What's New in Vault CRM 25R2.3
The 25R2.3 release includes features for:
The 25R2.3 release includes features from the following Vault CRM weekly release:
Release Dates
- Sandbox Release - October 9, 2025
- Production Release - October 16, 2025
New Fields, New Objects, and Removed Fields are also included.
Core
Account Management
Stamping Country Information for Account and User - Available on Browser
To help business users monitor and report on activity data by country, transactional records can be automatically stamped with country information. This value is derived from the associated User and/or Account record.
Account Planning
Tactical Association Using Account Plan Strategies - Available on Browser
With Tactical Association, Key Account Managers (KAMs) can easily connect Accounts and Call Objectives to their Account Plan Strategies all from a single view. Users can add multiple accounts at once and quickly set up Call Objectives, streamlining the process of managing complex Account Plans without the hassle of updating each record individually.
Call Planning
Capturing Office Best Times for Child Accounts - Now available on Browser
Browser users can now record the preferred times to meet with an HCP at a specific location, helping them schedule calls when it is most convenient for the account.
Call Reporting
Users can now capture Medical Discussions during unique activity group calls on Browser, making it easier to track scientific conversations with HCPs. Medical Discussions can be linked to Account Plans and Objectives, or with Product Plans, Strategies, and Tactics, and are recorded separately for each attendee (HCP) on a unique activity group call.
Attendee-Specific Fields on Child Account Calls - Available on Browser, iPad, and iPhone
Attendee-Specific fields are now supported for child account calls. Users can capture information for each attendee on a child account call, providing more accurate and granular tracking.
Survey Targets on Child Account Calls - Now available on Browser
Survey targets are now supported for child account calls on the Browser platform. Survey targets on the call report save time and increase efficiency by enabling users to complete outstanding survey targets without switching to another section of the application.
Using the Jump-to Action on Unique Activities Group Calls - Now available on Browser
The Jump-to action enables Browser users to quickly navigate between individual child calls on unique activity group call reports. This enables users to easily capture information across multiple child calls.
Call Sampling
Capturing Custom Text - Now available on Browser
Browser users can now add extra product details in a custom text field on call reports, helping capture a more complete view of HCP interactions and product activity.
Enabling Controlled Substance Sampling - Now available on Browser
On the Browser platform, users can now capture and validate controlled substance disbursement information on the call report, creating an auditable record and supporting compliance with regulations.
Restricting Controlled Substance Delivery by State - Now available on Browser
Organizations can limit which delivery methods are available for controlled substance samples on the Browser platform, helping users comply with state regulations. Restrictions are set in Vault CRM on a state-by-state basis, enabling organizations to ensure that call sampling is only restricted for calls in the specific states where these regulations apply.
Classic Cycle Plans
Bookmarking Classic Cycle Plan Filters - Available on Browser and iPad
To easily schedule calls for frequently accessed accounts, users can save sorting conditions, display attributes, and sets of filter criteria to a bookmark in My Schedule.
Enabling Advanced Cycle Plan Scheduling - Available on Browser and iPad
To help users meet their cycle plan goals, advanced cycle plan scheduling provides additional tools for efficiently scheduling calls to target accounts. Beyond viewing lists of cycle plan targets and default metrics for each target, users can select display-by attributes to customize the information displayed on account cards in My Schedule and filter the list of target accounts by cycle plan attributes.
Using Classic Cycle Plans in My Schedule - Available on Browser and iPad
For integrated planning and execution, end users can view cycle plan targets and metrics from the accounts panel or Scheduler pane in My Schedule. This improves efficiency by presenting relevant information directly in My Schedule, and can help improve attainment by guiding users to schedule calls according to their cycle plan metrics.
Viewing Cycle Plan Details from My Schedule - Available on iPad
Viewing plan details for a target account enables users to quickly access relevant cycle plan information when scheduling calls, without needing to navigate away from My Schedule.
General
Supporting Layout Rules on Mobile Devices - Available on iPad and iPhone
Customers can define layout rules for objects to create dynamic layouts based on the data within a record, ensuring records only display relevant data for end users. For example, a field can be made read-only or required, depending on the value of another field.
