Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Platforms.htm

## Platform Functionality

The following table lists all features in Vault CRM, as well as their supported platforms.

✔︎ - Feature is available on the indicated platform

✔︎ - Feature is coming soon on the indicated platform

✘︎ - Feature is not available on the indicated platform

| Area | Feature | Browser | CRM Desktop (Windows) | iPad | iPhone | Windows |
| --- | --- | --- | --- | --- | --- | --- |
| Account Management | [Adding Accounts to Vault CRM from Link Key Accounts](Accounts/ManagingAccountInfo/AddingAccountsFromLKA.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Account Management | [Account Hot Lists](Accounts/MyAccounts/AccountHotLists.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | [Populate Data Source for Account, Child Account, and Address](Accounts/ManagingAccountInfo/RecordDataSource.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Account Management | [Collapsible Details Pane in My Accounts](Accounts/MyAccounts/MyAccountsOverview.htm#Collapse) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Management | [Record Data Sources for Account, Child Account, and Address](Accounts/ManagingAccountInfo/RecordDataSource.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Account Management | [Displaying Territory Fields for Child Accounts](Accounts/ChildAccounts/DisplayChildAccountTerritoryFields.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | [Formatting Account Name by Country](Accounts/ManagingAccountInfo/FormattingAccountNameByCountry.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Account Management | [Stamping Country Information for Account and User](Accounts/CreatingAccounts/StampingCountryInformation.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Management | [View Consent Signature](Accounts/ManagingAccountInfo/ViewConsentSignature.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Management | [Creating and Managing Account Profiling Templates](Accounts/ManagingAccountInfo/CreatingAccountProfilingTemplates.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Management | [Child Accounts in Vault CRM](Accounts/ChildAccounts/ChildAcctsInVaultCRM.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Account Management | [Displaying Dynamic Attributes in My Accounts Views](Accounts/MyAccounts/ManagingDynamicAttributesinMyAccounts.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Management | [Customizing Account Fields in Stakeholder Navigator](Accounts/UsingAccounts/SN_CustomizingAccountFields.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | [Entering Information in Account Profiling Sheets](Accounts/ManagingAccountInfo/AccountProfiling.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | [Managing Account Hierarchies](Accounts/ManagingAccountInfo/AccountHierarchy.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Management | [Auto-Creating Affiliations in Account Wizards](Accounts/AcctWizards/AffiliationAutoCreate.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Management | [Capturing State License Information in Account Wizards](Accounts/AcctWizards/State_License_Information_in_Account_Wizards.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | Coming Soon - Account Hierarchy in Account Wizards | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | [Enabling Child Account Fields in Wizards](Accounts/ChildAccounts/Enabling Child Account Fields in Wizards.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Account Management | [Global Account Search](Accounts/ManagingAccountInfo/GlobalAccountSearch.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Management | [New Account Wizard](Accounts/AcctWizards/New_Account_Wizard.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Management | Coming Soon - New Object Type Wizard | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | Coming Soon - Regional Manager Governors in My Accounts | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Account Management | [[Parent Account Wizard](Accounts/AcctWizards/Parent_Account_Wizard.htm)](Accounts/AcctWizards/Parent_Account_Wizard.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Management | Coming Soon - Geocoding Missing Address Coordinates | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Account Management | [Account Deep Linking](Accounts/UsingAccounts/AccountDeepLinking.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Account Management | [GAS Customized Columns and Preview Pane](Accounts/ManagingAccountInfo/GASCustomizedColumnsPreview.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | [Searching for Out-Of-Territory Accounts Before Creating an Account](Accounts/ManagingAccountInfo/GlobalAccountSearchRedirectNew.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Management | [Configuring Account Wizards](Accounts/AcctWizards/UsingAcctWizards.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Management | Coming Soon - Using Custom Account Object Types with the New Object Type Wizard | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | Coming Soon - Duplicate Record Checking in Account Wizards | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | Coming Soon - Disabling the Create Button for Accounts | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | [Previewing an Account During Creation](Accounts/CreatingAccounts/PreviewinganAccountDuringCreation.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | Coming Soon - Prescriber Level Formulary | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | [Dynamic Attributes for Accounts](Accounts/ManagingAccountInfo/DynamicAttributesforAccounts.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Management | Coming Soon - Veeva ID | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Management | [Account Filter Recall](Accounts/MyAccounts/AccountFilterRecall.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Management | [Account Views and Lists](Accounts/MyAccounts/Account_Lists_and_Views.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Account Management | [Configuring the My Accounts Display](Accounts/MyAccounts/ConfigMyAccountsDisplay.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | [Identifying Accounts with Account Identifier or Account Name Expansion](Accounts/MyAccounts/IdentifyingAccounts.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Account Management | [My Accounts Alphabar on iPad](Accounts/MyAccounts/AlphabarIpad.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | [Scheduling a Call in My Accounts](Accounts/MyAccounts/SchedulingCall.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Management | [Sticky Sort Order for My Accounts](Accounts/MyAccounts/StickySortOrder.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Management | [Using the Account Details Screen](Accounts/UsingAccounts/UsingAcctDetails.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Account Management | [Visibility of Accounts and Territories](Accounts/MyAccounts/VisibilityAcctsTerr.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Account Management | [Customer Journey Data Model](Accounts/ManagingAccountInfo/CustomerJourney.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Management | [Decoupled Data Change Requests](Accounts/ManagingAccountInfo/Decoupled_Data_Change_Requests.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Management | [Displaying the Primary Parent with a Business or Person Account's Name](Accounts/ManagingAccountInfo/DisplayingPrimaryParent.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Account Management | [Decoupled Unverified Records](Accounts/ManagingAccountInfo/DecoupledUnverifiedRecords.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Management | [Enabling Address Inheritance](Accounts/ManagingAccountInfo/Address_Inheritance_Support.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | [Merging Duplicate Account Records](Accounts/ManagingAccountInfo/Account_Merge_Administration.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Management | [Patient Journey Data Model](Accounts/ManagingAccountInfo/PatientJourney.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Management | Coming Soon - Adding the Business Professional Entity Object Type | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Account Management | [Working with Territory Fields](Accounts/ManagingAccountInfo/WorkingwithTerritoryFields.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Management | [Displaying Account Maps](Accounts/UsingAccounts/AcctMaps.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | [Displaying Calls Related Lists for Accounts](Accounts/UsingAccounts/Call_Related_Lists.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Account Management | [Displaying Child Accounts for an Account Hierarchy](Accounts/ChildAccounts/DisplayingChildAccounts.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Management | Coming Soon - Veeva CRM Campaigns | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | Coming Soon - Displaying the Formulary Matrix | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | [Enabling X-Pages Custom Account Content](Accounts/UsingAccounts/EnablingCustomAccountVisualizations.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Management | [Searching for Accounts](Accounts/UsingAccounts/SearchingforAccounts.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Account Management | [Stakeholder Navigator](Accounts/UsingAccounts/StakeholderNavigator.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Management | [Using Addresses in Accounts](Accounts/UsingAccounts/Addresses.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Account Management | [Sphere of Influence](Accounts/ManagingAccountInfo/Sphere_of_Influence.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Management | [Displaying Additional Sphere of Influence Fields](Accounts/ManagingAccountInfo/SphereOfInfluence/AddtlSOIFields.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | [Using Bookmarks for Account Filters in Sphere of Influence](Accounts/ManagingAccountInfo/SphereOfInfluence/SOIBookmarks.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Management | [Using Office Best Times for Accounts](Accounts/UsingAccounts/OfficeBestTimes.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Management | [Defining HCP Display Names](Accounts/ManagingAccountInfo/HCPDisplayName.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Account Planning | [X-Pages on Account Plans](AccountPlanning/UsingAcctPlans/XPagesAccountPlans.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Planning | [Multi-Owner Support for Microsoft Teams Integration](AccountPlanning/UsingAcctPlans/IntegrateMSTeams.htm#OwnersGroup) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Planning | [Updated Account Plan Picklist on Call Report](AccountPlanning/UsingAcctPlans/AccountPlansFromCallReports.htm#Stakeholder) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Account Planning | [Assigning Call Objectives to Account Plan Objectives](AccountPlanning/UsingAcctPlans/AssignCallObjectiveAccountTactic.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Planning | [Integrating Account Plans with Microsoft Teams](AccountPlanning/UsingAcctPlans/IntegrateMSTeams.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Planning | [Applying a Product Plan to an Account Plan](AccountPlanning/UsingAcctPlans/ApplyProductPlan.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Planning | [Exporting Account Plans to PowerPoint](AccountPlanning/UsingAcctPlans/ExportToPowerPoint.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Planning | [Using the KAM Business Portal Page](AccountPlanning/UsingAcctPlans/KAMBusinessPortalTemplate.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Account Planning | [Account Plan Sharing](AccountPlanning/ManageAcctPlans/Account_Plan_Sharing.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Planning | [Assigning Accounts to Strategies](AccountPlanning/UsingAcctPlans/TacticalAssociationPlanStrategies.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Planning | [Managing Key Stakeholders](AccountPlanning/UsingAcctPlans/ManageKeyStakeholders.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Planning | [Account Hierarchy Overlay](AccountPlanning/UsingAcctPlans/AccountHierarchyOverlay.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Planning | [Account Plan Deep Copy](AccountPlanning/UsingAcctPlans/AcctPlanDeepCloning.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Planning | [Calculating Account Plan Progress Using the Account Plan Hierarchy](AccountPlanning/ManageAcctPlans/AcctPlanProgress.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Planning | [Using Action Items for KAMs](AccountPlanning/UsingAcctPlans/AddingActionItems.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Planning | [Working with Multiple SWOT and Goal Records](AccountPlanning/UsingAcctPlans/GoalsandSWOTs.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Planning | [Product Plans](AccountPlanning/ManageAcctPlans/Product_Plans.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Account Planning | [Using the Account Plan X-Pages Studio Template](AccountPlanning/UsingAcctPlans/AccountPlanXPagesTemplate.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Planning | [Viewing Stakeholder Navigator from an Account Plan](AccountPlanning/ManageAcctPlans/StakeholderNavAccountPlan.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Timeline | [Displaying Sent Fax Activity on the Timeline](Timeline/Using/DisplaySentFaxTimeline.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Timeline | [Viewing the Account Timeline](Accounts/UsingAccounts/ViewingtheTimeline.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Timeline | [Viewing Events Management Events on the Account Timeline](Timeline/Using/ViewEventsOnTimeline.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Timeline | [Displaying Custom Multichannel Activities on the Account Timeline](Timeline/Managing/ConfiguringMCfortheAccountTimeline.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Timeline | [Setting the Timeline as the Default View for an Account](Timeline/Using/DefaultAccountView.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Timeline | [Account Timeline Filtering](Timeline/Managing/TimelineFiltering.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Timeline | [Viewing Activities on the Account Timeline](Timeline/Using/ViewActivites.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Account Timeline | Coming Soon - Creating Medical Inquiries from the Account Profile View | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Account Timeline | Coming Soon - Displaying the Suggestion Insights Overview Panel | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Align | [Preventing Users from Adding Restricted Products](Align/Targeting/RestrictedProducts.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Shared Targets in Territory Feedback](Align/TerrFeedback/TerrFeedback.htm#Viewing3) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Align | [Transferring Targets in Territory Feedback](Align/TerrFeedback/TransferTargets.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Preventing Users from Adding Restricted Products](Align/Targeting/RestrictedProducts.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Align | [Creating Product Specialties](Align/Targeting/ProductSpecialties.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Using Cycle Capacity Planning in Align](Align/Targeting/CapacityPlanning.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Cloning an MC Cycle](Align/Targeting/CloneMCCycle.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Creating Exclusive Assignments in Align](Align/Targeting/ExclusiveAssignments.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Using Location Based Targeting in Align](Align/Targeting/LocationBasedTargeting.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Creating Rule-Based Targeting Assignments](Align/Targeting/RuleBasedTargetingAssignments.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Using Targeting in Align](Align/Targeting/Targeting.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Using Account Assignment Rules in Align](Align/TerrAssignment/AccountAssignment/AcctAssignmentRule.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Manually Managing Account Assignments in Align](Align/TerrAssignment/AccountAssignment/ManualAssignment.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Managing Footprints in Align](Align/TerrAssignment/ManageGeo/Footprints.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Managing Geographies in Align](Align/TerrAssignment/ManageGeo/Geography.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Generating Geo Shapes](Align/TerrAssignment/ManageGeo/GeoShapes.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Using the Territory Information Panel](Align/TerrAssignment/ManageTerr/TerrInfoPanel.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Managing Align Territories](Align/TerrAssignment/ManageTerr/Territory.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Visualizing Territories on Maps](Align/TerrAssignment/ManageTerr/TerritoryMapping.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Managing My Setup Products in Align](Align/TerrAssignment/ProductAssignment/MySetupProducts.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Managing Product Assignments in Align](Align/TerrAssignment/ProductAssignment/ProductAssignment.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Managing Field Forces](Align/TerrAssignment/RosterMemberAssignment/FieldForce.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Assigning Roster Members in Align](Align/TerrAssignment/RosterMemberAssignment/RosterMember.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Managing Target Exclusions](Align/TerrFeedback/Exclusions.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Align | [Integrated Territory Feedback Operational Guide](Align/TerrFeedback/FeedbackProcess.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Reviewing Feedback as a Manager](Align/TerrFeedback/ManagerTerrFeedback.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Recommended Targets in Align](Align/TerrFeedback/RecommendedTargets.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Align | [Using Territory Feedback in Vault CRM](Align/TerrFeedback/TerrFeedback.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Align | [Managing Application Profiles in Align](Align/UserMgmt/AppProfiles.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Assigning Application Roles to Individual Roster Members](Align/UserMgmt/AppRoles.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Managing Groups with Functional Profiles](Align/UserMgmt/CRMGroups.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Using Vault CRM Managed Roster Member Fields in Align](Align/UserMgmt/CRMManagedFields.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [End-Dating Users in Align](Align/UserMgmt/EndDateUsers.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Using Functional Profiles](Align/UserMgmt/FunctProfiles.