Core

Call Reporting gains major new functionality this release: users can now capture audio recordings and generate transcripts directly from the call report on iPad and iPhone, letting them stay present in the conversation while every detail is captured. Those transcripts also double as the input for Agentic Coaching, if enabled, which scores performance and generates feedback from them.

Account management and planning are enhanced too: Account Plan Templates let Key Account Managers apply proven strategies and tactics across accounts, the Edit Multiple Accounts grid and Hot Lists side panel speed up day-to-day account work, and MSLs can now add new HCP and KOL accounts straight from Link Key People.

Medical picks up support for multiple Documented Interests per call and the ability to tie Account Plans to Medical Interactions, while Contracts gets more sophisticated with a new Pricing Agreements object bringing pricing negotiation, rules, and approval into a single record.

Several more improvements round out the release, including automated inventory order creation for Sample Management and expanded MCCP functionality in My Schedule for Windows.

Account Management

Adding Accounts to Vault CRM from Link Key People - Available on Browser, iPad, and iPhone

Medical Sales Liaisons (MSLs) can research and add new HCP and KOL accounts to their Vault CRM territory seamlessly, using a direct link from Link Key People. This eliminates manual ID copying and leverages Global Account Search (GAS) or Network Account Search (NAS) when adding the account.

Edit Multiple Accounts in the My Accounts Console - Available on Browser

Edit Multiple Accounts allows end users to update up to 100 account records directly from My Accounts Views and Lists in a continuously saved grid. This enables users to more quickly complete account updates and Data Change Request (DCR) submissions without navigating to individual account detail pages, for a fast, seamless editing experience.

Hot Lists Side Panel - Available on iPad

The Hot Lists side panel allows end users to access comprehensive account context—including targeting reasons, prioritized Suggestions, Multichannel Cycle Plan (MCCP) detailing priorities, and record summaries—and execute key actions directly alongside their list without navigating away, resulting in streamlined account targeting and reduced context switching. Users can also flag accounts to suggest temporary removal from Hot Lists, and suggest a reason and duration for the removal.

Searching OneKey Accounts from Global Account Search - Available on Browser (Available on December 3, 2026)

End users can search the IQVIA OneKey database directly within Global Account Search to find and import HCPs and HCOs not currently loaded in Vault CRM. This allows users to preview account details, import OneKey-only records, and immediately log activities against newly imported accounts without additional data entry.

The US region is not supported with this release.

Account Planning

Account Plan Templates - Available on Browser, iPad, Windows

Account Plan Templates allow Key Account Managers (KAMs) to define strategies, tactics, objectives, and action items as reusable templates without altering live plans. KAMs can apply these pre-approved template hierarchies directly to their existing account plans without re-entering data or copy-pasting. This reduces data entry and encourages consistent strategic execution across accounts.

Call Planning

Displaying MCCP Information in My Schedule - Now available on Windows

Windows users can view plan details for MCCP Targets displayed in lists on My Schedule and configure the display of My Schedule cards to view attributes from Account, Address, TSF, Child Account, and Child Account TSF. When viewing accounts in My Schedule, Windows users can configure the display to view attributes from their MCCP for MCCP Targets.

Viewing Custom Account Information with Display-By - Now available on Windows

Windows users can view more relevant information when planning calls by displaying custom account-related information from pre-defined fields on My Schedule.

MCCP Filtering in My Schedule - Now available on Windows

Windows users can filter account lists and views based on information from their MCCP, MCCP Target, and MCCP Target Channel.

Bookmarking Filters in My Schedule - Now available on Windows

Windows users can create, update, and delete bookmarks, and set bookmarks based on MCCP attributes. Previously, Windows users could only apply existing bookmarks.

Call Reporting

Recording Audio and Generating Transcripts for Calls - Available on iPad, iPhone

End users can capture compliant audio recordings and generate transcripts of customer discussions directly from the call report. By generating a recording and transcript, end users are free to stay focused on HCP conversations, knowing every detail is captured in searchable records stored locally. These recordings and transcripts also provide data for Agentic Coaching, allowing AI models to analyze dialogue, evaluate customer responses, and deliver personalized feedback to help end users refine their skills.

Support for Layout Rules on Product Discussions - Available on Browser, iPad

Layout Rules for Product Discussions allows administrators to dynamically apply display effects, for example hiding fields or marking them as required or read-only, based on record values entered during a call. This results in streamlined, context-sensitive data entry while eliminating the need to create and maintain multiple redundant layouts.