Medical
Updates to Creating Medical Interactions from My Schedule - Available on Browser and iPad
Medical users can now create Medical Interactions from the My Schedule page on Browser, and can create and reschedule Medical Interactions from the My Schedule page on iPad.
X-Pages Studio
Using the Get Nitro Data Element - Available on Browser
The Get Nitro data element is now available. Content creators can use Get Nitro to query Nitro data, allowing users to view custom content with integrated Nitro data on an X-Page in Vault CRM.
Campaign Manager
Using Campaign Manager Field Emails - Available on Browser, iPad, and iPhone (Available on October 16, 2025)
Marketing users can create and manage email campaigns sent on behalf of Approved Email end users, called Field Emails. Field Emails are sent from the end user's email address, providing a personal communication channel with HCPs compared to emails sent from a non-personal marketing address.
Engage
To allow users to send message templates that do not require approval from Meta during the 24-hour customer service window, business admin users can create and data load Text Only message templates for WhatsApp Business Messaging in Vault CRM.
Events Management
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. End users on the Browser platform 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.
Service Center
Classifying Cases in Service Center - Available on Browser
Service Center Representatives can quickly classify customer inquiries when creating cases by selecting the Category, Subcategory, and Product for each case. Customers can then gather analytics on their customer inquiry trends and product performance using case classification.
Using Microsoft Phone with Service Center - Available on Browser
Service Center Representatives can perform standard telephony functions—for example, answering, disconnecting, holding, transferring, and muting calls—directly from Service Center using an embedded Microsoft Phone user interface (UI). Microsoft Phone connects to the user's existing Microsoft Teams Phone account, enabling inbound and outbound calling capabilities within the Service Center Omnichannel panel.
Using the Service Center Tab Collection - Available on Browser
Tab collections in Vault CRM consolidate groups of related tabs on the Vault home page. The Service Center tab collection provides Service Center Representatives with immediate access to the Service Center and Accounts tabs, providing a streamlined interface and quicker access to key records.
Using Preferred Email Fields - Available on Browser
Business Admin Users can configure a list of preferred email fields to search for on Account and Address records. When an End User selects an email inbox, the system searches for those preferred fields and attempts to associate each email with the correct account. Service Center Representatives can then view the email cards in the email inbox and quickly identify those with account matches and create a case.
Enhancement to Using Service Center - Available on Browser
Service Center Representatives are warned if they attempt to move a case to Solved status if a draft email is detected. This allows Service Center Representatives to complete any unfinished tasks before closing a case.
Enhancements to Email-to-Case - Available on Browser
Several enhancements are available to help streamline case management for Service Center Representatives when using the Service Center email-to-case functionality:
- All users, not just the case owner, with access to a case can preview email drafts. If another user started a reply, a preview of that draft email is visible to any user who can view the case.
- A case in Pending, On Hold, or Escalated status automatically changes to Open when a Service Center Representative replies to an email
- A case in Pending or On Hold status automatically changes to Open when a new email is received for that case
- A case in New status without an account associated to it automatically changes to Open status when a Service Center Representative assigns it to an account
- Service Center Representatives are warned if they attempt to move a case to the Solved status if a draft email is detected. This allows Service Center Representatives to complete any unfinished tasks before closing a case.
Enhancements to My Cases - Available on Browser
Several enhancements are available to help streamline case management for Service Center Representatives when using the Service Center My Cases functionality:
- The header of the email thread in the Case Messages tab displays a count of the total number of messages in the conversation
- Service Center Representatives can reply to any email message within a case thread, regardless of the sender. The reply is sent to the sender of the specific email message selected. After sending the reply, a success notification displays briefly.
