✘︎ 24R2.3  
Account Management Displaying Calls Related Lists for Accounts Review a chronological list of all past, present, and planned calls on an account to prepare effectively for future interactions. ✔︎ ✘︎ ✔︎ ✔︎ ✔︎ 25R1.0  
Account Management Displaying Child Accounts for an Account Hierarchy View all subordinate child accounts nested under a parent organization to understand complex corporate structures at a glance. ✔︎ ✘︎ ✔︎ ✘︎ ✔︎ 25R2.0  
Account Management Coming Soon - Veeva CRM Campaigns   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Account Management Coming Soon - Displaying the Formulary Matrix   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Account Management Enabling X-Pages Custom Account Content Deploy bespoke, dynamic X-Page layouts inside account profiles to provide users with highly customized data visualizations. ✔︎ ✘︎ ✔︎ ✘︎ ✔︎ 24R1.0 ✔︎
Account Management Searching for Accounts Execute robust, everyday searches using various parameters to quickly locate specific HCP or HCO profiles within scope. ✔︎ ✘︎ ✔︎ ✔︎ ✔︎ 23R3.0  
Account Management

Stakeholder Navigator

Interact with visual relationship maps to uncover influence networks and decision-making structures between key stakeholders.

✔︎

✘︎

✔︎

✘︎ ✘︎ 23R3.0  
Account Management Using Addresses in Accounts Create and manage multiple physical, billing, and mailing addresses for an account to maintain accurate contact and shipping options. ✔︎ ✘︎ ✔︎ ✔︎ ✔︎ 23R3.0  
Account Management Sphere of Influence Explore the professional networks, publication histories, and KOL relationships of an account to identify strategic market influencers. ✔︎ ✘︎ ✔︎ ✘︎ ✔︎ 24R2.3  
Account Management Displaying Additional Sphere of Influence Fields Surface custom data points within the Sphere of Influence visualization to provide reps with deeper insights into professional networks. ✘︎ ✘︎ ✔︎ ✘︎ ✘︎ 24R2.3  
Account Management Using Bookmarks for Account Filters in Sphere of Influence Save complex filter criteria as bookmarks to quickly reapply them when analyzing detailed influence networks. ✘︎ ✘︎ ✔︎ ✘︎ ✘︎ 24R2.3  
Account Management Using Office Best Times for Accounts Document and reference preferred visiting hours for HCPs or clinics to optimize scheduling and respect account availability. ✔︎ ✘︎ ✔︎ ✘︎ ✔︎ 24R2.3  
Account Management Defining HCP Display Names Configure global formatting rules for Healthcare Professional names to ensure consistent and compliant display across the system. ✔︎ ✘︎ ✔︎ ✔︎ ✘︎ 24R2.3  
Account Plans Integrating Account Plans with Microsoft Teams   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Account Plans Applying a Product Plan to an Account Plan   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Account Plans Exporting Account Plans to PowerPoint   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Account Plans Using the KAM Business Portal Page   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
Account Plans Account Plan Sharing   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Account Plans Assigning Accounts to Strategies   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Account Plans Coming Soon - Assigning Call Objectives to Account Tactics   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Account Plans Managing Key Stakeholders   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Account Plans Account Hierarchy Overlay   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Account Plans Account Plan Deep Copy   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Account Plans Calculating Account Plan Progress Using the Account Plan Hierarchy   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Account Plans Using Action Items for KAMs   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Account Plans Working with Multiple SWOT and Goal Records   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Account Plans Product Plans   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Account Plans Using the Account Plan X-Pages Studio Template   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Account Plans Viewing Stakeholder Navigator from an Account Plan   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Account Timeline Viewing the Account Timeline   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Account Timeline Viewing Events Management Events on the Account Timeline   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Account Timeline Displaying Custom Multichannel Activities on the Account Timeline  