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Managing Layout Profiles in Align](Align/UserMgmt/LayoutProfiles.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Managing Engage Licenses in Align](Align/UserMgmt/ManagingEngageLicenses.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Resetting Vault CRM User Passwords in Align](Align/UserMgmt/ResetPassword.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Managing User Security Policies in Align](Align/UserMgmt/SecurityPolicy.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Managing Users in Align](Align/UserMgmt/UserMgmt.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Managing Vault CRM User Preferences in Align](Align/UserMgmt/UserPreferences.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Integrating Align and Workday](Align/UserMgmt/WorkdayInteg.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Modeling in Align](Align/TerrModeling.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Align | [Preventing Users from Adding Restricted Products](Align/Targeting/RestrictedProducts.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Align | [Creating Product Specialties](Align/Targeting/ProductSpecialties.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | [Sharing Documents with Users via My Setup Products and Content Groups](Multichannel/CLMDocModel/CreatingContent/MySetupProductsSharing.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | [Classic Consent in Approved Email](Multichannel/ApprovedEmail/ConsentAE/ClassicConsentComponents.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Approved Email | [Approved Email Entry Points](Multichannel/ApprovedEmail/SendAE/EntryPointsAE.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Approved Email | [CRM Auto-Publishing for Email Fragments](Multichannel/ApprovedEmail/CreatingContent/CRMAutoPublishingFragments.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [Email Tab](Multichannel/ApprovedEmail/SendAE/ApprovedEmailTab.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Approved Email | [One-Click Unsubscribe](Multichannel/ApprovedEmail/ManagingContent/OneClickUnsubscribe.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [Associating Business Accounts to Approved Emails](Multichannel/ApprovedEmail/SendAE/AssociateAEBusinessAcct.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Approved Email | [Sending Approved Emails to BCC Recipients](Multichannel/ApprovedEmail/SendAE/BCCRecipients.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Approved Email | [Bounced Email Management](Multichannel/ApprovedEmail/SendAE/BouncedEmailManagement.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [Composing Approved Emails](Multichannel/ApprovedEmail/SendAE/ComposingAEs.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Approved Email | [Favorite Email Templates and Fragments](Multichannel/ApprovedEmail/SendAE/FavoriteTemplatesFragments.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [Managing Approved Email Recipients](Multichannel/ApprovedEmail/SendAE/ManageAERecipients.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Approved Email | [Saving Emails as Drafts](Multichannel/ApprovedEmail/SendAE/SavingDrafts.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Approved Email | [Reschedule Emails](Multichannel/ApprovedEmail/SendAE/UnschedulingEmails.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Approved Email | [Displaying Approved Email Activity on the Timeline](Multichannel/ApprovedEmail/ReportAE/EmailActivityontheTimeline.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Approved Email | [Using Key Messages in Approved Email Content](Multichannel/ApprovedEmail/ReportAE/KeyMessagesApprovedDocuments.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [Publishing Method for Email Fragments](Multichannel/ApprovedEmail/ReportAE/PublishingMethodAE.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | [Tracking Approved Email Activity](Multichannel/ApprovedEmail/ReportAE/TrackingActivity.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Approved Email | [Tracking Multichannel Activities from Approved Emails](Multichannel/ApprovedEmail/ReportAE/TrackMCActivitesAE.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [Adding Footnotes and Citations to Approved Email Content](Multichannel/ApprovedEmail/CreatingContent/AddingFootnotesCitations.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [Approved Email Configuration Tokens](Multichannel/ApprovedEmail/CreatingContent/ConfigTokens.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [Creating Approved Email Fragments](Multichannel/ApprovedEmail/CreatingContent/CreatingAEFragments.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | [Creating Approved Email Templates](Multichannel/ApprovedEmail/CreatingContent/CreatingAETemplates.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | [Embedding the Vault Viewer in Approved Email Content](Multichannel/ApprovedEmail/CreatingContent/EmbedVaultViewer.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | [Formatting Tokens to Display Date and Time](Multichannel/ApprovedEmail/CreatingContent/FormattingDateTime.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Approved Email | [Inserting Queried Data into an Approved Email](Multichannel/ApprovedEmail/CreatingContent/InsertingQueriedData.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [Labeling Links in Approved Email](Multichannel/ApprovedEmail/CreatingContent/LabelingLinks.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | [Multi-Product Approved Email Content](Multichannel/ApprovedEmail/CreatingContent/MultiProductContent.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [Personalizing User Profiles](Multichannel/ApprovedEmail/CreatingContent/PersonalizingUserProfile.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [Tracking Approved Email Activity Using Tokens](Multichannel/ApprovedEmail/CreatingContent/TrackingActivityUsingTokens.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | [Aligning Approved Email Content to Users](Multichannel/ApprovedEmail/ManagingContent/AlignContent.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [Customizing Email Header Behavior](Multichannel/ApprovedEmail/ManagingContent/CustomizeHeaders.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | [Using Detail Groups in PromoMats / MedComms](Multichannel/ApprovedEmail/ManagingContent/DetailGroupsVaultPromoMats.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | [Defining the Language of Approved Email Content](Multichannel/ApprovedEmail/ManagingContent/Language.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [Matching Products for Approved Email Content](Multichannel/ApprovedEmail/ManagingContent/MatchingProducts.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | [Previewing Rendered Approved Email Content](Multichannel/ApprovedEmail/CreatingContent/HTMLPreviewRecords.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | [Restricted Words in Approved Email](Multichannel/ApprovedEmail/ManagingContent/RestrictedWords.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [Setting Consent at the Email Template Level](Multichannel/ApprovedEmail/ManagingContent/SetConsentEmailTemplate.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [Testing Staged Approved Email Content](Multichannel/ApprovedEmail/ManagingContent/TestingAEContent.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [Filtering Approved Email Fragments](Multichannel/ApprovedEmail/ManagingContent/FilteringFragments.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [Capturing Approved Email Opt-In Consent](Multichannel/ApprovedEmail/ConsentAE/CapturingOptIn.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Approved Email | [Creating Approved Email Receipt Templates for Signature Transactions](Multichannel/ApprovedEmail/SendAE/EmailReceiptsforSignatureTransactions.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [Adding and Customizing Unsubscribe Links](Multichannel/ApprovedEmail/CreatingContent/ConfigurableUnsubscribe.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | Coming Soon - Confirming RSVPs and Activities | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [CRM Auto-Publishing for Email Fragments](Multichannel/ApprovedEmail/CreatingContent/CRMAutoPublishingFragments.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [Recommended Emails](Multichannel/ApprovedEmail/SendAE/RecommendedEmails.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | Coming Soon - Approved Email Reports and Dashboards | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | Coming Soon - Sending Approved Emails for Cases | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | [Customizing Products or Content Types on the Unsubscribe Page](Multichannel/ApprovedEmail/CreatingContent/DisplayProducts.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | [Embedding the Unsubscribe Page](Multichannel/ApprovedEmail/CreatingContent/EmbeddedUnsubscribe.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | [Email Builder](Multichannel/ApprovedEmail/CreatingContent/EmailBuilder.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Email | [Creating Content for Email Builder](Multichannel/ApprovedEmail/CreatingContent/CreatingContentEmailBuilder.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Email | [Hiding Approved Email Content](Multichannel/ApprovedEmail/ManagingContent/HideAEContent.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Approved Notes | [Creating Country-Specific Approved Notes Rules](ApprovedNotes/UsingAN/CountrySpecificRules.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Notes | [Reviewing the Approved Notes Job History](ApprovedNotes/UsingAN/JobHistory.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Notes | [Creating Monitored Phrases](ApprovedNotes/UsingAN/MonitoredPhrases.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Notes | [Creating Monitoring Rules](ApprovedNotes/UsingAN/MonitoringRules.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Notes | [Creating Product-Specific Monitoring Rules](ApprovedNotes/UsingAN/ProductSpecificRules.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Approved Notes | [Reviewing Approved Notes Violations](ApprovedNotes/UsingAN/ReviewingViolations.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Call Objectives | [Enabling Call Objective Types](Call_Objectives/CallObjectiveTypes.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Objectives | [Creating Call Objectives for Business Events](Call_Objectives/BusinessEvents.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Call Objectives | [Displaying CLM Messaging for Call Objectives](Call_Objectives/DisplayingCallObjectiveMessages.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Objectives | [Modifying Display Order for Call Objectives](Call_Objectives/DisplayOrder.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Objectives | [Using Call Objectives](Call_Objectives/UsingCallObjectives.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Objectives | [Setting Prerequisite Call Objectives](Call_Objectives/PrerequisiteCallObjectives.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Refining Shared Calendars or Manager Views in My Schedule](CallPlanning/Managing/ManagerVisibility.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Call Planning | [Business Calendar](CallPlanning/Scheduling/BusinessCalendar.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Call Planning | [Managing Calls and Activities in My Schedule](CallPlanning/Managing/ManagingLanding.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Using Account Views and Lists in My Schedule](CallPlanning/Scheduling/Filtering.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Preventing Duplicate Time Off Territory Entries](CallPlanning/Scheduling/DuplicateTOT.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Call Planning | [Enabling Call Booking Support](CallPlanning/Managing/CallBooking.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Call Planning | [Using Child Accounts in My Schedule](CallPlanning/Scheduling/ChildAccts.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Planning | [Managing Call Cycles for Child Accounts](CallPlanning/Scheduling/ChildCallCycle.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Displaying Office Best Times for Child Accounts](CallPlanning/Scheduling/ChildOfficeBestTimes.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Integrating My Schedule and Microsoft Outlook Calendars](CallPlanning/Scheduling/OutlookIntegration.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Planning | [Color-Coding Planned Calls in My Schedule](CallPlanning/Managing/ColorCode.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Using Time Off Territory in My Schedule](CallPlanning/Scheduling/CreateTOT.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Planning | [Displaying Call Conflict Warnings](CallPlanning/Scheduling/CallConflict.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Displaying Warnings for Weekend Time Off Territory](CallPlanning/Scheduling/WarningTOT.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Call Planning | [Enabling My Schedule Map View](CallPlanning/Scheduling/MapView.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Call Planning | [Including Weekend Days in Time Off Territory](CallPlanning/Scheduling/WeekendTOT.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Managing Call Cycles](CallPlanning/Scheduling/CallCycles.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Managing Calls in Agenda View](CallPlanning/Managing/Agenda.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Planning | [Managing Calls in Day View](CallPlanning/Managing/DayView.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Call Planning | [Managing Calls in Month View](CallPlanning/Managing/Month.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✔︎ |
| Call Planning | [Managing Calls in Scheduler View](CallPlanning/Managing/Scheduler.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Managing Calls in Week View](CallPlanning/Managing/Week.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Scheduling Calls](CallPlanning/Scheduling/SchedulingCalls/CallsLanding.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Scheduling Calls and Activities in Agenda View](CallPlanning/Scheduling/SchedulingCalls/Agenda.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Scheduling Calls and Activities in Day View](CallPlanning/Scheduling/SchedulingCalls/DayView.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Call Planning | [Scheduling Calls in Month View](CallPlanning/Scheduling/SchedulingCalls/Month.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✔︎ |
| Call Planning | [Scheduling Calls in Scheduler View](CallPlanning/Scheduling/SchedulingCalls/Scheduler.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Scheduling Calls in Week View](CallPlanning/Scheduling/SchedulingCalls/Week.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Viewing and Searching Accounts in My Schedule](CallPlanning/Scheduling/Viewing.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Viewing Attendee Count and Details in My Schedule](CallPlanning/Managing/AttendeeCount.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Planning | [Displaying Medical Events in My Schedule](CallPlanning/Managing/MedEvents.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Planning | [Bookmarking Filters in My Schedule](CallPlanning/Scheduling/FilterBookmarks.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Creating Custom My Schedule Filters](CallPlanning/Scheduling/CustomFilters.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Displaying Account Hierarchies in My Schedule](CallPlanning/Managing/AcctHierarchy.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Scheduling Calls with Office Best Times](CallPlanning/Scheduling/OfficeBestTimes.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Sending an Address or Route to Maps](CallPlanning/Managing/SendtoMaps.htm) | ✘︎ | ✘︎ | ✘︎ | ✔︎ | ✘︎ |
| Call Planning | [Viewing Shared Calendars](CallPlanning/Managing/SharingCalendars.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Call Planning | [Viewing Users' Calendars with Manager View](CallPlanning/Managing/ManagerVisibility.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Viewing Account Information with Display-By](CallPlanning/Scheduling/DisplayBy.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Call Planning | Coming Soon - Viewing Custom Information with Display-By | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Call Planning | [Associating Unassigned Presentations with Calls](CallPlanning/Managing/SaveforLater.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Planning | [Deselecting CLM Product Details on the Call Report](Call_Reporting_2/Executing/Activities/CLMDeselect.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Reporting | [Deselecting CLM Product Details on the Call Report](Call_Reporting_2/Executing/Activities/CLMDeselect.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Reporting | [Adding Call Attendees](Call_Reporting_2/Executing/Activities/Attendees.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Call Reporting with Child Accounts](Call_Reporting_2/Executing/Activities/ChildAccounts.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Customizing the Attendees Section on the Call Report](Call_Reporting_2/Executing/Activities/CustomizeAttendees.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Reporting | [Call Categories](Call_Reporting_2/Planning/CallCategories.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Call Reporting Entry Points](Call_Reporting_2/Planning/CallEntry.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Capturing Product Discussions on the Call Report](Call_Reporting_2/Executing/Activities/CaptureProductDiscussions.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Using Survey Targets on the Call Report](Call_Reporting_2/Executing/Activities/SurveyTargets.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Capturing the Call Date Only](Call_Reporting_2/Executing/PopulateHeader/DateOnly.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Capturing Unique Information on Group Call Attendees](Call_Reporting_2/Executing/Activities/UniqueActivities.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Customizing Key Messages on the Call Report](Call_Reporting_2/Executing/Activities/CustomizeKeyMessages.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Customizing Product Discussions on the Call Report](Call_Reporting_2/Executing/Activities/CustomizeProductDiscussions.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Product-Dependent Picklist Mapping on the Call Report](Call_Reporting_2/Executing/Activities/ProductMap.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Reporting | [Defining Allowed Products](Call_Reporting_2/Restrictions/AllowedProd.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Detailing Products on the Call Report](Call_Reporting_2/Executing/Activities/ProductDetailing.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Limiting Call Backdating](Call_Reporting_2/Submitting/CallBackdating.