Support for Required Call Channel - Available on Browser

Admins can configure the Call Channel field as a required field at the layout level on call reports. This gives users a visual cue that the field is required prior to save of the call report, resulting in a more efficient workflow.

Call Sampling

Requiring Sample Opt-In - Now available on iPhone

In some countries, users must capture a one-time sample opt-in signature or paper consent from HCPs. Once users capture an HCP's sample opt-in signature or 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

Continuous Playback for CLM Videos - Now available on CRM Desktop (Mac), CRM Desktop (Windows), and Windows

CRM Desktop (Mac), CRM Desktop (Windows), and Windows users can set a CLM video to play continuously prior to speaker programs, luncheon meetings, and educational events to support passive audience engagement. Continuous video looping ensures video content plays seamlessly during pre-session setup, eliminating user intervention and preventing interruptions during account interactions. In addition, users can set a CLM video to play continuously from the current slide in presenter or slide view with continuous looping enabled.

Viewing Slide Notes for Presentations in the Document Model - Available on Browser, iPad, iPhone, and Windows

Content Creators and End Users can reference slide notes directly in Vault CRM while preparing or presenting CLM presentations. Content creators populate slide notes to provide crucial context; end users can view these notes in presentation mode across supported devices to maintain consistent messaging during HCP interactions. Slide notes sync automatically from source PowerPoint presentation files or the CRM Slide Notes field on the Multichannel Slide Document into Vault CRM without requiring manual re-entry.

Custom Presentations for CLM as Document Model - Available on iPad, iPhone, and Windows

Custom presentations for the CLM as Document Model enables end users to add, remove, and rearrange content from existing presentations in their CLM media library, tuning their message for an interaction to increase impact.

Custom presentations are view-only on the iPhone platform.

Querying CLM Attachment Fields - Available on CRM Desktop (Mac)

Querying documents and records in CLM (queryRecord) is now available for CRM Desktop (Mac) users. The feature allows content creators to search the CLM database and return details that can be used in presentations, allowing them to better target segments or associate related information in a presentation.

Commercial Insights

Criteria VQL for Commercial Insights - Available on Browser, iPad, and iPhone

System admins can add Criteria VQL to the product__v field on the commerical_insights__v object to additionally filter the list of products end users can select when creating a Commercial Insight, in addition to the existing filtering for My Setup that is already applied.

Contracts

Pricing Agreements - Available on Browser

Pricing Agreements provide users a single place to build, negotiate, and track multi-line product pricing commitments with customers during a renewal cycle. Pricing Agreements include pricing-aware Contract Lines entry, a dedicated set of contract pricing rules, and new partner and stakeholder relationships so that list prices, discounts, and net prices are calculated automatically as users enter quantities. This keeps the negotiation, the applicable pricing rules, and the resulting contract together in a single record, and supports a formal approval process through lifecycle, attachments, and workflow tasks.

General

OpenData 2.0 Field Updates - Available on Browser, iPad, iPhone, and Windows

OpenData 2.0 support is updated in Vault CRM to align with changes to OpenData standards. The updates in Vault CRM include updates to country dependencies, changed picklist labels, and new and updated picklist values. These changes are automatically available (no configuration required). See Updated Fields for more information.

Data Lakehouse

AI Interaction History in the Data Lakehouse

To help customers evaluate the deployment and usage of Vault CRM AI agents, a subset of AI interaction data is exposed in the Data Lakehouse. Retrieved data publishes as Apache Iceberg™ tables on S3, enabling customers to easily query Vault CRM data in place (Zero-Copy), or copy out to an external data warehouse.

Medical

Multiple Documented Interests on a Call - Available on Browser, iPad, iPhone, and Windows

MSLs can select multiple Documented Interest records within a single call report, detailing all clinical and scientific topics discussed with an HCP covered by standing request. This improves data quality by ensuring all relevant clinical areas are accurately recorded.

Custom Layouts for Medical Interaction - Available on Browser (November 19, 2026) and iPad (December 3, 2026)

Business admins can customize the Medical Interaction layout by configuring additional fields to display in the Medical Interaction header, Discussions section, and Medical Insight section. This allows business admins to customize the record to match their company's workflow.

Capturing Medical Events on Medical Interactions - Available on Browser

Medical users can capture Medical Events and congresses as structured records on Medical Interactions to accurately track where discussions with HCPs occur. This streamlines interaction tracking and improves compliance reporting.

Associating Account Plans with Medical Interactions - Available on Browser

Medical Users can associate Account Plans with a Medical Interaction to align field medical engagements with strategic account goals, either by selecting an Account Plan on the Medical Interaction or by creating a Medical Interaction from the relevant Account Plan. Associating Account Plans with Medical Interactions provides clear visibility into long-term account strategies, enabling field teams to streamline account execution and ensure consistent scientific dialogue across key stakeholders.

