What's New in 24R3.2

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

New Fields and New Objects are also included.

Announcements

Data Update for My Accounts Views

Vault CRM instances are updated to populate the type__v field for existing My Accounts views where the field is blank. Starting with the 24R3.2 release, My Accounts views must have the type__v field set to "MyAccounts" for the view to display in the drop-down list. This field is populated automatically for new views.

Features

Call Planning

Associating Unassigned Presentations with Calls on Browser

For accurate reporting on CLM activity, Browser users can associate unassigned presentations with new or existing call reports in My Schedule. When users display CLM directly from the media library instead of a call report, the CLM activity is captured as an unassigned presentation which is not associated with a call report or account. These unassigned presentations display in My Schedule, where users can create a new call for the unassigned presentation, associate it with an existing call, or discard it.

Call Reporting

Viewing Survey Targets on the Call Report

Viewing survey targets on the call report saves time and increases efficiency by letting users complete outstanding survey targets without switching to another section of the application. The Survey Targets section provides quick access to available survey targets, which are used for account profiling and gathering insights on accounts.

Capturing Unique Information on Group Call Attendees on Browser

The following functionality is now available for group calls with unique activities on the Browser platform:

• Account Plans
• Action Items
• Call Duration
• Limiting Past Call Submission

CLM

Engage

Sending Engage Meeting Invitations via Approved Email on Browser

Meeting hosts can use Approved Email to send meeting invitations to attendees from the Browser. Email templates are designated as invitations to an Engage meeting, enabling meeting hosts to send approved content to meeting attendees. Approved Email templates used as Engage invitations contain meeting information and unique attendee-specific URLs for attendees to join the Engage meeting.

Adding Dial-in Numbers to Engage Invitations on Browser

To make it easier for attendees to join the audio of an Engage meeting via dial-in, meeting hosts can add dial-in numbers to invitations sent to attendees from the Browser. This can be their preferred or required method of joining the meeting’s audio.

Events Management

Event Business Rules

Event Business Rules enable admins to enforce certain rules and assist and restrict event organizers when planning an event, minimizing planning mistakes and ensuring compliance. Event Business rules are designed to ensure compliance with business standards and legal regulations and can be created via a data driven solution that defines the rule type, run logic, and rule-specific parameters. The following types of event business rule are available:

• Creating Event Attendance Rules
• Creating Expense Estimate Creation Rules

Using Alternative Hosts for Virtual Events

End users can designate Event Team Members as Alternative Hosts to start and manage virtual events with the same privileges as the event host. This enables end users to avoid rescheduling or canceling the event if the original host cannot host the event, for example, due to illness or scheduling conflicts.

Signing into an Event using a QR Code®

Event attendees can sign into an event using a QR Code^® scanned on their own devices, making the sign-in process quick and easy.

Generating Speaker Contracts

Events Management users can automate the creation of Speaker Contracts using customizable Contract Templates created by business admin users that define negotiable thresholds for services contracted by the speaker. Contracts can be signed on the iPad or printed, signed, and scanned back into the Vault CRM application. This ensures that the contracts generated by end users for their events meet business requirements, saving time while ensuring all compliance needs are met.

Adding Local Time and Time Zone to an Event

Admins can configure the system to display event times in the local time zone of the event itself, rather than the time zone of the user viewing the event record. This helps eliminate confusion and ensures accurate event scheduling for teams and attendees located in different time zones.

Adding Calendar Reminders to Events Management Approved Emails

End users can include an .ICS file in their Approved Emails sent for Events Management to provide recipients a calendar reminder for their upcoming event, providing an easy way for attendees and speakers to be reminded when an event is scheduled.

Event Session and Speaker Tokens

To better communicate the agenda of large-scale events, content creators can add tokens to Approved Emails sent from Events Management that render as tables listing the event’s sessions and speakers.

Using Approved Email for Events Management on the Browser

Events Management users can use the Browser platform to compose and send Approved Emails from their event to communicate with attendees or speakers, for example, to invite them to an event or to provide follow-up material after the event ends.

Data Loading Attendee and Speaker Virtual Event URLs

End users can generate attendee and speaker participant URLs via data loading attendees and speakers into a virtual event.

Inline Editing Related Records on the Browser

Users can inline edit fields on certain types of event related records, making it easy to update multiple records at once.

Validation Rules for Events Management on Mobile Devices

Events Management objects are now supported when creating Validation Rules. Validation rules define specific criteria records must meet before they can be saved, preventing errors when syncing data online and ensures data integrity and consistency across all platforms.

General

Application Profiles

Admins can use application profiles in place of security profiles to control profile-specific configuration for X-Pages, Surveys, Alerts, and Preferences. Application profiles simplify the process of managing Vault CRM by allowing admins to create groups of users that all share a similar set of application configurations. Changes to application configuration can occur for this group regardless of any individual user's security profile.

Network Integration

DCR Attachments

DCR Attachments streamline the Data Change Request (DCR) process for end users by allowing them to attach supporting documents to their requests, which helps verify the changes which are being requested.

Long Notes in Data Change Requests

Admins can enable a long notes text area for data change requests. When end users submit a data change request, the Notes section, which is used to provide additional information about the requested change, allows up to 1,000 characters.