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Limiting Past Call Submission](Call_Reporting_2/Submitting/CallSubmissionCutoff.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Capturing Expenses on the Call Report](Call_Reporting_2/Executing/Post/Expenses.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Requiring Users to Select a Call Address](Call_Reporting_2/Executing/PopulateHeader/RequireAddress.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Restricting Calls by Account](Call_Reporting_2/Restrictions/RcAcct.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Restricting Call Channels](Call_Reporting_2/Executing/PopulateHeader/RestrictingChannelOptions.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Restricting Products by Account](Call_Reporting_2/Restrictions/RpAcct.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Saving Call Reports](Call_Reporting_2/Executing/SavingCallReport.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Selecting a Call Address](Call_Reporting_2/Executing/PopulateHeader/CallAddress.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Selecting a Call Channel](Call_Reporting_2/Executing/PopulateHeader/CallChannel.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Selecting a Call Datetime](Call_Reporting_2/Executing/PopulateHeader/SelectingCallDateTime.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Targeting Key Messages to Account Segments](Call_Reporting_2/Executing/Activities/TargetingKeyMessages.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Call Reporting | [Selecting a Territory](Call_Reporting_2/Executing/PopulateHeader/TerritorySelection.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Selecting a Call Report Object Type](Call_Reporting_2/Executing/PopulateHeader/ObjectTypes.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Selecting the Call Location](Call_Reporting_2/Executing/PopulateHeader/CallLocation.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Submitting Call Reports](Call_Reporting_2/Submitting/Submitting.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Using Key Messages on the Call Report](Call_Reporting_2/Executing/Activities/KeyMessages.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Using Pre-Call Notes and Next-Call Notes](Call_Reporting_2/Executing/Activities/PreCall_NextCall.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Reporting | [Maintaining Separate Call and Signature Datetimes](Call_Reporting_2/Executing/PopulateHeader/DateOverwrite.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Attaching Files to the Call Report](Call_Reporting_2/Executing/Post/Attachments.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Reporting | [Restricting Calls by Account Object Type](Call_Reporting_2/Restrictions/RcType.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Using the All Actions Button on Call Reports](Call_Reporting_2/Executing/Post/AllActions.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Call Address Dependency](Call_Reporting_2/Executing/PopulateHeader/AddressDependency.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | Coming Soon - Deselecting CLM Product Details on the Call Report | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Reporting | [Sending Approved Emails from a Call](Multichannel/ApprovedEmail/SendAE/EntryPointsAE.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Reporting | Coming Soon - Adding a New Address | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Call Reporting | [Auto-Populating the Call Channel](Call_Reporting_2/Executing/PopulateHeader/CallChannelFormula.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Capturing GPS Coordinates on the Call Report](Call_Reporting_2/Submitting/GPSCheckIn.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Reporting | [Capturing Signatures for Calls Without Samples](Call_Reporting_2/Executing/Activities/NoSampleSig.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Creating Follow-Up Activities on the Call Report](Call_Reporting_2/Executing/Post/FollowupActivities.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | Coming Soon - Create a New Person | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Call Reporting | Coming Soon - Deleting or Archiving Calls | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Call Reporting | [Displaying Additional Information on the Call Report](Call_Reporting_2/Executing/Activities/CallPullInFields.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | Coming Soon - Displaying Product Priority from Call Cycles | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Call Reporting | [Hiding the Submit Button Online](Call_Reporting_2/Submitting/HidingSubmitOnline.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Call Reporting | Coming Soon - Recording Call Expenses in Multiple Currencies | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Reporting | [Selecting Account Plans from Call Reports](AccountPlanning/UsingAcctPlans/AccountPlansFromCallReports.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Reporting | [Stamping Suggestion Title and Reason on the Call Report](Call_Reporting_2/Executing/Activities/StampSuggestions.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Reporting | [Unlocking Submitted Calls](Call_Reporting_2/Submitting/UnlockingCalls.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Call Reporting | [Using Action Items on the Call Report](Call_Reporting_2/Executing/Activities/ActionItems.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Canceling Sample Requests (BRCs)](CallSampling/ShipBRC/CancelBRC.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Call Sampling | [Paper-Based Sampling](CallSampling/CaptSigforSampling/PaperBased.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Sampling | [Generating Printable Acknowledgement of Content Receipts](CallSampling/ShipBRC/PrintAOCReceipts.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Call Sampling | [Requiring Sample Opt-In](CallSampling/CaptSigforSampling/SampleOptIn.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Sampling | [Displaying a Marketing Banner](CallSampling/CaptSigforSampling/SigBanner.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Sampling | [Validating Samples on Signature Capture](CallSampling/CaptSigforSampling/ValidateOnSign.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Customizing Call Sampling with Section Attributes](CallSampling/Config/SampleAttributes.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Creating Sample Requests (BRCs)](CallSampling/Disbursements/CreateBRC.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Grouping Sample Products](CallSampling/Disbursements/GroupingProducts.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Sampling | [Managing HCP License Information](CallSampling/Disbursements/HCPLicenseInfo.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Sampling | [Adding Multiple Products to the Call Report](CallSampling/Disbursements/MassSampling.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Call Sampling | [Displaying the Negative Sample Warning Indicator](CallSampling/Disbursements/NegativeSampleWarning.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Selecting Products](CallSampling/Disbursements/Products.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Selecting Sample Recipients on Standard Group Calls](CallSampling/Disbursements/Recipients.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Viewing Sample Limits on the Call Report](CallSampling/Disbursements/SampleLimits.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Sampling | [Using Sample and Product Limits](CallSampling/Disbursements/SampleLimits_1.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Sampling | [Using Sample Limit Templates](CallSampling/Disbursements/SampleLimitTemplates.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Sampling | [Using Sample and Product Limits](CallSampling/Disbursements/SampleLimits_1.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Sampling | [Displaying Sample Warning Indicators](CallSampling/Disbursements/SampleWarnings.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Saving a Call with Samples](CallSampling/Disbursements/Saving.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Using Barcodes to Record Call Samples](CallSampling/Disbursements/UsingBarcodes.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Sampling | [Enabling Controlled Substance Sampling](CallSampling/SamplingRegReq/EnablingCS.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Restricting Sample Send Addresses](CallSampling/ShipBRC/RestrictBRCAddress.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Call Sampling | [Shipping Sample Requests (BRCs) to Business Locations](CallSampling/ShipBRC/ShipToBusiness.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Displaying Country-Specific Disclaimers](CallSampling/SignatureCapture/CountrySpecific.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Sampling | [Displaying HCP Information on the Signature Page](CallSampling/SignatureCapture/HCPinfo.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Sampling | [Capturing Electronic Signatures for Sampling](CallSampling/SignatureCapture/SigCap.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Modifying the Signature Disclaimer](CallSampling/SignatureCapture/SigDisclaimer.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Sampling | [Creating Sample Transactions on Sign Save](CallSampling/SubmitCallwSamples/SignSaveTransactions.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Sampling | [Submitting a Call with Samples](CallSampling/SubmitCallwSamples/Submitting.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Sampling with Mid-level Practitioners](CallSampling/SamplingRegReq/MidLevel.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Displaying the State Distributor License Status Indicator](CallSampling/SamplingRegReq/SDL_Indicator.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Supporting State Distributor License Validation](CallSampling/SamplingRegReq/ValidatingSDL.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Selecting an Address for State Distributor License Validation](CallSampling/SamplingRegReq/ValidatingSDLwithLocation.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Capturing and Validating CDS License Information](CallSampling/SamplingRegReq/CDSLicenses.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Generating Printable Sample Receipts](CallSampling/SubmitCallwSamples/SampleReceipts.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Call Sampling | [Restricting Sampling by Account Credentials and State](CallSampling/SamplingRegReq/StateCredentials.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Stamping the Signature Location on the Call Report](CallSampling/SignatureCapture/StampGPS.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Sampling | [Restricting Controlled Substance Delivery by State](CallSampling/SamplingRegReq/StateDelivery.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Preventing Negative Sample Inventory](CallSampling/Disbursements/PreventNegSample.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Sampling | [Sampling Non-PDMA Regulated Products](CallSampling/SamplingRegReq/NonPDMA.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Sampling without License Restrictions](CallSampling/SamplingRegReq/NoLicenseRestrictions.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Call Sampling | [Swapping the Signee](CallSampling/SignatureCapture/SwapSingee.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Sampling | [Aligning Promotional Products and BRCs by User](CallSampling/Disbursements/UserAligned.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Sampling | [Cold Chain Sampling](SampleManagement/RecordingSampleTransactions/ColdChain.htm) (Disbursements) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Sampling | [Capturing Custom Text](SampleManagement/RecordingSampleTransactions/CustomText.htm) (Disbursements) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Call Sampling | [Capturing Acknowledgement of Content](CallSampling/ShipBRC/CaptureAOC.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Call Sampling | [Viewing Captured Call Signatures](CallSampling/SignatureCapture/ViewSig.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Managing Marketing Consent](CampaignManager/Details/MarketingConsent.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Campaign Manager | [Adding Targets to Journeys with APIs](CampaignManager/TargetList/API.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Journey Builder in Campaign Manager](CampaignManager/Details/Builder.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Adding Targets to Journeys with APIs](CampaignManager/TargetList/API.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Creating Journeys in Campaign Manager](CampaignManager/Creating/CreatingJourneys.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Segments and Flows in Campaign Manager](CampaignManager/Details/Segments.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Viewing Campaign Manager Emails on the Account Timeline](CampaignManager/Activating/Viewing CampaignsTimeline.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Campaign Manager | [Sending Field Actions Using Campaign Manager](CampaignManager/Details/FieldActions.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Campaign Manager | [Using Field Review for Campaign Manager Emails](CampaignManager/Details/FieldReview.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Campaign Manager | [Using the Target List Builder](CampaignManager/TargetList/TargetListBuilder.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Creating Multi-Action Campaigns and Journeys](CampaignManager/Creating/MultiAction.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Creating Follow-up Actions](CampaignManager/Details/CreatingFollowupActions.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Segments and Flows in Campaign Manager](CampaignManager/Details/Segments.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Manually Adding Targets to Target Lists](CampaignManager/TargetList/ManuallyAddTargets.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Removing All Targets from a Target List](CampaignManager/TargetList/RemoveAllTargets.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Sending Test Emails in Campaign Manager](CampaignManager/Details/TestCampaigns.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Managing Target Lists](CampaignManager/TargetList/ManageTargetList.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Creating Single Action Campaigns and Journeys](CampaignManager/Creating/SingleAction.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Using Campaign Manager to Send Emails](CampaignManager/Details/SendEmails.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Copying Target Lists](CampaignManager/TargetList/CopyTargetList.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Monitoring Performance in Campaign Manager](CampaignManager/Performance/MonitoringCampaignPerformance.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Activating Campaigns and Journeys](CampaignManager/Activating/ActivatingCampaign.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Viewing Campaigns and Journeys](CampaignManager/Managing/ViewingCampaigns.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Viewing Performance Details in Campaign Manager](CampaignManager/Performance/CampaignPerformanceDetails.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Adding Targets to Journeys with APIs](CampaignManager/TargetList/API.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Campaign Manager | [Managing Marketing Consent](CampaignManager/Details/MarketingConsent.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Classic Cycle Plan | [Creating Classic Cycle Plans](CyclePlans/ClassicCP/Creating/CreatePlan.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Classic Cycle Plan | [Enabling Advanced Cycle Plan Scheduling](CyclePlans/ClassicCP/Executing/AdvScheduling.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Classic Cycle Plan | [Using Classic Cycle Plans in My Schedule](CyclePlans/ClassicCP/Executing/UsingCCPSchedule.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Classic Cycle Plan | [Viewing Cycle Plan Details from My Schedule](CyclePlans/ClassicCP/Executing/ViewDetails.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Classic Cycle Plan | [Managing Classic Cycle Plan Targets](CyclePlans/ClassicCP/Executing/ManageTargets.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Classic Cycle Plan | [Scheduling Calls for Classic Cycle Plan Targets](CyclePlans/ClassicCP/Executing/ScheduleCalls.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Classic Cycle Plan | [Supporting Custom Pull-in Fields for Classic Cycle Plans](CyclePlans/ClassicCP/Executing/PullIns.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Classic Cycle Plan | [Using Cycle Plan Progress Calculations](CyclePlans/ClassicCP/Creating/BatchProcess.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Classic Cycle Plan | [Displaying the Remaining Call Count for a Classic Cycle Plan](CyclePlans/ClassicCP/ClassicCyclePlanConfig.htm#Remaining) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Classic Cycle Plan | [Bookmarking Classic Cycle Plan Filters](CyclePlans/ClassicCP/Executing/BookmarkCCP.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Classic Cycle Plan | [Excluding Products from Classic Cycle Plans](CyclePlans/ClassicCP/Creating/ExcludeProduct.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Classic Cycle Plan | [Real-Time Calculations for Classic Cycle Plans](CyclePlans/ClassicCP/Creating/RealTime.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Classic Cycle Plan | [Customizing Heading Labels for Cycle Plan Targets](CyclePlans/ClassicCP/ClassicCyclePlanConfig.htm#headingLabels) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Classic Cycle Plan | [Monitoring Classic Cycle Plan Progress](CyclePlans/ClassicCP/Executing/Monitor.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Classic Cycle Plan | [Highlighting Target Products on the Call Report](CyclePlans/ClassicCP/Executing/HighlightTarget.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Classic Cycle Plan | [Unlocking Classic Cycle Plans](CyclePlans/ClassicCP/Creating/Unlock.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Classic Cycle Plan | [Submitting Classic Cycle Plans](CyclePlans/ClassicCP/Creating/Submit.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Sharing Documents with Users via My Setup Products and Content Groups](Multichannel/CLMDocModel/CreatingContent/MySetupProductsSharing.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Using gotoSlideV2 for Slide Navigation](Multichannel/CLMDocModel/CreatingContent/CustomSlideNav.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| CLM as Document Model | [Tracking CLM Call Clickstream Activity](Multichannel/CLMDocModel/TrackingCLM/CallClickstream.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Creating and Updating Records from CLM Content](Multichannel/CLMDocModel/CreatingContent/CreateUpdate.