What's New in Vault CRM 25R2.2
The 25R2.2 release includes features for:
Release Dates
- Sandbox Release - September 11, 2025
- Production Release - September 18, 2025
New Fields, New Objects, and Removed Fields are also included.
Core
Account Management
Previewing Account Profiling Templates - Available on Browser
Business admin users can select Preview to view how a published Account Profiling template displays to end users. This feature helps business admins design templates for efficient data collection.
Enhancements for Account Profiling Sheets - Available on iPad
End users can view colored dots or arrow icons next to product metrics picklists to quickly assess values for each account. Box-type product metrics display a colored dot next to the value. Arrow-type product metrics display a colored arrow icon next to the value. Additionally, validation rules for data entered in fields on the account__v and address__v objects are updated to support regular expressions.
Formatting Account Name by Country - Available on Browser, iPad, and iPhone
Admins can configure Vault CRM to automatically format account names as Last Name First Name for specific countries or locales. This ensures names for person accounts in Japan, Korea, Taiwan, and Hong Kong are displayed and stored according to local conventions, improving data consistency and user experience.
Viewing Consent Signatures - Available on Browser
Business admin users can review and audit signatures captured for consent directly from an account record. This allows for visual verification of HCP signatures to ensure authenticity. Business admin users can view a list of all captured consent signatures, filter the list by signature date, and generate a printable view for auditing purposes.
Working with Child Account Views in My Accounts - Available on Browser, iPad, and iPhone
Business admin users can create My Accounts Views based on the Child Account locations for accounts that are part of a parent health organization. This allows end users to easily access those accounts and view location-specific information from the My Accounts screen.
Account Timeline
Displaying Custom Multichannel Activities on the Account Timeline - Now available on Browser
The custom activities from internal and third-party systems related to accounts can be configured to display on the Account Timeline. This enables users to view custom activities in the Account Timeline using data that may have originated from outside of Vault CRM.
Call Reporting
Call Reporting with Child Accounts - Now available on Browser
In some organizations, the connection between individual professionals (HCPs) and the businesses they work with (HCOs) is a key aspect of call reporting. For these implementations, call reports must be linked to both the individual and the call location to ensure accurate representation of real-world interactions. To support this, call reporting on the Browser platform automatically assigns the appropriate person and location based on the call entry point and the child/parent relationship between the HCP and HCO.
Enabling Attendee Specific Fields - Now available on Browser
On the Browser platform, the Attendee Specific Fields section enables users to collect information specific to each attendee on a call. Values in these fields are saved separately for each attendee.
Call Sampling
Defining Allowed Products by Territory for Call Sampling - Now available on Browser
On the Browser platform, defining allowed products by territory is now supported for Call Sampling. By using the allowed products feature, customers can ensure that planned calls created through data load comply with restrictions on product detailing and sampling.
Restricting Sampling by Account Credentials and State - Now available on Browser
On the Browser platform, organizations can limit which types of HCPs can receive product disbursements. This helps ensure users do not record disbursements to ineligible HCPs, maintaining compliance with state regulations.
Call Sampling for Non-Sample Products - Now available on Browser
On the Browser platform, non-sample products are now available with the same Call Sampling functionality as sample products, after virtual lot numbers are enabled. Enabling virtual lot numbers allows users to access crucial product management functionality for certain non-sample product types, in addition to sample products.
Campaign Manager
Viewing Email Template Thumbnails – Available on Browser
Marketing users can view thumbnails for each email template, enabling marketing users to quickly identify the correct template.
Classic Cycle Plans
Deleting Targets - Available on Browser
To keep plans relevant and impactful, users with the necessary permissions can quickly delete cycle plan targets, in addition to editing and adding targets. This flexibility helps adapt plans to changing market conditions, strategies, and priorities, ensuring plans are optimized for the right accounts and objectives.
Highlighting Target Products on the Call Report - Now available on Browser
Highlighting target products on the call report helps ensure end users detail the most relevant products during their interactions with HCPs, for more effective and focused calls. On call reports on the Browser platform, a target icon indicates which products are both part of the active, current cycle plan and are relevant to the account on the call.