Order Management

Enhancements to Post-Negotiation Delivery Splitting - Available on Browser, iPad

When managing order deliveries, the Splitting Quantity Evenly function now accounts for Fixed Units of Measure and Delivery Period rules when allocating delivery amounts.

Delivery Period Pricing Rules for Non-Split Orders - Now available on Browser

Order Management now evaluates Delivery Period Pricing Rules to determine a non-split order's Allowed Delivery Period rules in real time.

Sample Management

Sample Inventory Auto-Creation - Available on Browser

Users can automatically generate cycle orders, resulting in reduced data entry, seamless cycle transitions, and greater flexibility for multi-recipient special shipments. A scheduled process converts active allocations into shippable inventory orders on the cycle start date.

Address Sourcing from Rep Roster on Inventory Orders - Available on Browser

Ship-to address fields on inventory orders are sourced from the recipient's Rep Roster record. This helps ensure orders ship to the correct address.

Timeline

Viewing Service Center Activities on the Account Timeline - Now available on Windows

Vault CRM users can view Service Center case and target activities on the Account Timeline. The Account Timeline displays a linear view of customer activities related to an account. Users have an integrated view of Service Center customer case activities and notes with other account-related events on the timeline, for example, calls, approved emails, and medical events. This view provides users with a unified history of account interactions which can drive collaboration, improve customer support and sales outcomes, and provide cross-functional teams with actionable insights.

X-Pages

editRecord Support - Now available on iPad

Content developers can use the editRecord method to allow users with the required permissions to natively access and use a record's edit page.

Object Lifecycle Support - Available on Browser, iPad, iPhone, and Windows

X-Pages now support Object Lifecycles with default states and roles allowing users to integrate additional logic into X-Page related processes.

X-Pages Studio

Hyperlink Display Element in X-Pages Studio - Available on Browser, iPad, iPhone, and Windows

A new Hyperlink display element is available in X-Pages Studio, allowing an X-Page's display element to act as a hyperlink to a specified URL.

Tab Display Element in X-Pages Studio - Available on Browser, iPad, iPhone, and Windows

A new Tabs display element is available in X-Pages Studio, allowing for customizable tab rows in an X-Page to easily access different information.

Vault AI in CRM

This is a substantial release for Vault AI in CRM, advancing the full arc from capturing field activity to coaching and acting on it. The headline addition is Commercial Evidence™ Standard Metrics: every time a user submits an Agentic Call Report, the Commercial Evidence Agent scans Call Text and Commercial Insights for signal like adoption barriers, unmet needs, and competitive dynamics, classifying it into industry-standard categories and turning it into structured data that can be analyzed at scale.

Agentic Coaching builds on the same idea of turning field data into usable insight, evaluating the transcript from a submitted call against an organization’s own coaching rules to produce a score, a written evaluation, and recommendations. Two more new agents extend agentic support across the Vault: Agentic Account Plan Summary distills a KAM’s account plan into a concise executive summary for leadership reviews and onboarding, while Agentic Sign-In Sheet turns a photograph of a paper event sign-in sheet into confirmed attendance and walk-in records, cutting hours of manual reconciliation down to minutes. Meanwhile, Windows users gain support for Agentic Media.

A handful of smaller enhancements round out the release, including Agent User Groups and Product Groups to scope Text Monitoring rules by team or therapeutic area, Text Monitoring for Medical Interactions, and a standard rule set to jump-start Agentic Text Monitoring for Home Office.

Commercial Evidence™ Standard Metrics - Available on Browser, iPad, iPhone, and Windows

Commercial Evidence™ Standard Metrics transform commercially relevant information captured on the Agentic Call Report™ into structured, standardized data used to drive commercial strategy. Conversations between field teams and HCPs frequently contain crucial evidence regarding adoption barriers, unmet HCP or patient needs, prescribing drivers, competitive dynamics, and other key insights.

Each time users submit an Agentic Call Report, the Commercial Evidence Agent automatically scans Call Text and Commercial Insights, captures relevant information on Commercial Evidence records and classifies it into the industry-standard categories as defined by Commercial Evidence Standard Metrics. This unlocks valuable information from the field for analysis at scale.

