What's New in 25R1.2
Our release notes offer brief, high-level descriptions of enhancements and new features.
- Sandbox Release - May 22, 2025
- Production Release - May 29, 2025
New Fields, New Objects, and Removed Fields are also included.
Features
Account Management
Merging Product Metrics - Available on Browser
During the account merge process, and after post-processing of child accounts, product metrics records are evaluated and updated to ensure data consistency.
Viewing User Territory - Now Available on Browser
Users on the Browser platform can view User Territory information on Account Details. A list displays the territories to which the account is assigned, and all users aligned to those territories.
Approved Email
Call Report Entry Point - Now Available on Browser
Users on the Browser platform can select the Send Email button in the More Actions menu on the call report to begin composing an email with the attendees of the call selected as recipients.
Sending Microsoft Teams Meeting Invitations via Approved Email - Now Available on Browser
Users on the Browser platform can send MS Teams meeting invitations using Approved Email. The Approved Email template can contain tokens to ensure all of the meeting details are included in the email.
Call Reporting
Custom Key Message Reactions - Available on Browser, iPad, and iPhone
For increased specificity, custom reactions for Key Messages enable organizations to customize reaction options to their needs. Users select a reaction for each Key Message to indicate the HCP's reaction to the message. This enables users and organizations to understand which Key Messages HCPs prefer, and refine messaging accordingly.
Custom Key Message Vehicles - Available on Browser, iPad, and iPhone
Custom vehicles for Key Messages enable organizations to tailor vehicle options, for accurate capture of which custom vehicles were used to communicate Key Messages. Key Message vehicles enable users to capture which assets they used when delivering a Key Message, which may be used in future call planning.
Product-Dependent Picklist Mapping on the Call Report - Available on Browser, iPad, and iPhone
Product-dependent picklist mapping enhances call reporting efficiency and accuracy by dynamically updating picklist options for product discussions based on the selected product or product-detail group combination.
Capturing Call Objectives for Unique Activities Group Calls - Now Available on Browser
To create to-do lists and efficiently coordinate tasks across teams, Browser users can capture Call Objectives from unique activities group calls.
Call Sampling
The following features are now available on the Browser platform:
- Creating Sample Requests/BRCs
- Customizing Call Sampling with Section Attributes
- Grouping Sample Products
- Paper-Based Sampling
- Restricting Sample Send Addresses
- Sampling without License Restrictions
- Selecting Products
- Selecting Sample Recipients on Standard Group Calls
- Shipping Sample Requests (BRCs) to Business Locations
- Submitting a Call with Samples
- Using Sample and Product Limits
Campaign Manager
Manually Adding Targets to Target Lists - Available on Browser
Marketing users can manually add individual accounts as targets to their campaigns, enabling greater granular control over a campaign’s target list.
Consent Capture
Locking the Consent Screen - Available on iPad and iPhone
When capturing consent, users can lock the screen, ensuring HCPs cannot exit Consent Capture and navigate back to Vault CRM.
Contracts
The following features are now available:
- Creating Contracts and Contract Lines
- Creating and Managing Contract Partners
- Capturing Contract Signatures
- Capturing End User Signatures
- Customizing the Contract Signature Page
- Creating Contract Templates and Agreements
Engage
Joining Microsoft Teams Meetings as User Attendees - Now Available on Browser
When a Microsoft Teams meeting is scheduled for a call, user attendees can join the meeting from the call report on Browser.
Switching Remote Meeting Types - Now Available on Browser
When both Engage meeting and Microsoft Teams meetings are enabled, Browser users can switch meeting types after scheduling a meeting.
Events Management
Sending Automated Approved Emails for Events Management - Available on Browser
Admins can improve event attendance and engagement by configuring automated emails using event rules to determine which emails to send, when emails are sent, and who should receive the emails.
Integrating Events Management with PromoMats and MedComms - Available on Browser
To better manage the various types of event materials used for an event, admins can integrate Events Management with Vault PromoMats and MedComms instances. This integration utilizes customizable field mappings between the em_catalog__v object in Vault CRM and the Document object in PromoMats and MedComms, leveraging Vault’s document management capabilities to deliver approved and compliant event materials to an event.
