What's New in Vault CRM 25R3.4

The 25R3.4 release includes features for:

• Vault CRM
• Align
• Patient CRM

Release Dates

• Sandbox Release - February 26, 2026
• Production Release - March 5, 2026

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

Announcements

Service Center Now Included in Vault CRM License

Beginning with the 25R3.4 Production Release on March 5, 2026, Service Center is included as part of the Vault CRM license and no longer requires a separate license.

X-Pages Studio Page Templates

The concept of Page Templates will be deprecated as of the 26R1.0 release. All Page Templates in your Studio domain will be converted to Pages. When migrating from Veeva CRM to Vault CRM, existing Page Templates will be converted to Pages. The description will be appended with “Page Template converted to Page.”

All previous Page Template functionality remains available, with several new features to be introduced in the 26R1.0 release:

• Users will be able to import and export Pages
• Users will be able to duplicate Pages. This replaces the Convert Page to Page Template and Create Page from Page Template functions.
• A new X-Pages Studio Template Library will introduce a centralized, in-app repository for viewing and deploying productized Studio Templates directly within X-Pages Studio. This eliminates the need to manually download template files from the Developer Portal and import them into X-Pages Studio.

25R3.4 Release Notes Podcast

We’ve added an AI-generated podcast that walks you through the highlights of the 25R3.4 release.

Give it a listen and let us know what you think using the feedback button.

Core

Call Reporting

Enhancements to Territory Fields - Available on Browser

To simplify reporting on territory activity and improve the user experience, a new Yearly Call Activity field is introduced on the Territory Field object. Supporting data model elements are also added on the new TSF Yearly Activity object. The Yearly Call Activity field resets at the beginning of each calendar year, ensuring territory activity data is relevant to the current year.

Call Sampling

Capturing Acknowledgement of Content from the Call Report - Available on iPad

To ensure HCPs receive the products or sample requests/BRCs they ordered, users can now capture Acknowledgement of Content (AOC) signatures from the call report. Users capture AOC for products shipped directly to healthcare practitioners from a warehouse facility. Once a product request is initiated, typically through sample request/BRC products on calls, the sample or sample order records are sent to a fulfillment vendor. When the product is shipped, this information is loaded into Vault CRM to begin the AOC process.

Requiring Sample Opt-In - Now available on Browser

In some countries, users must capture a one-time sample opt-in signature or paper consent from HCPs. Once Browser users capture an HCP’s sample opt-in consent, they do not need to capture signatures for individual sample disbursements to the HCP within an admin-defined period of time, unless the disbursement contains controlled substances.

CLM

Receiving Email Notifications for Updates to Custom Presentations - Available on CRM Desktop (Windows), iPad, Windows (Beta)

When content creators update or remove slides in CLM presentations managed in PromoMats/MedComms, those changes can affect the custom presentations created by Vault CRM end users. To ensure users are always aware of changes to their custom content, they automatically receive an email notification summarizing changes after the CLM integration between PromoMats/MedComms and Vault CRM runs.

Supporting the Show Information Action Menu Option for CLM as Document Model - Available on iPad

Content admin users can use the Show Information option to view a slide’s document fields in the media player, making it easier to test and review CLM content.

Using Advanced Text Search for CLM as Document Model - Available on iPad

Advanced text search allows end users to find presentations quickly and easily by searching for specific text within the slides and navigating directly to the relevant content. Users can also apply filters to advanced text search results. This allows users with large media libraries to quickly and efficiently find the presentation they are searching for.

Inventory Monitoring

Using Inventory Monitoring Assortments - Now available on Browser

To assist users in quickly verifying a pharmacy's product placement, admins can create 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. For example, users can verify all core products are available and visible in a pharmacy.

Using Contracts with Inventory Monitoring - Available on Browser and iPad

By associating valid, non-sales Contracts directly with Inventory Monitoring records, users can ensure their data entry aligns with agreed-upon account terms. Customers can restrict product selection to only those listed on Product Bound Contracts, automatically populate custom header fields based on contract terms, and provide real-time compliance feedback by displaying contract target values on Inventory Lines.

Multichannel Cycle Plans

Viewing Active MCCP Target Accounts - Available on Browser and iPad

To effectively plan activities and achieve MCCP goals, users can generate Account Views of active target accounts for use in My Accounts and My Schedule. Managing active target accounts and planning timely interactions are critical to meeting MCCP goals.

My Schedule

My Schedule Outlook Integration - Now available on iPhone and Windows (Beta)

My Schedule and Microsoft Outlook calendars can now be integrated into one view for iPhone and Windows (Beta) users, making scheduling more efficient. This enables users to view all their appointments in one place.

Enhancements to Integrating My Schedule and Microsoft Outlook Calendars - Available on Browser, iPad, iPhone, and Windows (Beta)

Vault CRM calendars in Microsoft Outlook are always kept up to date with My Schedule in Vault CRM, ensuring data integrity across systems. Additionally, admins can now directly deactivate Microsoft Outlook for end users, reducing support dependency and operational downtime.

Order Management

Using Order Net Amount Rounding Modes - Available on Browser, iPad, Windows (Beta)

Order Net Amount Rounding modes are now configured using Veeva Settings instead of user permissions, allowing admins to easily determine if this feature is enabled for a user. Order Line Total Round mode is enabled by default. Admins can enable Final Net Price Round mode instead using the new Veeva Setting.

