What's New in 25R1.3

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

• Sandbox Release - June 26, 2025
• Production Release - July 2, 2025

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

Features

Account Management

Enhanced Permissions for DCR Account ObjectTypes - Available on Browser and iPad

Admins can allow users to view accounts of certain object types, but prevent users from creating new account Data Change Requests (DCR) for those object types. This allows organizations greater control over how users create and view accounts.

Approved Email

Hiding Approved Email Content - Now available on Browser

To hide certain Email Templates and Email Fragments from users as options to select when composing emails on the Browser platform, content creators can mark the Approved Email content as hidden. Email Templates and Email Fragments marked as hidden still display when accessed directly, for example, when launched from CLM to send an email.

Call Reporting

Product-Dependent Picklist Mapping for Medical Discussions - Available on Browser, iPad, iPhone

Product-dependent picklist mapping streamlines call reporting by dynamically filtering picklist options based on the selected product or product-detail group. This feature can now be applied to Medical Discussions, in addition to Product Discussions. This improves efficiency and accuracy when capturing discussions, providing cleaner data for analysis and preventing the deletion of referenced products in the Product Catalog.

Viewing Survey Targets on the Call Report - Now available on Browser

Viewing survey targets on the call report saves time and increases efficiency by letting Browser users complete outstanding survey targets without switching to another section of the application.

Supporting Required and Read-Only Fields for Call Report Layouts - Now available on Browser

For call reports on the Browser platform, admin users can designate custom fields as required or read-only at the layout level. Pre-call notes can now be maked as read-only for call reports on the Browser platform. In addition, marking fields as required or read-only is now supported for unique activities group call reports and the following sections on standard call reports:

• Call Follow-ups
• Product Discussions
• Medical Discussions
• Medical Inquiry Fulfillment Response

Contracts

Viewing Contract Partner Signatures - Available on Browser

A signed sales or listing contract signifies and confirms that the contract partner reviewed the terms, understands them, and agrees to be bound by them. Users can view and print a signature page after it is signed to verify that a signature was captured for an account or contract partner. Viewing the signature can also help ensure compliance with industry regulations in case of an audit.

Engage

Configuring the QR Code^® Sharing Option without Copy Link - Available on CRM Desktop (Windows), iPad, and iPhone

The QR Code^® sharing option for web links can be configured independently of the Copy URL option, allowing end users to share web links via a QR Code^® without having the option to copy the URL. This affects the following features:

• Sharing CLM Content via Web Link
• Presenting CLM Content Remotely
• Sending Engage Connection Invites to HCPs
• Sharing Microsoft Teams Meeting Links - Available on iPad
• Capturing Asynchronous Remote Signatures for BRC Samples Using Share Link (Sign Later)

Syncing Custom Document Types for ISI and PI Documents - Available on CRM Desktop (Windows), iPad, and iPhone

Content admins can sync custom document types and subtypes for Important Safety Information (ISI) and Prescribing Information (PI) documents to CRM. This allows end users to share web links for CLM content associated with ISI and PI documents using custom document types and subtypes.

Events Management

Requiring Authentication When Exiting the Digital Sign-in Sheet – Available on iPad

For security purposes, admins can require that end users exiting the digital sign-in sheet authenticate using their device's configured authentication method. This adds an additional layer of security when exiting the digital sign-in sheet.

Creating Event Tasks – Now available on Browser

Due to the complex and collaborative nature of an event in Events Management, different team members may be responsible for different actions over the lifecycle of an event. Browser users can create and assign tasks associated with an event to facilitate collaboration when planning and executing an event by ensuring these responsibilities are clearly defined and accurate.

Searching for Event Attendees and Speakers by Furigana – Now available on Browser

Furigana (振り仮名) is a Japanese reading aid that uses smaller syllabic characters alongside kanji or other characters to indicate proper pronunciation. Browser users can search for attendees and speakers by their furigana, enabling them to quickly identify the correct attendees and speakers to add to an event.

Medical Inquiry

Viewing Captured Medical Inquiry Signatures from Account Records - Available on Browser

To facilitate audits and confirm HCP approval of medical inquiry content, business admin users can access medical inquiry signatures from Account records in addition to Rep Roster records. This enables admins to review and validate the authenticity and consistency of all medical inquiry signatures, either by account or by individual user.

Multichannel Cycle Plans

Editing MCCP Goals - Available on iPad

Editing Multichannel Cycle Plan (MCCP) goals enables end users to create more accurate and effective plans based on their experience with accounts, while reducing administrative overhead from frequent plan changes. Although home offices set a number of planned visits to an account, users have firsthand experience working with the account. By editing MCCP goals to reflect their interactions with target accounts, users can adapt cycle plans to changes in market conditions, relationship strength, and account preferences.

Order Management

Copying an Order - Now available on Browser

Copying an order allows users to create a copy of an existing order to use as a template for a new order. This can reduce the time it takes for the user to create a new order.

Service Center

Deactivating a Target List - Available on Browser

Target Lists are automatically deactivated when the Service Center Representative (SCR) completes all target activities and all Target List records are closed. However, SCRs can also manually deactivate an unfinished but obsolete Target List and the associated individual targets, which removes the Target List from the active queue. This allows them to focus on their actionable targets.

Using Preferred Phone Numbers for Targets - Available on Browser

By configuring Service Center to list only preferred phone numbers for the Service Center Representative (SCR) to select from when contacting their targets, SCRs can quickly and easily select the most appropriate number to call, whether it’s an address phone number, mobile phone number, or office phone number.

X-Pages Studio

Deployment Profile Now Application Profile - Available on Browser

The profile field on the Deploy page now writes to the Application Profile field on the HTML Report object instead of the security profile. This saves content creators time and effort because they do not need to configure this in Vault CRM before deploying content. Content creators can select the Deploy to all Application Profiles check box when deploying the page.

Subsequent Data Elements Automatically Updated - Available on Browser

When content developers edit an existing Data Element and add or remove a field, all data elements using that Data Element as the source are updated to include the new field or remove the field. This applies even if there are multiple Data Elements created on top of each other—the new field is populated in each or removed in each.