# Vault CRM Documentation Index This file contains summaries of all Vault CRM documentation topics. ## Topics - [Search](https://vaultcrmhelp.veeva.com/doc/Content/Search.htm): Feedback - [Vault CRM Help](https://vaultcrmhelp.veeva.com/doc/Content/Home.htm): - [._Home.htm](https://vaultcrmhelp.veeva.com/doc/Content/._Home.htm): No description or introductory text available. - [Results](https://vaultcrmhelp.veeva.com/doc/Content/Results.htm): No description or introductory text available. - [Contents](https://vaultcrmhelp.veeva.com/doc/Content/Contents.htm): Feedback - [Regional Online Help](https://vaultcrmhelp.veeva.com/doc/Content/English.htm): To access a translated version of the Vault CRM Online Help, click the link below: - [Platform Functionality](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Platforms.htm): The following table lists all features in Vault CRM, as well as their supported platforms. - [Vault CRM Permission Sets](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PermissionSets.htm): Customers can quickly enable basic Vault CRM functionality for their users by assigning the provided permission sets to the appropriate security profiles. These permission sets ... - [404 Page Not Found](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/404.htm): We're sorry, but the page you are looking for is not available at the specified URL. - [Support for the Veeva OpenData 2.0 Data Model](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OpenData2.htm): The Veeva OpenData 2.0 Data Model allows customers who subscribe to OpenData to access their managed data in Vault CRM. This data model update includes the addition of internati... - [Data Model Updates for the Common Data Architecture for Life Sciences](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CDAUpdates.htm): Starting in 24R2.0, Veeva is implementing the Common Data Architecture for Life Sciences (CDA.LS or CDA) in Vault CRM. Data model updates include adding new fields to existing o... - [Service Center Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/SCOverview.htm): Service Center is a comprehensive application designed for any aspect of customer outreach. It serves as a centralized hub for all users who have contact with customers—whether ... - [Configuring Service Center](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/SCConfig.htm): Complete the following steps to configure the Service Center application: - [Using Service Center](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Using/SCUsing.htm): To provide Service Center reps with a comprehensive, single-screen view for tracking and resolving customer issues, Service Center brings together all case information in one pl... - [Any Phone for Service Center](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Using/AnyPhone.htm): Service Center provides the flexibility for teams to use their preferred external phone systems, while benefiting from Service Center’s structured workflow for tracking outbound... - [Microsoft Phone for Service Center](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Using/MicrosoftPhone.htm): Service Center reps can perform standard telephony functions—for example, answering, disconnecting, holding, transferring, and muting calls—directly from Service Center using an... - [Viewing Service Center Activities on the Account Timeline](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Using/SC_Activities_on_Timeline.htm): Vault CRM users can view Service Center case and target activities on the Account Timeline . The Account Timeline displays a linear view of customer activities related to an acc... - [Using the Service Center Tab Collection](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Using/TabCollection.htm): Tab collections in Vault CRM consolidate groups of related tabs on the Vault home page. The Service Center tab collection provides Service Center reps with immediate access to t... - [Account Search for Service Center](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Using/SCAccountSearch.htm): The Account Search feature is designed to help users efficiently locate and access specific account information within the Vault CRM platform. By entering a search query, users ... - [Microsoft OneNote for Service Center](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Using/SCMicrosoftOneNote.htm): Microsoft OneNote is a digital notebook application for capturing, organizing, and sharing information through tools not available in Service Center. Notes can be entered in Mic... - [Genesys Cloud for Service Center](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Using/GenesysCloud.htm): Genesys Cloud is a Contact Center as a Service (CCaaS) application, integrated with Veeva Omnichannel as a telephony interface, that allows Service Center reps to place, receive... - [Knowledge Base for Service Center](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Using/SCKnowledgeBase.htm): Knowledge Base acts as a repository to manage approved documents directly within Service Center, providing inbound Service Center reps with easily accessible reference materials... - [Veeva Omnichannel for Service Center](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Using/SCOmniConnect.htm): Veeva Omnichannel is the telephony integration point in Vault CRM that allows customers to configure and use a Contact Center as a Service (CCaaS) application, for example Amazo... - [Managing Case Administration](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Using/CaseUpdates.htm): To streamline Service Center case administration, cases can now be created and updated using data loading, APIs, or the Business Admin interface. This ensures that records migra... - [Amazon Connect for Service Center](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Using/AmazonConnect.htm): Amazon Connect is a Contact Center as a Service (CCaaS) application, integrated with Service Center using Veeva Omnichannel as a telephony interface, that allows Service Center ... - [Microsoft Teams Channels for Service Center](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Using/SCMicrosoftTeams.htm): For enhanced agent productivity and faster case resolution times, Service Center can be integrated with Microsoft Teams. This integration streamlines collaboration on customer c... - [Using Preferred Email Fields](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Inbound/PreferredEmailFields.htm): Business admin users can configure a list of preferred email fields to search for on Account and Address records. When a Service Center Rep selects an email inbox, the system se... - [Displaying Preferred Case Details](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Inbound/PreferredCaseDetails.htm): To streamline workflows and boost productivity, organizations can choose to display additional Preferred Case Details fields to Service Center reps. This additional information ... - [Classifying Cases in Service Center](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Inbound/ClassifyingCases.htm): Service Center reps can quickly classify customer inquiries when creating cases by selecting the Category, Subcategory, and Product for each case. Customers can then gather anal... - [Using the Service Center Inbound Tab](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Inbound/SCInbound.htm): The Inbound tab on the Service Center console provides a centralized workspace for handling incoming emails, viewing assigned cases, and creating new cases from inbound communic... - [Using My Cases for Service Center Inbound](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Inbound/SC_MyCases.htm): To better prioritize their work and drive cases toward resolution more effectively, Service Center reps can access My Cases from the Inbound tab to view a centralized hub of the... - [Using the Service Center Outbound Tab](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Outbound/SCOutbound.htm): The Service Center Outbound tab allows Service Center reps to create and manage their target lists, make outbound calls to targets, and record and track their progress, all from... - [Today’s Focus for Outbound Service Center](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Outbound/TodaysFocus.htm): To improve account outreach, operational efficiency, and productivity, Service Center reps can use Today's Focus on the Outbound tab to consolidate actionable target activities ... - [Creating Call Reports from Target Activities](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Outbound/SC_CallReports.htm): Service Center reps can start a call report directly from the Target Activity Guide during outbound call activities. While the report still displays in a separate window, this e... - [Canceling and Redialing Outbound Call Attempts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ServiceCenter/Outbound/Cancel_Outbound_Call.htm): Service Center reps can cancel or redial outbound call attempts that fail to connect or are disconnected before the target answers. This allows users to easily resolve call atte... - [Installing Territory Designer](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/TerritoryDesigner/InstallingTerrDesigner.htm): The Territory Designer application is stored on users’ local computers. - [Navigating Territory Designer](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/TerritoryDesigner/Navigating.htm): After Territory Designer is installed and the necessary files are loaded, the user can begin to design and manipulate alignment scenarios. Here you will find instructions for ba... - [Territory Designer Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/TerritoryDesigner/TerrDesignerOverview.htm): Territory Designer is a Microsoft Windows desktop application and a comprehensive territory alignment tool built to meet the unique needs of the Life Sciences industry. Territor... - [Importing an Alignment into Territory Designer](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/TerritoryDesigner/ManagingDatabases/ImportingAlignment.htm): Data may be imported from MS Excel, CSV Text, or MS Access files. - [Importing and Configuring Accounts in Territory Designer](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/TerritoryDesigner/ManagingDatabases/ImportingAccounts.htm): To import an account table: - [Creating a New Territory Designer Database](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/TerritoryDesigner/ManagingDatabases/Creating.htm): End users must create a Territory Designer database using an associated Shape file. This blank database is used to import other important files and structures. - [Configuring Account Plans](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/Config/ConfiguringAccountPlans.htm): Learn how to configure the Account Plans module, including object hierarchies, strategies, and tactics. Covers permissions and settings for managing long-term key account projects. - [Account Plans Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/ManageAcctPlans/Account_Plans.htm): Overview of Account Plans. Defines the hierarchical structure of strategies, objectives, and tasks to help KAMs track progress and achieve key account goals. - [Account Plan Sharing](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/ManageAcctPlans/Account_Plan_Sharing.htm): Configure automatic sharing for Account Plans and related data. Learn how to manage team member visibility, roles, and hierarchical access permissions to ensure secure collaboration. - [Calculating Account Plan Progress Using the Account Plan Hierarchy](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/ManageAcctPlans/AcctPlanProgress.htm): Key Account Managers (KAMs) can monitor progress of an account plan so they can understand where to invest time and resources and keep the plan on track. - [Viewing Stakeholder Navigator from an Account Plan](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/ManageAcctPlans/StakeholderNavAccountPlan.htm): Key Account Managers (KAMs) can access Stakeholder Navigator from an account plan to better understand the hierarchy and affiliations for the account. Stakeholder Navigator high... - [Product Plans](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/ManageAcctPlans/Product_Plans.htm): Product plans outline the strategies and tactics for individual products or brands. They serve as a roadmap for guiding sales teams and ensuring alignment between brand teams an... - [Using Action Items for KAMs](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/UsingAcctPlans/AddingActionItems.htm): Action items are the steps in the plan that team members execute to move the plan toward completion. These action items are defined based on plan goals. For example: - [Assigning Accounts to Strategies](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/UsingAcctPlans/TacticalAssociationPlanStrategies.htm): Key Account Managers (KAMs) can use Tactical Association to efficiently manage the accounts and Call Objectives associated with their Account Plan Strategies. From a single view... - [Selecting Account Plans from Call Reports](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/UsingAcctPlans/AccountPlansFromCallReports.htm): To associate an account plan with a call, users can select active account plans from the account plan picklist on the call report. This allows users to quickly view strategies, ... - [Applying a Product Plan to an Account Plan](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/UsingAcctPlans/ApplyProductPlan.htm): Key Account Managers can apply predefined product strategies and tactics directly to their account plans, allowing users to quickly add established tactics from a central Produc... - [Integrating Account Plans with Microsoft Teams](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/UsingAcctPlans/IntegrateMSTeams.htm): Key Account Managers (KAMs) and their account team members can streamline collaboration by creating and linking to dedicated Microsoft Teams channels directly from Account Plan ... - [Account Plan Deep Copy](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/UsingAcctPlans/AcctPlanDeepCloning.htm): Key Account Managers (KAMs) can copy an existing account plan and apply it to other accounts. KAMs can specify which child levels from the hierarchy to copy, as long as the pare... - [Assigning Call Objectives to Account Plan Objectives](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/UsingAcctPlans/AssignCallObjectiveAccountTactic.htm): To ensure all strategic outreach is aligned with documented business goals, Key Account Managers (KAMs) can associate existing standalone call objectives with specific objective... - [Exporting Account Plans to PowerPoint](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/UsingAcctPlans/ExportToPowerPoint.htm): Key Account Managers (KAMs) can export Account Plan data from Vault CRM directly into a formatted PowerPoint presentation. This allows KAMs to easily prepare for internal review... - [Account Hierarchy Overlay](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/UsingAcctPlans/AccountHierarchyOverlay.htm): When users select the View Hierarchy object action for an account plan, a view of the account hierarchy for the account displays. This allows users to see the relationships with... - [Managing Key Stakeholders](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/UsingAcctPlans/ManageKeyStakeholders.htm): Key stakeholders are external stakeholders important to the progression of an account plan. These stakeholders can include HCPs, hospital or health system administrators, commit... - [Using the Account Plan X-Pages Studio Template](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/UsingAcctPlans/AccountPlanXPagesTemplate.htm): The Account Plan X-Pages Studio template helps content creators quickly create an X-Page displaying high-level progress information for an ongoing Account Plan to end users. Con... - [Working with Multiple SWOT and Goal Records](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/UsingAcctPlans/GoalsandSWOTs.htm): Users working with account plans can create and view multiple SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis and goal records for account plans. This allows m... - [Using the KAM Business Portal Page](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/UsingAcctPlans/KAMBusinessPortalTemplate.htm): To present a clean and focused experience for Executives who need access to view Account Plan data in real time, content creators can quickly create and deploy a Business Portal... - [Configuring Territory Management](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/TerritoryManagement/Config.htm): This topic includes information on Territory Management components and the configuration steps required to use Territory Management. - [Territory Management Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/TerritoryManagement/Overview.htm): Territories are groupings of accounts assigned to users. Territory Management enables customers to create territories, assign accounts and users to those territories, and organi... - [Territory Management Limits and Best Practices](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/TerritoryManagement/TMBestPractices.htm): The following limits apply to territories, their children, and their assignments: - [Tracking Manual Territory Alignment History](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/TerritoryManagement/ManageTerr/ManualAlignmentHistory.htm): The Manual Territory Alignment History object in Vault CRM tracks when end users manually add an account to their territory in order to document interactions. Records of this ob... - [Using the Account Territory Loader](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/TerritoryManagement/AssignAccts/ATL.htm): The Account Territory Loader (ATL) is a Territory Management method used to add one or more territories to one or more accounts. This method lists the territories each account s... - [Creating and Assigning Territories](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/TerritoryManagement/AssignAccts/CreateTerr.htm): Territory Managers can create territories and assign accounts and users to the appropriate territories. Territories are arranged in a hierarchical structure, with each territory... - [Creating Territory Assignment Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/TerritoryManagement/AssignAccts/CreatingAssignmentRules.htm): Since Vault CRM can contain large numbers of accounts, admins need a way to automatically assign accounts to the appropriate territories, and therefore to the appropriate users.... - [Removing Accounts from Territories](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/TerritoryManagement/AssignAccts/RemoveFromTerr.htm): End users can quickly remove accounts from their territory via a dedicated button on account detail pages. Selecting this button enables