Displaying the Remaining Call Count - Now available on Browser
To enable Browser users to view remaining call numbers for each target in a cycle, the Attainment column in the Cycle Plan Targets table can be replaced with the Remaining column.
Medical
Creating and Viewing Medical Interactions from My Schedule - Available on Browser
Medical users can create and view Medical Interactions from My Schedule along with other scheduled events, for example, Time Off Territory, streamlining their planning and execution process. Users can quickly assess their upcoming Medical engagements using color-coded calendar entries that display key information, including the interaction's title, location, address, channel, and attendee count. If needed, users can reschedule a Medical Interaction.
Updates to Medical Interactions
Medical Interactions are updated to include the following items:
- Viewing Only Your Own Medical Interactions on the Medical Interactions tab - Available on Browser
- Adding the Medical Interactions Section to the Account Detail page - Available on Browser and iPad
- Recording Medical Interaction Key Messages from CLM presentations - Available on Browser and iPad
X-Pages
Using the MCCP Page Template - Available on Browser and iPad
The MCCP page template helps content creators quickly create an X-Page that allows end users to view MCCP territory data all in one place. Content creators can customize the page template using X-Pages Studio.
CRM Data Element Updated to Return Object Type Details - Available on Browser
Content creators can now use the Vault CRM Data element to query and display object type information on an X-Page in the end user’s preferred language. This makes it easier for content creators to display this information, and provides end users with a more localized and understandable experience.
Engage
Managing Message Templates in Vault CRM - Available on Browser
Business admin users must data load message templates into Vault CRM and associate them with WhatsApp Business Accounts for end users to sync to their devices. Business admin users can also manage message templates for automated WhatsApp messages, for example, consent confirmation messages.
Scheduling and Starting Zoom® Meetings - Now available on Browser
Meeting hosts can schedule Zoom® meetings, send invites, update meeting details, and initiate meetings directly from the call report in Vault CRM, allowing users to accommodate HCPs who prefer Zoom. The meeting is hosted by Zoom and the meeting experience is controlled by the user’s Zoom Enterprise account.
Sending Zoom® Meeting Invites via Approved Email - Now available on Browser
With Approved Email, meeting hosts can send meeting invites to up to 100 Zoom® meeting attendees at once. The Approved Email template can contain tokens to ensure all of the meeting details, for example, the date and time, meeting URL, and password are included in the email.
Using WhatsApp Business Messaging in Vault CRM - Available on iPad and iPhone
End users can view and send WhatsApp messages in Vault CRM, removing the need to navigate away from Vault CRM to communicate with HCPs and enabling tracking for the messages.
Events Management
Creating Speaker Agreements - Available on Browser
Speaker Agreements are contracts for speakers specifying rates for contracted services over a defined period of time, called a Series Contract. This enables customers to establish a defined agreement of rates and services with speakers for a specified period of time.
Capturing Event Team Member Signatures – Available on Browser and iPad
End users can track attendance and capture signatures for Event Team Members who attend an event. This enables accurate and compliant reporting of attendance and meals. Event Team Members can sign in using the same methods available to attendees for signing in, including the digital sign-in sheet, QR Codes®, or on a printed sign-in sheet.
Using Child Accounts in Events Management – Available on Browser and iPad
End users can manage event attendees using child accounts, which represent a specific account-organization (HCP-HCO) combination, rather than just the HCP’s account.
Service Center
Canceling and Redialing Outbound Call Attempts - Available on Browser
Service Center Representatives (SCRs) can cancel or redial outbound call attempts that fail to connect or are disconnected before the target answers. This allows users to easily resolve call attempts that become stuck in a pending state due to user-initiated interruptions or system-level failures, without needing to contact an administrator. Providing SCRs with redial and cancel call attempt options allows them to efficiently manage their outbound calling activities, and ensures Service Center target records are accurate.
Transferring Calls Using Amazon Connect - Available on Browser
Service Center Representatives (SCRs) on an active call can use Amazon Connect to initiate a transfer to another department or system, or to an external number. When SCRs transfer a call, case and related object records (for example, Conversation and Timeline Conversation events) are created and updated in Service Center with the appropriate details. This provides accurate tracking of transferred calls and provides users with a complete view of customer interactions.