Designating Speaker Caps by Product - Available on Browser and iPad
Business admins can allocate a portion of a speaker's annual cap for a specific product. This enables tracking a speaker’s yearly spending and utilization on a product-specific level, since speakers may speak on behalf of more than one product.
Viewing Event Signatures - Available on Browser (Available May 29, 2025)
Business admin users can view and print the list of attendee signatures associated with an event captured using either the Digital Sign-in Sheet or via QR Code®. This enables better auditing of captured signatures.
Reconciling Walk-in Attendees via OpenData - Available on Browser and iPad
Veeva OpenData provides a reliable and comprehensive global database of health care professionals (HCPs). When reconciling walk-in attendees in Events Management, users can search OpenData through their integrated Network instance to efficiently reconcile and match attendees with existing HCP records.
General
Displaying Yes/No Fields on Mobile Devices - Available on iPad
When creating a Yes/No field for an object, admins can choose whether to display the field as a check box or as Yes and No options. Displaying Yes/No fields in either format is supported on mobile devices, ensuring consistency across platforms.
Managing the Vault CRM Cache - Available on Browser
Cache is used to store reusable parts of the application on the server to improve response time for users and clears automatically after admins update metadata in Vault CRM. However, the cache does not clear automatically when admins update translations for labels in Vault CRM. Admins can clear the translations cache to make the updated translations available to users who sync their devices within the next 24 hours.
Searching Mobile Objects and Retrying Enablement for Mobile Devices - Available on Browser
Admins can search for specific objects in the Managing Mobile Objects page to quickly find the correct object and enable it for mobile devices if it is not already enabled. Additionally, when enabling an object for mobile devices fails, admins can immediately retry the process, avoiding workflow interruptions and ensuring data consistency.
Supporting Field Calculations on Mobile Devices - Available on iPad
Formula and lookup fields are calculated and displayed on mobile devices, even when there is no internet connection. This allows users to see the values of these fields faster, without waiting until their next sync.
Medical Inquiries
Improvements to Medical Inquiry Fulfillment - Available on Browser and iPad
Users can now assign Medical Inquiries to the appropriate user for fulfillment by selecting from all active users of a specific type instead of only territory-aligned users. When the medical inquiry is submitted, the account is automatically added to the user’s territory. This streamlines medical inquiries by eliminating the need for managers to assign a user to an account’s territory before they (or the end user) can assign the medical inquiry to the appropriate user for fulfillment.
Multichannel Cycle Plans
Supporting the Events Management Channel - Available on Browser and iPad
Events Management events can be tracked in Multichannel Cycle Plans, with clear interaction goals for end users. Alongside other channels like calls, emails, and CLM activities, this provides a more comprehensive approach to HCP engagement.
Service Center
Support Added for Genesys Cloud - Available on Browser
Genesys Cloud can now be used as a Contact Center as a Service (CCaaS) application to initiate and receive calls in Service Center.
Timeline
Viewing Events Management Events on the Account Timeline - Available on iPad
Users can view Event Management events on the account timeline. This ensures users have a complete view of key milestones and engagements (for example, speaker programs) directly alongside other customer interactions like calls or emails. This complete view provides users with the context needed to make more informed decisions and understand the impact of an event on subsequent interactions.
X-Pages Studio
X-Pages Studio Redesign - Available on Browser
X-Pages Studio is updated with a redesigned, easier to use, and more attractive user interface for creating and managing X-pages, templates, and distribution channels.
Territory Feedback Page Template - Available on Browser
The Territory Feedback page template helps content creators quickly create an X-Page for end users to view territory feedback information.
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:
User Visible and Behavior Changes (UVCs)
Most new functionality requires some configuration, however users are able to use the following functionality immediately. Select the thumbnail to view a larger image.