✔︎

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

Customizing Email Header Behavior

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

Defining the Language of Approved Email Content

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

Setting Consent at the Email Template Level

  ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
Approved Email Testing Staged Approved Email Content   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
Approved Email Filtering Approved Email Fragments   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
Approved Email Capturing Approved Email Opt-In Consent   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Approved Email 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 Recommended Emails   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
Approved Email Coming Soon - Approved Email Reports and Dashboards   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Approved Email Coming Soon - Sending Approved Emails for Cases   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Approved Email Customizing Products or Content Types on the Unsubscribe Page   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Approved Email Embedding the Unsubscribe Page   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Approved Email Email Builder   ✘︎ ✘︎ ✔︎ ✔︎ ✘︎    
Approved Email Creating Content for Email Builder   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Approved Email Hiding Approved Email Content   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
Approved Notes Creating Country-Specific Approved Notes Rules   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Approved Notes Reviewing the Approved Notes Job History   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Approved Notes Creating Monitored Phrases   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Approved Notes Creating Monitoring Rules   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Approved Notes Creating Product-Specific Monitoring Rules   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Approved Notes Reviewing Approved Notes Violations   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
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 Using the Business Calendar   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Call Planning Managing Calls and Activities in My Schedule   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Call Planning Using Account Views and Lists in My Schedule   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Call Planning Preventing Duplicate Time Off Territory Entries   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Call Planning Enabling Call Booking Support   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Call Planning Using Child Accounts in My Schedule   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Planning Managing Call Cycles for Child Accounts   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Call Planning Displaying Office Best Times for Child Accounts   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Call Planning Integrating My Schedule and Microsoft Outlook Calendars   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Planning Color-Coding Planned Calls in My Schedule  