Agentic Coaching - Available on Browser

Agentic Coaching uses AI to evaluate call performance and generate AI Coaching Reports, providing users consistent, timely feedback on their performance. Agentic Coaching evaluates the transcript of a submitted call against a set of configurable Coaching Rules, then produces a summary, a written evaluation, a score, and up to three recommendations for each rule. This empowers end users to receive more frequent feedback on their interactions with HCPs, scored against a customizable set of rules, and improve their performance based on this feedback.

The following functionality is available for Agentic Coaching:

• AI Coaching Reports - Available on Browser

Agentic Sign-In Sheet - Available on Browser and iPad

Agentic Sign-In Sheet uses AI to transform photographs of paper event sign-in sheets into confirmed attendance records and new walk-in attendee records in Vault CRM. By eliminating manual transcription and row-by-row reconciliation of paper sign-in sheets, Agentic Sign-In Sheet empowers event organizers to complete post-event sign-in processing in minutes instead of hours, while reducing the chance of data entry errors that create compliance exposure.

The following functionality is available for Agentic Sign-In Sheet:

• Agentic Sign-In Sheet for Events

Agentic Account Plan Summary - Available on iPad

Key Account Managers (KAMs) and End Users can use Agentic Account Plan Summary to generate concise executive summaries of account plans directly within Vault CRM. Account plans often contain strategic goals, tactics, and granular action items distributed across multiple child objects and related lists. Agentic Account Plan Summary combines this information into a structured summary. This enables users to prepare efficiently for leadership reviews, team meetings, and account onboarding without navigating through nested related records.

Agentic Media - Now available on Windows

Agentic Media uses AI to help users quickly find information about products and access relevant media for HCP interactions. Through the Media AI tab in the media library, Windows users can ask questions about their products and receive clear, concise answers with links to the CLM content where the information is found.

Standard Rule Set for Agentic Text Monitoring for Home Office - Available on Browser

The Standard Agent Rule Set provides admins with preconfigured Agent Rule records covering common pharmaceutical compliance topics, allowing an organization to launch a text monitoring program without authoring Agent Rules from scratch. These rules are delivered inactive by default. Admins can activate a standard rule as-is to put it into effect, or copy a standard rule and adjust editable fields to match the organization's specific requirements.

Medical Interactions with Agentic Text Monitoring for Home Office - Available on Browser

Agentic Text Monitoring for Home Office can now be used to review text fields on Medical Interaction and Medical Interaction Discussion records. Using AI to understand natural language in context, this agent intelligently analyzes submitted records and flags potential compliance issues for review by home office compliance monitoring teams. This agent's powerful AI capabilities act as a force-multiplier for home office oversight, enabling fast, detailed review across Vault CRM records.

Agent User Groups for Agentic Text Monitoring for Home Office - Available on Browser

Admins can now use Agent User Groups to target Agent Rules to specific groups of users. By defining Agent User Groups, organizations can easily separate rules across distinct functional groups (for example, Market Access versus Field Sales) and business units. This allows admins to differentiate the rules according to which apply to each group, which allows for more targeted monitoring and can aid in reducing token usage.

Agent Product Groups for Agentic Text Monitoring for Home Office - Available on Browser

Admins can now use Agent Product Groups to target Agent Rules to specific product categories. By defining Agent Product Groups, organizations can easily separate rules across distinct therapeutic areas and products. This ensures Agent Rules only run for specific products assigned to the user, which allows for more targeted monitoring and can aid in reducing token usage.

Agentic Call Capture for Child Accounts - Available on iPad and iPhone

Agentic Call Capture now supports child accounts, enabling users to accurately capture information about parent and child accounts when recording a spoken description of their HCP interactions for conversion into an Agentic Call Report™.

Favorite Product Preference for Agentic Call Capture - Available on iPad and iPhone

Favorite Product Preference allows end user's Favorite Products, as identified in My Setup, to take priority when Agentic Call Capture identifies multiple Product Catalog variations of the same product.

Favorite Product Preference for Agentic Insight Capture - Available on iPad and iPhone

Favorite Product Preference allows end user's Favorite Products, as identified in My Setup, to take priority when Agentic Insight Capture identifies multiple Product Catalog variations of the same product.

Vault CRM Content Studio

Content Studio moves further into day-to-day content production, with creators now able to drop into a template’s HTML source code for precise edits alongside the visual editor. Transparency comes along with the AI-generated content it produces, too, as a new AI Assisted field flags whether a piece of Approved Email content came from the Content Studio MCP.

Identifying AI-Assisted Approved Email Content in Vault CRM – Available on Browser, iPad, iPhone, and Windows

End users can now review the AI Assisted field to be informed on whether Approved Email content was generated via the Vault CRM Content Studio MCP.