Sample Management

Generating Printable Package Labels - Available on Browser

To quickly and easily ship products, end users can generate printable package labels directly from sample transfer and return records. To ensure accuracy, product information on the package label is copied from the corresponding Sample Transaction record.

Service Center

Today’s Focus for Outbound Service Center - Available on Browser

To improve account outreach, operational efficiency, and productivity, Service Center reps can use Today's Focus on the Outbound tab to consolidate actionable target activities into one central, flexible to-do list. Service Center reps build a focused daily agenda by moving targets from their My Targets views into Today’s Focus.

Managing Case Administration - Available on Browser

To streamline Service Center case administration, cases can now be created and updated using data loading, APIs, or the Business Admin interface. This ensures that records migrated from external systems or managed via back-end processes display and function properly for Service Center reps.

X-Pages

Top Level Entry Point - Available on Browser, iPad, iPhone, Windows (Beta)

Content developers can create custom, top-level tabs in Vault CRM to support business processes that are not tied to a specific record or territory. Customers can use these tabs to include their own content, for example, inventory monitoring reviews or specialized dashboards, in the primary navigation bar for end users to easily access.

Approved Email

Activity Tracking in Consent Capture Enhancement for Recommended Emails - Available on Browser, iPad, iPhone, Windows (Beta)

New permission requirements ensure email activity tracking is not inadvertently enabled for integration users with elevated permissions. To enable tracking, admins must now grant the dedicated integration user access to the zvod_consent_activity_tracking__v field on the consent_type__v object. This ensures Campaign Target consent is checked before activity tracking begins.

Campaign Manager

Prioritizing Email Addresses for Campaigns - Available on Browser

To ensure campaigns are delivered to the most accurate contact point, users can define a prioritized list of email address fields. This eliminates the need for complex custom logic when managing data from multiple sources, for example OpenData or OneKey.

Engage

Appointment Booking for HCPs: Rescheduling Meetings - Available on Android, iPad, iPhone, Web

HCPs can resolve scheduling conflicts by rescheduling meetings or meeting requests from the appointment booking site. This ensures the meetings in end users’ calendars are always up-to-date.

Events Management

Managing Attendee Suggestions for Events - Available on Browser and iPad

To ensure key accounts attend relevant events, business admin users can generate Suggestions specifically for Events Management attendance, which they can review via a dedicated view in the Select Attendees modal.

Merging Duplicate Walk-in Attendees - Now available on iPad

End users on the iPad can now merge duplicate walk-in records into existing attendee record. This prevents duplicate attendee records for the same account and ensures data from the walk-in, such as signatures or registration details, is copied to the primary attendee record.

Filtering by My Attendees - Now available on Browser

To improve efficiency when updating attendees, Event Team Members can filter the event attendee list on the Browser platform to quickly view attendees they are responsible for based on record ownership or territory alignment. This is useful when managing attendees for large events and collaborating with other team members.

Filtering Approved Email Recipients - Now available on Browser

To improve efficiency when sending invitations, Event Team Members can filter the event attendee list on the Browser platform to quickly view attendees they are responsible for based on record ownership or territory alignment. This is useful when managing attendees for large events and collaborating with other team members.

General

Supporting Layout Rules - Now available on Windows (Beta)

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 Windows (Beta) users. For example, a field can be made read-only or required, depending on the value of another field.

Supporting Label Sets - Now available on Windows (Beta)

Admin users can create label sets to define alternative translations of labels in a given language, ensuring the most accurate labels display for different types of users. For example, labels in Vault CRM can display regional language variations for users in different countries or medical terminology for medical users. When end users are assigned to an active label set, the alternative labels defined in the label set, including the translated Veeva Messages, are synced to their devices and now displayed in Vault CRM on the Windows (Beta) platforms.

Send to Fax

Preview Fax Before Sending - Available on Browser and iPad

Users can preview a composed fax message to see a rendered version with all tokens resolved, ensuring accuracy before sending to recipients.

Veeva AI for Vault CRM

Creating Call Reports with the Voice Agent - Now available on iPhone

The Voice Agent uses AI to convert a user’s dictated notes into call reports, reducing manual data entry, shortening call creation time, and improving data quality. With the Voice Agent, iPhone users can now dictate their description of interactions with HCPs. The Voice Agent captures the user’s speech in a Call Voice Note and intelligently pre-populates a new call report with the information the user provided. Users review the call report and make any necessary adjustments before saving or submitting the call.

Capturing Call Information with Siri® - Available on iPad and iPhone

Using Siri, users can initiate a Call Voice Note recording hands-free. This enables users to quickly capture important interaction details while on-the-go. After dictating their interaction notes, users can create a call report from the Call Voice Note or save it for later.

Capturing Detail Groups from Call Voice Notes - Available on iPad and iPhone

To streamline call reporting and ensure accurate data capture, the Voice Agent captures Detail Group information from Call Voice Notes. When users create call reports with the Voice Agent, the agent intelligently analyzes mentions of products and indications in users’ Call Voice Notes. Based on the information users provide, the agent detects valid Detail Product-Detail Group combinations and populates the Call Details section of the call report accordingly.