✘︎

✘︎

✔︎

✘︎ ✔︎    
Call Planning Using Time Off Territory in My Schedule  

✔︎

✘︎

✔︎

✔︎ ✔︎    
Call Planning Displaying Call Conflict Warnings  

✔︎

✘︎

✔︎

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

✘︎

✘︎

✔︎

✘︎ ✘︎    
Call Planning Including Weekend Days in Time Off Territory  

✔︎

✘︎

✔︎

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

✘︎

✘︎

✔︎

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

✔︎

✘︎

✘︎

✘︎ ✔︎    
Call Planning Managing Calls in Scheduler View  

✘︎

✘︎

✔︎

✘︎ ✔︎    
Call Planning Managing Calls in Week View  

✔︎

✘︎

✔︎

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

✘︎

✘︎

✔︎

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

✔︎

✘︎

✘︎

✘︎ ✔︎    
Call Planning Scheduling Calls in Scheduler View  

✘︎

✘︎

✔︎

✘︎ ✔︎    
Call Planning Scheduling Calls in Week View  

✔︎

✘︎

✔︎

✘︎ ✔︎    
Call Planning Viewing and Searching Accounts in My Schedule  

✔︎

✘︎

✔︎

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

✔︎

✘︎

✔︎

✔︎ ✔︎    
Call Planning Displaying Medical Events in My Schedule   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
Call Planning Bookmarking Filters in My Schedule   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Call Planning Creating Custom My Schedule Filters   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Call Planning Displaying Account Hierarchies in My Schedule   ✘︎ ✘︎ ✔︎ ✘︎ ✔︎    
Call Planning Scheduling Calls with Office Best Times   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Call Planning Sending an Address or Route to Maps   ✘︎ ✘︎ ✘︎ ✔︎ ✘︎    
Call Planning Viewing Shared Calendars   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Call Planning Viewing Users' Calendars with Manager View   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Call Planning Viewing Account Identifiers and Addresses in My Schedule   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Call Planning Coming Soon - Viewing Custom Information with Display-By   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
Call Planning Associating Unassigned Presentations with Calls   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Call Planning Deselecting CLM Product Details on the Call Report   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
Call Reporting 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 Using Survey Targets on the Call Report   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Capturing the Call Date Only   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Capturing Unique Information on Group Call Attendees   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Customizing Key Messages on the Call Report   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Customizing Product Discussions on the Call Report   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Product-Dependent Picklist Mapping on the Call Report   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
Call Reporting Defining Allowed Products   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Detailing Products on the Call Report   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Limiting Call Backdating   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Limiting Past Call Submission   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Capturing Expenses on the Call Report   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Requiring Users to Select a Call Address   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Restricting Calls by Account   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Restricting Call Channels   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Restricting Products by Account   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Saving Call Reports   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Selecting a Call Address   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Selecting a Call Channel   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Selecting a Call Datetime   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Targeting Key Messages to Account Segments   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Call Reporting Selecting a Territory   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Selecting a Call Report Object Type   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Selecting the Call Location   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Submitting Call Reports   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Using Key Messages on the Call Report   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Using Pre-Call Notes and Next-Call Notes   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Call Reporting Maintaining Separate Call and Signature Datetimes   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Attaching Files to the Call Report   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Call Reporting Restricting Calls by Account Object Type   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Using the All Actions Button on Call Reports   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Call Address Dependency   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Coming Soon - Deselecting CLM Product Details on the Call Report   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
Call Reporting Sending Approved Emails from a Call   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
Call Reporting Coming Soon - Adding a New Address   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Call Reporting Auto-Populating the Call Channel   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Capturing GPS Coordinates on the Call Report   ✘︎ ✘︎ ✔︎ ✔︎ ✘︎    
Call Reporting Capturing Signatures for Calls Without Samples   ✘︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Creating Follow-Up Activities on the Call Report   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Coming Soon - Create a New Person   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Call Reporting Coming Soon - Deleting or Archiving Calls   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Call Reporting Displaying Additional Information on the Call Report   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Coming Soon - Displaying Product Priority from Call Cycles   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Call Reporting Hiding the Submit Button Online   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Call Reporting Coming Soon - Recording Call Expenses in Multiple Currencies   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
Call Reporting Selecting Account Plans from Call Reports   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Call Reporting Stamping Suggestion Title and Reason on the Call Report   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
Call Reporting Unlocking Submitted Calls   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Call Reporting Using Action Items on the Call Report   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
Call Sampling Canceling Sample Requests (BRCs)   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Call Sampling 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 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 Viewing Campaign Manager Emails on the Account Timeline   ✘︎ ✘︎ ✔︎ ✔︎ ✘︎    
Campaign Manager Sending Field Actions Using Campaign Manager   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
Campaign Manager Using Field Review for Campaign Manager Emails   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
Campaign Manager Using the Target List Builder   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Campaign Manager Creating Multi-Action Campaigns   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Campaign Manager Creating Follow-up Actions   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Campaign Manager Managing Target Groups   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
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 Activating the Campaign   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Campaign Manager Viewing Campaigns   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Campaign Manager Viewing Campaign Performance Details   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Classic Cycle Plan Creating Classic Cycle Plans   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Classic Cycle Plan Enabling Advanced Cycle Plan Scheduling   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Classic Cycle Plan Using Classic Cycle Plans in My Schedule   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Classic Cycle Plan Viewing Cycle Plan Details from My Schedule   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
Classic Cycle Plan Managing Classic Cycle Plan Targets   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Classic Cycle Plan Scheduling Calls for Classic Cycle Plan Targets   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Classic Cycle Plan Supporting Custom Pull-in Fields for Classic Cycle Plans   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Classic Cycle Plan