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| CLM as Document Model | [CLM Content Metrics](Multichannel/CLM/ContentMetrics.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Multi-Product CLM Presentations](Multichannel/CLMDocModel/ManagingContent/MultiProduct.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Syncing CLM Content from PromoMats/MedComms to Vault CRM](Multichannel/CLMDocModel/ManagingContent/SyncContent.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Querying Documents and Records from CLM](Multichannel/CLMDocModel/CreatingContent/QueryData.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Managing CLM Content as Documents in Vault CRM](Multichannel/CLMDocModel/CreatingContent/ManageDocModel.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Sharing Documents with Users via My Setup Products and Content Groups](Multichannel/CLMDocModel/CreatingContent/MySetupProductsSharing.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Syncing and Mapping the Product Hierarchy from PromoMats to Vault CRM](Multichannel/CLMDocModel/ManagingContent/SyncProductHierarchy.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Packaging Custom CLM Content](Multichannel/CLMDocModel/CreatingContent/PackageContent.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Using HTML Content with Shared Resources](Multichannel/CLMDocModel/CreatingContent/SharedResources.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Loading Shared Resources with Veeva’s Custom URL Scheme](Multichannel/CLMDocModel/ManagingContent/CustomScheme.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Supported Media Types for CLM Content](Multichannel/CLMDocModel/CreatingContent/SupportCustom.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Supporting Backwards Compatibility for HTML Content](Multichannel/CLMDocModel/CreatingContent/TargetPlatform.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Setting the Display Resolution for HTML Content on Large Screen Devices](Multichannel/CLMDocModel/ManagingContent/DisplayResolution.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Testing CLM Content](Multichannel/CLMDocModel/CreatingContent/TestContent.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Using the Action Menu](Multichannel/CLMDocModel/DisplayingPres/ActionMenu.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Creating Calls from the Media Player](Multichannel/CLMDocModel/DisplayingPres/CallFromCLM.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Capturing Reactions to CLM Slides](Multichannel/CLMDocModel/DisplayingPres/CaptureReactions.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Displaying CLM Content on Mobile Devices](Multichannel/CLMDocModel/DisplayingPres/DisplayCLM.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Displaying CLM Content from Calls](Multichannel/CLMDocModel/DisplayingPres/DisplayFromCall.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Displaying Website Content in the Media Library](Multichannel/CLMDocModel/DisplayingPres/DisplayWeb.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Navigating Slides and Presentations](Multichannel/CLMDocModel/DisplayingPres/NavigateCLM.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Displaying Training Presentations](Multichannel/CLMDocModel/DisplayingPres/TrainingPres.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Using Sub-Presentation Slides](Multichannel/CLMDocModel/ManagingContent/DefineSubPres.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Setting the Display Resolution for HTML Content on Large Screen Devices](Multichannel/CLMDocModel/ManagingContent/DisplayResolution.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Using Hidden Presentations](Multichannel/CLMDocModel/ManagingContent/HiddenPresentations.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Retiring Expired Presentations](Multichannel/CLMDocModel/ManagingContent/RetirePres.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Disabling User Actions for Slides](Multichannel/CLMDocModel/ManageMediaPlayer/DisableActions.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Managing Swipe Sensitivity for Slide Navigation](Multichannel/CLMDocModel/ManageMediaPlayer/SwipeSensitivity.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Adding Watermarks to Training Presentations](Multichannel/CLMDocModel/ManagingContent/TrainingWatermarks.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Document Model | [Using Directories in the Media Library](Multichannel/CLMDocModel/NavigatingMedLib/Directories.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Managing Favorite Presentations](Multichannel/CLMDocModel/NavigatingMedLib/FavoritePresentations.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Using Presentation Attributes to Filter Presentations](Multichannel/CLMDocModel/NavigatingMedLib/FilterPresentations.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Grouping Presentations in the Media Library](Multichannel/CLMDocModel/NavigatingMedLib/GroupPresentations.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Labeling CLM Presentations](Multichannel/CLMDocModel/NavigatingMedLib/LabelPresentations.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Searching the Media Library](Multichannel/CLMDocModel/NavigatingMedLib/SearchCLM.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Tracking CLM Activity as Unassigned Presentations](Multichannel/CLMDocModel/TrackingCLM/SaveforLater.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Tracking CLM Activity Anonymously](Multichannel/CLMDocModel/TrackingCLM/TrackCLMAnon.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Document Model | [Tracking CLM Activity as Unassigned Presentations](Multichannel/CLMDocModel/TrackingCLM/SaveforLater.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Object Model | [Receiving Email Notifications for Updates to Custom Presentations](Multichannel/CLM/ManagingContent/ReceiveEmailNotif.htm) | ✘︎ | ✔︎ | ✔︎ | ✘︎ | ✔︎ |
| CLM as Object Model | [Creating and Updating Records from CLM](Multichannel/CLM/CreatingContent/CreateHTML/CreateUpdate.htm) | ✘︎ | ✔︎ | ✔︎ | ✘︎ | ✔︎ |
| CLM as Object Model | [Adding Watermarks to Training Presentations](Multichannel/CLM/ManagingTrainingPres/TrainingWatermarks.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Updating Auto-Published Content](Multichannel/CLM/ManagingContent/SlideUpdate.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM as Object Model | [Capturing Consent for CLM Tracking](Multichannel/CLM/IntegratingFunct/TrackCLMConsent.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Object Model | [Capturing Reactions to Presentations](Multichannel/CLM/DisplayingPres/CaptureReactions.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| CLM as Object Model | [Creating AR Content](Multichannel/CLM/CreatingContent/CreateAR.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| CLM as Object Model | [Creating Calls from the Media Player](Multichannel/CLM/DisplayingPres/CallFromCLM.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| CLM as Object Model | [Creating Dynamic Content](Multichannel/CLM/CreatingContent/CreateHTML/DynamicContent.htm) | ✔︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Creating Interactive HTML Content](Multichannel/CLM/CreatingContent/CreateInteractiveHTML.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Customizing AR Lighting](Multichannel/CLM/CreatingContent/CustomARLighting.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| CLM as Object Model | [Customizing Slide Navigation](Multichannel/CLM/CreatingContent/CreateHTML/CustomSlideNav.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Defining AR Scenes](Multichannel/CLM/CreatingContent/DefineAR.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| CLM as Object Model | [Managing Swipe Sensitivity for Slide Navigation](Multichannel/CLM/ManagingMediaPlayer/SwipeSensitivity.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Disabling User Actions for Key Messages](Multichannel/CLM/ManagingMediaPlayer/DisableActions.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Displaying CLM Content on Mobile Devices](Multichannel/CLM/DisplayingPres/DisplayCLM.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| CLM as Object Model | [Displaying CLM Content from Calls](Multichannel/CLM/DisplayingPres/DisplayFromCall.htm) | ✔︎ | ✔︎ | ✔︎ | ✘︎ | ✔︎ |
| CLM as Object Model | [Creating Dynamic Content](Multichannel/CLM/CreatingContent/CreateHTML/DynamicContent.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Displaying HTML Content on Large Screen Devices](Multichannel/CLM/ManagingContent/DisplayResolution.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Object Model | [Displaying PDFs in CLM](Multichannel/CLM/DisplayingPres/DisplayPDF.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Displaying PowerPoint Presentations in CLM](Multichannel/CLM/DisplayingPres/DisplayPPT.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Displaying Website Content in the Media Library](Multichannel/CLM/DisplayingPres/DisplayWeb.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Managing Automatic Video Playback](Multichannel/CLM/ManagingMediaPlayer/VideoPlayback.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Executing Surveys from CLM](Multichannel/CLM/IntegratingFunct/CLMSurveys.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Object Model | [Fading Out CLM Content](Multichannel/CLM/ManagingMediaPlayer/ConcealContent.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Grouping Presentations in the Media Library](Multichannel/CLM/NavigatingMedLib/GroupPresentations.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Integrating Approved Email with CLM](Multichannel/CLM/CreatingContent/IntegrateAE.htm) | ✘︎ | ✔︎ | ✔︎ | ✘︎ | ✔︎ |
| CLM as Object Model | [Integrating Vault CRM and Third Party Applications](Multichannel/CLM/CreatingContent/CreateHTML/IntegrateThirdParty.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Object Model | [Labeling Presentations](Multichannel/CLM/NavigatingMedLib/LabelPresentations.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Locking CLM Content Size](Multichannel/CLM/ManagingContent/LockSize.htm) | ✘︎ | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM as Object Model | [Managing CLM Syncs in the CLM Administration Console](Multichannel/CLM/ConfiguringCLM/ManageCLMSync.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM as Object Model | [Managing Favorite Presentations](Multichannel/CLM/NavigatingMedLib/FavoritePresentations.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Managing Field Mappings Between Vault CRM and PromoMats/MedComms](Multichannel/CLM/ConfiguringCLM/ManageFieldMapping.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM as Object Model | Coming Soon - Generating and Sending Dynamic Content | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Object Model | [Navigating Slides and Presentations](Multichannel/CLM/DisplayingPres/NavigateCLM.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Packaging Custom CLM Content](Multichannel/CLM/CreatingContent/PackageContent.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM as Object Model | [Retiring Expired Presentations](Multichannel/CLM/TroubleshootingCLM/RetirePres.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Returning to CLM After Capturing Sample Signatures](Multichannel/CLM/ManagingMediaPlayer/ReturnAfterSign.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Object Model | [Searching the Media Library](Multichannel/CLM/NavigatingMedLib/SearchCLM.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Supported Media Types for CLM Content](Multichannel/CLM/CreatingContent/SupportCustom.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Supporting Multi-Product CLM Presentations](Multichannel/CLM/CreatingContent/MultiProdCLM.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Testing CLM Content](Multichannel/CLM/CreatingContent/TestContent.htm) | ✘︎ | ✔︎ | ✔︎ | ✘︎ | ✔︎ |
| CLM as Object Model | [Tracking CLM Activity Anonymously](Multichannel/CLM/TrackingCLM/TrackCLMAnon.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Object Model | [Tracking CLM Call Clickstream Activity](Multichannel/CLM/TrackingCLM/TrackCLM.htm) | ✘︎ | ✔︎ | ✔︎ | ✘︎ | ✘︎ |
| CLM as Object Model | [Tracking CLM Key Messages](Multichannel/CLM/TrackingCLM/TrackKeyMsg.htm) | ✔︎ | ✔︎ | ✔︎ | ✘︎ | ✔︎ |
| CLM as Object Model | [Tracking CLM Preview Activity](Multichannel/CLM/TrackingCLM/TrackPreview.htm) | ✘︎ | ✔︎ | ✘︎ | ✘︎ | ✔︎ |
| CLM as Object Model | [Tracking CLM Activity as Unassigned Presentations](Multichannel/CLM/TrackingCLM/SaveforLater.htm) | ✘︎ | ✔︎ | ✔︎ | ✘︎ | ✔︎ |
| CLM as Object Model | [Tracking User Activity Using JavaScript](Multichannel/CLM/CreatingContent/CreateHTML/TrackActivityJS.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Uploading CLM Content via FTPS](Multichannel/CLM/ManagingContent/ManageinCRM/UploadContentFTPS.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM as Object Model | [Uploading Media Files for Key Messages](Multichannel/CLM/ManagingContent/ManageinCRM/UploadMediaFile.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM as Object Model | [Copying Presentations with Slides and Key Messages](Multichannel/CLM/ManagingContent/ManageinCRM/CloneContent.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM as Object Model | [Using Augmented Reality in CLM](Multichannel/CLM/IntegratingFunct/DisplayAR.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| CLM as Object Model | [Using Custom Presentations](Multichannel/CLM/NavigatingMedLib/CustomPres.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Using Directories in the Media Library](Multichannel/CLM/NavigatingMedLib/Directories.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Using Hidden Presentations](Multichannel/CLM/ManagingContent/HiddenPresentations.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Using Presentation Attributes to Filter Presentations](Multichannel/CLM/NavigatingMedLib/FilterPresentations.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Creating Content with Shared Resources](Multichannel/CLM/CreatingContent/SharedResources.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Using Sub-Presentation Slides](Multichannel/CLM/ManagingContent/DefineSubPres.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Using the Action Menu](Multichannel/CLM/DisplayingPres/ActionMenu.htm) | ✘︎ | ✔︎ | ✔︎ | ✘︎ | ✔︎ |
| CLM as Object Model | [Using Auto-Publishing for CLM](Multichannel/CLM/ConfiguringCLM/AutoPublishing.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM as Object Model | [Using the Highlighter Pen and Laser Pointer](Multichannel/CLM/DisplayingPres/HighlighterLaser.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| CLM as Object Model | [Using Training Presentations](Multichannel/CLM/ManagingTrainingPres/TrainingPres.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Viewing Slide Notes in Presentations](Multichannel/CLM/ManagingMediaPlayer/SlideNotes.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Aligning Approved Email and CLM Content](Multichannel/CLM/ManagingContent/ContentAlignment.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| CLM as Object Model | [Displaying CLM Content Using Different Views](Multichannel/CLM/DisplayingPres/NormalPresentationViews.htm) | ✘︎ | ✔︎ | ✘︎ | ✘︎ | ✔︎ |
| CLM as Object Model | [Viewing and Downloading Media Files for Key Messages](Multichannel/CLM/ManagingContent/ViewMediaFile.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| CLM as Object Model | [Copying Presentations to Other Vaults](Multichannel/CLM/ManagingContent/ManageinCRM/MoveContent.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Coaching Reports | [Classic Coaching Reports](CoachingReports/Coaching_Reports.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Coaching Reports | [Advanced Coaching Reports](CoachingReports/AdvancedCoachingReports.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Coaching Reports | [Employee Commenting on Advanced Coaching Reports](CoachingReports/EmployeeCommenting.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Commercial Insights | [Call Reporting Entry Point for Commercial Insights](CommercialInsights/CommercialInsights.htm#Call) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Commercial Insights | [Commercial Insights](CommercialInsights/CommercialInsights.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Commercial Insights | [Product-Dependent Picklists for Commercial Insights](CommercialInsights/PicklistMapping.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Concur | [Attaching Expense Receipts for Call Reporting with SAP Concur](Integration/Concur_Integration/CallExpenses/ConcurReceipts.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Concur | [Submitting Call Expenses to SAP Concur](Integration/Concur_Integration/CallExpenses/ConcurCallExpense.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Concur | [Submitting Multiple Call Expenses to SAP Concur](Integration/Concur_Integration/CallExpenses/ConcurMultiExpense.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Consent Capture | [Managing In-Person Consent Confirmation Methods](Multichannel/ConsentCapture/CreateManageConsent/InPersonConfirmation.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Consent Capture | [Locking the Consent Screen](Multichannel/ConsentCapture/CaptureConsent/LockScreen.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Consent Capture | [Displaying Externally Managed Consent in Vault CRM](Multichannel/ConsentCapture/CreateManageConsent/ExternalConsent.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Consent Capture | [Capturing Consent for Approved Email](Multichannel/ConsentCapture/IntegrateFunct/AEConsent.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Consent Capture | [Capturing Consent Using Confirmation Emails for All Channels](Multichannel/ConsentCapture/CaptureConsent/ConfirmationEmailAllChannels.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Consent Capture | [Creating Consent Headers](Multichannel/ConsentCapture/CreateManageConsent/CreateConsentHeader.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Consent Capture | [Capturing Consent for Messaging](Multichannel/Engage/Connect/WhatsAppBusinessMessaging/ManageMessagingConsent.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Consent Capture | [Creating Consent Lines](Multichannel/ConsentCapture/CreateManageConsent/CreateConsentLine.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Consent Capture | [Creating Consent Types](Multichannel/ConsentCapture/CreateManageConsent/CreateConsentType.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Consent Capture | [Creating Custom Channels](Multichannel/ConsentCapture/CreateManageConsent/CreateCustomChannel.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Consent Capture | [Confirming Consent Changes with Signatures and Paper Consent IDs](Multichannel/ConsentCapture/GrantConsent/ConfirmConsentChanges.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Consent Capture | [Defining the Display Order of Consent Channels and Lines](Multichannel/ConsentCapture/CreateManageConsent/DefineDisplayOrder.