Account Management
|
Platform |
Description |
Before |
After |
|---|---|---|---|
| iPad | Users can view the Addresses, Member of, and Members app sections as related lists on the account detail page, and create Data Change Requests from the related lists. | n/a | 
|
Approved Email
|
Platform |
Description |
Before |
After |
|---|---|---|---|
| Browser, iPad | Approved Email is updated to provide backward compatibility support in table tokens for signature transaction receipt emails. Based on the Content Target Platform set on the receipt template, either Veeva CRM or Vault CRM API names are resolved accordingly. | n/a | n/a |
Call Planning
|
Platform |
Description |
Before |
After |
|---|---|---|---|
| Browser | The call date and datetime are moved from the Add Call modal header to directly above the Account search bar, and users search and select accounts from a popover rather than from a drop-down menu. | 
|
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CLM
|
Platform |
Description |
Before |
After |
|---|---|---|---|
| iPad | When filtering the media library on a date or datetime field, end users can now filter by date range. | 
|
|
Consent Capture
|
Platform |
Description |
Before |
After |
|---|---|---|---|
| iPad, iPhone | When end users capture consent, the lock button now displays in the top right corner of the consent screen. | 
|
|
General
|
Platform |
Description |
Before |
After |
|---|---|---|---|
|
Browser |
Admins can resize and reorder the columns in the Manage Mobile Objects page. Additionally, a search bar displays at the top of the page, allowing admins to search for objects in the page. |
|
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| Browser | The Clear Cache button in Vault CRM Settings is now updated to Clear Translations Cache. Admins only need to use this button after updating translations for Vault CRM. See Managing the Vault CRM Cache for more information. | 
|
|
Medical Insights
|
Platform |
Description |
Before |
After |
|---|---|---|---|
| Browser, iPad |
The Medical Insights description field rich text renders differently on iPad and Browser:
|
n/a | n/a |
25R1.2 Feature Enablement and Availability
The following table provides an explanation of feature enablement and user impact.
|
Vault CRM Feature Availability and Enablement |
||||||
|---|---|---|---|---|---|---|
|
Feature |
User |
Configuration |
Browser |
CRM Desktop |
iPad |
iPhone |
|
Account Management |
||||||
|
No |
Yes |
|
|
|
|
|
|
No |
No* |
|
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|
|
Approved Email |
||||||
|
No |
No* |
|
|
|
|
|
|
Sending Microsoft Teams Meeting Invitations via Approved Email on Browser |
No |
No* |
|
|
|
|
|
Call Reporting |
||||||
|
No |
Yes |
|
|
|
|
|
|
No |
Yes |
|
|
|
|
|
|
No |
Yes |
|
|
|
|
|
|
Capturing Call Objectives for Unique Activities Group Calls on Browser |
No |
No* |
|
|
|
|
|
Call Sampling |
||||||
|
No |
No* |
|
|
|
|
|
|
No |
No* |
|
|
|
|
|
|
No |
No* |
|
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|
|
|
No |
No* |
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|
|
|
No |
No* |
|
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|
|
|
No |
No* |
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|
|
|
No |
No* |
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|
|
No |
No* |
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|
No |
No* |
|
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|
|
No |
No* |
|
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|
|
|
No |
No* |
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|
Campaign Manager |
||||||
|
No |
Yes |
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|
|
Consent Capture |
||||||
|
No |
No |
|
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|
|
|
|
Contracts |
||||||
|
No |
Yes |
|
|
|
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|
|
No |
Yes |
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|
|
No |
Yes |
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|
No |
Yes |
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|
No |
Yes |
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|
|
No |
Yes |
|
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|
|
|
Engage |
||||||
|
Joining Microsoft Teams Meetings as User Attendees on Browser |
No |
No* |
|
|
|
|
|
No |
No* |
|
|
|
|
|
|
Events Management |
||||||
|
No |
Yes |
|
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|
|
|
|
No |
Yes |
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|
|
No |
Yes |
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|
No |
Yes |
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|
No |
Yes |
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|
General |
||||||
|
No |
Yes |
|
|
|
|
|
|
Yes |
No |
|
|
|
|
|
|
Searching Mobile Objects and Retrying Enablement for Mobile Devices |
Yes |
No |
|
|
|
|
|
Yes |
No |
|
|
|
|
|
|
Medical Inquiries |
||||||
|
Yes |
No |
|
|
|
|
|
|
Multichannel Cycle Plans |
||||||
|
No |
Yes |
|
|
|
|
|
|
Service Center |
||||||
|
No |
Yes |
|
|
|
|
|
|
Timeline |
||||||
|
No |
Yes |
|
|
|
|
|
|
X-Pages Studio |
||||||
|
Yes |
No |
|
|
|
|
|
|
No |
Yes |
|
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|
|
|
*Parity items do not typically require configuration if you are using this functionality on another platform. In some cases, VMOCs must be enabled for the added platform.