users to create a DCR that removes the a... - [Managing the Vault CRM App on CRM Desktop (Windows)](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Platforms/CRMDesktopWin/WinManageApp.htm): Users can install the app, sign in, and manage app updates. Ensure all device and software requirements are satisfied to use the app. - [Settings for CRM Desktop (Windows)](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Platforms/CRMDesktopWin/WinDesktopSettings.htm): The Settings page for the CRM Desktop (Windows) app provides setting and status information for users' media, database, and hardware. - [Supported CLM Functionality on CRM Desktop (Windows)](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Platforms/CRMDesktopWin/WinCLMFeatures.htm): The CRM Desktop (Windows) platform can be used to select and display all available CLM presentations the user has access to. These presentations can either be downloaded to the ... - [Device and Software Requirements for CRM Desktop (Windows)](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Platforms/CRMDesktopWin/DeviceReqs.htm): The CRM Desktop (Windows) app runs on Windows 11 and Windows 10 Build 16299 ( Fall Creators Update, version 1709 ) or later with a 64-bit OS. Running the app on a virtual machin... - [CRM Desktop (Windows)](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Platforms/CRMDesktopWin/CRMDesktopWin.htm): The CRM Desktop (Windows) app is a companion app to the Browser platform, enabling users to access their CLM media libraries and present content to HCPs whenever they need, know... - [Supported Functionality on CRM Desktop (Windows)](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Platforms/CRMDesktopWin/WinFeaturesLanding.htm): The following modules have functionality supported for the CRM Desktop (Windows) app: - [X-Pages Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesOverview.htm): X-Pages enables better decision-making by delivering content directly to Vault CRM users in the field. X-Pages displays real-time contextual and historical information to assist... - [Configuring X-Pages](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesConfig.htm): X-Pages consists of the following objects and components. - [Creating X-Pages Using X-Pages Studio](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/CreatePage.htm): X-Pages Studio allows content creators to build and manage interactive, no-code X-Pages. Pages can be built completely custom or from a template. The Pages home tab displays all... - [Managing Pages in X-Pages Studio](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/ManagePage.htm): Content creators in X-Pages Studio can manage their pages to accomplish their unique business needs. This includes editing page properties, duplicating, importing/exporting, and... - [Using Custom Display Elements in X-Pages Studio](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/CustomDisplayElements.htm): Content creators can create detailed and comprehensive X-Pages content with integrated data from Vault CRM and external sources using X-Pages Studio. Content developers can crea... - [Adding Data to X-Pages in X-Pages Studio](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/AddData.htm): Content creators can add and filter data for X-Pages using data elements. After adding and previewing the data, content creators can define the layout. See Defining X-Pages Layo... - [Creating Content Using the Territory Feedback Entry Point](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/TerritoryFeedback.htm): Content creators can create Territory Feedback content using the Territory Feedback entry point in X-Pages Studio, or import custom content created using X-Pages, then deploy it... - [Managing Custom Pages in X-Pages Studio](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/ManageCustomContent.htm): To simplify the management and deployment of custom X-Pages, content creators can import and deploy them using X-Pages Studio, regardless of where the page was created. - [Deploying Pages to Vault CRM Using X-Pages Studio](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/DeployPage.htm): Content creators can use X-Pages Studio to deploy pages to their sandbox Vault to test how the pages display, or to their production Vault to make the pages available for end us... - [Using Expressions to Perform Data Calculations in X-Pages Studio](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/Expressions.htm): Content creators can use expressions to perform calculations on queried data for data elements and display elements . Different expressions are available for selection depending... - [Defining X-Pages Layouts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/DefineLayout.htm): Content creators can use display elements in X-Pages Studio to customize the page and arrange the layout and format of an X-Page, allowing them to control how data displays to e... - [Configuring X-Pages Studio](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/StudioConfigure.htm): X-Pages Studio is a web application tool that allows content creators to create interactive and custom pages for end users while adhering to company standards and branding witho... - [Creating and Managing X-Pages Studio Connections](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/UserPermissionMgmt/DomainConnections.htm): To deploy pages, Studio admins can connect an X-Pages Studio domain to any number of Vault CRM vaults. Each connection is stored as a Vault CRM Connection. Studio admins can cre... - [Creating and Managing X-Pages Studio Teams](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/UserPermissionMgmt/TeamMgmt.htm): An X-Pages Studio team is a group of environments where associated users in the team have access to the same content. Associating users to a team allows you to control access to... - [Creating and Managing X-Pages Studio Users](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/UserPermissionMgmt/CreateUsers.htm): Studio admins can create new users and manage existing users. All users display in a table with filterable columns by Permission Group and Team. - [Viewing Compass Data Using X-Pages](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/CompassIntegration/View_Compass_Data.htm): Customers can view Compass data using Vault CRM, rather than using a business intelligence tool, with or without Veeva Nitro. By quickly and easily integrating Compass data with... - [Using the Diagnosed Patient Template](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/CompassIntegration/DiagnosedPatientTemplate.htm): A Veeva Compass account is required to use this feature. - [Using the Compass Prescriber Data Template](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/CompassIntegration/Prescriber_Data_Template.htm): A Veeva Compass account is required to use this feature. - [Vault CRM Data Engine Dictionary](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/CompassIntegration/CRM_Data_Engine_Dictionary.htm): The calculation date. Store when the record was generated based on the pre-aggregation. - [Using the Market Trend Template](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/CompassIntegration/Market_Trend_Template.htm): A Veeva Compass account is required to use this feature. - [Using the Medical HCP Template](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/PageTemplates/MedicalHCPTemplate.htm): The Medical HCP template helps content creators to quickly create an X-Page that allows end users to view HCP account-level data, including medical activity, discussions, inquir... - [Using the Call Report Template](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/PageTemplates/CallReportTemplate.htm): The Call Report template helps content creators quickly create an X-Pages widget that allows end users to view attendee details on the call report without navigating away from t... - [Using the Medical Territory Template](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/PageTemplates/MedicalTerritoryTemplate.htm): The Medical Territory template helps content creators to quickly create an X-Page that allows end users to view operational and historical data across HCPs and KOLs at the terri... - [Using the Territory Feedback Template](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/PageTemplates/TerritoryFeedbackTemplate.htm): The Territory Feedback template helps content creators quickly create an X-Page for end users to view territory feedback information. When content creators create an X-Page from... - [Using the Service Center Page Templates](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/PageTemplates/ServiceCenterTemplate.htm): The Service Center page templates help content creators to quickly create X-Pages that allow end users to view case information, including the status of their current cases, clo... - [Using X-Pages Studio Template Library](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/PageTemplates/Templates.htm): Content creators can use the X-Pages Studio Template Library to browse, filter, preview, and deploy productized templates that can be used to create X-Pages. The Studio Template... - [Using the Commercial Territory Template](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/PageTemplates/CommercialTerritoryTemplate.htm): The Commercial Territory template helps content creators to quickly create an X-Page that allows end users to view operational and historical data across all accounts at the ter... - [Using the MCCP Template](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/PageTemplates/MCCPTemplate.htm): The MCCP template helps content creators quickly create an X-Page that allows end users to view MCCP territory data all in one place. Content creators can use X-Pages Studio to ... - [Using the Opportunity Overview Template](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/PageTemplates/OpportunityManagementTemplate.htm): The Opportunity Overview template helps content creators to quickly create an X-Page that allows end users to view information regarding their opportunities, including KPIs, pip... - [Using the Commercial HCP Template](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/PageTemplates/CommercialHCPTemplate.htm): The Commercial HCP template helps content creators to quickly create an X-Page that allows end users to view HCP account level data, including call interactions, key messages, a... - [Using the Commercial HCO Template](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/PageTemplates/CommercialHCOTemplate.htm): The Commercial HCO template helps content creators to quickly create an X-Pages Studio page that allows end users to view HCO account-level data, including Calls, Key Messages, ... - [Creating X-Pages Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/CreateX_Pages/CreateRecord.htm): The entry point for X-Pages content determines where it displays in Vault CRM. Content developers must create X-Pages to define the entry points and attach the content zip files... - [Managing X-Pages Visibility for Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/CreateX_Pages/ManageVisibilityRecord.htm): Admins can control when X-Pages content displays for specific accounts. This ensures an X-Page only displays when the data being queried is available, avoiding confusion for end... - [Loading X-Page Content from External Servers](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/CreateX_Pages/LoadFromExternalServer.htm): Content developers can display external data directly within Vault CRM by loading content from an external system using an X-Pages entry point. Users can view custom interfaces,... - [Creating X-Pages Business Portals](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/CreateX_Pages/BusinessPortal.htm): X-Pages Business Portals provide a unique way to display and share Vault CRM data. Desired content is rendered as a standalone web page, providing a simplified, custom experienc... - [Setting the Content Target Platform for X-Pages](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/CreateX_Pages/SetTargetPlatform.htm): Vault CRM supports MyInsights content migrated from Veeva CRM, as well as X-Pages created in Vault CRM. MyInsights pages created in Veeva CRM use Veeva CRM API names. X-Pages cr... - [Using the X-Pages Top Level Entry Point](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/CreateX_Pages/Top_Level.htm): Content developers can create custom, top-level tabs in Vault CRM using X-Pages to support business processes that are not tied to a specific record or territory. Customers can ... - [Using the Prompt Overlay Entry Point](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/CreateX_Pages/Prompt_Overlay.htm): Customers can use the X-Pages Prompt Overlay entry point to replace the standard Veeva AI Chat with custom AI chatbots to provide a tailored experience directly within their Vau... - [Setting the Default X-Pages Account Profile](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/ViewX_Pages/SetDefaultAcct.htm): By default, when a user navigates to an account in Vault CRM, the account detail screen displays information about the account’s calls, territories, multichannel activities, and... - [Setting the Default KOL Profile Page](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/ViewX_Pages/SetDefaultKOL.htm): By default, when a user navigates to an account in Vault CRM, the account detail screen displays information about the account’s calls, territories, multichannel activities, and... - [Sharing X-Pages Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/ViewX_Pages/ShareContent.htm): Users can share X-Pages content using iOS share actions. This allows users to share information from customized content with people who do not have access to Vault CRM. Users ca... - [Setting the Default X-Pages Home Page](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/ViewX_Pages/SetDefaultHome.htm): To allow users to view customized territory-level information immediately after signing in to Vault CRM, content developers can create custom X-Pages content to display informat... - [Integrating External Data with X-Pages](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/CustomizeX_Pages/IntegrateExtData.htm): Content developers can create X-Pages content that integrates data and real-time services from external applications in a secure way, using Vault Session ID or SSO authenticatio... - [Integrating Veeva Link with an X-Pages Account Page](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/CustomizeX_Pages/LinkAccounts.htm): Vault CRM customers who subscribe to Veeva Link can provide their users with a quick and easy way to open Veeva Link profiles from account detail pages using an X-Pages Account ... - [Using Deep Linking in X-Pages](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/CustomizeX_Pages/DeepLinking.htm): Deep Linking allows end users to access certain Vault CRM features directly from an X-Page or section based on the information presented. For example, content developers can use... - [Using Approved Email for Medical Events](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/MedicalEvents/MedEventsAE.htm): Event organizers can send Approved Emails to follow up on a Medical Event that occurred in the past. Content admins can create one or more Email Templates and use tokens to refe... - [Medical Events Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/MedicalEvents/Medical_Events.htm): To help educate accounts about various products, end users can create and edit Medical Events in Vault CRM. Medical Events can be any meeting with accounts, from a small scale L... - [Medical Event Attendees](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/MedicalEvents/Attendees.htm): Medical Event attendees can consist of either external accounts or other Vault CRM users. Attendees of Medical Events are stored as event_attendee__v records, enabling end users... - [Recording a Call with Medical Events](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/MedicalEvents/RecordCall.htm): To accurately and efficiently capture activities from medical events, users can associate an event to a call, or create a call directly from a medical event. This streamlines ca... - [Managing Attendees for Medical Events](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/MedicalEvents/ManagingAttendees.htm): Event Attendees display as a related list in the medical event detail page. End users can easily manage attendees of their Medical Event by adding or remove attendees from this ... - [Configuring Medical Events](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/MedicalEvents/Configuring_Medical_Events.htm): Medical Events can be any meeting with accounts, from a small scale Lunch and Learn to a large-scale medical conference. The Medical Events module allows reps to capture basic d... - [Medical Event Start and End Times](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/MedicalEvents/MedicalEventDates.htm): End users can populate a Medical Event's start and end times to better display this information in several My Schedule calendar views. This enables end users to quickly see the ... - [Capturing Medical Event Attendee Signatures](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/MedicalEvents/AttdSigCapture.htm): End users can capture a medical event attendee's signature. These signatures can be used either for signing into the event, or for validating expenses incurred by attendees. End... - [Creating Medical Events](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/MedicalEvents/Creating.htm): End users can create medical_event__v records to define an event's time, date, and type, enabling end users to plan their Medical Event in advance and invite the appropriate att... - [Configuring the Product Catalog](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Products/ConfigProduct.htm): Represents the product detailed, or discussed, during sales rep calls against targeted accounts. Access to the other type of products is driven by alignment of users to the Deta... - [Using the My Setup Tab](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Products/MySetupPage.htm): The My Setup tab displays all company products, any configured detail groups or topics, as well as competitor products. This tab displays which products a user is assigned, impa... - [Product Catalog Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Products/ProductOverview.htm): Vault CRM's Product Catalog contains all product types available for use within the various modules of the application. The flexible structure of the Product Catalog allows for ... - [Creating Products in the Product Catalog](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Products/CreateProducts.htm): Business admins can create product__v records to populate the Vault's Product Catalog, while also defining whether each product should