- If the Account on the case is changed or the email address on the associated account is updated or deleted, a banner displays on the Case Messages tab warning users of mismatched account 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
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Platform |
Description |
Before |
After |
|---|---|---|---|
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Browser, iPad |
When users navigate to a list or view in My Accounts, a loading indicator displays while accounts are loading. Accounts are sorted alphabetically by name. Certain actions, including sorting, exporting, and selecting accounts, are temporarily disabled until the data is fully loaded. |
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Browser, iPad |
My Accounts views now display the Name field instead of the Formatted Name field for accounts. |
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Browser, iPad |
In My Accounts, the Name column always displays as the first column in Table View for all Account Views and Lists. For Child Account Views, the Parent Name column displays first, followed by the Child Name column. |
n/a |
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General
|
Platform |
Description |
Before |
After |
|---|---|---|---|
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iPad, iPhone |
For consistency across platforms, text field values greater than 128 characters wrap up to four lines, then scroll vertically. |
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Call Planning
|
Platform |
Description |
Before |
After |
|---|---|---|---|
|
Browser, iPad |
When Classic Cycle Plans are enabled, a Cycle Plans section displays in the Account Views and Lists menu in My Schedule. |
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Events Management
|
Platform |
Description |
Before |
After |
|---|---|---|---|
|
Browser |
Related lists on em_speaker__v pages now load as expanded by default. |
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Browser, iPad |
When approving an event using a Vault Object Workflow, the next approver now stamps on the next_approver_participant__v field on the em_event_history__v object. |
n/a |
n/a |
Integrations
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Platform |
Description |
Before |
After |
|---|---|---|---|
|
Browser |
When a Microsoft integration is enabled in Vault CRM, users with invalid Microsoft credentials receive re-authentication prompts in Service Center. |
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Browser, iPad |
When users with invalid Microsoft credentials dismiss the re-authentication prompt, they receive a notification in Vault. |
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Service Center
|
Platform |
Description |
Before |
After |
|---|---|---|---|
|
Browser |
Account Search tab results are links to navigate directly to an account, user, or person record. | 
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Browser |
My Accounts tab within the Service Center tab collection contains links to navigate directly to an account, user, or person record. | n/a | 
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Browser |
Preview Pane for My Cases on the Inbound tab contains links to navigate directly to an account, user, or person record. |
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| Browser |
Account Details pane on the Case tab contains links to navigate directly to an account, user, or person record. |
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| Browser |
Preview Pane for Targets on the Outbound tab contains links to navigate directly to an account, user, or person record. |
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25R2.3 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 25R2.3.
| Object | Label | Description |
|---|---|---|
| message_node__v | Message Node |
System managed object used to store and organize conversation (email, chat, messaging, etc) threads. |
New Fields
The table below contains all fields added in Vault CRM 25R2.3. The fields are organized by object.
| Object | Field Name | Field Label | Description | Type |
|---|---|---|---|---|
| call2__v | call_signature_status__v | Call Signature Status | For reporting purposes, this field contains the status of the related signature request. | String |
| call2__v | first_submitted_datetime__v | First Submitted Datetime | For reporting purposes, this field captures the first time a user submits the call record or the first time an automated process or data load changes the call status to Submitted. | DateTime |
| case__v | case_category__v | Category | Indicates the category or reason for the case. | Picklist |
| case__v | product__v | Product | Indicates the product assigned to the case for classification. | Object |
| case__v | subcategory__v | Subcategory | Indicates a subcategory classification within a category for a case. | Picklist |
| case_conversation__v | message_node__v | Message Node | Reference to the Message Node thread for the conversation. | Object |