Using Cycle Plan Progress Calculations

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

Excluding Products from Classic Cycle Plans

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

Customizing Heading Labels for Cycle Plan Targets

  ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Classic Cycle Plan Monitoring Classic Cycle Plan Progress   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Classic Cycle Plan Highlighting Target Products on the Call Report   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Classic Cycle Plan Unlocking Classic Cycle Plans   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Classic Cycle Plan Submitting Classic Cycle Plans   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
CLM as Document Model Querying Documents and Records from CLM   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Managing CLM Content as Documents in Vault CRM   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
CLM as Document Model Sharing Documents with Users via My Setup Products   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Syncing and Mapping the Product Hierarchy from PromoMats to Vault CRM   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
CLM as Document Model Packaging Custom CLM Content   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
CLM as Document Model Using HTML Content with Shared Resources   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Loading Shared Resources with Veeva’s Custom URL Scheme   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
CLM as Document Model Supported Media Types for CLM Content   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
CLM as Document Model Supporting Backwards Compatibility for HTML Content   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Setting the Display Resolution for HTML Content on Large Screen Devices   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
CLM as Document Model Testing CLM Content   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Using the Action Menu   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Creating Calls from the Media Player   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Capturing Reactions to CLM Slides   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Displaying CLM Content on Mobile Devices   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Displaying CLM Content from Calls   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Displaying Website Content in the Media Library   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Navigating Slides and Presentations   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Displaying Training Presentations   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Using Sub-Presentation Slides   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Setting the Display Resolution for HTML Content on Large Screen Devices   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Using Hidden Presentations   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Retiring Expired Presentations   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Disabling User Actions for Slides   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Managing Swipe Sensitivity for Slide Navigation   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Adding Watermarks to Training Presentations   ✘︎ ✘︎ ✔︎ ✔︎ ✔︎    
CLM as Document Model Using Directories in the Media Library   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Managing Favorite Presentations   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Using Presentation Attributes to Filter Presentations   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Grouping Presentations in the Media Library   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Labeling CLM Presentations   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Searching the Media Library   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Tracking CLM Activity as Unassigned Presentations   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Tracking CLM Activity Anonymously   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Document Model Tracking CLM Activity as Unassigned Presentations   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Object Model Receiving Email Notifications for Updates to Custom Presentations   ✘︎ ✔︎ ✔︎ ✘︎ ✔︎    
CLM as Object Model Creating and Updating Records from CLM   ✘︎ ✔︎ ✔︎ ✘︎ ✔︎    
CLM as Object Model Adding Watermarks to Training Presentations   ✘︎ ✘︎ ✔︎ ✔︎ ✘︎    
CLM as Object Model Updating Auto-Published Content   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
CLM as Object Model Capturing Consent for CLM Tracking   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Object Model Capturing Reactions to Presentations   ✘︎ ✘︎ ✔︎ ✘︎ ✔︎    
CLM as Object Model Creating AR Content   ✘︎ ✘︎ ✔︎ ✔︎ ✘︎    
CLM as Object Model Creating Calls from the Media Player   ✘︎ ✘︎ ✔︎ ✘︎ ✔︎    
CLM as Object Model Creating Dynamic Content   ✔︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Creating Interactive HTML Content   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Customizing AR Lighting   ✘︎ ✘︎ ✔︎ ✔︎ ✘︎    
CLM as Object Model Customizing Slide Navigation   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Defining AR Scenes   ✘︎ ✘︎ ✔︎ ✔︎ ✘︎    
CLM as Object Model Managing Swipe Sensitivity for Slide Navigation   ✘︎ ✘︎ ✔︎ ✔︎ ✘︎    
CLM as Object Model Disabling User Actions for Key Messages   ✘︎ ✔︎ ✔︎ ✔︎ ✘︎    
CLM as Object Model Displaying CLM Content on Mobile Devices   ✘︎ ✘︎ ✔︎ ✔︎ ✘︎    
CLM as Object Model Displaying CLM Content from Calls   ✔︎ ✔︎ ✔︎ ✘︎ ✔︎    
CLM as Object Model Creating Dynamic Content   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Displaying HTML Content on Large Screen Devices   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Object Model Displaying PDFs in CLM   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Displaying PowerPoint Presentations in CLM   ✘︎ ✔︎ ✔︎ ✔︎ ✘︎    
CLM as Object Model Displaying Website Content in the Media Library   ✘︎ ✔︎ ✔︎ ✔︎ ✘︎    
CLM as Object Model Managing Automatic Video Playback   ✘︎ ✔︎ ✔︎ ✔︎ ✘︎    
CLM as Object Model Executing Surveys from CLM   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Object Model Fading Out CLM Content   ✘︎ ✔︎ ✔︎ ✔︎ ✘︎    
CLM as Object Model Grouping Presentations in the Media Library   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Integrating Approved Email with CLM   ✘︎ ✔︎ ✔︎ ✘︎ ✔︎    