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 |
On Account Profiling sheets, product metrics picklist values for Box type or Arrow type metrics display with a colored dot or arrow icon. |
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|
Call Reporting
|
Platform |
Description |
Before |
After |
|---|---|---|---|
|
Browser |
In attendee search modals on the call report, account tag edges are now rounded. |
|
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|
Browser |
For consistency across platforms, only the All Accounts section displays in the attendee modal when viewing attendee search results. |
|
|
|
Browser |
When Suggested Attendees are not available, only the All Accounts section displays in the attendee search modal. |
|
|
Call Sampling
|
Platform |
Description |
Before |
After |
|---|---|---|---|
|
iPad, iPhone |
The Apple Vision framework is now used for barcode scanning:
|
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|
Browser |
In the Samples and Promotional Items section of the call report, product type subsections do not display when records are not available for the corresponding product type. |
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Engage
|
Platform |
Description |
Before |
After |
|---|---|---|---|
|
iPad, iPhone |
The Engage tab is now labeled the Chats tab. |
n/a | n/a |
|
iPad, iPhone |
The Engage sharing option when sharing web links is now labeled Chats. |
n/a | n/a |
Events Management
|
Platform |
Description |
Before |
After |
|---|---|---|---|
|
Browser |
The Start Time and End Time field controls can now be marked as read only on em_event__v layouts via the Display As Read-Only check box. |
n/a | 
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|
Browser |
The attachment count now displays on the page layout for related event objects. |
n/a |
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General
|
Platform |
Description |
Before |
After |
|---|---|---|---|
|
Browser |
For visual consistency and improved user experience, the Upcoming Calls home page widget is updated to match the styling of the My Tasks and X-Pages widgets. Additionally, submitted calls no longer display in the Upcoming Calls list. |
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|
iPad, iPhone |
Attachments deleted on Browser are now removed from mobile devices after syncing. |
n/a | n/a |
|
Browser |
The label of the winmodern__v picklist value for the Device field on the VMobile Object Configuration object is now Windows.
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iPad |
The Go! button was removed from search modals on iPad when selecting records via object reference fields. |
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Integrations
|
Platform |
Description |
Before |
After |
|---|---|---|---|
|
Browser, iPad |
When a Microsoft integration is enabled in Vault CRM, users with invalid Microsoft credentials receive reauthentication prompts on the Home Page, in My Schedule, and when scheduling or starting Microsoft Teams meetings. Microsoft Outlook events do not display in My Schedule until the user reauthenticates. |
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25R2.2 Feature Enablement and Availability
The following table provides an explanation of feature enablement and user impact.
*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 25R2.2.
|
Object |
Label |
Description |
|---|---|---|
| brand__v | Brand |
Represents a brand in the integration with PromoMats or MedComms. |
|
product_family__v |
Product Family |
Represents a product family in the integration with PromoMats or MedComms. |
New Fields
The table below contains all fields added in Vault CRM 25R2.2. The fields are organized by object.