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Consent Capture | [Displaying Opt-Out Disclaimer Text](Multichannel/ConsentCapture/CaptureConsent/DisplayOptOutDisclaimer.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Consent Capture | [Granting Consent](Multichannel/ConsentCapture/GrantConsent/GrantConsent.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Consent Capture | [Managing Channel Values](Multichannel/ConsentCapture/CaptureConsent/ManageChannel.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Consent Capture | [Requiring Consent Capture for Channel Source Changes](Multichannel/ConsentCapture/CaptureConsent/RequireConsentChannelChange.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Consent Capture | [Requiring Signatures on Opt-Out](Multichannel/ConsentCapture/CaptureConsent/RequireOptOutSig.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Consent Capture | [Selecting the Preferred Language](Multichannel/ConsentCapture/CaptureConsent/SelectLanguage.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Consent Capture | [Sending Consent Capture Receipts with Approved Email](Multichannel/ConsentCapture/IntegrateFunct/ConsentReceipts.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Consent Capture | [Managing Consent Durations](Multichannel/ConsentCapture/CreateManageConsent/SetConsentDuration.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Consent Capture | [Tracking Activity in Consent Capture](Multichannel/ConsentCapture/CaptureConsent/TrackCCActivity.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Consent Capture | [Using Approved Email for Consent Confirmation](Multichannel/ConsentCapture/CreateManageConsent/ConsentConfirmationEmails.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Consent Capture | [Defining Detail Groups on Consent Lines](Multichannel/ConsentCapture/CreateManageConsent/ConsentLineDetailGroups.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Consent Capture | [Using Double Opt-In](Multichannel/ConsentCapture/CaptureConsent/DoubleOptIn.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Contracts | [Creating and Managing Contracts and Contract Lines](Contracts/Create_Contracts.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Contracts | [Creating and Managing Contract Partners](Contracts/Create_Partners.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Contracts | [Customizing the Contract Signature Page](Contracts/Custom_Signature.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Contracts | [Capturing End User Signatures on Contract Partners](Contracts/EndUser_Signatures.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Contracts | [Capturing Contract Signatures on Contract Partners](Contracts/Signatures.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Contracts | [Creating Contract Templates and Agreements](Contracts/Templates.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Engage System User for Asynchronous Remote Signatures](Multichannel/Engage/Sign/RemoteSigAsync.htm#Engage) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Engage | [Child Account Support for Microsoft Teams Reconciliation](Multichannel/Engage/Meet/MSTeamsReconciliation.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Managing Remote Meetings](Multichannel/Engage/Meet/RemoteMeetingReporting.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Engage | [Scheduling and Starting Zoom® Meetings](Multichannel/Engage/Meet/ScheduleZoom.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Sending Zoom® Meeting Invites via Approved Email](Multichannel/Engage/Meet/ZoomAEInvite.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Supporting Engage Sandbox Releases](Multichannel/Engage/ConfiguringEngage/EngageSandbox.htm) | ✔︎ | ✔︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Allowing Downloads for Auto-Published CLM Content and ISI and PI Documents from the HCP Content Player](Multichannel/Engage/Share/AllowCLMDownload.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Engage | [Adding Dial-in Numbers to Engage Invitations](Multichannel/Engage/Meet/AddDialIn.htm) | ✔︎ | ✔︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Allowing an Attendee to Share a Screen](Multichannel/Engage/Meet/AttdScreenshare.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Rating an Engage Meeting Experience](Multichannel/Engage/Meet/ExpRating.htm) | ✔︎ | ✔︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | [Hosting an Engage Meeting on the iPad](Multichannel/Engage/Meet/HostMeetingiPad.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Appointment Booking: Managing Meeting Requests in My Schedule](Multichannel/Engage/Schedule/MeetingRequests.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Host Screen Sharing on iPad](Multichannel/Engage/Meet/HostScreenshare.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Allowing Attendees to Join an Engage Meeting via Zoom®](Multichannel/Engage/Meet/JoinViaZoom.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Sending Microsoft Teams Meeting Invitations via Approved Email](Multichannel/Engage/Meet/MSTeamsAE_Invitations.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Engage | [Scheduling and Starting Microsoft Teams Meetings](Multichannel/Engage/Meet/MSTeams.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Engage | [Using WhatsApp Business Messaging in Vault CRM](Multichannel/Engage/Connect/WhatsAppBusinessMessaging/UseWhatsApp.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | [Viewing the Remote Meeting Indicator](Multichannel/Engage/Meet/RemoteMeetingIndicator.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Scheduling and Starting an Engage Meeting](Multichannel/Engage/Meet/ScheduleEngageMeeting.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Engage Attendance Tracking](Multichannel/Engage/Meet/AttdTracking.htm) | ✔︎ | ✔︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Customizing Engage Rating Feedback with Qualtrics or Medallia](Multichannel/Engage/Meet/HCPFeedback.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | [Attendance Reporting for Microsoft Teams Meetings](Multichannel/Engage/Meet/MSTeamsAttendance.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Engage | [Appointment Booking: Sending Meeting Requests via Approved Email](Multichannel/Engage/Schedule/SendMeetingRequest.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | [Using Approved Email for Engage Meeting Invitations](Multichannel/Engage/Meet/SendAEInvite.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Using the Engage Splash Screen](Multichannel/Engage/Meet/SplashScreen.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Vault CRM Users Attending an Engage Meeting](Multichannel/Engage/Meet/UserAttendees.htm) | ✔︎ | ✔︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Using Virtual Backgrounds in Engage Meetings](Multichannel/Engage/Meet/VirtualBackgrounds.htm) | ✘︎ | ✔︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Capturing Remote Signatures for BRC Samples During Engage Meetings](Multichannel/Engage/Sign/RemoteSig.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Capturing Asynchronous Remote Signatures for BRC Samples Using Share Link (Sign Later)](Multichannel/Engage/Sign/RemoteSigAsync.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | [Capturing Remote Signatures for BRC Samples Using Share Link (Sign Now)](Multichannel/Engage/Sign/RemoteSigSampling.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | [Copying and Forwarding Engage Chat Messages](Multichannel/Engage/Connect/FwdMsg.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | [Using Engage Chat in CRM](Multichannel/Engage/Connect/EngageTab.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | [Using Digital Business Cards](Multichannel/Engage/Connect/DigitalBusinessCards.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | [Sending Engage Connection Invites to HCPs](Multichannel/Engage/Connect/SendConnectionInvite.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | [Capturing Remote Signatures for Medical Inquiry During Engage Meetings](Multichannel/Engage/Sign/RemoteSigMI.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | [Capturing Remote Signatures for Sampling with QR Codes®](Multichannel/Engage/Sign/RemoteSigQRCode.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | [Capturing Remote Signatures for Sample Opt-In Using Share Link and QR Code®](Multichannel/Engage/Sign/RemoteSigSampleOptIn.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Creating and Viewing Unavailable Time Slots](Multichannel/Engage/Schedule/UnavailableTime.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Displaying the Engage Profile Indicator on Accounts](Multichannel/Engage/Connect/EngageProfileIndicator.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | [Importing Engage Connect Chat Logs into CRM as Call Records](Multichannel/Engage/Connect/ImportingChatLogsCall.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Engage | [Importing Engage Connect Chat Logs into CRM as Chat Messages](Multichannel/Engage/Connect/ImportingChatLogsMessage.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Engage | [Using Restricted Phrase Rules for Messaging](Multichannel/Engage/Connect/RestrictedPhrases.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | [Using the HCP Content Player](Multichannel/Engage/Share/HCPContentPlayer.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Engage | [Managing Message Templates in Vault CRM](Multichannel/Engage/Connect/WhatsAppBusinessMessaging/ManageWABATemplates.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Engage | [Using Message Templates When Sharing Web Links](Multichannel/Engage/Share/MessageTemplates.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | [Presenting CLM Content Remotely](Multichannel/Engage/Share/PresentRemotely.htm) | ✘︎ | ✔︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Sharing CLM Content via Web Link](Multichannel/Engage/Share/ShareCLMLink.htm) | ✔︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| Engage | [Allowing Downloads for Auto-Published CLM Content and ISI and PI Documents from the HCP Content Player](Multichannel/Engage/Share/AllowCLMDownload.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Engage | [Defining SMS and WhatsApp Phone Numbers](Multichannel/Engage/Share/DefinePhone.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | [Managing Display Names for CLM Presentations and ISI and PI Documents](Multichannel/Engage/Share/DisplayNames.htm) | ✔︎ | ✔︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | [Managing ISI and PI Links in Messages for CLM Content Web Links](Multichannel/Engage/Share/ISIPIFooter.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | [Accessing ISI and PI Documents for CLM Content in the HCP Content Player](Multichannel/Engage/Share/ISIPIDoc.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✘︎ |
| Engage | [Expiring Web Links](Multichannel/Engage/Share/ExpireWebLink.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Engage | [Reconciling Microsoft Teams Meeting Attendees with Accounts and Users](Multichannel/Engage/Meet/MSTeamsReconciliation.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Engage | [Sharing Website Content via Web Link](Multichannel/Engage/Share/ShareCLMLink.htm#Sharing) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| Events Management | [Web Actions on Events](Events/Configuration/Config.htm#WebActions) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | [Multi-Product and Multi-Topic Events](Events/Planning/MultiProdTopic.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Exact Match Search for Attendee and Speaker Selection](Events/Attendees/Attendees.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Hosting Virtual Events Using Zoom Meetings](Events/VirtualEvents/ZoomMeetings.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Customized Scoring and Matching When Reconciling Walk-in Attendees](Events/Attendees/CustomScoringWalkIn.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Enforcing Speaker Caps for Future Events](Events/Speakers/FutureSpeakerCaps.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Managing Attendee Suggestions for Events](Events/Attendees/AttendeeSuggestions.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Sending Local Events Management Content via Approved Email](Events/Planning/SendLocalEMContent.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Providing Comment Reasons for Event Business Rules](Events/EventBusinessRules/CommentReasons.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Applying Required Event Material Rules Based on Event Status and Program Type](Events/EventBusinessRules/EventMatsRulesStatusProgram.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Merging Duplicate Walk-in Attendees](Events/Attendees/DuplicateWalkinMerge.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Filtering Event Speakers When Signing into an Event](Events/Speakers/FilterSpeakerSignIn.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Adding Speaker Photos to Approved Emails for Events Management](Events/AE/SpeakerPhotos.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Filtering Event Budgets](Events/BudgetsExpenses/BudgetFiltering.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Creating Expense Limit Rules](Events/EventBusinessRules/ExpenseLimitRules.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Reconciling Walk-in Attendees via OpenData](Events/Attendees/OpenDataAttendeeRec.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Viewing Event Signatures](Events/Attendees/ViewingAttendeeSignatures.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | [Designating Speaker Caps by Product](Events/Speakers/ProductCaps.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Integrating Events Management with PromoMats and MedComms](Events/Configuration/PromoMatsMedComms.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | [Sending Automated Approved Emails for Events Management](Events/AE/AutomatedAEforEM.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | [Managing Event Attendees](Events/Attendees/Attendees.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Requiring Authentication When Exiting the Digital Sign-in Sheet](Events/Executing/RequiringAuth.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Selecting Attendees in Hierarchies](Events/Attendees/Hierarchies.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Searching for Attendees Outside of the User's Territory](Events/Attendees/OoTSearch.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Using Attendee Self-Registration with Events](Events/Attendees/RegistrationForm.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Reconciling Walk-in Attendees to Existing Accounts](Events/Attendees/Walk_inAttendees.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Managing Expense Headers and Expense Lines](Events/BudgetsExpenses/CreateEditExpenses.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Creating an X-Page for Speakers](Events/Speakers/SpeakerTabXPage.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Tracking Virtual Event Attendance](Events/VirtualEvents/AttendanceTracking.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | [Recording a Virtual Event](Events/VirtualEvents/RecordingVirtualEvent.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Joining a Virtual Event via Zoom®](Events/VirtualEvents/VirtualEventZoom.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Displaying Event Lifecycle Stages](Events/Configuration/LifecycleStages.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Capturing Event Team Member Signatures](Events/Planning/ETMSignatures.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Creating New Accounts from Walk-in Attendees](Events/Attendees/NewAcctWalkIn.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Rolling up Estimated, Committed, and Actual Costs for an Event](Events/BudgetsExpenses/EstimateCommittedActual.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Managing Expense Estimates](Events/BudgetsExpenses/ExpenseEstimates.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Creating Expense Types](Events/BudgetsExpenses/ExpenseTypes.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Managing Event Budgets](Events/BudgetsExpenses/ManageBudgets.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Defining Event Layouts](Events/Configuration/DefiningPageLayouts.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | [Using Event Configurations](Events/Configuration/EventConfigs.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | [Defining Custom Event Statuses and Lifecycle States](Events/Configuration/Lifecycle.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | [Using the Next Steps Section](Events/Planning/NextSteps.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Using the Digital Sign-in Sheet](Events/Executing/DigitalSignInSheet.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Event Sessions](Events/Executing/Sessions.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Filtering Attendee Results Outside of the User's Territory](Events/Attendees/LimitOoTResults.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Managing Event Materials](Events/Materials/EventMaterial.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Creating an Event](Events/Planning/CreatingEvents.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Displaying Events Management Events in My Schedule](Events/Planning/EMEvents.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Using the Events Tab](Events/Planning/EventsTab.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Creating Event Tasks](Events/Planning/EventTasks.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Adding Event Team Members to Events](Events/Planning/EventTeamMembers.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Using Event Templates in Child Events](Events/Planning/EventTemplates.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Adding Event Speakers to an Event](Events/Speakers/AddEventSpeakers.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Managing Speaker Caps and Utilization](Events/Speakers/SpeakerCaps.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Defining Speaker Qualifications and Requirements](Events/Speakers/SpeakerQualifications.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Displaying Walk-in Fields by Attendee Type](Events/Attendees/DisplayingFieldsAttendeeType.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Using the Speaker Tab](Events/Speakers/SpeakerTab.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Recording a Call from an Event](Events/Executing/RecordCall.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Using Child Accounts in Events Management](Events/Attendees/ChildAcctAttendees.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Creating Event Approvals Using Object Workflows](Events/Configuration/ApprovalProcess.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | Coming Soon - Searching for Child Account Attendees Outside a User’s Territory | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Adding Calendar Reminders to Events Management Approved Emails](Events/AE/CalendarReminders.