New Objects
The table below contains all new objects added in Vault CRM 25R1.2.
| Object | Label | Description |
|---|---|---|
| em_event_note_v | Event Note |
Enables users to record notes on events. |
|
product_ma__v |
Product Map |
Stores dependency mappings between Product-Detail Group combinations and picklists. |
New Fields
The table below contains all fields added in Vault CRM 25R1.2. The fields are organized by object.
| Object | Field Name | Field Label | Description | Type |
|---|---|---|---|---|
| approved_document__v | document_thumbnail__v | Document Thumbnail | Thumbnail image of the document. | Attachment |
| campaign__v | campaign_time_zone__v | Campaign Time Zone | Time Zone used to aggregate campaign performance data. | Picklist |
| em_catalog__v | event_registration_agreement_policy__v | Event Registration Agreement Policy | Stores the Event Registration agreement policy. | Attachment |
| em_catalog__v | event_registration_banner__v | Event Registration Banner | Stores the Event Registration banner image. | Attachment |
| em_event_note__v | body__v | Body | The body of the Event Note. | Rich Text |
| em_event_note__v | created_by__v | Created By | The user who created the record. | Object |
| em_event_note__v | created_date__v | Created Date | The date the record was created. | DateTime |
| em_event_note__v | event__v | Event | The corresponding em_event__v record. | Object |
| em_event_note__v | global_id__sys | Global ID | The Global ID of the record. | Text |
| em_event_note__v | id | ID | The ID of the record. | Text |
| em_event_note__v | link__sys | Link | The Link associated with the record. | Text |
| em_event_note__v | mobile_id__v | Mobile ID | The Mobile ID of the record. | Text |
| em_event_note__v | modified_by__v | Last Modified By | The user who last modified the record. | Object |
| em_event_note__v | modified_date__v | Last Modified Date | The date the record was last modified. | DateTime |
| em_event_note__v | name__v | Name | The record's name. | Text |
| em_event_note__v | status__v | Status | The record's status. | Picklist |
| em_event_note__v | title__v | Title | The note's title. | Text |
| email_activity__v | source_external_id__v | Source External ID | The External ID of the Activity. | Text |
| multichannel_activity_line__v | custom_reaction__v | Custom Reaction | Custom reaction for the message. | Text |
| product_map__v | available_picklist_values__v | Available Picklist Values | Semi-colon delimited list of picklist values that are available in the dependent picklist when the Controlling Detail or Detail Topic and Controlling Detail Group are selected | Long Text |
| product_map__v | controlling_detail_group__v | Controlling Detail Group | Detail Group that will be the controlling picklist value combined with the Controlling Detail or Detail Topic | Object |
| product_map__v | controlling_detail_product__v | Controlling Detail or Detail Topic | Detail or Detail Topic that will be controlling picklist value | Parent Object |
| product_map__v | created_by__v | Created By | The user who created the record. | Object |
| product_map__v | created_date__v | Created Date | The date the record was created. | DateTime |
| product_map__v | dependent_field__v | Dependent Field | Field that is the dependent picklist in this dependency mapping | Text |
| product_map__v | external_id__v | External Id | The External ID of the record. | Text |
| product_map__v | global_id__sys | Global ID | The Global ID of the record. | Text |
| product_map__v | id | ID | The ID of the record. | Text |
| product_map__v | link__sys | Link | The Link associated with the record. | Text |
| product_map__v | modified_by__v | Last Modified By | The user who last modified the record. | Object |
| product_map__v | modified_date__v | Last Modified Date | The date the record was last modified. | DateTime |
| product_map__v | name__v | Name | The record's name. | Text |
| product_map__v | object__v | Object | Object on which the dependent picklist field exists. | Text |
| product_map__v | status__v | Status | The record's status. | Picklist |
| sample_order_transaction__v | override_lock__v | Override Lock | Enables non-admin users to edit the record without requiring the user to unlock the record. | Yes/No |
| sample_transaction__v | override_lock__v | Override Lock | Enables non-admin users to edit the record without requiring the user to unlock the record. | Yes/No |
| sent_email__v | campaign_activity_object_type__v | Campaign Activity Object Type | The object type of the associated campaign_activity__v record. | Object |
Removed Fields
Fields were not removed in Vault CRM 25R1.2.
