What's New in 25R1.0

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

• Sandbox Release - April 17, 2025
• Production Release - May 1, 2025

New Fields, New Objects, and Removed Fields are also included.

Announcements

Migrating to the New Vault CRM App

In 24R2.0, we moved to a new Vault CRM iPad application to support significant updates to Vault CRM. The previous version, now called Vault CRM Legacy, will no longer be supported starting in 25R1.0. At that time, Vault CRM Legacy will stop functioning and syncing.

To continue receiving updates and full functionality, migrate to the new Vault CRM app available in the App Store. Before installing the new app, ensure any pending data changes in Vault CRM Legacy are fully synced. Once your data is up to date, you can safely delete Vault CRM Legacy from your iPad and start using the new Vault CRM app.

Renaming of Account Tactic and Plan Tactic Objects

The labels for two objects used for account planning are renamed to make their purpose in the account planning process more clear. These changes apply to new Vaults and are reflected in the Vault CRM documentation. Changes were not made to existing Vaults.

• The Account Tactic (account_tactic__v) object is now Objective
• The Plan Tactic (plan_tactic__v) object is now Strategy

Features

Account Management

Account Deep Linking

iPad users can navigate directly to specific account profiles in Vault CRM from external applications. Instead of manually searching for a Health Care Professional (HCP) in Vault CRM after reviewing their information in an external application, users can access the profile directly, reducing time spent switching between systems for an optimized workflow.

Working with Territory Fields

Users can manage and view territory-specific information for accounts directly on the Account Details page. This feature is essential for ensuring that sales representatives and other users have visibility into key interactions, status updates, and relevant data within their designated territories. Managing this information on the Account Details page improves accuracy and contextual awareness.

Account Management

The following features are now available on iPhone:

• Using Addresses in Accounts
• Searching for Accounts
• Displaying Calls Related Lists for Accounts
• Account Views and Lists
• Identifying Accounts with Account Identifier or Account Name Expansion

Account Planning

Account Plan Deep Copy

Key Account Managers (KAMs) can copy an existing account plan and apply it to other accounts. KAMs can specify which child levels from the hierarchy to copy, as long as the parent level is included. This allows KAMs to leverage the details of a successful account plan, including strategies, objectives, and action items, by applying them to other key accounts with the goal of achieving similar results.

Using the Account Plan X-Pages Studio Template

The Account Plan X-Pages Studio template helps content creators quickly create an X-Page displaying high-level progress information for an ongoing Account Plan to end users. Content creators can customize the page template using X-Pages Studio.

Viewing Stakeholder Navigator from an Account Plan

Key Account Managers (KAMs) can access Stakeholder Navigator from an account plan to better understand the hierarchy and affiliations for the account. Stakeholder Navigator highlights key stakeholders on the selected plan by displaying blue borders around their account tiles, making them easy to identify.

Approved Email

Attachment Field Support in the Custom Content Token

Approved Email leverages the {{customContent}} token to allow users to insert dynamic content from Vault CRM objects into their emails. The token now enables users to also retrieve text directly from attachment fields, which provides greater flexibility in email content creation and expands the range of data available for insertion.

Reviewing Sent Emails in the Account Timeline

Users can select a sent email activity on the account timeline to displays more details and view a preview of the sent email. This allows users to track previous communications with an HCP.

Call Planning

The following features are now available on iPhone:

• Displaying Medical Events in My Schedule
• Displaying Events Management Events in My Schedule
• Using Time Off Territory in My Schedule
• Viewing Attendee Count and Details in My Schedule

Call Reporting

Restricting the Phone Call Channel

To ensure users are only presented with compliant call channel options, the Phone call channel can be restricted so it is not available for selection on the call report. This is in addition to the Email, Chat or Text, and Other call channels.

Displaying Additional Information on the Call Report on Browser

Call pull-in fields display additional, relevant account information directly on the call report, giving Browser users easy access to everything they need for call reporting on one page. For example, when interacting with non-prescribers, a pull-in field can be used to display the associated prescriber’s information on the call report.

Mass Entering Product Discussions for Unique Activities Group Calls on Browser

To efficiently capture product discussions delivered to multiple attendees on a unique activities group call, Browser users can use the Record Details button to capture product discussions for multiple attendees. Mass entering product discussions through the Record Details button saves users time and streamlines call reporting.

Selecting a Call Report Object Type for Planned Calls on Browser

Users on the Browser platform can change the object type for planned calls, in addition to new calls. Call object types enable different types of users to capture data relevant to their unique roles.

Call Sampling

Validating CDS Licenses with MCSR

CDS (Controlled and Dangerous Substances) license validation can be customized to accommodate varying product schedules and state-specific requirements. This ensures users distribute samples and BRCs only to HCPs with the appropriate credentials. In some states, HCPs must hold a CDS license for each address where they stock or store samples controlled at the state level but not by the DEA. For example, in Massachusetts, MCSR (Massachusetts Controlled Substance Registration) licenses are required to sample Massachusetts Schedule VI substances.