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Using Approved Email for Events Management](Events/AE/ApprovedEmailforEM.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Customizing Event Disclaimers](Events/Configuration/CustomizingDisclaimers.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Searching for Event Attendees and Speakers by Furigana](Events/Configuration/SearchByFurigana.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Creating Required Event Material Rules](Events/EventBusinessRules/EventMatsRules.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Creating Expense Limit Rules](Events/EventBusinessRules/ExpenseLimitRules.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | Coming Soon - Reporting on Event Business Rules | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | [Creating Event Attendee Restricted Product Rules](Events/EventBusinessRules/RestrictedProdRule.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Creating Event Notes](Events/Planning/EventNotes.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Submitting Events Management Expenses to SAP Concur](Integration/Concur_Integration/EventsManagement/ConcurEMExpense.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Creating Event Speaker Rules](Events/EventBusinessRules/SpeakerRules.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Signing into an Event using a QR Code®](Events/Executing/QRSignIn.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Associating an Account with an Event](Events/Planning/AssociateAcctEvent.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | Coming Soon - Sending Local Events Management Content via Approved Email | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | Coming Soon - Event Speaker Portal Introduction | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | Coming Soon - Inviting Speakers to Sign up for the Speaker Portal | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | Coming Soon - Custom Subdomains in the Speaker Portal | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | [Nominating Speakers](Events/Speakers/NominatingSpeakers.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Creating Speaker Agreements](Events/Speakers/SpeakerAgreements.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | [Generating Speaker Contracts](Events/Speakers/SpeakerContractGeneration.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Using Alternative Hosts for Virtual Events](Events/VirtualEvents/AltHosts.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | Coming Soon - Attendee Screen Sharing in Engage for Events | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Hosting a Virtual Event using Engage](Events/VirtualEvents/HostingVirtualEvents.htm) | ✔︎ | ✔︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Generating Virtual Participant URLs in Child Events](Events/VirtualEvents/URLsChildEvents.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Adding Local Time and Time Zone to an Event](Events/Planning/TimeZone.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Event Session and Speaker Tokens](Events/AE/EventSpeakerEventSessionToken.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Creating Event Attendance Rules](Events/EventBusinessRules/AttdRules.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Creating Expense Estimate Creation Rules](Events/EventBusinessRules/ExpenseEstRules.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Filtering Event Budgets](Events/BudgetsExpenses/BudgetFiltering.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Adding Speaker Photos to Approved Emails for Events Management](Events/AE/SpeakerPhotos.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Merging Duplicate Walk-in Attendees](Events/Attendees/DuplicateWalkinMerge.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Events Management | [Filtering Event Speakers When Signing into an Event](Events/Speakers/FilterSpeakerSignIn.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Events Management | [Allocating Event Expenses Across Multiple Budgets](Events/BudgetsExpenses/MultiBudget.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Field Reimbursement Management | [Field Reimbursement Management](FieldReimbursementManager/FieldReimbursementManager.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Getting Started | [Launching Vault CRM from Third-Party Applications](Getting_Started/MobileDeviceSetup/iOS/LaunchCRMfromExt.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Getting Started | [Supporting Layout Rules on Mobile Devices](Getting_Started/MobileDeviceSetup/iOS/LayoutRules.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Getting Started | [Using the Data Grid Loader](General/DataGridLoader.htm) | ✘︎ | ✔︎ | ✘︎ | ✘︎ | ✘︎ |
| Getting Started | [Vault CRM Standard Metrics](General/VaultCRMStandardMetrics.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Getting Started | [Creating a Home Page Dashboard in Vault](Getting_Started/HomepageDashboard.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Getting Started | [Application Profiles](Getting_Started/SettingUp/ApplicationProfiles.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Getting Started | [Using Criteria VQL to Filter Records](Getting_Started/SettingUp/CriteriaVQL.htm) | ✔︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| Getting Started | [Adding Help Text for Fields](Getting_Started/SettingUp/HelpText.htm) | ✔︎ | ✔︎ | ✔︎ | ✔︎ | ✘︎ |
| Getting Started | [Supporting Layouts in Vault CRM](Getting_Started/SettingUp/Layouts.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Getting Started | [Managing the Vault CRM Cache](Getting_Started/SettingUp/Managing_Cache.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Inventory Monitoring | [Creating Inventory Monitoring Pull-In Fields](InventoryMonitoring/IMPullInFields.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Inventory Monitoring | [Using Inventory Monitoring Contracts](InventoryMonitoring/IM_Contracts.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Inventory Monitoring | [Capturing and Attaching Photos for Inventory Monitoring](InventoryMonitoring/CaptureAttachPhotos.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Inventory Monitoring | [Continuous Inventory Monitoring](InventoryMonitoring/ContinuousIM.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Inventory Monitoring | [Using the Inventory Monitoring History Tab](InventoryMonitoring/HistoryTab.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Inventory Monitoring | [Inventory Monitoring Entry Modes](InventoryMonitoring/IMEntryModes.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Inventory Monitoring | [Creating Custom Inventory Monitoring Object Types](InventoryMonitoring/CustomObjectTypes.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Inventory Monitoring | [Enabling Accounts for Inventory Monitoring](InventoryMonitoring/IM_Accounts.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Inventory Monitoring | [Enabling Products for Inventory Monitoring](InventoryMonitoring/IM_Products.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Inventory Monitoring | [Using Inventory Monitoring Assortments](InventoryMonitoring/IMAssortments.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Inventory Monitoring | [Using Inventory Monitoring](InventoryMonitoring/UsingIM.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Inventory Monitoring | [Photo Tagging for Inventory Monitoring](InventoryMonitoring/PhotoTagging.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Home Page | [Vault CRM Mobile Application Home Page](Getting_Started/MobileDeviceSetup/iOS/HomePage.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Home Page | [Displaying the My Alerts Component](Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/AlertsComponent.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Home Page | [Displaying the Call Objectives Component](Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/CallObjectivesComponent.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Home Page | [Sharing Digital Business Cards from the Home Page](Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/ShareDBCComponent.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Home Page | [Displaying the Sync Statistics Component](Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/SyncComponent.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Home Page | [Displaying the My Tasks Component](Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/TasksComponent.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Home Page | [Displaying the Multichannel Alerts Component](Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/MCAComponent.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Home Page | [Displaying the Territory Adds & Drops Component](Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/TerritoryComponent.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Medical | [Veeva Link Medical Insights Integration](Medical/Vault_MI_Integration.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Medical | [Alternative Channels for Medical Interactions](Medical/MedicalInteractionAltChannel.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Medical | [Create a Medical Interaction from My Accounts](Medical/MedicalInteraction.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Medical | [Using Medical Interactions](Medical/MedicalInteraction.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Medical | [Creating and Viewing Medical Interactions from My Schedule](Medical/MedIntMySchedule.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Medical | [Key Medical Insights](Medical/KMI.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Medical | [Using Medical Discussions](Medical/MedicalDiscussions.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Medical | [Requiring Medical Discussions on the Call Report](Medical/ReqMedDiscussion.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Medical | [Medical CRM Terminology](Medical/MedicalTranslations.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Medical | [Capturing Standing Requests for Medical Using Documented Interest](Medical/DocumentedInterest.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Medical | [Uploading Files as Meeting/Discussion Materials for Medical Interactions](Medical/UploadVaultDocs.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✔︎ |
| Medical Events | [Creating Medical Events](MedicalEvents/Creating.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Medical Events | [Medical Event Attendees](MedicalEvents/Attendees.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Medical Events | [Capturing Medical Event Attendee Signatures](MedicalEvents/AttdSigCapture.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Medical Events | [Managing Attendees for Medical Events](MedicalEvents/ManagingAttendees.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Medical Events | [Medical Event Start and End Times](MedicalEvents/MedicalEventDates.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Medical Events | Coming Soon - Child Accounts in Medical Events | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Medical Events | Coming Soon - Creating Medical Events Calendar Reminders | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Medical Events | [Using Approved Email for Medical Events](MedicalEvents/MedEventsAE.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Medical Events | [Recording a Call with Medical Events](MedicalEvents/RecordCall.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Medical Inquiries | [Recording a Call from a Medical Inquiry](Medical_Inquiries/RecordCall.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Medical Inquiries | [Responding to Medical Inquiries Using Approved Email](Medical_Inquiries/SendEmail.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Medical Inquiries | [Adding a Marketing Banner to the Medical Inquiry Signature Page](Medical_Inquiries/CustomSigPage.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Medical Inquiries | [Using Vault MedInquiry to Fulfill Medical Inquiries](Medical_Inquiries/Medical-CRMConnection.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Medical Inquiries | [Generating Printable Medical Inquiry Receipts](Medical_Inquiries/PrintReceipts.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✔︎ |
| Medical Inquiries | [Adding a Disclaimer to a Medical Inquiry](Medical_Inquiries/MI_Disclaimer.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Medical Inquiries | [Customizing Delivery Methods and Delivery Details for Medical Inquiries](Medical_Inquiries/DetailPage.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Medical Inquiries | [Requiring Medical Inquiry Signatures](Medical_Inquiries/SignaturePage.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Medical Inquiries | [Creating a Medical Inquiry](Medical_Inquiries/MedicalInquiryCreation.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Medical Inquiries | [Displaying Medical Inquiry Attachments](Medical_Inquiries/DisplayMIAttachments.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✔︎ |
| Medical Inquiries | [Allowing Multiple Product Inquiries](Medical_Inquiries/MultipleProductInquiries.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Medical Inquiries | [Medical Inquiry Fulfillment](Medical_Inquiries/MedicalInquiryFulfillment.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Medical Inquiries | [Medical Inquiry Fulfillment Response Method](Medical_Inquiries/MIFRM.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✔︎ |
| Medical Inquiries | [Adding a Marketing Banner to the Medical Inquiry Signature Page](Medical_Inquiries/CustomSigPage.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Medical Inquiry | [Viewing Captured Medical Inquiry Signatures](Medical_Inquiries/ViewSig.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✔︎ |
| Medical Inquiry | [Creating Medical Inquiries for Child Accounts](Medical_Inquiries/MI_Child_Accounts.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Mobile Device Setup | [Sending and Receiving iOS Device Push Notifications](Getting_Started/MobileDeviceSetup/iOS/PushNotifications/SendPushNotifs.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Mobile Device Setup | [Managing Label Sets](Getting_Started/MobileDeviceSetup/LabelSets.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Mobile Device Setup | [Viewing and Downloading Files Using the Files Tab](Getting_Started/MobileDeviceSetup/DocumentsAttachments/FilesTab.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Mobile Device Setup | [Managing Attachments Offline](Getting_Started/MobileDeviceSetup/DocumentsAttachments/ManagingDocsOffline.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Mobile Device Setup | [Using the Go Online Button](Getting_Started/MobileDeviceSetup/iOS/GoOnlineButton.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Mobile Device Setup | [Supporting Field Calculations on Mobile Devices](Getting_Started/MobileDeviceSetup/FieldCalculations.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Mobile Device Setup | [Supporting List Layouts on Mobile Devices](Getting_Started/MobileDeviceSetup/ListLayouts.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Mobile Device Setup | [Managing Objects for Mobile Devices](Getting_Started/MobileDeviceSetup/ManageMobile.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Mobile Device Setup | [Using Validation Rules on Mobile Devices](Getting_Started/MobileDeviceSetup/OfflineValidationRules.htm) | ✘︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
| Mobile Device Setup | [Managing Tab Visibility and Display Order](Getting_Started/MobileDeviceSetup/TabVisibility.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Mobile Device Setup | [Displaying Yes/No Fields on Mobile Devices](Getting_Started/MobileDeviceSetup/YesNoFields.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Multichannel Cycle Plan | [[Child Account Support for Viewing Active MCCP Target Accounts](CyclePlans/MCCP/Executing/ViewTargets.htm)](CyclePlans/MCCP/Executing/ViewTargets.htm) | ✔︎ |  | ✔︎ |  | ✔︎ |
| Multichannel Cycle Plan | [Viewing Active MCCP Target Accounts](CyclePlans/MCCP/Executing/ViewTargets.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Multichannel Cycle Plan | [Creating Multichannel Cycle Plans](CyclePlans/MCCP/Creating/CreateMCCP.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Multichannel Cycle Plan | [Using the MCCP Interface](CyclePlans/MCCP/Executing/MCCPInterface.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Multichannel Cycle Plan | [Defining Over Reached and Under Reached Thresholds](CyclePlans/MCCP/Creating/MCCPCalculations.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Multichannel Cycle Plan | [Detailing Priority for MCCP Targets](CyclePlans/MCCP/Executing/DetailPriority.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Multichannel Cycle Plan | [Indicating MCCP Goals by Priority in a Single Call Channel](CyclePlans/MCCP/Executing/SingleChannelPriority.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Multichannel Cycle Plan | [Using Detail Group Goals in MCCP](CyclePlans/MCCP/Executing/DetailGroups.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Multichannel Cycle Plan | [Locking Multichannel Cycle Plans](CyclePlans/MCCP/Managing/LockMCCP.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Multichannel Cycle Plan | [Capping Activity and Targets](CyclePlans/MCCP/Creating/Caps.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Multichannel Cycle Plan | [Supporting Child Accounts for Multichannel Cycle Plans](CyclePlans/MCCP/Creating/ChildAcct.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Multichannel Cycle Plan | [Editing MCCP Goals](CyclePlans/MCCP/Executing/EditGoals.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Multichannel Cycle Plan | [Adding Team-Based Goals](CyclePlans/MCCP/Creating/TeamGoals.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Multichannel Cycle Plan | [Displaying MCCP Information in My Schedule](CyclePlans/MCCP/Executing/DisplayBy.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Multichannel Cycle Plan | [MCCP Filtering in My Schedule](CyclePlans/MCCP/Executing/MCCPFilters.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Multichannel Cycle Plan | [Supporting Pull-In Fields for MCCP](CyclePlans/MCCP/Creating/PullIn.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Multichannel Cycle Plan | [Scheduling Calls for MCCP Targets](CyclePlans/MCCP/Executing/ScheduleCalls.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Network Integration | [Network Account Search in My Accounts](Accounts/UsingAccounts/SearchingforAccounts.htm#Network) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | [Extended Country Field for Network Mapping and DCR](Integration/Network_Integration/Network_Mapping/Field_Mapping.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | [System User for Network Integration](Integration/Network_Integration/NetworkTools.htm#SOU) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | [Network Hierarchy Explorer](Integration/Network_Integration/UsingNetwork/NetworkHierarchyExplorer.