CLM as Object Model Integrating Vault CRM and Third Party Applications   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Object Model Labeling Presentations   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Locking CLM Content Size   ✘︎ ✔︎ ✘︎ ✘︎ ✘︎    
CLM as Object Model Managing CLM Syncs in the CLM Administration Console   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
CLM as Object Model Managing Favorite Presentations   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Managing Field Mappings Between Vault CRM and PromoMats/MedComms   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
CLM as Object Model Coming Soon - Generating and Sending Dynamic Content   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Object Model Navigating Slides and Presentations   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Packaging Custom CLM Content   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
CLM as Object Model Retiring Expired Presentations   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Returning to CLM After Capturing Sample Signatures   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Object Model Searching the Media Library   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Supported Media Types for CLM Content   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Supporting Multi-Product CLM Presentations   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Testing CLM Content   ✘︎ ✘︎ ✔︎ ✘︎ ✔︎    
CLM as Object Model Tracking CLM Activity Anonymously   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Object Model Tracking CLM Call Clickstream Activity   ✘︎ ✔︎ ✔︎ ✘︎ ✘︎    
CLM as Object Model Tracking CLM Key Messages   ✔︎ ✔︎ ✔︎ ✘︎ ✔︎    
CLM as Object Model Tracking CLM Preview Activity   ✘︎ ✔︎ ✘︎ ✘︎ ✔︎    
CLM as Object Model Tracking CLM Activity as Unassigned Presentations   ✘︎ ✔︎ ✔︎ ✘︎ ✔︎    
CLM as Object Model Tracking User Activity Using JavaScript   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Uploading CLM Content via FTPS   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
CLM as Object Model Uploading Media Files for Key Messages   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
CLM as Object Model Copying Presentations with Slides and Key Messages   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
CLM as Object Model Using Augmented Reality in CLM   ✘︎ ✘︎ ✔︎ ✔︎ ✘︎    
CLM as Object Model Using Custom Presentations   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Using Directories in the Media Library   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Using Hidden Presentations   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Using Presentation Attributes to Filter Presentations   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Creating Content with Shared Resources   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Using Sub-Presentation Slides   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Using the Action Menu   ✘︎ ✔︎ ✔︎ ✘︎ ✔︎    
CLM as Object Model Using Auto-Publishing for CLM   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
CLM as Object Model Using the Highlighter Pen and Laser Pointer   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
CLM as Object Model Using Training Presentations   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Viewing Slide Notes in Presentations   ✘︎ ✔︎ ✔︎ ✔︎ ✔︎    
CLM as Object Model Aligning Approved Email and CLM Content   ✘︎ ✔︎ ✔︎ ✔︎ ✘︎    
CLM as Object Model Displaying CLM Content Using Different Views   ✘︎ ✔︎ ✘︎ ✘︎ ✔︎    
CLM as Object Model Viewing and Downloading Media Files for Key Messages   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
CLM as Object Model Copying Presentations to Other Vaults   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Coaching Reports Classic Coaching Reports   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Coaching Reports Advanced Coaching Reports   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Coaching Reports Employee Commenting on Advanced Coaching Reports   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
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 Capturing 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 Approved Email for Consent Confirmation   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
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 Meeting Experience   ✔︎ ✔︎ ✔︎ ✔︎ ✘︎    
Engage Hosting an Engage Meeting on the iPad   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
Engage Appointment Booking: Managing 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 Using WhatsApp Business Messaging in Vault CRM   ✘︎ ✘︎ ✔︎ ✔︎ ✘︎    
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 Appointment Booking: Sending Meeting Requests via Approved Email   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
Engage Using Approved Email for Engage Meeting Invitations   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Engage Using the Engage Splash Screen   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
Engage Vault CRM Users Attending an Engage Meeting   ✔︎ ✔︎ ✔︎ ✘︎ ✘︎    
Engage Using Virtual Backgrounds in Engage Meetings   ✘︎ ✔︎ ✔︎ ✘︎ ✘︎    
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 for Messaging   ✘︎ ✘︎ ✔︎ ✔︎ ✘︎    
Engage Using the HCP Content Player   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Engage Managing Message Templates in Vault CRM   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
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 Enforcing Speaker Caps for Future Events   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Events Management Managing Attendee Suggestions for Events   ✔︎ ✔︎ ✔︎ ✘︎ ✘︎    
Events Management Sending Local Events Management Content via Approved Email   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Events Management Providing Comment Reasons for Event Business Rules   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Events Management Applying Required Event Material Rules Based on Event Status and Program Type   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Events Management Merging Duplicate Walk-in Attendees   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Events Management Filtering Event Speakers When Signing into an Event   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
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 Capturing Event Team Member Signatures   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
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 Using 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