Viewing and Editing Content Source Code - Available on Browser

In addition to using the Editor view to create content, content creators can also view and directly edit the content's HTML source code.

Additional Token Support in Content Studio - Available on Browser

Content creators can now insert the following additional Approved Email tokens in Content Studio content:

• {{insertMCConsentLines[Subscribed,Unsubscribed]}}
• {{EventSession}}
• {{EventSpeaker}}
• {{insertZoomDialInNumbers[language_code]}}
• {{insertEngageAndZoomJoinURL[language_code]}}
• {{approvedEmailAction[LandingPageURL,MessageIdentifier]}}
• {{unsubscribe_product_link[External URL,unsubscribe_identifier__v]}}

Align

Align’s territory feedback functionality gets richer this release. Users profiling accounts can now also update object-type fields themselves, and Recommended Targets can now be designated at a specific location. Similarly, Data Change Request (DCR) support is extended, so any Align field updates that need formal review can be properly logged and routed as DCRs.

Editing Fields of Type Object in Profiling During Feedback – Available on iPad

End users can now edit fields of type Object when profiling accounts during Territory Feedback, enabling end users to correct data for these fields.

Using Location Based Targeting with Recommended Targets – Available on iPad

End users can now add recommended targets at a specific location when Location Based Targeting is enabled for the Multichannel Cycle, enabling end users to target an account only at the locations where they engage with them and to set goals for each location separately.

DCR Support for Profiling During Territory Feedback – Available on iPad

End users viewing and updating account profile information can now update Data Change Request-controlled fields and have those change requests formally logged as DCRs for review and approval.

Approved Email

Personalization and privacy both advance this release. Personalized Content Generation turns a CLM presentation into an account-specific PDF a user can hand an HCP on the spot, while on the privacy side, emails sent to HCPs without tracking consent stop carrying a tracking pixel or wrapped links altogether.

Personalized Content Generation – Available on iPad

End users can deliver account-specific PDFs to HCPs directly from a CLM presentation based on user-provided information, enabling highly relevant, personalized information to be provided to accounts quickly and easily.

Updates to Anonymous Activity Tracking Behavior – Available on Browser, iPad, iPhone, and Windows

Approved Emails sent to HCPs who did not grant activity tracking consent no longer contain a tracking pixel or wrapped links. This means that Opened, Clicked, Viewed, and Downloaded events no longer record anonymously for these recipients.

Automated Order Wholesaler Notifications – Available on Browser, iPad, and Windows

Automated order wholesaler notifications enable organizations to email a wholesaler as soon as an order is submitted, so the wholesaler promptly and automatically receives the details needed to prepare the shipment.

Previewing Vault Document Links in Approved Emails – Available on Browser, iPad, and iPhone

End users can verify links to Vault Documents function correctly within an Approved Email by selecting them while in Preview or Edit Mode.

Inserting Queried Data into an Approved Email – Now available on Windows

The {{customContent}} token now renders when previewing Approved Emails on Windows, enhancing flexibility when adding information to content.

Campaign Manager

Campaign Manager opens up the range of data a target list can be built from. The Target List Builder now reaches into call reports, events, surveys, and other multichannel activity, so marketers can segment based on how HCPs are actually engaging. Patients can be added as campaign and journey targets for the first time, and new Field Email and Field Action channels let marketing prompt a rep to send an email or log a call in direct response to HCP engagement.

Adding Patient Targets to Campaigns and Journeys – Available on Browser

Enabling disease awareness information, treatment option education, and brand messaging to reach patients directly, marketing users can build campaign and journey target lists from patients.

Field Email Channel for Journeys - Available on Browser

Marketing users can now use Journeys to create and manage Field Emails, which are sent on behalf of Approved Email end users. 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.

Field Action Channel for Journeys - Available on Browser

The Field Action channel is now available in Journeys, giving marketers a way to create and send Suggestions directly to end users. Marketing users can prompt end users to schedule a call, send a specific email, or simply share relevant information about HCPs.

Expanded Objects in the Target List Builder – Available on Browser

Marketing users can now build target lists from a significantly broader set of Vault CRM data, including call reports, events, surveys, suggestions, MCCPs, cases, sent emails, and multichannel activity. This enables marketing teams to target accounts based on real field and multichannel engagement.

Engage

Engage continues building out flexible, asynchronous ways to reach HCPs. Share Link (Sign Later) lets a user send a BRC sample signature request as a link an HCP can sign at their convenience, with the usual tracking happening automatically. Windows users get full meeting management through Engage Meeting, and admins can cleanly disconnect an entire AWS account and all its associated phone numbers in one step.