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | Coming Soon - Multi-select Picklist Support | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | [Data Change Requests Overview](Integration/Network_Integration/Data_Change_Requests/Data_Change_Requests_Overview.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [Creating Unverified Records](Integration/Network_Integration/Data_Change_Requests/CreatingUnverifiedRecords.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | Coming Soon - Unlinked Records in CRM | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | [Supporting Multi-Country Users](Integration/Network_Integration/UsingNetwork/SupportingMultiCountryUsers.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [Data Privacy Opt Out](Integration/Network_Integration/Data_Change_Requests/DataPrivacyOptOut.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [DCR Results](Integration/Network_Integration/Data_Change_Requests/DCR_Results.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [Editing DCRs](Integration/Network_Integration/Data_Change_Requests/Editing_DCRs.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [Indication of Pending DCR](Integration/Network_Integration/Data_Change_Requests/Indicationpendingdcr.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [iPad DCR Process](Integration/Network_Integration/Data_Change_Requests/iPad_DCR_Process.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [Online DCR Process](Integration/Network_Integration/Data_Change_Requests/Online_DCR_Process.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | [Network Mapping Edit](Integration/Network_Integration/Network_Mapping/Editing_Network_Mapping.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | [Network Field Mapping](Integration/Network_Integration/Network_Mapping/Field_Mapping.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | [Licenses](Integration/Network_Integration/Network_Mapping/Licenses.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [Network Mapping Overview](Integration/Network_Integration/Network_Mapping/Network_Mapping_Overview.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | [Network Object Mapping](Integration/Network_Integration/Network_Mapping/Object_Mapping.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | [Reference Mapping](Integration/Network_Integration/Network_Mapping/Reference_Mapping.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | [Adding Parent HCOs to Territory when Importing an HCP or HCO](Integration/Network_Integration/UsingNetwork/AddingParentHCOs.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [Network Address Inheritance](Integration/Network_Integration/UsingNetwork/Address_Inheritance.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [Handling Inactive Network Records](Integration/Network_Integration/UsingNetwork/HandlingInactiveNetworkRecords.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [Inactive Addresses](Integration/Network_Integration/UsingNetwork/InactiveAddresses.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [Network for Japan](Integration/Network_Integration/UsingNetwork/Network for Japan.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [Network Merge](Integration/Network_Integration/Merge.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [State Distributor Licensing](Integration/Network_Integration/UsingNetwork/OhioTDDDLicensing.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [Network Account Search](Integration/Network_Integration/Account_Search.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Network Integration | [Network Administration](Integration/Network_Integration/NetworkTools.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Network Integration | [Network Hashtags in Vault CRM](Integration/Network_Integration/NetworkHashtagsInCRM.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [Record State Handling](Integration/Network_Integration/RecordStateHandling.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [Territory Assignment](Integration/Network_Integration/Territory_Assignments.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [CRM Managed Account Types](Integration/Network_Integration/UsingNetwork/EnablingbyAcctType.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [Third-Party Managed Account Types](Integration/Network_Integration/UsingNetwork/ThirdPartyManagedAccountTypes.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [DCR Attachments](Integration/Network_Integration/Data_Change_Requests/DCR_Attachments.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [Long Notes in Data Change Requests](Integration/Network_Integration/Data_Change_Requests/LongNotesInDCR.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Network Integration | [Microsoft Intune for Vault CRM](Integration/MSIntune.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Opportunity Management | [Opportunity Management Overview](OpportunityManagement/OppMgmtDashboard.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Order Management | [Print Order](OrderManagement/CreatingOrders/PrintOrder.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Order Management | [Setting Payment Terms via Free Text or Picklist](OrderManagement/PricingRules/PaymentTermsRule.htm#Creating) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Using CLM with Orders](OrderManagement/CreatingOrders/EntryPoints/CreateOrderCLM.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Order Management | [Direct Quantity Order Entry Mode](OrderManagement/CreatingOrders/EntryModes/DirectQuantityMode.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Mass Add Order Entry Mode](OrderManagement/CreatingOrders/EntryModes/MassAddMode.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Creating an Order from a Call](OrderManagement/CreatingOrders/EntryPoints/CreateOrderCall.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Using CLM with Orders](OrderManagement/CreatingOrders/EntryPoints/CreateOrderCLM.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Creating an Order from an Account](OrderManagement/CreatingOrders/EntryPoints/CreateOrdersAccount.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Enabling Orders for an Account](OrderManagement/CreatingOrders/EntryPoints/EnableOrdersAccount.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Order Management | [Order Assortments](OrderManagement/CreatingOrders/OrderHeaders/Assortments.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Order Campaigns](OrderManagement/CreatingOrders/OrderHeaders/Campaigns.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Delivery Location](OrderManagement/CreatingOrders/OrderHeaders/DeliveryLocation.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Payers](OrderManagement/CreatingOrders/OrderHeaders/Payers.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Price Books](OrderManagement/CreatingOrders/OrderHeaders/PriceBooks.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Pull-In Fields on Orders](OrderManagement/CreatingOrders/OrderHeaders/Pull_InFieldsOrders.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Changing Order Line Column Widths](OrderManagement/CreatingOrders/OrderLines/ColumnWidths.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Pull-In Fields on Order Lines](OrderManagement/CreatingOrders/OrderLines/Pull_InFields.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Recommended Quantity](OrderManagement/CreatingOrders/OrderLines/RecommendedQuantity.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Order Management | [Suggested Retail Price with Profit Calculator](OrderManagement/CreatingOrders/OrderLines/SuggestedRetail.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Upselling Suggestions](OrderManagement/CreatingOrders/OrderLines/UpsellSuggestions.htm) | ✔︎ | ✔︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Transfer Orders](OrderManagement/CreatingOrders/TransferOrders/TransferOrders.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Wholesaler Priority](OrderManagement/CreatingOrders/TransferOrders/WholesalePriority.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Wholesalers](OrderManagement/CreatingOrders/TransferOrders/Wholesalers.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Copying an Order](OrderManagement/CreatingOrders/CopyOrder.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Bundle Packs](OrderManagement/ManagingProducts/BundlePacks.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Using Ship To and Billing Addresses](OrderManagement/CreatingOrders/OrderHeaders/ShippingBilling.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Order Management | [Case Calculator and Fixed Units of Measure](OrderManagement/ManagingProducts/FixedUnits.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Order Products](OrderManagement/ManagingProducts/OrderProducts.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Product Groups for Order Management](OrderManagement/ManagingProducts/OM_ProductGroups.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Product Kits and Kit Items](OrderManagement/ManagingProducts/ProductKits.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Product Views](OrderManagement/ManagingProducts/ProductViews.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Capturing an Order Signature](OrderManagement/OrderProcessing/CaptureSignature.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Managing an Order](OrderManagement/OrderProcessing/ManagingOrders.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Delivery Order Limit Rule Pricing Rules](OrderManagement/OrderSplitting/DeliveryOrderLimitRules.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Delivery Order Payment Terms](OrderManagement/OrderSplitting/DeliveryPaymentTerms.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Delivery Order Quantity Rollup](OrderManagement/OrderSplitting/DeliveryQuantityRollup.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Manual Allocation of Free Goods](OrderManagement/OrderSplitting/ManualAllocateFreeGoods.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Mid-Negotiation Delivery Splitting](OrderManagement/OrderSplitting/MidDeliverySplit.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Brand Level Pricing Rules](OrderManagement/PricingRules/Discounts/BrandLevelRule.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Discount Pricing Rules](OrderManagement/PricingRules/Discounts/DiscountRule.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [In-Level Addition Mode](OrderManagement/PricingRules/Discounts/InLevelAddition.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Order Net Amount Rounding Mode](OrderManagement/PricingRules/Discounts/NetAmountOrderRound.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Product Group Level Pricing Rules](OrderManagement/PricingRules/Discounts/ProductGroupPricingRules.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Total Discount and Final Net Price Addition Mode](OrderManagement/PricingRules/Discounts/TotalDiscountFinalPrice.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Free Goods Percentage Pricing Rules](OrderManagement/PricingRules/FreeGoods/FreeGoodsPercentRule.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Free Goods Pricing Rules](OrderManagement/PricingRules/FreeGoods/FreeGoodsRule.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Chain Pricing Rules](OrderManagement/PricingRules/ChainPricing.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Cross-Product Pricing Rules](OrderManagement/PricingRules/CrossProduct.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Delivery Period Pricing Rules](OrderManagement/PricingRules/DeliveryPeriodRule.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Limit Pricing Rules](OrderManagement/PricingRules/LimitPriceRule.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [List Price Rules](OrderManagement/PricingRules/ListPriceRule.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Order Management | [Payment Terms](OrderManagement/PricingRules/PaymentTermsRule.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Patient CRM | [Receiving Inbound Faxes in Patient CRM](PatientCRM/ManagingPatients/InboundFax.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Patient CRM | [Defining Patient Journeys](PatientCRM/Config/PatientJourneys.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Patient CRM | [OmniConnect for Patient CRM](PatientCRM/Config/PCRMOmniConnect.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Patient CRM | [Searching in the Case Inbox Tab in Patient CRM](PatientCRM/ManagingCases/CaseInboxTabSearch.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Patient CRM | [Classifying Cases in Patient CRM](PatientCRM/ManagingCases/ClassifyingCases.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Patient CRM | [Displaying Preferred Case Details in Patient CRM](PatientCRM/ManagingCases/PreferredCaseDetails.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Patient CRM | [Managing Patient Journeys](PatientCRM/ManagingPatients/AdvancingJourneys.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Patient CRM | [Using AI Auto-Fill in Patient Intake Forms](PatientCRM/ManagingPatients/AIAutofill.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Patient CRM | [Managing Patient HIPAA and Program Authorizations](PatientCRM/ManagingPatients/Authorizations.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Patient CRM | [Creating Patients in Patient CRM](PatientCRM/ManagingPatients/CreatingPatients.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Patient CRM | [Monitoring Patient Journey Statistics](PatientCRM/ManagingPatients/MonitorPatientJourney.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Patient CRM | [Using Patient Intake Forms](PatientCRM/ManagingPatients/PatientIntakeForms.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Patient CRM | [Viewing Patient Details](PatientCRM/ManagingPatients/ViewPatientDetails.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Products | [Creating Products in the Product Catalog](Products/CreateProducts.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Products | [Creating Product-Specific Metric Configurations](Products/ProdMetrics/ProductSpecificMetrics.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Products | [Configuring Product Metrics for Accounts](Products/ProdMetrics/ProdMetrics.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Products | [Using Product Detail Groups and Detail Topics](Products/ProdGroups/DetailGroupsDetailTopics.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Products | [Using Product Metrics with Detail Groups and Topics](Products/ProdMetrics/DisplayProductMetrics.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Products | [Using the My Setup Tab](Products/MySetupPage.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Products | [Product Metrics for Child Accounts](Products/ProdMetrics/ProductMetricsChildAccounts.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Sample Management | [Generating Printable Package Labels](SampleManagement/RecordingSampleTransactions/PrintPackageLabels.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Overriding Locked Sample Management Records](SampleManagement/ManagingSampleRelatedData/OverrideLock.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Activating and Deactivating Sample Lots](SampleManagement/ManagingSampleInventory/ActivateSampleLots.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Capturing Inventories](SampleManagement/ManagingSampleInventory/CapturingInventory.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Sample Management | [Inventory Ordering](SampleManagement/ManagingSampleInventory/InventoryOrdering.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Capturing Inventories for Other Users](SampleManagement/ManagingSampleInventory/CapturingOtherUsersInventory.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Requesting Sample Lots](SampleManagement/ManagingSampleInventory/RequestSampleLots.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Creating Records for Sample Management](SampleManagement/ManagingSampleRelatedData/CreatingRecords.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Managing Picklist and Field Values for Sampling](SampleManagement/ManagingSampleRelatedData/ManagingPicklistandFieldValues.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Managing Non-Sample Products](SampleManagement/ManagingSampleRelatedData/NonSampleProducts.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Cold Chain Sampling](SampleManagement/RecordingSampleTransactions/ColdChain.htm) (Transactions) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Confirming Product Receipt](SampleManagement/RecordingSampleTransactions/ConfirmReceipt.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Capturing Custom Text](SampleManagement/RecordingSampleTransactions/CustomText.htm) (Transactions) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Grouping Sample Receipts](SampleManagement/RecordingSampleTransactions/GroupingReceipts.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Requiring Users to Manually Confirm Sample Quantities](SampleManagement/RecordingSampleTransactions/ManuallyConfirmQuantity.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Multi-Line Transactions](SampleManagement/RecordingSampleTransactions/MultiProduct.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Creating Product Adjustments](SampleManagement/RecordingSampleTransactions/ProductAdjustments.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Returning Products](SampleManagement/RecordingSampleTransactions/ReturningProducts.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Transferring Products](SampleManagement/RecordingSampleTransactions/TransfertoOtherUsers.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Maintaining Sample Data Integrity](SampleManagement/SupportingSampleAudits/DataIntegrity.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Enabling Sample Audits](SampleManagement/SupportingSampleAudits/EnablingAudits.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Unlocking Submitted Sample Transaction and Inventory Records](SampleManagement/SupportingSampleAudits/UnlockingRecords.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sample Management | [Printing Inventory and Transfer Worksheets](SampleManagement/RecordingSampleTransactions/PrintWorksheets.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Send to Fax | [Creating and Managing Fax Templates](SendToFax/CreatingContent/CreateTemplates.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Send to Fax | [Restricted Words in Send to Fax](SendToFax/CreatingContent/RestrictedWords.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Send to Fax | [Testing Send to Fax Content](SendToFax/CreatingContent/TestingContent.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Send to Fax | [Capturing Consent for Fax](SendToFax/CapturingFaxConsent.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Send to Fax | [Fax Administration](SendToFax/FaxAdministration.