| console_application_settings__v | preferred_email_search__v | Preferred Email Search | Semicolon delimited list that identifies up to 5 email fields. The fields are used by the Console Application for email address searches. | String |
| em_event_history__v | next_approver_participant__v | Next Approver Participant | Stores the name of the next approver(s) defined by the Vault Workflow participant group. | String |
| engage_link_settings__v | call_submit_pending_sig_req__v | Call Submit with Pending Sig Request | When set to 1, asynchronous remote signature methods will not require the user to review and accept the HCP signature before it is saved to the call and calls may be submitted with a pending asynchronous remote signature method. | Number |
| message_node__v | are_attachments_loaded__v | Are Attachments Loaded | Indicates if the message has loaded all attachments. | Boolean |
| message_node__v | case__v | Case | Reference to the Case Object to which the message thread is associated. | Object |
| message_node__v | discarded_by__v | Discarded By | References the user who discarded the message. | Object |
| message_node__v | effective_datetime__v | Effective DateTime | The effective time for a message. | DateTime |
| message_node__v | link__sys | Link | n/a | String |
| message_node__v | mailbox__v | Mailbox | For received emails the field contains the recipient’s email address. For sent email the field contains the sender’s email address. | Text |
| message_node__v | message_id__v | Message-ID | Value of the Message-ID email header. | String |
| message_node__v | message_state__v | Message State | Current state of the message thread, for example discarded. | Picklist |
| message_node__v | message_type__v | Message Type | Indicates the channel type of the message. | Picklist |
| message_node__v | name__v | Message Node | System managed unique identifier | String |
| message_node__v | parent_node__v | Message Nodes Parent Node | Parent message node object reference. Refers to the parent thread. | Object |
| message_node__v | parent_node__v | Parent Node | Parent message node object reference. Refers to the parent thread. | Object |
| message_node__v | received_email__v | Received Email | Reference to a Received Email object record for inbound email records. | Object |
| message_node__v | sent_email__v | Sent Email | Reference to a Sent Email object record for outbound emails. Although there is a reference to the Sent Email object record, the application will store all equivalent fields from Sent Email in Email Data. | Object |
| message_node__v | status__v | Status | n/a | Picklist |
| message_node__v | sub_thread_id__v | Sub Thread Id | UUID generated by the application to track sub email threads inside Vault CRM. | String |
| message_node__v | sub_tree_root__v | Message Nodes Sub Tree Root | Self-reference to a sub-tree node in a thread. | Object |
| message_node__v | sub_tree_root__v | Sub Tree Root | Self-reference to a sub-tree node in a thread. | Object |
| message_node__v | thread_id__v | Thread Id | UUID generated by the application to track email threads inside Vault CRM. | String |
| message_node__v | tree_root__v | Message Nodes Tree Root | Self-reference to the root message node. | Object |
| message_node__v | tree_root__v | Tree Root | Self-reference to the root message node. | Object |
| omniconnect_integration__v | acs_connection_string__v | ACS Connection String | Stores the Azure Communication Services connection string shared secret to authenticate Veeva Omnichannel for Microsoft Phone. | String |
| omniconnect_integration__v | application_client_id__v | Application Client Id | Stores the Application Id of the Azure Communications Services application to use with Microsoft Phone integrations. | String |
| omniconnect_integration__v | directory_tenant_id__v | Directory Id | Stores the Microsoft Tenant Id for Microsoft Phone integrations. | String |
| prediction_metric__sys | false_negatives__sys | False Negatives | n/a | Number |
| prediction_metric__sys | false_positives__sys | False Positives | n/a | Number |
| prediction_metric__sys | tag__sys | Tag | n/a | String |
| prediction_metric__sys | true_negatives__sys | True Negatives | n/a | Number |
| prediction_metric__sys | true_positives__sys | True Positives | n/a | Number |
| process_view__sys | api_name__sys | API Name | n/a | String |
| process_view__sys | description__sys | Description | n/a | String |
| process_view__sys | link__sys | Link | n/a | String |
| process_view__sys | name__v | Name | n/a | String |
| process_view__sys | process__sys | Process | n/a | Picklist |
| process_view__sys | status__v | Status | n/a | Picklist |
| process_view__sys | subprocess__sys | Subprocess | n/a | Picklist |
| signature_request__v | sig_accepted_by_engage__v | Signature Accepted by Engage | Indicates whether the request was created with Veeva Setting call_submit_pending_sig_req__v. | Number |
| trained_model_performance_metric__sys | performance_metric_subtype_key__sys | Metric Subtype Key | n/a | String |
Removed Fields
No fields were removed in Vault CRM 25R2.3.
