What's New in 24R1.3

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

Features

Account Management

Defining Available Fields for Custom Filters

To help users find accounts, standard or custom fields on the account__v and address__v objects can be defined as fields available in custom filters.

Merging Sample Limit Records

To reduce confusion and ensure sample limits are accurate and compliant, duplicate sample limit records are merged as part of the account merge process. Information from the original sample limit records is preserved.

Approved Email

One-Click Unsubscribe

To help organizations comply with industry guidelines for bulk email senders, one-click unsubscribe is enabled by default for Approved Email. Email recipients can unsubscribe from future emails with the same content type or product with one click, without leaving their email application.

Call Reporting

Using Pre-Call Notes and Next-Call Notes

Pre-Call Notes and Next-Call Notes are available on the Browser platform. Pre-Call and Next-Call Notes help remind users of talking points, issues, or questions from their last customer interaction that they may want to cover the next time they visit the account.

Limiting Call Backdating

To ensure call reporting on the Browser platform complies with organization policies on call backdating, administrators can prevent users from creating or backdating calls with dates too far in the past.

Limiting Past Call Submission

To prevent users from submitting calls that occurred too far in the past on the Browser platform, admins can restrict call submission for the previous month’s calls past a certain number of days into the current month.

Engage

Appointment Booking: Responding to Meeting Requests in My Schedule

When CRM users receive meeting requests from HCPs via the appointment booking site or data loaded meeting_request__v records, they can accept or decline the request directly in My Schedule. This enables users to respond to requests for a meeting.

Attendance Reporting for Microsoft Teams Meetings

To report on attendee data, business admin users can track meeting attendance and meeting length for Microsoft Teams meetings started from Vault CRM.

Customizing Engage Rating Feedback with Qualtrics or Medallia

In addition to the 5-star rating feedback that an HCP can fill out, admins can configure a custom Qualtrics or Medallia survey to collect feedback from HCPs after an Engage meeting. This allows organizations to tailor survey questions to current business needs and take advantage of the rating system’s high response rate. The combination of the ratings and survey results provide a better and more direct understanding of how content and customer experience is perceived by HCPs.

Engage Attendance Tracking

Engage attendance tracking provides business admins the ability to track and report on Engage meetings and their attendees. Tracking information is available in Vault CRM as it becomes available from Zoom, without needing to submit the call report first, making information more useful and more available to users who review attendance information.

Sending Appointment Booking Requests via Approved Email

To enable recipients to provide availability and channel preferences, end users can send Approved Emails containing a link to the appointment booking site. This allows users to avoid scheduling and rescheduling meetings without first knowing the recipients’ preferences.

Syncing Engage Experience Ratings to Vault CRM

Experience ratings captured from meeting attendees prior to 24R1.3 are synced to Vault CRM. With 24R1.3, all captured experience ratings data automatically sync to Vault CRM.

Getting Started

Vault CRM Licensing Overview

A valid Vault CRM Core license is required to use Vault CRM. In addition, several add-on application licenses are available to add to the Core CRM License.

Medical Events

Creating Medical Events

End users can create medical_event__v records to define an event's time, date, and type, enabling end users to plan their Medical Event in advance and invite the appropriate attendees.

Medical Event Start and End Times

End users can populate a Medical Event's start and end times to better display this information in several My Schedule calendar views. This enables end users to quickly see the time frame for an upcoming Medical Event.

Medical Event Attendees

Medical Event attendees can consist of either external accounts or other Vault CRM users. Attendees of Medical Events are stored as event_attendee__v records, enabling end users to document which individuals attended their event, which may be necessary for reporting or compliance reasons.

Capturing Medical Event Attendee Signatures

End users can capture a medical event attendee's signature. These signatures can be used either for signing into the event, or for validating expenses incurred by attendees. End users can capture a signature for each attendee, as well as clear erroneous signatures in order to recapture a correct one.

Managing Attendees for Medical Events

Event Attendees display as a related list in the medical event detail page. End users can easily manage attendees of their Medical Event by adding or remove attendees from this related list, ensuring the correct attendees are invited to the event.

Sample Management

Inventory Ordering

To ensure users do not run out of products, Inventory Ordering provides end users, district managers, and sample admins with an efficient and centralized process for replenishing users’ product inventory. Based on the allocation assigned by an admin or manager, users place inventory orders to replenish their product inventory.

Territory Management

Tracking Manual Territory Alignment History

The Manual Territory Alignment History object in Vault CRM tracks when end users manually add an account to their territory in order to document interactions. Records of this object provide an auditable history of when an account was manually assigned to a territory that can be used by business admins and other management groups for both reporting and for use in territory alignment decisions.

New Objects

The table below contains all new objects added in Vault CRM 24R1.3.

Object	Label	Description
tier_country_mapping__v	Tier Country Mapping	Maps countries to the various licensing levels of Vault CRM.

New Fields

The table below contains all fields added in Vault CRM 24R1.3. The fields are organized by object.

Object	Field Name	Field Label	Description	Type
tier_country_mapping__v	country__v	Country	References the corresponding country__v record.	Lookup
tier_country_mapping__v	created_by__v	Created By	References the user who created the record.	Lookup
tier_country_mapping__v	created_date__v	Created Date	The date and time the record was created.	DateTime
tier_country_mapping__v	global_id__sys	Global ID	The Global ID of the record.	Text
tier_country_mapping__v	id	ID	The ID of the record.	ID
tier_country_mapping__v	modified_by__v	Last Modified By	References the user who last modified the record.	Lookup
tier_country_mapping__v	modified_date__v	Last Modified Date	The date and time the record was last modified.	DateTime
tier_country_mapping__v	name__v	Name	The name of the record.	Text
tier_country_mapping__v	status__v	Status	The status of the record.	Picklist
tier_country_mapping__v	tier__v	Tier	Assigns the associated country to the appropriate tier.	Picklist
user__sys	license_vaultcrmcampaignmanager__sys	Vault CRM: Campaign Manager	Determines the user's license	Picklist