be included in various product-driven proc... - [Using Product Detail Groups and Detail Topics](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Products/ProdGroups/DetailGroupsDetailTopics.htm): Business admins responsible for creating and assigning products can also organize products into Detail Groups and Detail Topics in call reports, in the Detailing section of the ... - [Using Product Metrics with Detail Groups and Topics](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Products/ProdMetrics/DisplayProductMetrics.htm): Picklist-type product metrics can be applied to a specific detail group or topic. This enables end users to see a more detailed view of an account's ratings and evaluation of a ... - [Creating Product-Specific Metric Configurations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Products/ProdMetrics/ProductSpecificMetrics.htm): Business admins can define metric configurations for a specific product, since a product's brand management teams may use different terminology for their metrics and for another... - [Product Metrics for Child Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Products/ProdMetrics/ProductMetricsChildAccounts.htm): Product Metrics can be associated with child account records to help field users identify and prioritize their highest-value targets. With access to granular, location-specific ... - [Configuring Product Metrics for Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Products/ProdMetrics/ProdMetrics.htm): Product Metrics allows users to view an account's familiarity with a product based on custom metrics and thresholds. Users can view these metrics directly in Vault CRM, granting... - [Configuring Send to Fax](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SendToFax/Configuration.htm): The main components that comprise the feature are: - [Send To Fax Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SendToFax/Overview.htm): Send to Fax provides a secure faxing solution for end users to fax a document to a HCP. The solution supports consent management for the fax channel, templates with tokens for p... - [Capturing Consent for Fax](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SendToFax/CapturingFaxConsent.htm): End users can capture fax consent for each account. This ensures compliance with local regulations that require appropriate consent before sending fax communications. - [Fax Administration](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SendToFax/FaxAdministration.htm): Fax Admins can use the Fax Administration screen to view all authorized fax numbers for their Vault and monitor usage and limits, ensuring fax communications are secure and rest... - [Sending a Fax](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SendToFax/SendingFax.htm): End Users can select fax templates and personalize them for a recipient, allowing users to send compliant communications via fax. - [Creating and Managing Fax Templates](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SendToFax/CreatingContent/CreateTemplates.htm): Fax admins can create fax templates, enabling end users to send approved and personalized fax documents. - [Restricted Words in Send to Fax](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SendToFax/CreatingContent/RestrictedWords.htm): Send to Fax allows administrators to define a list of restricted words to prevent sending fax communications containing potentially inappropriate or non-compliant language. - [Testing Send to Fax Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SendToFax/CreatingContent/TestingContent.htm): Fax admin users can verify fax content is rendered correctly by sending faxes in test mode. This creates a Sent Fax record without actually sending the fax to recipients. - [Send to Fax Tokens](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SendToFax/CreatingContent/SendToFaxTokens.htm): Send to Fax tokens are used for personalization of content by customers and for limited personalization by users. Personalization values are pulled from the account__v, user_det... - [Vault CRM Standard Metrics](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/General/VaultCRMStandardMetrics.htm): Vault CRM has standard metrics for call channel, user type, and user country data. Standardizing a set list of picklist values enables better insights through benchmarks built o... - [About Vault CRM Releases](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/General/AboutCRMReleases.htm): Vault CRM provides regular software updates to ensure that customers have access to the latest features, enhancements, and security updates. Each Vault CRM release also includes... - [Veeva Account Identifiers for Data Aggregation](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/General/VeevaAccountIdentifiers.htm): Vault CRM uses multiple fields to uniquely identify accounts and aggregate data across customer systems. - [Using the Data Lakehouse for Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/General/DataLakehouse.htm): Customers can access a Data Lakehouse containing a complete and up-to-date copy of their Vault CRM data. The Data Lakehouse retrieves all Vault CRM data using Vault Platform’s D... - [Using the Data Grid Loader](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/General/DataGridLoader.htm): Business admins using the CRM Desktop (Windows) app can import records from spreadsheets into Vault CRM using the Data Grid Loader by directly copying and pasting the data. Unli... - [System Users in Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/General/SystemUsers.htm): System Users are created in Vault CRM instances and managed by Veeva, eliminating the need for customers to manage dedicated integration users. By default, System Users are assi... - [Developer Portal](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/General/DeveloperPortal.htm): The Developer Portal is a repository for Vault CRM API References as well as our JavaScript Libraries for Fixed Reports . - [Veeva IP Addresses](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/General/AllowedLinks.htm): If your organization enforces IP-based restrictions or firewall policies, you may need to allowlist Vault CRM domains to ensure uninterrupted access to our services. We recommen... - [Appendix: Custom Settings](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/General/AppendixACustomSettings.htm): The tables below contain a complete list of all Custom Settings. For additional information on how to change these settings, see Veeva Settings . - [Match ID Stamping in Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/General/MatchIdStamping.htm): Match ID is a predicted Veeva ID determined by an automated matching process. This 21 digit identifier is managed by Veeva and may change based on data or matching updates. - [Field Summary Tables](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/General/Data_Model_Guide/Field_Summary.htm): This page is in progress for Vault CRM, see the Veeva CRM Connect channel for the matching data model used for Veeva CRM. If you are having trouble accessing Veeva Connect, plea... - [Object Summary](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/General/Data_Model_Guide/Object_Summary.htm): This page is in progress for Vault CRM, see the Veeva CRM Connect channel for the matching data model used for Veeva CRM. If you are having trouble accessing Veeva Connect, plea... - [ER Diagrams](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/General/Data_Model_Guide/ERD_Diagrams.htm): This page is in progress for Vault CRM, see the Veeva CRM Connect channel for the matching data model used for Veeva CRM. If you are having trouble accessing Veeva Connect, plea... - [Process Scheduler](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Process_Scheduler.htm): The Process Scheduler is a utility within Vault CRM that can process incremental integration jobs with other Vault applications. The Process Scheduler can be used to schedule jo... - [Legacy Microsoft Outlook Integrations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/LegacyIntegration.htm): Starting with the 26R2.0 release, Vault CRM will transition all Microsoft Outlook integrations, including the My Schedule calendar and Service Center Shared Mailbox to use the C... - [Microsoft Intune for Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/MSIntune.htm): Embedding the Microsoft Intune SDK in the Vault CRM iOS app provides granular Mobile Application Management (MAM) across both unmanaged and managed devices. Users with unmanaged... - [Configuring the SAP Concur Integration](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Concur_Integration/Configuration.htm): In this topic, you can find information on the components of the integration with SAP Concur and the configuration steps you need to integrate with SAP Concur. - [SAP Concur Integration Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Concur_Integration/Overview.htm): Vault CRM can integrate with SAP Concur, an expense management system, and send Call Reporting, Events Management, or Medical Events expenses reported in Vault CRM to SAP Concur... - [Troubleshooting SAP Concur Errors](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Concur_Integration/Troubleshooting.htm): When troubleshooting Concur Sync, the sync log CSV file contains error messages for the specific process and Vault CRM record that failed. The table below provides additional in... - [Submitting Medical Event Expenses to SAP Concur](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Concur_Integration/MedicalEvents/ConcurMedEventExpense.htm): Medical event expenses can be automatically sent to a connected SAP Concur app, eliminating the need for manual entry in both systems, streamlining the expense reporting process... - [Submitting Multiple Call Expenses to SAP Concur](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Concur_Integration/CallExpenses/ConcurMultiExpense.htm): End users may incur multiple expenses as part of meetings with HCPs, for example, meals and beverages purchased for a lunch and learn. Recording multiple expenses on a single ca... - [Attaching Expense Receipts for Call Reporting with SAP Concur](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Concur_Integration/CallExpenses/ConcurReceipts.htm): To ensure accurate and transparent expense reporting, users provide documentation of their expenses by attaching expense receipts to the call report. When the SAP Concur integra... - [Submitting Call Expenses to SAP Concur](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Concur_Integration/CallExpenses/ConcurCallExpense.htm): Expenses of submitted call reports can be automatically sent to a connected SAP Concur app, eliminating the need for manual entry in both systems. This streamlines the expense r... - [Submitting Events Management Expenses to SAP Concur](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Concur_Integration/EventsManagement/ConcurEMExpense.htm): Events Management expenses can be submitted and sent to a connected SAP Concur app, eliminating the need for manual entry in both systems, streamlining the expense reporting pro... - [Appendix A: Network Settings](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/AppendixANetworkSettings.htm): Field Label - [Network Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Introduction_and_Background.htm): Veeva Network is a complete, cloud-based customer master solution that combines healthcare professional, healthcare organization, affiliations and reference data, software and s... - [Network Account Search](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Account_Search.htm): The Network Account Search (NAS) enables Vault CRM users to search Veeva Network for accounts which may already exist in the system. In this way, reps are sure they are not crea... - [Territory Assignment](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Territory_Assignments.htm): For users to view and create calls for an account, they must have an alignment to the account. For the Network integration, there must also be an assignment to a Territory. Terr... - [Record State Handling](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/RecordStateHandling.htm): The record_state__v field is used to indicate the different stages of a record’s life cycle in Network. If the state is changed to indicate the record is no longer used, it does... - [Network Hashtags in Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/NetworkHashtagsInCRM.htm): Network hashtags display on record profiles and in search results to summarize important details, and allow users to find correct records faster. For example, hashtags help with... - [Administrative Tools](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Administrative_Tools.htm): Administrative tools for Veeva Network are accessible via an Admin Vault page called Network Administration by selecting Network Administration in the Vault CRM Configuration se... - [Network Merge](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Merge.htm): When one to many Accounts merge in Network, the merges are reflected in Vault CRM through the regular update. Any changes to child records that originate in Network, such as Add... - [Network Field Mapping](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Network_Mapping/Field_Mapping.htm): Use the Network Field Mapping page to establish a relationship between a Network Field and a Vault CRM Field. - [Network Mapping Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Network_Mapping/Network_Mapping_Overview.htm): CRM-Network Integration requires mapping between CRM and Network. Mapping data is stored and maintained by Vault CRM. - [Network Mapping Edit](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Network_Mapping/Editing_Network_Mapping.htm): Use the Network Mapping Edit page to create and edit Network Mappings. - [Reference Mapping](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Network_Mapping/Reference_Mapping.htm): When the Object Type in the Information Section evaluates to object_type__v, the values mapping table displays below the edit page layout where the user can specify the mappings... - [Mapping Direction](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Network_Mapping/Mapping_Direction.htm): There are three types of directional mapping: - [Licenses](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Network_Mapping/Licenses.htm): Users can import HCP License numbers from Veeva Network MDM. Depending on the type of License (for example, State License, DEA License), the appropriate fields on the Address re... - [Network Object Mapping](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Network_Mapping/Object_Mapping.htm): The Network Object Mapping window enables the user to establish a relationship between a Network Object and a Vault CRM Object. - [Configuring Network Account Search](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Configuration/CRM.htm): To activate the Network Account Search: - [Configuring Data Change Requests](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Configuration/DCR_Configuration.htm): Data Change Requests are petitions to modify certain account data and are created when data is changed and needs to be validated. - [Network and Data Change Request Settings Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Configuration/DataChangeRequestSettings.htm): Vault CRM has settings specific to Network MDM, and settings for the management of Data Change Requests. Network Settings allow admins to integrate Vault CRM functionality with ... - [Adding Parent HCOs to Territory when Importing an HCP or HCO](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/UsingNetwork/AddingParentHCOs.htm): When a user imports an HCP or HCO from a Network Account Search, all associated HCOs are automatically imported but are not aligned to the user. Now, users can select which pare... - [Network for Japan](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/UsingNetwork/Network for Japan.htm): Vault CRM Network Integration works the same in Japan as it does in the US, with the exceptions listed in the Configuration section below. - [Third-Party Managed Account Types](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/UsingNetwork/ThirdPartyManagedAccountTypes.htm): Customers can configure Vault CRM so a DCR can be created for a third-party data provider and not be transmitted to Veeva Network. This ensures DCRs are not sent to Veeva Networ... - [Handling Inactive Network Records](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/UsingNetwork/HandlingInactiveNetworkRecords.htm): Network searches can now return only active HCP and HCO records. As a Master Data Management system, the Network keeps track of all record histories. This may result in many rec... - [Inactive Addresses](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/UsingNetwork/InactiveAddresses.htm): Customers can configure VMOCs to prevent inactive addresses from being downloaded to mobile devices. This helps avoid confusion for end users, prevent DCR rejections, improve pr... - [State Distributor Licensing](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/UsingNetwork/OhioTDDDLicensing.htm): Network Integration now supports the Ohio Terminal Distributor of Dangerous Drugs (TDDD) license . - [Network Hierarchy Explorer](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/UsingNetwork/NetworkHierarchyExplorer.htm): End users can access Veeva Network Hierarchy Explorer seamlessly within Vault CRM to view and explore complex hierarchies from a top-down approach. This also eliminates the need... - [Network Address Inheritance](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/UsingNetwork/Address_Inheritance.htm): Network Address Inheritance allows customers to apply the address of a parent HCO to its child HCP or HCO. Customers can use this functionality to manage addresses at the busine... - [Supporting Multi-Country Users](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/UsingNetwork/SupportingMultiCountryUsers.htm): Some key account managers and MSLs need to manage records in multiple countries. This feature enables users to search, create, or edit records in multiple countries. - [CRM Managed Account Types](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/UsingNetwork/EnablingbyAcctType.htm): Customers in different regions or countries have the flexibility to enable different DCR modes based on account__v object types. Customers may define different DCR modes for cer... - [DCR Attachments](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Data_Change_Requests/DCR_Attachments.htm): DCR Attachments streamline the Data Change Request (DCR) process for end users by allowing them to attach supporting documents to their requests, which helps verify the changes ... - [Indication of Pending