Campaign Manager

Sending Test Campaign Emails

Marketing users can send a test campaign email to a small group of internal or external individuals before sending it to the entire target list, enabling them to gather feedback on their campaign email and test the email’s functionality and visuals.

Previewing Campaign Emails and Tokens

After selecting the appropriate template, marketing users can preview the email associated with their campaign in the Campaign Details section to ensure the correct email template is selected, all tokens are resolved correctly, and there are no visual errors.

CLM

Supporting Attachment Fields for Creating and Updating Records from CLM

The createRecord, updateRecord, and updateCurrentRecord JavaScript functions support attachment fields, allowing content creators to create and update records with long text strings from CLM content. The long text strings are stored as .txt files in Vault CRM.

Supporting Attachment Fields in Dynamic CLM Content

The queryRecord JavaScript function supports attachment fields, allowing content creators to retrieve .txt files from Vault CRM to use in CLM content.

Engage

Allowing Downloads for ISI and PI Documents from the HCP Content Player (Available May 1, 2025)

Content creator users in PromoMats/MedComms can control whether a download button displays in the HCP Content Player for ISI and PI documents. This allows HCPs to download the documents and view them without an internet connection or save a copy for reference.

Accessing ISI and PI Documents for CLM Content in the HCP Content Player (Available May 1, 2025)

When users send web links for CLM content, links to the associated Important Safety Information (ISI) and Prescribing Information (PI) documents are available in the HCP Content Player, allowing HCPs to access both the CLM content and the ISI and PI documents from the same web link. This ensures users satisfy compliance regulations requiring ISI and PI documents to be available to HCPs whenever they view promotional content.

Managing Display Names for ISI and PI Documents (Available May 1, 2025)

Content creators can define display names in PromoMats/MedComms for the ISI and PI documents associated with a CLM presentation, which display in the HCP Content Player. This ensures the appropriate names display to HCPs when viewing content from a web link.

Managing ISI and PI Links in Messages for CLM Content Web Links (Available May 1, 2025)

When users share web links for CLM content, links to the associated Important Safety Information (ISI) and Prescribing Information (PI) documents can be included at the bottom of the web link message. This ensures users satisfy compliance regulations requiring ISI and PI documents to be available to HCPs whenever they view promotional content. When recipients select the ISI and PI links, the documents display in the HCP Content Player.

Tracking ISI and PI Document Views and Downloads (Available May 1, 2025)

The HCP Content Player is a dedicated browser experience enabling HCPs to view content sent to them from Vault CRM. View and download activity for ISI and PI document links are tracked, enabling admins to report and audit on activity of sent content.

Defining Custom iOS Sharing Options for Asynchronous Remote Signatures for BRC Samples Using Share Link

To control which sharing options are available to end users, a custom sharing modal is available for asynchronous BRC signature capture on the iPad and iPhone platforms. Business admins can also define the order in which the sharing options display.

Scheduling and Starting Microsoft Team Meetings on Browser

Users can schedule and start Microsoft Teams meetings from Vault CRM on Browser, allowing users to accommodate HCPs who prefer 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.

Sending Microsoft Teams Meeting Invitations via Approved Email

With Approved Email, users can send meeting invitations to up to 100 Microsoft Teams meeting attendees at once. The Approved Email template can contain tokens to ensure that all of the meeting details, for example, the date and time, meeting URL, and password (if enabled) are included in the email.

Events Management

Using Attendee Self-Registration with Events

Event organizers can send potential attendees a unique registration link to help them better prepare for an event and indicate their interest. Attendees can select this link to view important event details and self-register by filling out the required information.

Customizing Event Disclaimers

Business admin users can customize the disclaimer text displayed to attendees and speakers when signing into an event, increasing compliance while enhancing flexibility. Business admin users can define disclaimers that display based on an event's object type, country, or both, which automatically stamp on events created by end users.

Creating Event Notes

Event organizers can create rich-text notes for their event, enhancing the events planning process.

Nominating Speakers

Organizations that maintain speakers can build their speaker list through speaker nominations from end users, which are then reviewed and approved by medical and compliance teams. End users can nominate accounts as new speakers, or renominate existing speakers to qualify them for additional products, ensuring that each speaker is approved and trained before becoming eligible.

Generating Virtual Participant URLs in Child Events

Attendee and speaker participant URLs can be generated for all child events linked to a parent virtual event when using Event Templates in conjunction with virtual events. This enables easier planning and execution of large virtual events by enabling teams to share and invite child virtual event attendees to a single virtual session.

Submitting Events Management Expenses to SAP Concur (Available May 1, 2025)

Events Management expenses can be submitted and sent to a connected SAP Concur app, eliminating the need for manual entry in both systems, streamlining the expense reporting process, and saving time for end users.

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. The following additional types of event business rule are now available:

• Attendance Rules
• Meal Opt-In Attendance Limit Rule
• Cross-Event Meal Opt-In Attendance Limit Rule

Sending Approved Emails to Out of Territory Accounts on iPad

Event organizers on the iPad can send Approved Emails to Event Speakers and Event Attendees outside of their territory. This enables users to still send follow-up information to these accounts.

