What's New in 23R3.0
Our release notes offer brief, high-level descriptions of enhancements and new features.
Not all functionality documented is available in Vault CRM as we work towards full parity with Veeva CRM.
Features
Accounts
The New Account Wizard guides users through the process of creating a new account record and related records. Users create an account and corresponding address in a single screen when creating a record in My Accounts. All fields required to create an account display in the New Account Wizard page for the user to populate.
The Parent Account Wizard enables users to create an account, associate a parent account, designate an affiliation, and select addresses from the list of available parent account addresses. All fields required to create an account display in the Parent Account Wizard page for the user to populate.
Users can manage Account Views using configurable criteria across multiple objects. Users can also create and manage Account Lists and display them in the My Accounts tab.
Use Vault's search bar to find accounts within the My Accounts tab.
Account Timeline
The Account Timeline displays a high-level overview of account-related transactions, enabling users to view account activity when planning calls in Vault's intuitive native interface.
Approved Email
Approved Email is a highly customizable tool for composing emails and communicating with accounts, enabling customers to be in full control of the branding and presentation of emails. Since the content is hosted in PromoMats/Medcomms, it can be tested and approved as part of Vault's approval process, ensuring that content is correct and compliant before being made available to end users. Admins can create compliant, personalized emails using content from Vault PromoMats to facilitate communication between HCPs and end users.
Call Reporting
Users select the call address from a picklist. Selecting the call address enables users to accurately record where a call took place, which is an essential part of recording call activity. Additionally, address information is often needed for auditing and regulation.
Call address dependency creates a dependent relationship between the business account selected as the call's location and the addresses available to a person account on the call. When a user selects a business account as the call location on the call report, the call address picklist filters to only include addresses controlled by that business account, improving call reporting accuracy.
Selecting a Call Report Object Type
Call reporting functionality supports multiple object types in order to meet the various business needs of different organizations and user roles. There are four default object types—Call Report, Event, MSL Meeting Brief, and Meeting Brief—but administrators can create additional types as needed. Each call object type can be assigned its own page layout for each Security Profile. This allows different types of users to capture data relevant to their unique roles.
With call location, users designate a call location separate from the call address. This enables users to tie a business account to the call report, which helps to maintain accurate, comprehensive records of interactions between users and accounts. As some HCPs practice at multiple locations, indicating which location can be important for call reporting and compliance with regulations.
End users assigned to multiple territories can select the desired territory for each call report they create. The territory__v field picklist displays territories defined both as territories of the primary account of the call and as one of a user’s assigned territories. Associating calls and territories allows for analysis of call activities by territory. For example, interpreting sales data in reports, creating cycle plans, and comparing user performance across territories.
Detailing Products on the Call Report
Product detailing provides a way for users to select which products and detail topics are discussed in a call. This enables users to record key information about their activities during a call. Product detailing information may also be important for maintaining compliance with regulations and conducting audits.
When users remove a detail product from the call report, a confirmation dialogue now displays.
Users can be prevented from recording calls for specific accounts. This helps ensure users do not schedule or record calls for specific HCPs they are restricted from meeting with, either by organization policy or by local regulations.
Consent Capture
Users can collect HCP consent for communication across various channels using Consent Capture. Consent Capture is a user-directed solution for capturing required HCP consent to receive communication through various channels and to store personal information. Customers need this consent to satisfy compliance regulations.
Key Medical Insights
Key Medical Insights enable users to capture valuable information from medical discussions, publications and conferences. Admins can define restricted words that should not be included in a Medical Insight.
Medical Inquiries
Medical Inquiries enable users to record questions from HCPs and respond to those questions in a compliant manner. Users create Medical Inquiries from the account page, from an account related list, when recording a call, or from CLM.
After creating a Medical Inquiry, users assign the Medical Inquiry to a specific Medical Science Liaison (MSL) so the MSL can respond to the Medical Inquiry Fulfillments (MIFs) in their queue. The MSL responds to the MIF through a call report, which also allows them to reassign the MIF for additional actions if needed.
My Schedule
Viewing and Searching Accounts in My Schedule
The Scheduler Pane enables users to view accounts and schedule calls in My Schedule. Users can filter the accounts displayed in the Scheduler Pane with Account Lists and Views, then drag and drop accounts to the calendar grid to create calls.
Associating Saved CLM Activity with Accounts (Unassigned Presentations)
Users can view, reconcile, and discard saved CLM activity (unassigned presentations) in My Schedule.
When users display CLM content, the CLM activity is saved even if users exit the media player without selecting an account for the activity. In My Schedule, users can view the tracked CLM activity as an unassigned presentation and associate an account with the activity at a later time. This saves the user from having to associate a presentation with an account during a call.
Territory Management
Admins can use the Account Territory Loader (ATL) to add one or more territories to one or many accounts. The ATL lists the territories each account should be assigned to, reducing complexities in Territory Management.