DCR](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Data_Change_Requests/Indicationpendingdcr.htm): This topic includes information on how pending Data Change Requests are indicated in Vault CRM. - [Data Change Requests Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Data_Change_Requests/Data_Change_Requests_Overview.htm): A Data Change Request (DCR) is a request to modify certain account data and is created when data is changed and needs to be validated. DCRs allow data stewards to approve change... - [Creating Unverified Records](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Data_Change_Requests/CreatingUnverifiedRecords.htm): To maintain a clean Vault CRM data set, Veeva Network MDM data stewards review new record creation and existing record edits. Most of the time, the reviews take under 24 hours t... - [Online DCR Process](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Data_Change_Requests/Online_DCR_Process.htm): DCRs are created whenever a user creates or edits an account__v, address__v, or child_account__v record. - [Data Privacy Opt Out](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Data_Change_Requests/DataPrivacyOptOut.htm): In some regions, regulations exist that require Veeva Network MDM to exclude opted-out HCP information from being used. Records that are opted-out by Veeva OpenData data steward... - [DCR Results](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Data_Change_Requests/DCR_Results.htm): DCRs contain header details such as the DCR type, timestamps, and other general info. - [Long Notes in Data Change Requests](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Data_Change_Requests/LongNotesInDCR.htm): Admins can enable a long notes text area for data change requests. When end users submit a data change request, the Notes section, which is used to provide additional informatio... - [Configuring DCR Controlled Fields](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Data_Change_Requests/ConfigurationofDCRControlledFields.htm): In this topic you can find information on the configuration steps you need to use DCR Controlled Fields. - [iPad DCR Process](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Data_Change_Requests/iPad_DCR_Process.htm): DCRs are created whenever a user creates or edits an account__v, address__v, or child_account__v record. - [Editing DCRs](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Integration/Network_Integration/Data_Change_Requests/Editing_DCRs.htm): This topic contains information on editing Data Change Requests. - [Configuring Veeva AI for Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/Configuration.htm): Veeva AI in Vault CRM must be configured by an admin before it becomes available to users. The configuration process includes both the initial system setup (detailed below) and ... - [Veeva AI for Vault CRM Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/Overview.htm): Veeva AI for Vault CRM brings agentic AI capabilities into the core of Vault CRM, providing intelligent tools to help users find information, prepare for customer engagements, a... - [Initializing the Vector Database](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/RefreshVectorDB.htm): To ensure Veeva AI has access to the most current approved information, admin users can initiate a complete synchronization of the Vector Database. This database powers AI funct... - [Using AI Chat](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/UsingChatUI.htm): AI Chat transforms how users interact with Vault CRM by providing a conversational way to research, plan, and execute their daily activities. Instead of navigating through multi... - [Configuring the Media Agent](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/MediaAgent/Configuration.htm): To configure this feature: - [Finding Product Information with the Media Agent](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/MediaAgent/MediaAgentSearch.htm): The Media Agent uses AI to help users quickly find information about products and access relevant CLM content for HCP interactions. Through a conversational AI search interface,... - [Media Agent Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/MediaAgent/MediaAgentOverview.htm): The Media Agent uses AI to help users quickly find information about products and access relevant media for HCP interactions. Through the AI icon, users can ask questions about ... - [Configuring the Pre-Call Agent](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/PreCallAgent/Configuration.htm): To configure the Pre-Call Agent: - [Pre-Call Agent Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/PreCallAgent/PreCallAgentOverview.htm): The Pre-Call Agent uses AI to intelligently assist users in planning and preparing for interactions with HCPs. Through an interactive AI Chat, users can ask for information or f... - [Preparing for HCP Interactions with the Pre-Call Agent](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/PreCallAgent/PreparingForHCPInteractions.htm): The Pre-Call Agent uses AI to intelligently analyze account information from across Vault CRM into concise, actionable summaries. This helps users quickly prepare for more targe... - [Configuring the Voice Agent](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/VoiceAgent/Configuration.htm): To configure the Voice Agent: - [Creating Call Reports with the Voice Agent](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/VoiceAgent/VoiceAgentCreateCall.htm): The Voice Agent uses AI to convert a user’s dictated notes into call reports, reducing manual data entry, shortening call creation time, and improving data quality. With the Voi... - [Voice Agent Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/VoiceAgent/VoiceAgentOverview.htm): The Voice Agent uses AI to convert your words into text, then intelligently maps that text to fields and records in Vault CRM. This AI capability allows users to create Vault CR... - [My Notes](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/VoiceAgent/VoiceAgentMyNotes.htm): The My Notes tab provides users with a central place to manage Voice Notes that are not yet transposed into a record. This feature streamlines the record creation process by pro... - [Creating Medical Insights with the Voice Agent](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/VoiceAgent/VoiceAgentMedInsight.htm): Field users and Medical Science Liaisons (MSLs) can capture important medical information by recording Voice Notes that are automatically transcribed, then saved for later or co... - [Configuring the Text Monitoring Agent](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/FreeTextAgent/Configuration.htm): To configure this feature: - [Capturing Call Notes with the Text Monitoring Agent](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/FreeTextAgent/FreeTextAgentCallNotes.htm): The Text Monitoring Agent uses AI to intelligently monitor information entered in the Call Notes field. This enables end users to capture detailed, unstructured descriptions of their ... - [Text Monitoring Agent Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/VeevaAI/FreeTextAgent/FreeTextAgentOverview.htm): The Text Monitoring Agent uses AI to proactively analyze information entered in free text fields and flag potential compliance concerns before the information is saved. This intellige... - [Contracts Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Contracts/Contracts_Overview.htm): Contracts allow users to capture an agreement with an account or for multiple accounts to influence ordering and promotional behavior, or to dictate where to display products. F... - [Capturing End User Signatures on Contract Partners](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Contracts/EndUser_Signatures.htm): Some customers require the end user’s signature on the contract signature page in addition to the account signature. - [Creating and Managing Contracts and Contract Lines](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Contracts/Create_Contracts.htm): Contracts allow users to capture an agreement with an account, or multiple accounts, to influence ordering and promotional behavior, or to dictate where to display products. - [Creating and Managing Contract Partners](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Contracts/Create_Partners.htm): Contract partners are used to associate an account with a contract. A contract can be associated with multiple accounts, and an account can be associated with multiple contracts... - [Creating Contract Templates and Agreements](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Contracts/Templates.htm): Contracts admins can define templates with a range of pre-defined terms users can select from during the negotiation process. End users can create agreements to negotiate Sales,... - [Capturing Contract Signatures on Contract Partners](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Contracts/Signatures.htm): End users can capture contract signatures on contract partners to document the account’s agreement to the contract terms. - [Customizing the Contract Signature Page](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Contracts/Custom_Signature.htm): Contracts admins can customize the contract signature page by adding a required acknowledgement, hiding sections or hiding fields from displaying, adding a custom image for bran... - [Configuring Contracts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Contracts/Configure_Contracts.htm): To configure this feature: - [._CCPlatforms.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/._CCPlatforms.htm): No description or introductory text available. - [._CCConfiguration.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/._CCConfiguration.htm): No description or introductory text available. - [Configuring Consent Capture](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CCConfiguration.htm): In this topic you can find information on Consent Capture components as well as all the configuration steps you need to use Consent Capture out of the box. - [Consent Capture Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CCOverview.htm): Consent Capture is a user-directed solution for capturing required HCP consent to receive communication through various channels and to store personal information. Customers nee... - [._LockScreen.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CaptureConsent/._LockScreen.htm): No description or introductory text available. - [Selecting the Preferred Language](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CaptureConsent/SelectLanguage.htm): End users can select an HCP’s preferred language in which to display text when capturing consent. In countries where HCPs communicate in more than one language, end users can en... - [._RequireOptOutSig.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CaptureConsent/._RequireOptOutSig.htm): No description or introductory text available. - [._RequireConsentChannelChange.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CaptureConsent/._RequireConsentChannelChange.htm): No description or introductory text available. - [._ConfirmationEmailAllChannels.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CaptureConsent/._ConfirmationEmailAllChannels.htm): No description or introductory text available. - [Using Double Opt-In](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CaptureConsent/DoubleOptIn.htm): Certain countries have regulations requiring HCPs to verify their email addresses when giving consent to receive email communications. An HCP who grants opt-in consent receives ... - [Tracking Activity in Consent Capture](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CaptureConsent/TrackCCActivity.htm): Certain countries have regulations which require HCPs to grant consent for activity tracking. If HCPs do not opt into activity tracking, their subsequent activity is tracked ano... - [Displaying Opt-Out Disclaimer Text](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CaptureConsent/DisplayOptOutDisclaimer.htm): Opt-out disclaimer text displays when an HCP grants opt-out consent. This provides additional clarity to the account about opting out of the specified channel or line. Business ... - [Locking the Consent Screen](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CaptureConsent/LockScreen.htm): When capturing consent, users can lock the screen, ensuring HCPs cannot exit Consent Capture and navigate back to Vault CRM. - [Requiring Signatures on Opt-Out](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CaptureConsent/RequireOptOutSig.htm): By default, signatures are required when HCPs provide opt-in consent on mobile devices and paper consent IDs are required online. Customers can also require signatures and paper... - [Requiring Consent Capture for Channel Source Changes](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CaptureConsent/RequireConsentChannelChange.htm): By default, end users can edit channel sources directly from the Consent Capture screen to easily update an account’s information, for example, an email address. However, certai... - [Managing Channel Values](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CaptureConsent/ManageChannel.htm): Users can add or edit an account’s channel value directly from the Consent Capture screen to ensure the information is correct and up to date. - [._DoubleOptIn.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CaptureConsent/._DoubleOptIn.htm): No description or introductory text available. - [Capturing Consent Using Confirmation Emails for All Channels](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CaptureConsent/ConfirmationEmailAllChannels.htm): To capture consent when users are unable to meet HCPs face-to-face, users can send confirmation emails to confirm opt-in consent for any channel, including custom channels. This... - [Capturing Consent for Approved Email](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/IntegrateFunct/AEConsent.htm): Customers can replace the email opt-in functionality for Approved Email with Consent Capture. Email opt-in captures global opt-in consent while Consent Capture allows users to c... - [._ConsentReceipts.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/IntegrateFunct/._ConsentReceipts.htm): No description or introductory text available. - [Sending Consent Capture Receipts with Approved Email](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/IntegrateFunct/ConsentReceipts.htm): Some countries have laws or regulations requiring end users to send receipts to HCPs for capturing consent. HCPs receive Consent Capture receipts via Approved Email after granti... - [Granting Consent](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/GrantConsent/GrantConsent.htm): HCPs grant consent on the Consent Capture screen. They can opt in or out for specific channels and lines, or quickly select or deselect all lines for a channel using the Subscri... - [Confirming Consent Changes with Signatures and Paper Consent IDs](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/GrantConsent/ConfirmConsentChanges.htm): After granting at least one opt-in consent, the HCP must review and confirm their consent changes with a signature on mobile devices or paper consent IDs online. - [Creating Consent Lines](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CreateManageConsent/CreateConsentLine.htm): After creating a consent type record, business admins can create consent line records for a communication channel if there are specific products or content types about which a c... - [Creating Consent Headers](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CreateManageConsent/CreateConsentHeader.htm): To use Consent Capture, business admins must first create consent header records to define a country and language for capturing consent. Each consent header is a container for t... - [Creating Custom Channels](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CreateManageConsent/CreateCustomChannel.htm): Business admins can define custom channels for end users to capture consent. Custom channels include any communication method outside of Vault CRM, for example, SMS, portal, or ... - [Using Approved Email for Consent Confirmation](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CreateManageConsent/ConsentConfirmationEmails.htm): End users can send consent confirmation emails to HCPs when using double opt-in or when capturing consent using confirmation emails for any channel. Using consent confirmation e... - [._ConsentConfirmationEmails.