Recording a Call from an Event on Browser

End users on the browser can create call reports directly from their events, which automatically records important event details.

General

Configuring Fields for Specific Object Types on Mobile Devices

Fields configured for specific object types are supported on mobile devices. These configurations control how fields display in layouts.

Managing Objects for Mobile Devices

To sync object records to mobile devices, admins must ensure objects are configured correctly for mobile use. Using the Manage Mobile Objects page, a consolidated view of all objects displays for admins, allowing them to quickly assess which objects are enabled for mobile devices.

Managing Owners for Standard Object Records

For standard objects in Vault CRM with an ownerid__v field, the field is always populated on object records. This helps to maintain data consistency throughout Vault CRM.

Supporting Roll-up Fields on iPad

Roll-up fields are supported on iPad. Roll-up fields allow different types of calculations to be performed for the child records of a given record, including child records of number, currency, date, and datetime field types.

Integrations

Microsoft Intune for Vault CRM

Embedding the Microsoft Intune SDK in the Vault CRM iOS app provides granular Mobile Application Management (MAM) across both unmanaged and managed devices.

Inventory Monitoring

Changing the Inventory Monitoring Object Type on Browser

End users can change the object type of an inventory monitoring record on Browser until the record is submitted. This allows users to select an object type besides the account’s default.

Call Report Entry Point on Browser

Users can create an Inventory Monitoring record from a call report in view or edit mode on Browser by selecting Create Inventory Monitoring from the More Actions menu.

Using Inventory Monitoring Assortments

An assortment is a list of Inventory Monitoring products grouped by sections and sorted to reflect product visibility priority. Assortments allow users to view only the products relevant to each Inventory Monitoring activity by visually representing product categories in the user interface.

Creating Custom Inventory Monitoring Object Types

To help users quickly see which activities they need to perform for each account when visiting a pharmacy, you can define custom Inventory Monitoring object types. When an Inventory Monitoring object type is assigned to an account, only the relevant activities that need to be completed for the account display on the Inventory Monitoring Lines.

Medical

Capturing Standing Requests In Medical Using Documented Interest

Documented Interest agreements enhance relationships between Medical Science Liaisons (MSLs) and Key Opinion Leaders (KOLs) by providing pre-approval for proactive engagement with HCPs. Instead of waiting for reactive discussions, MSLs can use these agreements to set up formal, renewable standing requests with HCPS. Medical Affairs teams can also use Documented Interest to collect scientific interest data from HCPs.

Network Integration

MCSR CDS License Integration

When a user downloads a record from Network that has an MCSR CDS license, the MCSR CDS license information is added to the account during the import process.

Order Management

Bundle Packs on Browser

Bundle Packs are now available on Browser.

Changing the Order Object Type on Browser

End users can change the object type of an order on Browser until the order is submitted. This allows users to select an object type other than the account's default.

Entering Payment Terms Free Text

Users can enter payment terms on an order as free text on Browser.

Previewing Assortments

Order admins can preview assortments they created by selecting the Preview action on the Assortment detail page. Previewing the assortment allows order admins to ensure they configured an assortment correctly before making it available to end users.

Ship To and Billing Addresses

To accommodate different billing and shipping addresses on the same order, end users can select a separate billing address and ship to address for their orders.

Service Center

Editing an Outbound Target List

Service Center Representatives can edit the Target List Name and Description of an outbound target list before it is activated and while in an active state. Service Center Representatives can also edit the Start Date and End Date for inactive Target Lists. Once a list is activated, Service Center Representatives can still edit the End Date; the Start Date cannot be changed.

Viewing Service Center Activities on the Account Timeline

Vault CRM users can view Service Center case and target activities in the Account Timeline, even if they do not have Service Center access. Users have an integrated view of Service Center customer case activities and notes with other account-related events on the timeline, for example, calls, approved emails, and medical events.

X-Pages

Compass Data Models Updated (added 4/21/25)

Compass data models used with X-Pages Studio are updated to include field name changes, field length updates, and several new and retired fields. Compass Integration customers upgraded to Vault CRM 25R1.0 or later can select a previous or new data schema version when creating a Compass query job:

• Patient:
• Patient Schema V2 (to be retired April 2026)
• Patient Schema V3
• Prescriber
• Prescriber Schema V1 (to be retired April 2026)
• Prescriber Schema V2
• Zip
• Zip Schema V1 (to be retired April 2026)
• Zip Schema V2

New customers on Vault CRM 25R1.0 or later use the following schemas:

• Patient Schema V3
• Prescriber Schema V2
• Zip Schema V2

Flightpath

Flightpath is an educational tool where you'll find overviews and examples to walk you through how to leverage Vault CRM features and functionality:

• Introduction to Reports and Dashboards
• Ensuring Sampling Meets MCSR Requirements