Capturing Asynchronous Remote Signatures for BRC Samples Using Share Link (Sign Later) - Now available on Browser

End users can send remote signature requests for Business Reply Card (BRC) samples via a shareable link directly from Vault CRM, resulting in greater flexibility for HCPs to review and sign requests at their convenience. This provides a streamlined workflow that maintains compliance and accountability while automating the tracking, notification, and acceptance process for outstanding sampling signatures.

Engage Meeting - Now available on Windows

Engage Meeting on Windows allows end users to manage and start meetings directly from the Windows platform. Vault CRM Engage enables CRM users to build stronger relationships with HCPs through a comprehensive remote engagement platform, encouraging collaboration and information sharing tailored to HCP preferences.

Disconnect Connected AWS Account - Now available on Browser

Admins can now disconnect an entire AWS account from Engage in a Vault. Disconnecting an account also disconnects all associated phone numbers used in messaging, allowing admins to quickly remove all connection data.

Events Management

Events Management automates more of the administrative load for running an event. Invite statuses now advance on their own once an Approved Email invitation goes out, speaker contracts can be routed and signed through a native Docusign integration, and consent can be captured right at registration or sign-in, catching HCPs at a high-engagement moment.

Automatically Updating the Event Invite Status - Available on Browser and iPad

Customers can enable event attendees and speakers to automatically advance to Invited status when an event team member creates an approved email invitation. This allows event attendee and speaker statuses to stay current without manual intervention.

Capturing Speaker Contract Signatures Remotely Using Docusign - Available on Browser

Customers can streamline and automate the execution of speaker contracts using a digital signature workflow that integrates Vault CRM Events Management with Docusign. This integration allows contract coordinators to generate speaker contracts, route them to one or more signers and carbon copy recipients for digital signature, and track signature status without leaving Events Management.

Displaying the Audit Trail on Events - Available on Browser

Users can view the audit history of event records to track changes made since a record was last viewed or approved. This enables approvers and coordinators to quickly identify modifications and verify details before approving an event or executing event logistics.

Capturing Consent from Events - Available on Browser, iPad

Users can capture consent from event attendees during event registration and sign-in to ensure continuous communication through Approved Email and SMS and comply with regulatory privacy requirements. Capturing consent at high-value engagement points maximizes opt-in rates, maintains regulatory compliance under GDPR laws, and instantly enables ongoing communications.

Service Center

Service Center brings compliant messaging into the case itself. Users can respond to inquiries using Approved Email templates and loop in supervisors or other stakeholders via CC/BCC, all from the same Case conversation thread they are already working in.

Approved Email Templates and CC/BCC Fields for Case Emails - Available on Browser

Approved Email templates and multi-recipient CC/BCC functionality enable Customer Service users to respond to inquiries with compliant, pre-approved messaging and keep supervisors, colleagues, and external stakeholders informed directly from the Case conversation thread, ensuring consistency and streamlined collaboration.

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.

Service Center

Platform	Description	Before	After
Browser	The Case’s Messaging sub-tab is renamed to Email.

Additional Resources

The following resources are available for the 26R3.0 release:

• Flightpaths
• Videos
• Feature Enablement and Availability
• Data Model Changes:
• New Objects
• New Fields
• Removed Fields

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. Flightpaths for the following topics will be available with the 26R3.0 Production Release:

• Capturing Standing Requests for Medical Using Documented Interest
• Creating Personalized Content
• Migrating to CLM as Document Model
• Vault CRM Standard Metrics (updates to existing Flightpath)

Videos

The following videos will be available with the 26R3.0 Production Release:

• Agentic Sign-in Sheet for Events
• Adding Patient Targets to Campaigns and Journeys
• Hosting Virtual Events Using Zoom Meetings
• Hot Lists (updates to existing video)

26R3.0 Feature Enablement and Availability

The following table provides an explanation of feature enablement and user impact.