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CreateManageConsent/._ConsentConfirmationEmails.htm): No description or introductory text available. - [Managing In-Person Consent Confirmation Methods](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CreateManageConsent/InPersonConfirmation.htm): Business admin users can configure the in-person consent confirmation methods required when an end user captures consent for HCPs. This provides granular control over how consen... - [Displaying Externally Managed Consent in Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CreateManageConsent/ExternalConsent.htm): Customers with custom integrations between Vault CRM and their external consent system can configure the Consent Capture page to display in read-only mode for end users. This al... - [Defining the Display Order of Consent Channels and Lines](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CreateManageConsent/DefineDisplayOrder.htm): Business admins can define the order in which consent channels and lines display on the Consent Capture screen. By default, consent channels and lines display in alphabetical or... - [Managing Consent Durations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CreateManageConsent/SetConsentDuration.htm): Business admins can manage consent durations on consent channels to automatically expire opt-in consent after a specified time frame. This ensures end users regularly capture HC... - [Defining Detail Groups on Consent Lines](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CreateManageConsent/ConsentLineDetailGroups.htm): Products in the product catalog are often tied to detail groups. Customers cannot communicate information to an HCP about a product if it is tied to a detail group when the HCP ... - [Creating Consent Types](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ConsentCapture/CreateManageConsent/CreateConsentType.htm): After creating a consent header record, business admins create consent type records to define channels for capturing consent. These include Veeva channels (Approved Email and CL... - [Security in Engage](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/EngageSecurity.htm): Veeva Engage incorporates multiple layers of security features and customizable options to ensure the integrity and confidentiality of remote meetings. Engage uses the AES 256-b... - [Engage Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Overview.htm): Vault CRM Engage enables CRM users to build stronger relationships with HCPs through a comprehensive remote engagement platform, encouraging collaboration and information sharin... - [Creating and Viewing Unavailable Time Slots](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Schedule/UnavailableTime.htm): Users can create unavailable time slots in My Schedule to prevent HCPs from requesting meetings during that time. When users create unavailable time in My Schedule, their unavai... - [Appointment Booking: Managing Meeting Requests in My Schedule](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Schedule/MeetingRequests.htm): Meeting requests in Vault CRM can be generated through multiple channels: - [Appointment Booking: Sending Meeting Requests via Approved Email](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Schedule/SendMeetingRequest.htm): To provide availability and channel preferences to HCPs, end users can send Approved Emails containing a link to the appointment booking site. This site is a dedicated website t... - [Customizing Engage Rating Feedback with Qualtrics or Medallia](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/HCPFeedback.htm): In addition to the 5-star rating feedback that an HCP can fill out, admins can configure a custom Qualtrics or Medallia survey to collect feedback from HCPs after an Engage meet... - [Attendance Reporting for Microsoft Teams Meetings](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/MSTeamsAttendance.htm): To report on attendee data, business admin users can track meeting attendance and meeting length for Microsoft Teams meetings started from Vault CRM. - [Managing Remote Meetings](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/RemoteMeetingReporting.htm): The Remote Meeting page provides a centralized, unified workspace for managing all remote meeting integrations within Vault CRM, including Engage and Microsoft Teams meetings. T... - [Allowing an Attendee to Share a Screen](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/AttdScreenshare.htm): Administrators can enable Engage hosts to stop screen sharing. Once the host has stopped sharing their screen, other attendees in the meeting can share their screen, enabling a ... - [Rating an Engage Meeting Experience](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/ExpRating.htm): Engage meeting attendees can rate their meeting experience after each meeting. Collecting post-meeting information from meeting attendees is a common practice granting customers... - [Using Virtual Backgrounds in Engage Meetings](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/VirtualBackgrounds.htm): Meeting hosts using the iPad or CRM Desktop (Windows) app, as well as attendees joining an Engage meeting via the CRM Desktop (Windows) Engage Attendee app, can upload a graphic... - [Hosting an Engage Meeting on Veeva CRM Desktop for Windows](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/HostMeetingVault.htm): Engage meetings scheduled and started on the Browser platform are hosted in the Veeva CRM Desktop app for Windows. This enables users to share applications on their desktop as w... - [Viewing the Remote Meeting Indicator](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/RemoteMeetingIndicator.htm): The Remote Meeting Indicator ( ) is an icon that displays in My Schedule and the Account Timeline designating a call as a scheduled Engage or Microsoft Teams meeting. The Remote... - [Vault CRM Users Attending an Engage Meeting](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/UserAttendees.htm): Engage hosts can invite Vault CRM user attendees to Engage meetings. When Vault CRM users, for example, managers, MSLs, or users on shared accounts, are unable to meet face to f... - [Host Screen Sharing on iPad](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/HostScreenshare.htm): Hosts can share their entire screen, including assets or applications outside of CRM, in addition to CLM presentations in an Engage meeting. This allows hosts to support convers... - [Joining an Engage Meeting as an Attendee](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/JoinEngageMeeting.htm): Attendees can join an Engage meeting using the Participant URL sent to them by the host . Invited attendees can join an Engage meeting using their Participant URL via one of the... - [Adding Dial-in Numbers to Engage Invitations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/AddDialIn.htm): To make it easier for attendees to join the audio of an Engage meeting via dial-in, meeting hosts can add dial-in numbers to invitations sent to attendees. This can be their pre... - [Using the Engage Splash Screen](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/SplashScreen.htm): Content creators can use a provided template to create a splash screen that displays for attendees when the meeting host is not sharing their screen during an Engage meeting. Al... - [Hosting an Engage Meeting on the iPad](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/HostMeetingiPad.htm): On the iPad platform, hosts have access to the content sharing status, meeting controls, attendee video tiles, and notifications without having to navigate away from displayed c... - [Scheduling and Starting an Engage Meeting](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/ScheduleEngageMeeting.htm): Meeting hosts can schedule and start Engage meetings against person account calls, classic group calls, or unique activity group calls directly from the call report, improving w... - [Sending Zoom® Meeting Invites via Approved Email](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/ZoomAEInvite.htm): With Approved Email, meeting hosts can send meeting invites to up to 100 Zoom ® meeting attendees at once. The Approved Email template can contain tokens to ensure all of the me... - [Allowing Attendees to Join an Engage Meeting via Zoom®](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/JoinViaZoom.htm): Engage hosts can offer attendees the option of joining an Engage meeting via their Zoom ® application. This provides another option for HCPs to join virtually, maintaining the c... - [Sending Microsoft Teams Meeting Invitations via Approved Email](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/MSTeamsAE_Invitations.htm): invitations email templates calendar reminder - [Scheduling and Starting Microsoft Teams Meetings](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/MSTeams.htm): Users can schedule and start Microsoft Teams meetings from Vault CRM, allowing users to accommodate HCPs who prefer Microsoft Teams. Meetings are conducted in Microsoft Teams, u... - [Engage Attendance Tracking](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/AttdTracking.htm): Engage attendance tracking provides business admins the ability to track and report on Engage meetings and their attendees. Engage Attendance Tracking directly associates meetin... - [Scheduling and Starting Zoom® Meetings](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/ScheduleZoom.htm): Meeting hosts can schedule Zoom ® meetings, send invites, update meeting details, and initiate meetings directly from the call report in Vault CRM, allowing users to accommodate... - [Using Approved Email for Engage Meeting Invitations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/SendAEInvite.htm): Meeting hosts can use Approved Email to send meeting invitations to up to 100 attendees. Email templates are designated as invitations to an Engage meeting, enabling meeting hos... - [Using the Chat Tab](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/eHCP/HCPChatTab.htm): The Chat tab enables HCPs to message with connected CRM users and other HCPs. - [Using the Meetings Tab](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/eHCP/HCPMeetingsTab.htm): HCPs can view upcoming or previous Engage meetings via the Meetings tab in Engage. They can also keep track of any sent meeting requests. See Appointment Booking: Managing Meeti... - [Using the Connections Tab](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/eHCP/HCPConnectionsTab.htm): HCPs can manage their connections from the Connections tab. - [Using the Home Tab](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/eHCP/HCPHomeTab.htm): The Home tab enables HCPs to view upcoming meeting requests, invitations, and new connections. - [Using the Me Tab](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/eHCP/HCPMeTab.htm): The Me tab enables HCPs to manage their associations and personal information, including performing the following tasks: - [Appointment Booking for HCPs](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/eHCP/ApptBooking.htm): HCPs can request meetings with CRM users via the appointment booking site. The appointment booking site displays calendar availability for CRM users, making it easy for HCPs to ... - [Testing Veeva Engage in Sandboxes](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/eHCP/TestEngageinSbx.htm): Business admins can test Veeva Engage features in a sandbox Vault, including joining Engage meetings, by downloading one of the following Veeva Engage mobile apps, or by accessi... - [Sharing Digital Business Cards](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/eHCP/ShareDBC.htm): HCPs can share the link to a CRM user’s digital business card with other HCPs, providing easy access to CRM users’ contact information and encouraging connections with CRM users. - [Viewing Meeting Request Status in Engage](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/eHCP/MeetingRequestStatus.htm): To plan for upcoming meetings, HCPs can track their meeting request status in Engage and view additional scheduling details, for example, the meeting type. The status of each me... - [Signing Up for Engage](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/eHCP/HCPSignUp.htm): HCPs can communicate with CRM users via one of the Engage apps: - [Using Digital Business Cards](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Connect/DigitalBusinessCards.htm): The digital business card (DBC) is a profile for Vault CRM users to share with their HCPs giving them easy and convenient access to a Vault CRM user’s contact information. HCPs ... - [Sending Engage Connection Invites to HCPs](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Connect/SendConnectionInvite.htm): Users can send Engage connection invites to HCPs from Vault CRM. Selecting an Engage connection invite link displays the user’s Digital Business Card. On the Digital Business Ca... - [Copying and Forwarding Engage Chat Messages](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Connect/FwdMsg.htm): CRM users and HCPs can copy or forward Engage chat messages as a quick way to share more information. Additionally, forwarded messages are tracked and the data can be used in re... - [Importing Engage Connect Chat Logs into CRM as Call Records](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Connect/ImportingChatLogsCall.htm): Business admins can define which types of Engage chat messages to import into CRM as call2__v records to track specific interactions between end users and HCPs. These records co... - [Using Engage Chat in CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Connect/EngageTab.htm): Engage chat is a convenient, secure, and compliant communication channel for users to interact and share information with HCPs outside of calls. Users can chat with HCPs from Va... - [Displaying the Engage Profile Indicator on Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Connect/EngageProfileIndicator.htm): The Engage profile indicator is a visual cue within Vault CRM to indicate an account, typically an HCP, is linked to an active Engage profile. End users can directly interact wi... - [Importing Engage Connect Chat Logs into CRM as Chat Messages](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Connect/ImportingChatLogsMessage.htm): Business admins can configure Vault CRM to import chat messages from the Engage Connect database as chat_message__v records. These records contain chat message data and automati... - [Using Restricted Phrase Rules for Messaging](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Connect/RestrictedPhrases.htm): Restricted phrase rules for messaging is compliance-focused functionality in Vault CRM allowing business admin users to prevent end users from sending chat messages containing s... - [Engage Chat Reports](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Connect/ECReports.htm): Veeva compiles a number of reports with data from Engage chat and delivers them to customers via SFTP or email. These reports allow customers to analyze how their users and HCPs... - [Reporting on Engage Chat](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Connect/RequestECReports.htm): Veeva compiles a number of reports with data from Engage chat and delivers them to customers via SFTP. These reports allow customers to analyze how their users and HCPs interact... - [Creating Test HCPs](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Connect/TestHCPs.htm): To allow end users to test Engage functionality from the perspective of an HCP, a test HCP account is automatically created for an end user the first time they sign into Engage ... - [Managing WhatsApp Business Accounts and Phone Numbers in Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Connect/WhatsAppBusinessMessaging/ManageWABA.htm): Business admin users can manage WhatsApp Business Account connections in the WhatsApp Business Administration page. This includes connecting WhatsApp Business Accounts to Vault ... - [Capturing Consent for Messaging](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Connect/WhatsAppBusinessMessaging/ManageMessagingConsent.htm): To ensure end users are compliant with regulations when communicating via chat messages, end users must capture HCP consent for the Messaging consent channel. - [WhatsApp Business Messaging in Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Connect/WhatsAppBusinessMessaging/WhatsAppOverview.htm): Customers can integrate WhatsApp Business Messaging with Vault CRM to allow their end users to have compliant conversations with HCPs. WhatsApp Business Messaging is built on Me... - [Using WhatsApp Business Messaging in Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Connect/WhatsAppBusinessMessaging/UseWhatsApp.htm): End users can view and send WhatsApp messages in Vault CRM, removing the need to navigate away from Vault CRM to communicate with HCPs and enabling tracking for the messages. - [Managing Message Templates in Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Connect/WhatsAppBusinessMessaging/ManageWABATemplates.htm): Business admin users must data load message templates into Vault CRM and associate them with WhatsApp Business Accounts for end users to sync to their devices. Business admin us... - [Configuring WhatsApp Business Messaging in Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Connect/WhatsAppBusinessMessaging/ConfigureWhatsApp.htm): In this topic you can find information on all the configuration steps you need to use WhatsApp Business Messaging in Vault CRM. - [Capturing Remote Signatures for Medical Inquiry During Engage Meetings](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Sign/RemoteSigMI.htm): End users can capture an HCP's signature before submitting a Medical Inquiry even though the transaction is remote. Requiring an HCP to review and acknowledge the Medical Inquir... - [Capturing Remote Signatures for Sampling with QR Codes®](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Sign/RemoteSigQRCode.htm): QR Code ® signature capture enables end users and HCPs to maintain physical distance and eliminates the need to share devices during face-to-face visits. End users generate a QR... - [Capturing Remote Signatures for Medical Inquiry Using Share Link and QR Code®](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Sign/RemoteSigMILink.htm): End users can capture HCP signatures for medical inquiry requests during virtual meetings or while maintaining physical distance during face-to-face visits. End users can send a... - [Capturing Remote Signatures for BRC Samples Using Share Link (Sign Now)](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Sign/RemoteSigSampling.htm): End users can remotely capture signatures for BRC sampling by sharing a link. This is useful if the user is meeting with an account remotely, for example, over Zoom ® or Microso... - [Capturing Asynchronous Remote Signatures for BRC Samples Using Share Link (Sign Later)](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Sign/RemoteSigAsync.htm): End users can send asynchronous remote signature requests for BRC samples, allowing HCPs to provide remote signatures for BRC samples at their convenience. This provides the fle... - [Capturing Remote Signatures for BRC Samples During Engage Meetings](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Sign/RemoteSig.htm): Remote signature capture allows for BRC sampling during Engage meetings. End users can sample BRCs via the call report and capture a signature while hosting the Engage meeting, ... - [Capturing Remote Signatures for Sample Opt-In Using Share Link and QR Code®](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Sign/RemoteSigSampleOptIn.htm): For convenience during remote meetings and to accommodate any restrictions on in-person meetings, users can capture signatures for sample opt-in using Share Link or QR Codes ® .... - [Content Creation Guidelines for CLM in Engage Meetings](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/ConfiguringEngage/CLMEngageContentCreation.htm): Meeting hosts can display CLM content to attendees, usually HCPs, to share information about products. Dynamic and interactive CLM content is developed for the specific business... - [List of Engage Connect Group Settings](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/ConfiguringEngage/EngageConnectGroupSettings.htm): The following list describes all available Engage Connect group settings. These settings can either be set at the group level, as a Vault-wide default, or as a Vault-wide defaul... - [Group Meeting Permissions](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/ConfiguringEngage/GroupMeetingPermissions.htm): Meeting groups are used to control in-meeting functionality across groups. Admins can enable certain in-meeting functionality to multiple hosts at once using the Groups function... - [Configuring Microsoft Teams Meetings](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/ConfiguringEngage/ConfigureMSTeams.htm): Before Vault CRM admins configure this functionality, Microsoft Global Administrators must grant tenant wide consent to the Vault CRM App in the Azure tenant from the Vault CRM-... - [Creating the Company Configuration