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   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Events Management Merging Duplicate Walk-in Attendees   ✔︎ ✘︎ ✘︎ ✘︎      
Events Management Filtering Event Speakers When Signing into an Event   ✘︎ ✘︎ ✔︎ ✘︎      
Getting Started Launching Vault CRM from Third-Party Applications   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
Getting Started Supporting Layout Rules on Mobile Devices   ✘︎ ✘︎ ✔︎ ✔︎ ✔︎    
Getting Started Using the Data Grid Loader   ✘︎ ✔︎ ✘︎ ✘︎ ✘︎    
Getting Started Vault CRM Standard Metrics   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
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 Using Inventory Monitoring Contracts   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
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   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
Home Page Vault CRM Mobile Application Home Page   ✘︎ ✘︎ ✔︎ ✔︎ ✔︎    
Home Page Displaying the My Alerts Component   ✘︎ ✘︎ ✔︎ ✔︎ ✔︎    
Home Page Displaying the Call Objectives Component   ✘︎ ✘︎ ✔︎ ✔︎ ✔︎    
Home Page Sharing Digital Business Cards from the Home Page   ✘︎ ✘︎ ✔︎ ✔︎ ✘︎    
Home Page Displaying the Sync Statistics Component   ✘︎ ✘︎ ✔︎ ✔︎ ✔︎    
Home Page Displaying the My Tasks Component   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
Home Page Displaying the Multichannel Alerts Component   ✘︎ ✘︎ ✔︎ ✘︎ ✔︎    
Home Page Displaying the Territory Adds & Drops Component   ✘︎ ✘︎ ✔︎ ✔︎ ✔︎    
Medical Using Medical Interactions   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Medical Creating and Viewing Medical Interactions from My Schedule   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Medical Key Medical Insights   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Medical Using Medical Discussions   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Medical Requiring Medical Discussions on the Call Report   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Medical Medical CRM Terminology   ✘︎ ✘︎ ✔︎ ✔︎ ✔︎    
Medical Capturing Standing Requests for Medical Using Documented Interest   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Medical Uploading Files as Meeting/Discussion Materials for Medical Interactions   ✔︎ ✘︎ ✘︎ ✘︎ ✔︎    
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 Using Approved Email for Medical Events   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
Medical Events Recording a Call with Medical Events   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Medical Inquiries Recording a Call from a Medical Inquiry   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Medical Inquiries Responding to Medical Inquiries Using Approved Email   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Medical Inquiries Adding a Marketing Banner to the Medical Inquiry Signature Page   ✘︎ ✘︎ ✔︎ ✔︎ ✔︎    
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   ✔︎ ✘︎ ✘︎ ✘︎ ✔︎    
Medical Inquiry Creating Medical Inquiries for Child Accounts   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
Mobile Device Setup Sending and Receiving iOS Device Push Notifications   ✘︎ ✘︎ ✔︎ ✔︎ ✘︎    
Mobile Device Setup Managing Label Sets   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
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 Viewing Active MCCP Target Accounts   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
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