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Send to Fax | [Sending a Fax](SendToFax/SendingFax.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Service Center | [Five9 for Service Center](ServiceCenter/Using/Five9.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | [Multi-Owner Support for Microsoft Teams Integration](ServiceCenter/Using/SCMicrosoftTeams.htm#OwnersGroup) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | [Canceling Cases in Service Center](ServiceCenter/Using/CancelingCasesSC.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | [Knowledge Base for Service Center](ServiceCenter/Using/SCKnowledgeBase.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | [Any Phone for Service Center](ServiceCenter/Using/AnyPhone.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | [Managing Case Administration](ServiceCenter/Using/CaseUpdates.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | [Today’s Focus for Outbound Service Center](ServiceCenter/Outbound/TodaysFocus.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | [Displaying Preferred Case Details](ServiceCenter/Inbound/PreferredCaseDetails.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | [Creating Call Reports from Target Activities](ServiceCenter/Outbound/SC_CallReports.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | [Using My Cases for Service Center Inbound](ServiceCenter/Inbound/SC_MyCases.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | [Canceling and Redialing Outbound Call Attempts](ServiceCenter/Outbound/Cancel_Outbound_Call.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | [Using the Service Center Inbound Tab](ServiceCenter/Inbound/SCInbound.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | [Using Service Center](ServiceCenter/Using/SCUsing.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | [Amazon Connect for Service Center](ServiceCenter/Using/AmazonConnect.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | [Microsoft Teams Channels for Service Center](ServiceCenter/Using/SCMicrosoftTeams.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | [Genesys Cloud for Service Center](ServiceCenter/Using/GenesysCloud.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | [Microsoft OneNote for Service Center](ServiceCenter/Using/SCMicrosoftOneNote.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | [Account Search for Service Center](ServiceCenter/Using/SCAccountSearch.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | [Using the Service Center Outbound Tab](ServiceCenter/Outbound/SCOutbound.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Service Center | [Viewing Service Center Activities on the Account Timeline](ServiceCenter/Using/SC_Activities_on_Timeline.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Service Center | [Canceling Cases in Service Center](ServiceCenter/Using/CancelingCasesSC.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Suggestions | [Using Suggestions](Suggestions/UsingSuggestions/UsingSuggestions.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Suggestions | [Associating a Driver with a Suggestion](Suggestions/Managing Suggestions/AssociatingDriver.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Suggestions | [Completing or Dismissing Suggestions](Suggestions/Managing Suggestions/CompleteOrDismissSuggestions.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Suggestions | [Defining Expiration Dates for Suggestions](Suggestions/Managing Suggestions/ExpirationDate.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Suggestions | [Suggestion Surveys](Suggestions/Managing Suggestions/SuggestionSurveys.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Suggestions | [Creating a Call Objective from a Suggestion](Suggestions/UsingSuggestions/CallObjectiveSugg.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Suggestions | [Using Approved Email for Suggestions](Suggestions/UsingSuggestions/EmailfromSuggestion.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Suggestions | [Viewing Suggestions via the Home Page Tile](Suggestions/UsingSuggestions/HomePageTile.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Suggestions | [Scheduling a Call from a Suggestion](Suggestions/UsingSuggestions/SchedulingCallfromSugg.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Suggestions | [Priority Score and Sort Order](Suggestions/UsingSuggestions/ScoreandSortOrder.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Suggestions | [Viewing Suggestion Insights](Suggestions/UsingSuggestions/SuggestionInsight.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Surveys | [Surveys by Detail Group](Surveys/Publishing/PublishingaSurvey.htm#DetailGroup) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Surveys | [Managing Survey Visibility](Surveys/Publishing/PublishingaSurvey.htm#Assigning) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✔︎ |
| Surveys | [Adding Segments to a Survey](Surveys/Adding/AddingSegmentstoaSurvey.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Surveys | [Adding Branching Survey Questions](Surveys/Adding/UsingBranchingSurveyQuestions.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Surveys | [Executing a Survey](Surveys/CapturingResponses/ExecutingaSurvey.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Surveys | [Creating a One-Time or Recurring Survey](Surveys/Creating/CreatingaSurvey.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Surveys | [Data Loading Surveys](Surveys/Creating/DataLoadingSurveys.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Surveys | [Publishing a Survey](Surveys/Publishing/PublishingaSurvey.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Surveys | [Adding Survey Targets for One-Time or Recurring Surveys](Surveys/SelectingTargets/AddingSurveyTargets.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Surveys | [Internal Surveys](Surveys/Creating/CreatingSurveysforInternalUse.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Surveys | [Translating Surveys and Questions](Surveys/Creating/TranslatingSurveysQuestions.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Surveys | [Supporting Child Accounts in Surveys](Surveys/Creating/SupportingChildAccountsinSurveys.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Surveys | [Surveys in Approved Email](Surveys/Creating/SurveysinApprovedEmail.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Surveys | [Viewing Survey Results](Surveys/ReviewingResults/ViewingSurveyResults.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sync | [Downloading Activity Logs for Troubleshooting](Getting_Started/MobileDeviceSetup/Sync/ActivityLogs.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sync | [Performing a Database Refresh](Getting_Started/MobileDeviceSetup/Sync/DatabaseRefresh.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| Sync | [Handling Sync Errors](Getting_Started/MobileDeviceSetup/Sync/HandlingSyncErrors.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Sync | [Using Non-Blocking Sync](Getting_Started/MobileDeviceSetup/Sync/NonBlockingSync.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Sync | [Managing Sync Settings](Getting_Started/MobileDeviceSetup/Sync/SyncSettings.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Sync | [Using Incremental Sync](Getting_Started/MobileDeviceSetup/Sync/UsingIncrementalSync.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Sync | [Supporting List Layouts on Mobile Devices](Getting_Started/MobileDeviceSetup/ListLayouts.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Territory Feedback | [Searching Outside of a Territory in Integrated Territory Feedback](Align/TerrFeedback/Config/GlobalAcctSearch.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Territory Feedback | [Importing Approval Rules into Modeling and Production](Align/TerrFeedback/Config/ImportApprovalRules.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Territory Feedback | [Location Based Targeting in Territory Feedback](Align/TerrFeedback/Config/LocationBasedTargetingFeedback.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Territory Feedback | [Reviewing Feedback as a Manager](Align/TerrFeedback/ManagerTerrFeedback.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Territory Feedback | [Using Territory Feedback in Vault CRM](Align/TerrFeedback/TerrFeedback.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Territory Management | [Creating and Assigning Territories](TerritoryManagement/AssignAccts/CreateTerr.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Territory Management | [Tracking Manual Territory Alignment History](TerritoryManagement/ManageTerr/ManualAlignmentHistory.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Territory Management | [Creating Territory Assignment Rules](TerritoryManagement/AssignAccts/CreatingAssignmentRules.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Territory Management | [Using the Account Territory Loader](TerritoryManagement/AssignAccts/ATL.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Territory Management | [Removing Accounts from Territories](TerritoryManagement/AssignAccts/RemoveFromTerr.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Vault AI in CRM | [Agentic Voice for Call Key Messages - Available on iPad and iPhone](VeevaAI/VoiceAgent/VoiceAgentCreateCall.htm#KeyMessage) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Vault AI in CRM | [[Agentic Insight Quality for Medical Insights](VeevaAI/InsightQualityAgent/InsightQualityAgentMedicalInsights.htm)](VeevaAI/InsightQualityAgent/InsightQualityAgentOverview.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Vault AI in CRM | [Monitoring Submitted Records](VeevaAI/TextMonitoringAgent/HomeOffice/Monitoring.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Vault AI in CRM | [Media AI in the CLM Media Library](VeevaAI/MediaAgent/MediaAgentOverview.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Vault AI in CRM | [Unique Activity Group Calls with Agentic Voice](VeevaAI/VoiceAgent/VoiceAgentCreateCall.htm#Unique) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Vault AI in CRM | [Commercial Insights with Agentic Text Monitoring for Home Office](VeevaAI/TextMonitoringAgent/HomeOffice/Monitoring.htm#CommercialInsight) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Vault AI in CRM | [Submitted with Issues for Agentic Text Monitoring](VeevaAI/TextMonitoringAgent/EndUser/TMCallText.htm#Identify) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Vault AI in CRM | [Vector Database Enhancements](VeevaAI/RefreshVectorDB.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Vault AI in CRM | [AI Rewrite Token for Approved Email](VeevaAI/EmailAgent/EmailAgentOverview.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Vault AI in CRM | [Creating Medical Insights with Agentic Voice](VeevaAI/VoiceAgent/VoiceAgentMedInsight.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| Vault AI in CRM | [My Notes](VeevaAI/VoiceAgent/VoiceAgentMyNotes.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Vault AI in CRM | [Capturing Call Text with Agentic Text Monitoring](VeevaAI/TextMonitoringAgent/EndUser/TMCallText.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Vault AI in CRM | [Finding Product Information with Agentic Media](VeevaAI/MediaAgent/MediaAgentSearch.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Vault AI in CRM | [Preparing for HCP Interactions with Agentic Account Summary](VeevaAI/PreCallAgent/PreparingForHCPInteractions.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Vault AI in CRM | [Creating Call Reports with Agentic Voice](VeevaAI/VoiceAgent/VoiceAgentCreateCall.htm) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Vault AI in CRM | [Managing the Vector Database](VeevaAI/RefreshVectorDB.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Vault AI in CRM | [Using AI Chat](VeevaAI/UsingChatUI.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Vault AI in CRM | [AI Rewrite Token for Approved Emails](VeevaAI/EmailAgent/RewriteToken.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| Vault AI in CRM | [Unique Activity Group Calls for Agentic Voice](VeevaAI/VoiceAgent/VoiceAgentCreateCall.htm#Unique) | ✘︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| Vault AI in CRM | [Commercial Insights for Agentic Text Monitoring for Home Office](VeevaAI/TextMonitoringAgent/HomeOffice/Monitoring.htm#CommercialInsight) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| Vault AI in CRM | [Submitted with Issues for Agentic Text Monitoring](VeevaAI/TextMonitoringAgent/EndUser/TMCallText.htm#Identify) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| X-Pages | [Editing Records from X-Pages](X_Pages/CustomizeX_Pages/DeepLinking.htm#Editmethod) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | [Connecting X-Pages Studio and Vault CRM without an Integration User](X_Pages/X_PagesStudio/UserPermissionMgmt/ConnectionViaVaultCRM.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | [Adding Related Data to X-Pages in X-Pages Studio](X_Pages/X_PagesStudio/AddData.htm#Using3) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | [Managing Pages in X-Pages Studio](X_Pages/X_PagesStudio/ManagePage.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | [Loading X-Page Content from External Servers](X_Pages/CreateX_Pages/LoadFromExternalServer.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| X-Pages | [Using the Prompt Overlay Entry Point](X_Pages/CreateX_Pages/Prompt_Overlay.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| X-Pages | [Using the X-Pages Top Level Entry Point](X_Pages/CreateX_Pages/Top_Level.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| X-Pages | [Creating X-Pages Business Portals](X_Pages/CreateX_Pages/BusinessPortal.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | [Creating X-Pages Content](X_Pages/CreateX_Pages/CreateRecord.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| X-Pages | [Integrating Veeva Link with an X-Pages Account Page](X_Pages/CustomizeX_Pages/LinkAccounts.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| X-Pages | [Setting the Default X-Pages Account Profile](X_Pages/ViewX_Pages/SetDefaultAcct.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| X-Pages | [Setting the Default KOL Profile Page](X_Pages/ViewX_Pages/SetDefaultKOL.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| X-Pages | [Managing X-Pages Visibility for Accounts](X_Pages/CreateX_Pages/ManageVisibilityRecord.htm) | ✔︎ | ✘︎ | ✘︎ | ✔︎ | ✔︎ |
| X-Pages | [Setting the Default X-Pages Home Page](X_Pages/ViewX_Pages/SetDefaultHome.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| X-Pages | [Creating and Managing X-Pages Studio Users](X_Pages/X_PagesStudio/UserPermissionMgmt/CreateUsers.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | [Creating and Managing X-Pages Studio Teams](X_Pages/X_PagesStudio/UserPermissionMgmt/TeamMgmt.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | [Adding Data to X-Pages in X-Pages Studio](X_Pages/X_PagesStudio/AddData.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | [Creating X-Pages Using X-Pages Studio](X_Pages/X_PagesStudio/CreatePage.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | [Using Custom Display Elements in X-Pages Studio](X_Pages/X_PagesStudio/CustomDisplayElements.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | [Defining X-Pages Layouts](X_Pages/X_PagesStudio/DefineLayout.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✔︎ |
| X-Pages | [Deploying Pages to Vault CRM Using X-Pages Studio](X_Pages/X_PagesStudio/DeployPage.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | [Using Expressions to Perform Data Calculations in X-Pages Studio](X_Pages/X_PagesStudio/Expressions.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | [Managing Custom Pages in X-Pages Studio](X_Pages/X_PagesStudio/ManageCustomContent.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | [Using the Commercial HCO Template](X_Pages/X_PagesStudio/PageTemplates/CommercialHCOTemplate.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| X-Pages | [Using the Commercial HCP Template](X_Pages/X_PagesStudio/PageTemplates/CommercialHCPTemplate.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| X-Pages | [Using the Commercial Territory Template](X_Pages/X_PagesStudio/PageTemplates/CommercialTerritoryTemplate.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| X-Pages | [Using the Medical HCP Template](X_Pages/X_PagesStudio/PageTemplates/MedicalHCPTemplate.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| X-Pages | [Using the Medical Territory Template](X_Pages/X_PagesStudio/PageTemplates/MedicalTerritoryTemplate.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| X-Pages | [Using the Opportunity Overview Template](X_Pages/X_PagesStudio/PageTemplates/OpportunityManagementTemplate.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | [Using the Service Center Page Templates](X_Pages/X_PagesStudio/PageTemplates/ServiceCenterTemplate.htm) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | [Using the MCCP Template](X_Pages/X_PagesStudio/PageTemplates/MCCPTemplate.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| X-Pages | [Integrating External Data with X-Pages](X_Pages/CustomizeX_Pages/IntegrateExtData.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| X-Pages | [Using Deep Linking in X-Pages](X_Pages/CustomizeX_Pages/DeepLinking.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✔︎ |
| X-Pages | [Viewing Compass Data Using X-Pages](X_Pages/X_PagesStudio/CompassIntegration/View_Compass_Data.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| X-Pages | [Using the Call Report Template](X_Pages/X_PagesStudio/PageTemplates/CallReportTemplate.htm) | ✘︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| X-Pages | [Setting the Content Target Platform for X-Pages](X_Pages/CreateX_Pages/SetTargetPlatform.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| X-Pages | [Using the Territory Feedback Template](Align/TerrFeedback/TerritoryFeedbackTemplate.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✘︎ |
| X-Pages | [Sharing X-Pages Content](X_Pages/ViewX_Pages/ShareContent.htm) | ✔︎ | ✘︎ | ✔︎ | ✘︎ | ✔︎ |
| X-Pages | [Using the Diagnosed Patient Template](X_Pages/X_PagesStudio/CompassIntegration/DiagnosedPatientTemplate.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| X-Pages | [Using the Market Trend Template](X_Pages/X_PagesStudio/CompassIntegration/Market_Trend_Template.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| X-Pages | [Using the Compass Prescriber Data Template](X_Pages/X_PagesStudio/CompassIntegration/Prescriber_Data_Template.htm) | ✔︎ | ✘︎ | ✔︎ | ✔︎ | ✘︎ |
| X-Pages | [Editing Records from X-Pages](X_Pages/CustomizeX_Pages/DeepLinking.htm#Editmethod) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |
| X-Pages | [Adding Related Data to X-Pages in X-Pages Studio](X_Pages/X_PagesStudio/AddData.htm#Using3) | ✔︎ | ✘︎ | ✘︎ | ✘︎ | ✘︎ |

### Related Topics

[Transitioning to Vault CRM for Veeva CRM Users](Getting_Started/TransitionToVault.htm)

[Vault CRM for iOS](Getting_Started/MobileDeviceSetup/iOS/iOSOverview.htm)

[Vault Platform Help](https://platform.veevavault.help/en/gr/6122/)