File](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/ConfiguringEngage/CompanyConfigFile.htm): The Company Configuration file is an .xlsx spreadsheet that is the only method of configuring and updating information for end users with Chat or Ping enabled. The file must be ... - [Configuring Engage Meeting](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/ConfiguringEngage/ConfigureEngageMeeting.htm): Engage consist of the following components: - [Configuring Engage Connect Groups](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/ConfiguringEngage/ConfigureEngageConnectGrp.htm): Functionality within Engage Connect can be enabled or disabled for groups of users depending on the assigned group. - [Supporting Engage Sandbox Releases](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/ConfiguringEngage/EngageSandbox.htm): Engage features are available in sandbox Vault instances before production releases to allow admins to test upcoming Engage functionality. - [Configuring Zoom® Meetings](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/ConfiguringEngage/ConfigureZoom.htm): Customers can integrate Vault CRM with Zoom ® to allow their end users to schedule and start Zoom meetings from Vault CRM, and host the meetings in the Zoom app. This integratio... - [Engage Group Management](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/ConfiguringEngage/GroupMgmt.htm): The Engage Group management process enables admins to control user assignment to Engage Groups via the user__sys object, enabling assignment to be controlled via data-loading an... - [Using the Engage End User Permission Set](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/ConfiguringEngage/PermSets.htm): The Engage End User permission set allows admins to quickly apply basic Engage and MS Teams permissions for end users. Add the permission set to the appropriate security profile... - [Accessing ISI and PI Documents for CLM Content in the HCP Content Player](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Share/ISIPIDoc.htm): When users send web links for CLM content, links to the associated Important Safety Information (ISI) and Prescribing Information (PI) documents are available in the HCP Content... - [Sharing CLM Content via Web Link](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Share/ShareCLMLink.htm): End users can use social messaging apps to share links for CLM content published in PromoMats/MedComms, including auto-published content, binders and slides, custom presentation... - [Managing ISI and PI Links in Messages for CLM Content Web Links](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Share/ISIPIFooter.htm): When users share web links for CLM content, links to the associated Important Safety Information (ISI) and Prescribing Information (PI) documents can be included at the bottom o... - [Expiring Web Links](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Share/ExpireWebLink.htm): Content admin users can configure processes or workflows to automatically expire web links after a certain amount of time after the links are sent for compliance purposes. - [Managing Display Names for CLM Presentations and ISI and PI Documents](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Share/DisplayNames.htm): Content creators can define display names in PromoMats/MedComms for each presentation and their associated ISI and PI documents, which display in web link previews and in the HC... - [Defining SMS and WhatsApp Phone Numbers](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Share/DefinePhone.htm): Content admin users can define the SMS and WhatsApp phone numbers for an account. This automatically populates the recipient phone number when users send links to the account us... - [Allowing Downloads for Auto-Published CLM Content and ISI and PI Documents from the HCP Content Player](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Share/AllowCLMDownload.htm): Content creator users in PromoMats/MedComms can control whether a download button displays in the HCP Content Player for an auto-published CLM presentation and for ISI and PI do... - [Using the HCP Content Player](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Share/HCPContentPlayer.htm): The HCP Content Player is a dedicated browser experience enabling HCPs to view content sent to them from Vault CRM. Engagement with content viewed in the HCP Content Player is t... - [Using Message Templates When Sharing Web Links](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Share/MessageTemplates.htm): End users can select message templates to send approved messages to HCPs with web links, allowing customers to control the messaging for users. Message templates are available w... - [Presenting CLM Content Remotely](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Share/PresentRemotely.htm): Presenting CLM content remotely allows HCPs to view CLM content on their own devices during calls without being in a remote meeting. Details about the session, including the lin... - [CLM Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/CLMMainOverview.htm): Vault CRM's Closed Loop Marketing (CLM) is a robust solution that provides commercial and medical representatives with approved, interactive content for use during calls and eve... - [CLM as Document Model Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/CLMDocModelOverview.htm): CLM as Document Model leverages the built-in content capabilities of the Vault Platform for CLM content within Vault CRM. This transitions from the legacy object model to a stan... - [Configuring CLM as Document Model](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/DocModelConfig.htm): CLM as Document Model enables customers to manage all their CLM content in Vault CRM using document types. - [Using Sub-Presentation Slides](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/ManagingContent/DefineSubPres.htm): CLM presentations can contain a sub-presentation of required slides that must be shown prior to displaying certain target slides within the main presentation, ensuring users sat... - [Adding Watermarks to Training Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/ManagingContent/TrainingWatermarks.htm): Customers can add and customize watermarks on CLM Key Messages to help end users distinguish between training and published presentations. This prevents users from accidentally ... - [Setting the Display Resolution for HTML Content on Large Screen Devices](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/ManagingContent/DisplayResolution.htm): Content creators can set the display resolution of CLM slides created with HTML. This allows presentations to be responsive and fit screens with higher resolution, including the... - [Loading Shared Resources with Veeva’s Custom URL Scheme](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/ManagingContent/CustomScheme.htm): To ensure presentations containing shared resources always display correctly and efficiently, especially large and complex presentations, business admin users can enable Veeva’s... - [Retiring Expired Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/ManagingContent/RetirePres.htm): Content admin users can define start and end dates for presentations to manage how long end users can access a presentation containing information that requires regular updates.... - [Syncing CLM Content from PromoMats/MedComms to Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/ManagingContent/SyncContent.htm): The CLM Integration automatically syncs content from PromoMats/MedComms to Vault CRM in near real-time, so users always have the latest approved materials and can share cross-Va... - [Using Hidden Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/ManagingContent/HiddenPresentations.htm): Content admins can hide CLM presentations that are only intended to be accessed from another CLM presentation. This ensures users do not directly navigate to content without the... - [Syncing and Mapping the Product Hierarchy from PromoMats to Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/ManagingContent/SyncProductHierarchy.htm): To maximize reporting on content and product relationships, customers can use the Product Integration and Indication Integration to synchronize the Brand, Product Family, and In... - [Disabling User Actions for Slides](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/ManageMediaPlayer/DisableActions.htm): Content admin users and content creator users can disable user actions for slides to improve content navigation and interactivity for end users, as well as enabling greater inte... - [Managing Swipe Sensitivity for Slide Navigation](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/ManageMediaPlayer/SwipeSensitivity.htm): Swipe sensitivity is the length of the gesture needed to swipe from one slide to the next. Content admins can configure swipe sensitivity to allow users to smoothly and easily n... - [Tracking CLM Activity Anonymously](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/TrackingCLM/TrackCLMAnon.htm): Customers can report on CLM activity in the media player even if an account is not selected or an account that opted out of tracking is selected, allowing CLM activity to be sav... - [Tracking CLM Activity as Unassigned Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/TrackingCLM/SaveforLater.htm): When end users present CLM content, the activity is automatically recorded, even if an account is not selected when displaying the content or exiting the media player. End users... - [Tracking Call Key Messages for CLM Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/TrackingCLM/TrackCallKeyMsg.htm): Tracking call key messages for CLM content enables organizations and end users to identify impactful content and improve outreach to HCPs. When a key message is viewed through C... - [Labeling CLM Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/NavigatingMedLib/LabelPresentations.htm): Users can organize presentations by creating and adding labels. If users have large libraries of presentations, using labels helps to quickly identify the appropriate presentati... - [Grouping Presentations in the Media Library](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/NavigatingMedLib/GroupPresentations.htm): End users can navigate their media libraries more efficiently by grouping their presentations in the Table and Display By views according to defined attributes. If an attribute ... - [Using Directories in the Media Library](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/NavigatingMedLib/Directories.htm): Content admins can define directories and their hierarchy to help users organize and navigate the media library. Creating a directory hierarchy for CLM presentations allows user... - [Searching the Media Library](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/NavigatingMedLib/SearchCLM.htm): Two types of search are available in the CLM media library to help end users efficiently locate presentations: standard search and advanced text search. Standard search allows e... - [Managing Favorite Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/NavigatingMedLib/FavoritePresentations.htm): Users can indicate their favorite or most commonly used presentations by selecting the heart icon displayed over each presentation thumbnail in the media library. Presentations ... - [Using Presentation Attributes to Filter Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/NavigatingMedLib/FilterPresentations.htm): Users with a larger media library can filter using presentation attributes to reduce the number of presentations that display. These filters can be used in conjunction with exis... - [Managing CLM Content as Documents in Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/CreatingContent/ManageDocModel.htm): Managing CLM content as documents directly within Vault CRM offers a unified approach to content governance, facilitating centralized reporting on usage and leveraging native pl... - [Using HTML Content with Shared Resources](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/CreatingContent/SharedResources.htm): To optimize storage space and reduce sync times, content creator users can reference HTML assets known as shared resources from the HTML of the multiple slides in different pres... - [Testing CLM Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/CreatingContent/TestContent.htm): Content admin users can test CLM content in sandbox Vault CRM instances with both Staged and Approved presentations. This functionality should only be enabled for users who can ... - [Customizing Slide Navigation for HTML Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/CreatingContent/CustomSlideNav.htm): Content creator users can include links to other slides within a presentation or to slides in other presentations, or directly launch a specific slide. This allows content creat... - [Querying Documents and Records from CLM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/CreatingContent/QueryData.htm): Content creators can query documents and records from CLM content using the Document Model, enabling users to display CLM content personalized to the HCP. By displaying personal... - [Packaging Custom CLM Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/CreatingContent/PackageContent.htm): After creating a piece of media, content creator users must package the media correctly before it can be uploaded to Vault CRM. Each piece of media must be packaged as a zip fil... - [Supporting Backwards Compatibility for HTML Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/CreatingContent/TargetPlatform.htm): CLM as Document Model supports backwards compatibility for existing HTML content, whether the content was built for Veeva CRM or for CLM as Object Model in Vault CRM. This ensur... - [Supported Media Types for CLM Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/CreatingContent/SupportCustom.htm): The CLM media player is optimized for electronic detailing with HTML5 media and various other digital assets. The media player supports images, video, PDF, and websites, allowin... - [Using the Action Menu](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/DisplayingPres/ActionMenu.htm): End users have access to action menu options directly from the CLM media player, allowing for increased user efficiency during calls. In addition to navigating between slides an... - [Creating Calls from the Media Player](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/DisplayingPres/CallFromCLM.htm): When launching a presentation directly from the media library, users can specify the account for the presentation from the action menu and create a call report to save the displ... - [Capturing Reactions to CLM Slides](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/DisplayingPres/CaptureReactions.htm): While presenting CLM content, users can capture HCP reactions to the displayed slides using standard or custom reaction buttons. Capturing HCP reactions to presentation slides h... - [Displaying Website Content in the Media Library](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/DisplayingPres/DisplayWeb.htm): Vault CRM supports displaying website content in the media library. Content creators can create websites with approved content which users can share with HCPs during calls and E... - [Displaying CLM Content from Calls](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/DisplayingPres/DisplayFromCall.htm): Users can launch the CLM media library directly from the call report using the Start Media option in the All Actions menu, or the Media button. This allows users to share import... - [Displaying CLM Content on Mobile Devices](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/DisplayingPres/DisplayCLM.htm): Users can display and navigate CLM content using the built-in media player in the Vault CRM app. This allows users to quickly display content during meetings and navigate betwee... - [Displaying Training Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/DisplayingPres/TrainingPres.htm): Training presentations include content still in development or used specifically for instructional purposes. This allows customers to test how content displays in the CLM media ... - [Navigating Slides and Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLMDocModel/DisplayingPres/NavigateCLM.htm): Users can navigate between CLM slides and presentations using different controls in the media player, including the history buttons and the navigation bar. Users can also swipe ... - [Approved Email Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/Overview.htm): Approved Email is a powerful feature that integrates with PromoMats (or MedComms) to streamline the creation and delivery of compliant emails within Vault CRM. Users can send Ap... - [Aligning Approved Email Content to Users](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ManagingContent/AlignContent.htm): Customers may use a large variety of content when using Approved Email. Content admins can implement layers of control to refine the content that displays as available. - [Matching Products for Approved Email Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ManagingContent/MatchingProducts.htm): Approved Email content must be associated to a product in Vault PromoMats / MedComms, and a corresponding product must exist in Vault CRM. To match Products from Vault PromoMats... - [Restricted Words in Approved Email](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ManagingContent/RestrictedWords.htm): Approved Email allows administrators to define a list of restricted words to prevent sending emails containing potentially inappropriate or non-compliant language. - [Hiding Approved Email Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ManagingContent/HideAEContent.htm): To hide certain Email Templates and Email Fragments from users when composing emails, content creators can mark the Approved Email content as hidden. Email Templates and Email F... - [Setting Consent at the Email Template Level](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ManagingContent/SetConsentEmailTemplate.htm): Some messages may not require a consent check when users send an approved email. Setting consent at the template level allows content admins to control which messages require a ... - [Using Detail Groups in PromoMats / MedComms](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ManagingContent/DetailGroupsVaultPromoMats.htm): Detail Groups allow end users to organize assigned products by pre-defined groupings, making it easier to select the appropriate product to talk about. - [Customizing Email Header Behavior](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ManagingContent/CustomizeHeaders.htm): Each email template can be configured to have a unique from, reply-to, and sending domain header. You may want specific emails to be from the user (User.Email), and