Supporting Child Accounts for Multichannel Cycle Plans

  ✘︎ ✘︎ ✔︎ ✘︎ ✔︎    
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 Network Hierarchy Explorer   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
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 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 Overview   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Order Management Using CLM with Orders   ✘︎ ✘︎ ✔︎ ✘︎ ✔︎    
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 Changing 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 Order Net Amount 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   ✘︎ ✘︎ ✔︎ ✘︎ ✔︎    
Patient CRM Receiving Inbound Faxes in Patient CRM   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Patient CRM Defining Patient Journeys   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Patient CRM OmniConnect for Patient CRM   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Patient CRM Searching in the Case Inbox Tab in Patient CRM   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Patient CRM Classifying Cases in Patient CRM   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Patient CRM Displaying Preferred Case Details in Patient CRM   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Patient CRM Advancing Patient Journeys   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Patient CRM Using AI Auto-Fill in Patient Intake Forms   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Patient CRM Managing Patient HIPAA and Program Authorizations   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Patient CRM Completing Patient Journeys   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Patient CRM Creating Patients in Patient CRM   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Patient CRM Discontinuing Patient Journeys   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Patient CRM Monitoring Patient Journey Statistics   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Patient CRM Using Patient Intake Forms   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Patient CRM Viewing Patient Details   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
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   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Products Product Metrics for Child Accounts   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Sample Management Generating Printable Package Labels   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
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

Printing Inventory and Transfer Worksheets

  ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Send to Fax Creating and Managing Fax Templates   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Send to Fax Restricted Words in Send to Fax   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
Send to Fax Testing Send to Fax Content   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Send to Fax Capturing Consent for Fax   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Send to Fax Fax Administration   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Send to Fax Sending a Fax   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Service Center Using Standalone Phone with Service Center   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Service Center Managing Case Administration   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Service Center Today’s Focus for Outbound Service Center   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Service Center Displaying Preferred Case Details   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Service Center Creating Call Reports from Target Activities   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Service Center Using My Cases for Service Center Inbound   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Service Center Canceling and Redialing Outbound Call Attempts   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Service Center Using the Service Center Inbound Tab   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Service Center Using Service Center   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Service Center Using Amazon Connect with Service Center   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Service Center Microsoft Teams Channels for Service Center   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Service Center Using Genesys Cloud with 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 Using Suggestions   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
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 Using Approved Email for Suggestions   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Suggestions Viewing Suggestions via the Home Page Tile   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Suggestions Scheduling a Call from a Suggestion   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Suggestions Priority Score and Sort Order   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
Suggestions Viewing 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 Feedback Searching Outside of a Territory in Integrated Territory Feedback   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
Territory Feedback Importing Approval Rules into Modeling and Production   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Territory Feedback Location Based Targeting in Territory Feedback   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
Territory Feedback Reviewing Feedback as a Manager   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Territory Feedback Using Territory Feedback in Vault CRM   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
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   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
Veeva AI Capturing Call Notes with the Free Text Agent   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
Veeva AI Finding Product Information with the Media Agent   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
Veeva AI Preparing for HCP Interactions with the Pre-Call Agent   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
Veeva AI Creating Call Reports with the Voice Agent   ✘︎ ✘︎ ✔︎ ✔︎ ✘︎    
Veeva AI Initializing the Vector Database   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
Veeva AI Using AI Chat   ✘︎ ✘︎ ✔︎ ✘︎ ✘︎    
X-Pages Using the X-Pages Top Level Entry Point   ✔︎ ✘︎ ✔︎ ✔︎ ✔︎    
X-Pages Creating X-Pages Business Portals   ✔︎ ✘︎ ✘︎ ✘︎ ✘︎    
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 Managing X-Pages Visibility for Accounts   ✔︎ ✘︎ ✘︎ ✔︎ ✔︎    
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 X-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 Using the MCCP Page Template   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
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 Setting the Content Target Platform for X-Pages   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
X-Pages Using the Territory Feedback Page Template   ✔︎ ✘︎ ✔︎ ✘︎ ✘︎    
X-Pages Sharing X-Pages Content   ✔︎ ✘︎ ✔︎ ✘︎ ✔︎    
X-Pages Using the Diagnosed Patient Page Template   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
X-Pages Using the Market Trend Page Template   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    
X-Pages Using the Compass Prescriber Data Page Template   ✔︎ ✘︎ ✔︎ ✔︎ ✘︎    

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Vault CRM for iOS

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