What's New in 24R1.0

Our release notes offer brief, high-level descriptions of enhancements and new features.

Announcements

Vault CRM

Vault CRM is live!

Getting Started with Vault CRM

To help users who are new to the Vault CRM platform learn about navigation and terminology, see the Getting Started with Vault CRM video.

Features

Account Management

Merging Duplicate Account Records

Users can merge duplicate account information while preserving the original information. Vault CRM’s account merge process extends the standard record merge to include records on CRM-specific core business objects in the merge. Merging duplicate records makes it easier for users to find the correct account.

Global Account Search

Global Account Search is a tool to search for and add accounts currently outside a user’s territory, making it easier to interact with these accounts. Global Account Search also helps reduce the creation of unnecessary accounts, as users can first check if an account already exists outside of their territory before creating a new account.

Approved Email

Defining the Language of Approved Email Content

The various language settings in Vault CRM now reference a single standard Vault picklist, making it easier for users to select a language or define a custom language.

Call Planning

Copying Calls to a Call Cycle

To add multiple calls to a call cycle at once, users can copy the current week to a call cycle from My Schedule Week View. Call cycles are sets of recurring calls which users save and apply to future weeks, to create all their upcoming calls for the week at once. Using call cycles streamlines call planning and scheduling for recurring calls.

Call Reporting

Highlights of Call Reporting in Vault CRM

For an overview of some of the call reporting functionality currently available on Vault CRM for iPad, see the video here.

Restricting Call Channels

To ensure users are only presented with compliant call channel options, the following call channels can be restricted so they are not available for selection on the call report:

• Email
• Chat or Text
• Other

Detailing Products with Product Favorites Enabled

Products which are selected as a Favorite (starred) in My Setup are immediately available to select in the detailing priority section on the call report. To add products not marked as favorites in My Setup, users can select Add Other in the detailing priority section to open the detail selector and search for additional products.

Consent Capture

Consent Capture on iPad

iPad users can capture required HCP consent to receive communication through various channels and to store personal information. Customers need this consent to satisfy compliance regulations.

Capturing Consent Using Confirmation Emails for All Channels

To capture consent when users are unable to meet HCPs face-to-face, users can send confirmation emails to confirm opt-in consent for any channel, including custom channels. This allows HCPs to confirm consent they granted remotely.

Requiring Consent Capture for Channel Source Changes

By default, end users can edit channel sources directly from the Consent Capture screen to easily update an account’s information, for example, an email address. However, certain regulations require users to capture consent immediately after editing an HCP’s information.

Requiring Signatures on Opt-Out

By default, signatures are required when HCPs provide opt-in consent on mobile devices and paper consent IDs are required online. Customers can also require signatures and paper consent IDs for opt-out consent to ensure HCPs confirm every consent change.

Sending Consent Capture Receipts with Approved Email

Some countries have laws or regulations requiring end users to send receipts to HCPs for capturing consent. HCPs receive Consent Capture receipts via Approved Email after granting consent.

Using Consent Confirmation Emails

End users can send consent confirmation emails to HCPs when using double opt-in or when capturing consent using confirmation emails for any channel. Using consent confirmation emails allows users to capture consent for HCPs even when meeting remotely.

Using Double Opt-In

Certain countries have regulations requiring HCPs to verify their email addresses when giving consent to receive email communications. An HCP who grants opt-in consent receives an email with a link to verify the email address and confirm consent. The HCP must select the link to finish opting in.

Engage

Engage Meeting on iPad

To allow end users to remotely interact with HCPs and share content, they can schedule, start, and host Engage meetings on iPad.

Scheduling and Starting Microsoft Teams Meetings

Users can schedule and start Microsoft Teams meetings from Vault CRM, allowing users to accommodate HCPs who are already familiar with Microsoft Teams. Meetings are conducted in Microsoft Teams, using the host’s corporate Microsoft Teams account. The meeting is hosted by Microsoft Teams and the meeting experience is controlled by the user’s corporate Microsoft Teams configuration.

General

Supporting Parent-Child Relationships in Vault CRM

When editing page layouts, business admins can add fields referencing objects in parent-child relationships. Business admins must add fields referencing both the parent and child objects to the same layout, for example, adding an Address field requires adding an Account field.

Getting Started

Getting Started with Vault CRM

To help users who are new to the Vault CRM platform learn about navigation and terminology, see the video here.

Creating a Home Page Dashboard in Vault CRM

The Home tab in Vault CRM displays a home page dashboard containing actionable information to help users shape their daily activities. Business admins can define home page dashboards for end users to manage the data displayed every time users sign in to Vault CRM.

Medical

Medical Discussions

Medical Discussions allows users to gather key data and information for multiple discussion types on the same call report, including product information, plans, tactics, and event information.

Requiring Medical Discussions on the Call Report

To reduce potential compliance risks resulting from incomplete or inaccurate call reports, users can be required to create at least one Medical Discussion to submit a call report. Requiring Medical Discussions also helps provide a more complete picture of past HCP interactions for other Vault CRM users to use in call planning and future discussions with HCPs.

Mobile Device Setup

Vault CRM Mobile Application Home Page

The home page of the Vault CRM mobile application provides a snapshot of actionable information that helps users shape their daily activities. It consists of a series of tiles that can be added and positioned on the page.

MyInsights

Integrating Veeva Link with an X-Pages Account Page

Veeva CRM customers who subscribe to Veeva Link can provide their users with a quick and easy way to open Veeva Link profiles from account detail pages using a MyInsights Account page.

MyInsights Account Plan Entry Point

MyInsights developers can create and deploy content for the Account Plan entry point.

MyInsights Studio (Available May 2, 2024)

MyInsights Studio is a web application content creators can use to create interactive pages for end users while adhering to company standards and branding without needing to write code, making content creation more accessible and adaptable.

MyInsights Studio User Permission Management (Available May 2, 2024)

Studio Admins can restrict user access to features and content in MyInsights Studio depending on their assigned Team and Permission Group. Each user is assigned a unique username and password, specific to MyInsights Studio, that enables them to create, update, and deploy pages, depending on their assigned permissions.

Network Integration

Network Overview

Veeva Network is now available for integration with Vault CRM, enabling users to manage network field mappings, merge account records, submit data change requests, and search Veeva Network for accounts which may already exist in the system.

Sync

Managing Attachments Offline

Users can upload and delete image and document attachments to records where attachments are enabled, including via Attachments related lists. Users can upload supplemental materials to provide context to HCP interactions.

Vault CRM Align

Vault CRM Align Online Help

Veeva Align is now available for integration with Vault CRM, enabling users to maintain territory structures and their associated assignments, as well as roster management.