others from ... - [Testing Staged Approved Email Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ManagingContent/TestingAEContent.htm): Content admins can test Approved Email content with a status of Staged by sending the email to any email address. This enables content admins to thoroughly test content to ensur... - [Filtering Approved Email Fragments](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ManagingContent/FilteringFragments.htm): Content admins can enable additional filters when selecting a fragment to add to an Approved Email, enabling end users to more easily find and select content. All picklist and B... - [One-Click Unsubscribe](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ManagingContent/OneClickUnsubscribe.htm): To help organizations comply with industry guidelines for bulk email senders, one-click unsubscribe is enabled by default for Approved Email. Email recipients can unsubscribe fr... - [Defining the Language of Approved Email Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ManagingContent/Language.htm): The language__v field on both the approved_document__v and account__v objects defines the language of the Approved Email content and the preferred language of the account, respe... - [Configuring Approved Email Content Admins](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/InitialConfig/ConfigContentAdmins.htm): Content admins can test Approved Email content with a status of Staged by sending the email to any email address. This enables content admins to thoroughly test content to ensur... - [Components of Approved Email](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/InitialConfig/Components.htm): Approved Email comprises of communication between the following systems. - [Configuring Approved Email](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/InitialConfig/ConfiguringAE.htm): Feedback - [Components of Classic Consent in Approved Email](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ConsentAE/ClassicConsentComponents.htm): Classic consent in Approved Email ensures that end users are compliant with local regulations requiring certain levels of consent be obtained before emails are sent to an account. - [Capturing Approved Email Opt-In Consent](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ConsentAE/CapturingOptIn.htm): End users are able to capture opt-in consent from an account to be able to immediately send an Approved Email to that account. Opt-in consent needs to be captured in the followi... - [Classic Consent in Approved Email](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ConsentAE/ConsentAE.htm): Classic consent is available for customers who only want to capture opt-in consent for Approved Emails. If you want to capture consent on additional channels, use Consent Captur... - [Detecting Automated Email Interactions from Bots](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ReportAE/CapturingBotActivity.htm): Email clients pre-fetch content and store it on their servers to improve the user experience by reducing load times. Unfortunately, this causes false events created by bots. Whe... - [Tracking Multichannel Activities from Approved Emails](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ReportAE/TrackMCActivitesAE.htm): Multichannel Activities alert end users when certain activities associated with the Approved Email, for example, opens, link selections, or unsubscribes, have occurred. Being aw... - [._ReportsDashboards.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ReportAE/._ReportsDashboards.htm): No description or introductory text available. - [Publishing Method for Email Fragments](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ReportAE/PublishingMethodAE.htm): To understand the distribution of manually uploaded and auto-published Email Fragments synced from Vault, Vault CRM Admin users can view the publish method, which displays how E... - [Tracking Approved Email Activity](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ReportAE/TrackingActivity.htm): Tracking Approved Email activity enables end users to review the efficacy of sent emails and adjust sending habits to best suit each account relationship. Content admins can rev... - [Using Key Messages in Approved Email Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ReportAE/KeyMessagesApprovedDocuments.htm): Approved Email content frequently corresponds to information in defined key messages. These key messages can be associated with Approved Email content and stamped on sent emails... - [Displaying Approved Email Activity on the Timeline](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ReportAE/EmailActivityontheTimeline.htm): The Timeline View displays sent emails sent to an account as well as any email activities associated with that sent email. This enables end users to know which Approved Email co... - [Reschedule Emails](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/SendAE/UnschedulingEmails.htm): Users can reschedule emails that are scheduled for delivery but have not yet been sent. This allows users to make adjustments if the timing of a scheduled message is no longer o... - [Sending Approved Emails to BCC Recipients](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/SendAE/BCCRecipients.htm): BCC recipients of emails do not display to other recipients. End users can use the BCC field on an Approved Email to add any recipients who should receive the email without disp... - [Bounced Email Management](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/SendAE/BouncedEmailManagement.htm): To allow users to fix email addresses that previously bounced, an error message displays so users can verify the address and make changes. This prevents additional attempts to s... - [._RecommendedEmails.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/SendAE/._RecommendedEmails.htm): No description or introductory text available. - [Importing Campaign Targets Using the Data Grid Loader](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/SendAE/ImportCampaignTargets.htm): Business admins and other users who manage and support email campaigns can import campaign targets using the Data Grid Loader, improving their efficiency when managing large tar... - [Email Tab](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/SendAE/ApprovedEmailTab.htm): The Email tab provides a centralized location where users can easily access Approved Email functionality. The Email tab is accessed from the Vault CRM menu and includes folders ... - [Favorite Email Templates and Fragments](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/SendAE/FavoriteTemplatesFragments.htm): To quickly find templates and fragments used on a regular basis, users can select the heart icon to favorite these items. Users can select a filter to view only their favorites,... - [._EmailReceiptsforSignatureTransactions.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/SendAE/._EmailReceiptsforSignatureTransactions.htm): No description or introductory text available. - [Composing Approved Emails](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/SendAE/ComposingAEs.htm): End users can compose Approved Emails from any enabled entry point . End users can select templates and fragments to compose personalized Approved Emails consisting of approved ... - [Associating Business Accounts to Approved Emails](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/SendAE/AssociateAEBusinessAcct.htm): End users can associate Approved Emails to a business account, providing a clear link between the recipients and the associated business account for auditing purposes. Additiona... - [Managing Approved Email Recipients](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/SendAE/ManageAERecipients.htm): Depending on the entry point, the recipients of a composed Approved Email may be automatically populated. End users can add, edit, and delete these recipients from an Approved E... - [Saving Emails as Drafts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/SendAE/SavingDrafts.htm): Users can save drafts of emails and navigate to other areas of the application without losing their work. This allows users to finish composing email messages at a later date, o... - [Creating Approved Email Receipt Templates for Signature Transactions](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/SendAE/EmailReceiptsforSignatureTransactions.htm): Accounts providing signatures frequently request a receipt for the items they have signed for. Approved Email provides this receipt, and can deliver receipts across many areas o... - [Approved Email Entry Points](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/SendAE/EntryPointsAE.htm): There are multiple ways to send an Approved Email. Having multiple Approved Email entry points enhances flexibility, efficiency, and accessibility for users across different wor... - [Recommended Emails](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/SendAE/RecommendedEmails.htm): Recommended emails empower business admins to create pre-approved emails for target accounts. Organizations can use recommended emails to share new information, for example rece... - [Inserting Queried Data into an Approved Email](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/InsertingQueriedData.htm): Content creators can use the {{customContent}} token to query information from Vault CRM and add that information to content, greatly enhancing flexibility when adding informati... - [Formatting Tokens to Display Date and Time](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/FormattingDateTime.htm): Content creators can edit Approved Email tokens that reference dates and times to specify their own datetime format. This expands flexibility when creating content that may refe... - [Approved Email Configuration Tokens](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/ConfigTokens.htm): Approved Email tokens are used for personalization by customers and for limited personalization by users. Personalization values are pulled from the account__v and user__sys obj... - [Previewing Rendered Approved Email Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/HTMLPreviewRecords.htm): Users can preview rendered Approved Documents or Sent Emails directly within CRM. This enables users to ensure the HTML content displays correctly. - [Setting the Target Platform for Approved Email Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/SettingTargetPlatform.htm): Vault CRM supports Approved Email content developed for both Veeva CRM and Vault CRM. To allow both new and existing content to function correctly in Vault CRM, content creators... - [Multi-Product Approved Email Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/MultiProductContent.htm): Content creators can simplify content management within Vault CRM by leveraging the ability to assign multiple products to Approved Email Templates and Fragments. This functiona... - [Embedding the Unsubscribe Page](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/EmbeddedUnsubscribe.htm): Veeva provides a standard, out-of-the-box unsubscribe page that references the HTML of the respective Vault messages. Optionally, content creators can embed the standard unsubsc... - [Labeling Links in Approved Email](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/LabelingLinks.htm): When a recipient of an Approved Email selects a link within the email, that activity is tracked. Depending on the level of complexity of the link, this activity may be difficult... - [Adding and Customizing Unsubscribe Links](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/ConfigurableUnsubscribe.htm): Approved Email provides a built-in email unsubscribe solution that respects recipient preferences and complies with anti-spam regulations present in some markets. Links are gene... - [Tracking Approved Email Activity Using Tokens](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/TrackingActivityUsingTokens.htm): Content creators can add Approved Email content tokens to a URL. This enables easier tracking of email activity associated with that link as each link is customized based on the... - [Creating Approved Email Templates](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/CreatingAETemplates.htm): Approved Email templates are HTML files managed by PromoMats. End users of Approved Email select templates as a starting point when composing an email to send to accounts. With ... - [Creating Content for Email Builder](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/CreatingContentEmailBuilder.htm): Content Creators can use PromoMats or MedComms to create and manage content for Email Builder grids. This content is available to end users when they select an Approved Email te... - [Customizing Products or Content Types on the Unsubscribe Page](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/DisplayProducts.htm): Content creators can modify the unsubscribe link to let recipients unsubscribe or update their preferences by product or content type. They can also customize how these options ... - [._InsertingQueriedData.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/._InsertingQueriedData.htm): No description or introductory text available. - [Adding Footnotes and Citations to Approved Email Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/AddingFootnotesCitations.htm): Because fragments can frequently contain medical claims, information in the fragment, including studies, descriptions, and other references, must be properly cited and numbered. - [CRM Auto-Publishing for Email Fragments](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/CRMAutoPublishingFragments.htm): Content Creators can upload content directly to Vault CRM so that end users can add the content as a fragment when they create Approved Email messages. Some content may not requ... - [Email Builder](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/EmailBuilder.htm): Email Builder provides end users a guided experience when creating Approved Emails. Email Builder grids are associated with templates allowing users to select from approved bloc... - [Personalizing User Profiles](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/PersonalizingUserProfile.htm): End users can personalize the emails they send with information about themselves, including user profile photos. The user profile information is customizable and admins can crea... - [Resources for Creating Approved Email Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/Resources.htm): The following resources are helpful when using Approved Email: - [._ConfigTokens.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/._ConfigTokens.htm): No description or introductory text available. - [Creating Approved Email Fragments](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/CreatingAEFragments.htm): Approved Email fragments are HTML files managed by PromoMats. End users can select one or more fragments to add to an email, enabling greater flexibility and end user customizat... - [Embedding the Vault Viewer in Approved Email Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/CreatingContent/EmbedVaultViewer.htm): There are two ways to display Vault content to a recipient of an Approved Email: - [Configuring Approved Email End Users](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ConfiguringAE/AEConfigEndUsers.htm): Additional configuration is required for Approved Email end users. Approved Email is a primary channel of communication between end users and the accounts they serve. End users ... - [Creating a Sending Domain](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ConfiguringAE/CreateSendingDomain.htm): To be compliant with both industry standard email authentication technologies and USA CAN-SPAM and EU Directive laws regarding domain spoofing, companies must allow Approved Ema... - [Configuring Approved Email for Mobile Devices](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ConfiguringAE/AEConfigOffline.htm): The following process enables Approved Email for mobile devices: - [Configuring Approved Email Admins and Integration Users](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ConfiguringAE/AEConfigAdmins.htm): Some functionality requires additional configuration. This page includes configuration instructions for the following types of users: - [Integrating Vault CRM and PromoMats / MedComms for Approved Email](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/ApprovedEmail/ConfiguringAE/AECRMVaultIntegration.htm): Approved Email requires an integration with either PromoMats or MedComms, depending on which the organization has licensed, in order to deliver approved content to end users. Em... - [._CLMPlatforms.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/._CLMPlatforms.htm): No description or introductory text available. - [Retiring Expired Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/TroubleshootingCLM/RetirePres.htm): Expired presentations can be removed from use without requiring users to sync their devices. This helps to reduce the number of presentations from a user’s media library, making... - [Adding Watermarks to Training Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingTrainingPres/TrainingWatermarks.htm): Customers can add and customize watermarks on CLM Key Messages to help end users distinguish between training and published presentations. This prevents users from accidentally ... - [._TrainingPres.