|
Object |
Field Name |
Field Label |
Description |
Type |
|---|---|---|---|---|
| brand__v | created_by__v | Created By | The user who created the record. | Object |
| brand__v | created_date__v | Created Date | The date the record was created. | DateTime |
| brand__v | deleted_in_source__v | Deleted in Source? | Stores whether the source record is deleted in the source Vault. | Yes/No |
| brand__v | global_id__sys | Global ID | The global ID of the record. | Text |
| brand__v | id | ID | The ID of the record. | Text |
| brand__v | modified_by__v | Last Modified By | The user who last modified the record. | Object |
| brand__v | modified_date__v | Last Modified Date | The date the record was last modified. | DateTime |
| brand__v | name__v | Brand Name | The brand's name. | Text |
| brand__v | original_source_id__v | Original Source ID | n/a | Text |
| brand__v | product_family__v | Product Family | The associated product family. | Object |
| brand__v | product_type__v | Product Type | The brand's product type. | Picklist |
| brand__v | source_status__v | Source Status | The source status. | Picklist |
| brand__v | source_vault_id__v | Source Vault ID | The ID of the source Vault. | Text |
| brand__v | status__v | Status | The record's status. | Picklist |
| brand__v | vexternal_id__v | Veeva External ID | The external ID of the record. | Text |
| clinical_trial__v | mobile_id__v | Mobile ID | The mobile ID of the record. | Text |
| content_preference__v | presentation_mobile_id__v | Presentation Mobile ID | The mobile ID of the record. | Text |
| content_preference__v | presentation_vexternal_id__v | Presentation VExternal ID | The external ID of the record. | Text |
| em_event_team_member__v | meal_opt_in__v | Meal Opt In | Determines whether the Event Team Member opted into a meal as part of the event. | Yes/No |
| em_event_team_member__v | signature__v | Signature | Stores the signature of the Event Team Member. | Text |
| em_event_team_member__v | signature_datetime__v | Signature Datetime | The date and time the team member signed into the event. | DateTime |
| events_management_settings__v | exclude_event_types_from_my_schedule__v | Exclude Event Types From My Schedule | Excludes certain event types from displaying in My Schedule. | Text |
| events_management_settings__v | exclude_team_members_from_sign_in__v | Exclude Team Members From Sign In | Excludes certain roles of Event Team Members from signing in. | Text |
| indication__v | created_by__v | Created By | The user who created the record. | Object |
| indication__v | created_date__v | Created Date | The date the record was created. | DateTime |
| indication__v | deleted_in_source__v | Deleted in Source? | Stores whether the source record is deleted in the source Vault. | Yes/No |
| indication__v | global_id__sys | Global ID | The global ID of the record. | Text |
| indication__v | id | ID | The ID of the record. | Text |
| indication__v | modified_by__v | Last Modified By | The user who last modified the record. | Object |
| indication__v | modified_date__v | Last Modified Date | The date the record was last modified. | DateTime |
| indication__v | name__v | Indication Name | The indication name. | Text |
| indication__v | original_source_id__v | Original Source ID | n/a | Text |
| indication__v | source_status__v | Source Status | The source status. | Picklist |
| indication__v | source_vault_id__v | Source Vault ID | The ID of the source Vault. | Text |
| indication__v | status__v | Status | The record's status. | Picklist |
| product__v | brand_type__v | Brand Type | The brand type. | Picklist |
| product__v | deleted_in_source__v | Deleted in Source? | Stores whether the source record is deleted in the source Vault. | Yes/No |
| product__v | product_family__v | Product Family | The product family. | Object |
| product__v | source_status__v | Source Status | The source status. | Picklist |
| product__v | source_vault_id__v | Source Vault ID | The ID of the source Vault. | Text |
| product_family__v | abbreviation__v | Product Family Abbreviation | Internal abbreviation or code used to refer to this product family. | Text |
| product_family__v | created_by__v | Created By | The user who created the record. | Object |
| product_family__v | created_date__v | Created Date | The date the record was created. | DateTime |
| product_family__v | deleted_in_source__v | Deleted in Source? | Stores whether the source record is deleted in the source Vault. | Yes/No |
| product_family__v | generic_name__v | Generic Name | Generic name of the product. | Text |
| product_family__v | global_id__sys | Global ID | The global ID of the record. | Text |
| product_family__v | id | ID | The ID of the record. | Text |
| product_family__v | modified_by__v | Last Modified By | The user who last modified the record. | Object |
| product_family__v | modified_date__v | Last Modified Date | The date the record was last modified. | DateTime |
| product_family__v | name__v | Product Family Name | The name of the product family. | Text |
| product_family__v | original_source_id__v | Original Source ID | The ID of the record. | Text |
| product_family__v | product_category__v | Product Category | The product category. | Picklist |
| product_family__v | scientific_name__v | Scientific Name | Scientific name as listed on product labelling. | Text |
| product_family__v | source_status__v | Source Status | The source status. | Picklist |
| product_family__v | source_vault_id__v | Source Vault ID | The ID of the source Vault. | Text |
| product_family__v | status__v | Status | The record's status. | Picklist |
| product_family__v | therapeutic_area__v | Therapeutic Area | Therapeutic area addressed by the Product Family. | Picklist |
| publication__v | mobile_id__v | Mobile ID | The mobile ID of the record. | Text |
Removed Fields
No fields were removed in Vault CRM 25R2.2.