Vault CRM Feature Availability and Enablement
Feature	User Visible Change	Configuration Required	Browser	CRM Desktop (Mac)	CRM Desktop (Windows)	iPad	iPhone	Windows
Account Management
Adding Accounts to Vault CRM from Link Key People - Available on Browser, iPad, and iPhone	No	Yes
Edit Multiple Accounts in the My Accounts Console - Available on Browser	No	Yes
Hot Lists Side Panel - Available on iPad	Yes	Yes
Searching OneKey Accounts from Global Account Search - Available on Browser (Available on December 3, 2026)	Yes	Yes
Account Planning
Account Plan Templates - Available on Browser, iPad, Windows	No	Yes
Call Planning
Displaying MCCP Information in My Schedule - Now available on Windows	No	No*
Viewing Custom Account Information with Display-By - Now available on Windows	No	No*
MCCP Filtering in My Schedule - Now available on Windows	Yes	No*
Bookmarking Filters in My Schedule - Now available on Windows	Yes	No*
Call Reporting
Recording Audio and Generating Transcripts for Calls - Available on iPad, iPhone	Yes	Yes
Support for Layout Rules on Product Discussions - Available on Browser, iPad	Yes	Yes
Support for Required Call Channel - Available on Browser	Yes	Yes
Call Sampling
Requiring Sample Opt-In - Now available on iPhone	No	Yes
CLM
Continuous Playback for CLM Videos - Now available on CRM Desktop (Mac), CRM Desktop (Windows), and Windows	Yes	No*
Viewing Slide Notes for Presentations in the Document Model - Available on Browser, iPad, iPhone, and Windows	Yes	No
Custom Presentations for CLM as Document Model - Available on iPad, iPhone, and Windows	No	Yes
Querying CLM Attachment Fields - Available on CRM Desktop (Mac)	No	Yes
Commercial Insights
Criteria VQL for Commercial Insights - Available on Browser, iPad, and iPhone	No	No
Data Lakehouse
AI Interaction History in the Data Lakehouse	No	No
Medical
Multiple Documented Interests on a Call - Available on Browser, iPad, iPhone, and Windows	Yes	Yes
Custom Layouts for Medical Interaction - Available on Browser and iPad	No	Yes
Capturing Medical Events on Medical Interactions - Available on Browser, iPad, iPhone, and Windows	No	Yes
Associating Account Plans with Medical Interactions - Available on Browser, iPad, and iPhone	No	Yes
Order Management
Post-Negotiation Delivery Splitting - Available on Browser, iPad	Yes	No
Delivery Period Pricing Rules for Non-Split Orders - Available on Browser	Yes	No
Sample Management
Sample Inventory Auto-Creation - Available on Browser	No	Yes
Address Sourcing from Rep Roster on Inventory Orders - Available on Browser	No	Yes
Timeline
Viewing Service Center Activities on the Account Timeline - Now available on Windows	No	Yes
Vault AI in CRM
Commercial Evidence™ Standard Metrics - Available on Browser, iPad, iPhone, and Windows	Yes	No
Agentic Coaching - Available on Browser	No	Yes
Agentic Sign-In Sheet - Available on Browser and iPad	No	Yes
Agentic Account Plan Summary - Available on iPad	No	Yes
Agentic Media - Now available on Windows	No	No*
Standard Rule Set for Agentic Text Monitoring for Home Office - Available on Browser	Yes	Yes
Medical Interactions with Agentic Text Monitoring for Home Office - Available on Browser	No	Yes
Agent User Groups for Agentic Text Monitoring for Home Office - Available on Browser	No	Yes
Agent Product Groups for Agentic Text Monitoring for Home Office - Available on Browser	No	Yes
Agentic Call Capture for Child Accounts - Available on iPad and iPhone	No	Yes
Favorite Product Preference for Agentic Call Capture - Available on iPad and iPhone	No	Yes
Favorite Product Preference for Agentic Insight Capture - Available on iPad and iPhone	No	Yes
Vault CRM Content Studio
Identifying AI-Assisted Approved Email Content in Vault CRM – Available on Browser, iPad, iPhone, and Windows	No	Yes
Viewing and Editing Content Source Code - Available on Browser	No	Yes
Additional Token Support in Content Studio - Available on Browser	No	Yes
Align
Editing Fields of Type Object in Profiling During Feedback – Available on iPad	No	Yes
Using Location Based Targeting with Recommended Targets – Available on iPad	No	Yes
DCR Support for Profiling During Territory Feedback – Available on iPad	No	Yes
Approved Email
Personalized Content Generation – Available on iPad	No	Yes
Updates to Anonymous Activity Tracking Behavior – Available on Browser, iPad, iPhone, and Windows	No	No
Automated Order Wholesaler Notifications – Available on Browser, iPad, and Windows	No	Yes
Previewing Vault Document Links in Approved Emails – Available on Browser, iPad, and iPhone	No	Yes
Inserting Queried Data into an Approved Email – Now available on Windows	No	No*
Campaign Manager
Adding Patient Targets to Campaigns and Journeys – Available on Browser	No	Yes
Expanded Objects in the Target List Builder – Available on Browser	No	Yes
Field Email Channel for Journeys - Available on Browser	Yes	No
Field Action Channels for Journeys - Available on Browser	Yes	No
Engage
Capturing Asynchronous Remote Signatures for BRC Samples Using Share Link (Sign Later) - Now available on Browser	No	Yes
Disconnect Connected AWS Account - Now available on Browser	Yes	No
Engage Meeting - Now available on Windows	No	Yes
Service Center
Approved Email Templates and CC/BCC Fields for Case Emails - Available on Browser	No	Yes
Events Management
Automatically Updating the Event Invite Status - Available on Browser and iPad	No	Yes
Capturing Speaker Contract Signatures Remotely Using Docusign - Available on Browser	No	Yes
Displaying the Audit Trail on Events - Available on Browser	No	Yes
Capturing Consent from Events - Available on Browser, iPad	No	Yes

*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.

*Support for future functionality

Removed Fields

No fields were removed in Vault CRM 26R3.0.

Updated Fields for OpenData 2.0 Support

The following tables include all fields updated in Vault CRM 26R3.0 for OpenData 2.0 Support. The existing country dependency below is removed.

Picklist Name	Picklist Value Name	Picklist Value Label	Country Dependencies
hcp_type_local__v	mrpea__v	Medical Radiation Practitioner	tw__v

The mrpea__v and radio__v picklist values are considered different credentials in all other countries. Only in Taiwan are they considered duplicates because they both map to a single unified national license.

The English label for the following picklist value is updated.

Picklist Name	Picklist Value Name	Previous Picklist Value Label	Updated Picklist Value Label
hcp_type_local__v	beino__v	Biomedical engineer	Biomedical Engineer

The following picklist values are added or updated.

New / Update	Picklist Name	Picklist Value Name	Picklist Value Label	Country Dependencies
New	hcp_type_local__v	nursp__v	Nurse Prescriber	au__v
New	hcp_type_local__v	nurss__v	Enrolled Nurse	au__v, sg__v
New	hcp_type_local__v	abopr__v	Aboriginal and Torres Strait Islander Health Practitioner	au__v
New	hcp_type_local__v	nursr__v	Registered Nurse Prescriber	nz__v
New	hcp_type_local__v	optdi__v	Dispensing Optician	nz__v
Update	hcp_type_local__v	paxra__v	Paramedic	au__v
Update	hcp_type_local__v	podia__v	Podiatrist	au__v, nz__v
Update	hcp_type_local__v	rsecs__v	Researcher / Scientist	au__v, in__v, my__v, nz__v, ph__v, pk__v, sg__v, id__v, kr__v, th__v, tw__v, vn__v
Update	hcp_type_local__v	asdtm__v	Administrative Staff	sg__v
Update	hcp_type_local__v	hsxwo__v	Healthcare Social Worker	sg__v
Update	hcp_type_local__v	mteee__v	Medical Technologist	sg__v
Update	hcp_type_local__v	midwi__v	Midwife	sg__v, id__v
Update	hcp_type_local__v	orthp__v	Orthoptist	sg__v
Update	hcp_type_local__v	rtehs__v	Respiratory Therapist	sg__v
Update	hcp_type_local__v	bpurs__v	Business Professional	tw__v
New	hco_type_local__v	host__v	Hospital Trust	no__v
Update	hco_type_local__v	madl__v	Medical and Diagnostic Laboratory	nz__v, au__v, in__v, my__v, ph__v, pk__v, sg__v, kr__v, th__v, tw__v, vn__v
Update	hco_type_local__v	gppr__v	GP Practice	nz__v
Update	hco_type_local__v	goor__v	Government Organization	pk__v, sg__v
Update	hco_type_local__v	acel__v	Aesthetic Clinic	sg__v
Update	hco_type_local__v	ocul__v	Outpatient Clinic	sg__v
Update	hco_type_local__v	dcel__v	Dental Clinic	sg__v
Update	hco_type_local__v	dort__v	Drugstore (OTC)	sg__v
Update	hco_type_local__v	icvl__v	IVF Clinic	sg__v
Update	hco_type_local__v	msec__v	Medical School	sg__v
Update	hco_type_local__v	mseo__v	Medical Society	sg__v
Update	hco_type_local__v	nhoo__v	Non Healthcare Organization	sg__v
Update	hco_type_local__v	dwih__v	Distributor / Wholesaler	id__v
Update	hco_type_local__v	clin__v	Clinic	kr__v, tw__v
Update	hco_type_local__v	hmco__v	Hospital / Medical Center Operator	at__v
Update	hco_type_local__v	eidn__v	Educational Institution	fi__v
Update	specialty_local__v	phueb__v	Public Health	ph__v