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingTrainingPres/._TrainingPres.htm): No description or introductory text available. - [Using Training Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingTrainingPres/TrainingPres.htm): Training presentations include content still in development or used specifically for instructional purposes. This allows customers to test how content displays in the CLM media ... - [Using Sub-Presentation Slides](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingContent/DefineSubPres.htm): CLM presentations can contain a sub-presentation of a required set of slides that must be shown prior to displaying certain target slides within the main presentation, ensuring ... - [Displaying HTML Content on Large Screen Devices](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingContent/DisplayResolution.htm): Content creators can set the display resolution of CLM presentations created with HTML. This allows presentations to be responsive and fit screens with higher resolution, includ... - [Updating Auto-Published Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingContent/SlideUpdate.htm): When content creators auto-publish updated versions of CLM documents from PromoMats/MedComms to Vault CRM, they can control whether the CLM integration updates the key message r... - [Aligning Approved Email and CLM Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingContent/ContentAlignment.htm): Content alignment allows customers to give the right users access to the right content using content groups. Content groups are groups of users who have access to the same conte... - [Receiving Email Notifications for Updates to Custom Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingContent/ReceiveEmailNotif.htm): When content creators update or remove slides in CLM presentations managed in PromoMats/MedComms, those changes can affect the custom presentations created by Vault CRM end user... - [Loading Shared Resources with Veeva’s Custom URL Scheme](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingContent/CustomScheme.htm): To ensure presentations containing shared resources always display correctly and efficiently, especially large and complex presentations, business admin users can enable Veeva’s... - [Using Hidden Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingContent/HiddenPresentations.htm): Content admins can hide CLM presentations that are only intended to be accessed from another CLM presentation. This ensures users do not directly navigate to content without the... - [Locking CLM Content Size](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingContent/LockSize.htm): Admins can lock CLM content to 1024 pixels by 768 pixels to prevent content that was originally developed for iPad using a fixed size from being distorted when displayed on larg... - [Viewing and Downloading Media Files for Key Messages](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingContent/ViewMediaFile.htm): Content admin users can view and download a presentation’s associated media files, including shared resources, on the View All Media page. This makes it more convenient for user... - [Uploading CLM Content via FTPS](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingContent/ManageinCRM/UploadContentFTPS.htm): Content admin users can upload key messages directly into Vault CRM via FTPS, which allows for bulk load of multiple files at a time. Content can be loaded using any FTPS client... - [Uploading Media Files for Key Messages](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingContent/ManageinCRM/UploadMediaFile.htm): Content admin users can upload media files for key messages directly into Vault CRM. This allows content admin users to manage content manually or download media files for troub... - [Copying Presentations to Other Vaults](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingContent/ManageinCRM/MoveContent.htm): Content admin users can copy entire presentations from one instance of Vault CRM to another. When an agency completes development of a presentation in a development sandbox, the... - [Copying Presentations with Slides and Key Messages](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingContent/ManageinCRM/CloneContent.htm): Content admin users can create CLM presentations by copying existing presentations, including the slides and key messages. Copying existing presentations allows content admin us... - [Managing CLM Content in Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingContent/ManageinCRM/ManageCLMinCRM.htm): Content admin users can upload and manage CLM content manually in Vault CRM using the following methods: - [Tracking CLM Key Messages](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/TrackingCLM/TrackKeyMsg.htm): Tracking CLM key messages enables organizations and end users to identify impactful content and improve outreach to HCPs. When a key message is viewed through CLM, a CLM key mes... - [Tracking CLM Preview Activity](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/TrackingCLM/TrackPreview.htm): End users can preview CLM presentations by displaying them in Presentation View outside of call mode. When users preview CLM presentations, the displayed slides are tracked to M... - [Tracking CLM Activity Anonymously](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/TrackingCLM/TrackCLMAnon.htm): Customers can report on CLM activity in the media player even if an account is not selected or an account that opted out of tracking is selected, allowing CLM activity to be sav... - [Tracking CLM Activity as Unassigned Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/TrackingCLM/SaveforLater.htm): When end users present CLM content, the activity is automatically recorded, even if an account is not selected when displaying the content. On iPad and Windows (Beta), CLM activ... - [Tracking CLM Call Clickstream Activity](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/TrackingCLM/TrackCLM.htm): When displaying CLM content from a call, CLM activity is automatically tracked after users exit the media player, allowing users to analyze how content was received by viewers a... - [._CLMFaceTime.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/IntegratingFunct/._CLMFaceTime.htm): No description or introductory text available. - [._DisplayAR.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/IntegratingFunct/._DisplayAR.htm): No description or introductory text available. - [Using Augmented Reality in CLM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/IntegratingFunct/DisplayAR.htm): Users can display Augmented Reality (AR) content in CLM, enabling more creativity when displaying product metrics, effects, and information. AR overlays virtual objects, known a... - [Executing Surveys from CLM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/IntegratingFunct/CLMSurveys.htm): Surveys allow end users to collect relevant information from HCPs and others. To eliminate the need to navigate away from a CLM presentation to complete a survey, end users can ... - [Capturing Consent for CLM Tracking](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/IntegratingFunct/TrackCLMConsent.htm): Customers can track an account’s CLM activity for marketing purposes. This information can help customers improve and tailor CLM content for HCPs. However, end users must first ... - [Managing Automatic Video Playback](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingMediaPlayer/VideoPlayback.htm): To optimize time and prevent errors, content creators can make videos embedded in HTML content play immediately after loading. End users can focus on presenting content to HCPs ... - [._ReturnAfterSign.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingMediaPlayer/._ReturnAfterSign.htm): No description or introductory text available. - [Viewing Slide Notes in Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingMediaPlayer/SlideNotes.htm): When preparing CLM content in the CLM media player, users can view notes for each key message to ensure they deliver specific, tailored content to HCPs. Slide notes for auto-pub... - [Returning to CLM After Capturing Sample Signatures](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingMediaPlayer/ReturnAfterSign.htm): When users disburse samples during a call and then display CLM content, they can capture HCP signatures from the CLM media player. After capturing the signature, the CLM present... - [Disabling User Actions for Key Messages](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingMediaPlayer/DisableActions.htm): Admins and content creators can disable user actions for key messages to improve content navigation and interactivity for end users, as well as enabling greater interactivity an... - [Fading Out CLM Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingMediaPlayer/ConcealContent.htm): Certain compliance regulations require presentation slides to either display in full or not at all. To help users satisfy these compliance regulations, CLM content remains in th... - [Managing Swipe Sensitivity for Slide Navigation](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ManagingMediaPlayer/SwipeSensitivity.htm): Swipe sensitivity is the length of the gesture needed to swipe from one slide to the next. Content admins can configure swipe sensitivity to allow users to smoothly and easily n... - [Labeling Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/NavigatingMedLib/LabelPresentations.htm): Users can organize presentations by creating and adding labels. If users have large libraries of presentations, using labels helps to quickly identify the appropriate presentati... - [Grouping Presentations in the Media Library](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/NavigatingMedLib/GroupPresentations.htm): Content admins can define attributes to allow users to group presentations. Users can select the attribute by which to group their presentations in the Table and Display By view... - [Using Directories in the Media Library](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/NavigatingMedLib/Directories.htm): Content admins can define directories and their hierarchy to help users organize and navigate the media library. Creating a directory hierarchy for CLM presentations allows user... - [Using Custom Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/NavigatingMedLib/CustomPres.htm): Users can create and manage customized presentations from the existing presentations slides in their media libraries to deliver specifically tailored messages to targeted accoun... - [Searching the Media Library](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/NavigatingMedLib/SearchCLM.htm): There are two types of search available in the CLM media library to help end users efficiently locate presentations: standard search and advanced text search. Standard search al... - [Managing Favorite Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/NavigatingMedLib/FavoritePresentations.htm): Users can indicate their favorite or most commonly used presentations by selecting the heart icon displayed over each presentation thumbnail in the media library. Presentations ... - [Using Presentation Attributes to Filter Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/NavigatingMedLib/FilterPresentations.htm): Users with a larger media library can filter using presentation attributes to reduce the number of presentations that display. These filters can be used in conjunction with exis... - [Managing Field Mappings Between Vault CRM and PromoMats/MedComms](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ConfiguringCLM/ManageFieldMapping.htm): To allow CLM content in PromoMats/MedComms to sync successfully to Vault CRM, content admins must ensure the fields for CLM are correctly mapped between the two systems. The fie... - [Using Auto-Publishing for CLM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ConfiguringCLM/AutoPublishing.htm): Auto-publishing (previously single-doc publishing) for CLM allows PromoMats/MedComms content creators to make documents available for CLM by populating metadata specific to CRM ... - [Managing CLM Syncs in the CLM Administration Console](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ConfiguringCLM/ManageCLMSync.htm): Content admins can manage CLM syncs in the CLM Administration Console, which includes viewing the CLM sync history and syncing content manually from PromoMats/MedComms, to ensur... - [Configuring CLM as Object Model](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ConfiguringCLM/CLMBasicConfig.htm): CLM as Object Model involves communication between the following systems: - [Customizing AR Lighting](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/CreatingContent/CustomARLighting.htm): Augmented reality (AR) content creators can customize the lighting for AR scenes to adjust the visibility of the entire scene, instead of the individual models. Content creators... - [Creating Content with Shared Resources](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/CreatingContent/SharedResources.htm): To optimize storage space and reduce sync times, HTML assets known as shared resources can be used with multiple Key Messages. - [Testing CLM Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/CreatingContent/TestContent.htm): Content reviewers can test CLM content in sandbox Vault CRM instances with both Staged and Approved presentations. - [Integrating Approved Email with CLM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/CreatingContent/IntegrateAE.htm): Content creators can reference pre-defined Approved Email templates and fragments to allow users to send specific emails and content from a CLM slide to HCPs viewing the CLM con... - [Creating Interactive HTML Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/CreatingContent/CreateInteractiveHTML.htm): HTML5 provides a rich set of tools for creating interactive media for users. In general, anything that can be done in Flash can be replicated in HTML5, allowing content creators... - [._IntegrateAE.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/CreatingContent/._IntegrateAE.htm): No description or introductory text available. - [Supporting Multi-Product CLM Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/CreatingContent/MultiProdCLM.htm): Content creators can assign multiple products to Multichannel Presentations (binders), Multichannel Slides, and document records created via auto-publishing. Multi-product conte... - [Defining AR Scenes](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/CreatingContent/DefineAR.htm): The AR_configuration.json file defines the scene and all models used by the presentation. Every scene has an ID, name, and an array of models: - [Packaging Custom CLM Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/CreatingContent/PackageContent.htm): After creating a piece of media, content creators must package the media correctly before it can be loaded into PromoMats/MedComms and synced to Vault CRM. Each piece of media m... - [Setting the Content Target Platform for HTML Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/CreatingContent/TargetPlatform.htm): Vault CRM supports HTML content in CLM developed for Veeva CRM and Vault CRM. CLM content developed for Veeva CRM uses Veeva CRM API names and the Veeva CRM version of the Multi... - [Supported Media Types for CLM Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/CreatingContent/SupportCustom.htm): The CLM media player is optimized for electronic detailing with HTML5 media and various other digital assets. The media player supports images, video, and PDF, allowing reuse of... - [Creating AR Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/CreatingContent/CreateAR.htm): Content creators can create Augmented Reality (AR) content for CLM to display on iPad and iPhone devices, enabling more creativity when displaying product metrics, effects, and ... - [Customizing Slide Navigation](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/CreatingContent/CreateHTML/CustomSlideNav.htm): Content creators can include links to other slides within a presentation or to slides in other presentations, or directly launch a specific slide. This allows content creators t... - [Creating and Updating Records from CLM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/CreatingContent/CreateHTML/CreateUpdate.htm): The createRecord, updateRecord , and updateCurrentRecord JavaScript functions can be used to capture data for custom and Veeva-defined objects. Since application logic and valid... - [Creating Dynamic Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/CreatingContent/CreateHTML/DynamicContent.htm): Content creators can create dynamic CLM content for end users to display to target accounts. Dynamic CLM content can include personalized information pulled from Vault CRM, tail... - [._CreateUpdate.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/CreatingContent/CreateHTML/._CreateUpdate.htm): No description or introductory text available. - [Tracking User Activity Using JavaScript](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/CreatingContent/CreateHTML/TrackActivityJS.htm): To support analysis of detailed user activity within CLM content, content can be coded to capture specific user actions performed on HTML5 content using the updateRecord JavaScr... - [Integrating Vault CRM and Third Party Applications](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/CreatingContent/CreateHTML/IntegrateThirdParty.htm): Vault CRM can be integrated with third party applications, allowing users navigate directly to a third-party application or to load data from external sources in a presentation. - [._CustomSlideNav.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/CreatingContent/CreateHTML/._CustomSlideNav.htm): No description or introductory text available. - [Displaying PowerPoint Presentations in CLM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/DisplayingPres/DisplayPPT.htm): CLM presentations containing PowerPoint content launch in PowerPoint outside the CLM media player, while still using the media library. This allows users to maintain the animati... - [Displaying PDFs in CLM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/DisplayingPres/DisplayPDF.htm): End users can display PDFs in the media player. PDFs maintain the original formatting and layout of a document, ensuring content displays correctly and consistently across diffe... - [Using the Action Menu](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/DisplayingPres/ActionMenu.htm): End users have access to action menu options directly from the CLM media player, allowing for increased user efficiency during calls. In addition to navigating between slides an... - [Creating Calls from the Media Player](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/DisplayingPres/CallFromCLM.htm): When launching a presentation directly from the media library, users can specify the account for the presentation from the action menu and create a call report to save the displ... - [Capturing Reactions to Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/DisplayingPres/CaptureReactions.htm): While presenting CLM content, users can capture HCP reactions to the displayed slides using standard or custom reaction buttons. Capturing HCP reactions to presentation slides h... - [._ActionMenu.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/DisplayingPres/._ActionMenu.htm): No description or introductory text available. - [Displaying Website Content in the Media Library](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/DisplayingPres/DisplayWeb.htm): Vault CRM supports displaying website content in the media library. Content creators can create websites with approved content which users can share with HCPs during calls and E... - [Displaying CLM Content from Calls](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/DisplayingPres/DisplayFromCall.htm): Users can launch the CLM media library directly from the call report using the Start Media option in the All Actions menu, or the Media button. This allows users to share import... - [Displaying CLM Content on Mobile Devices](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/DisplayingPres/DisplayCLM.htm): Users can display and navigate CLM content using the built-in media player in the Vault CRM app. This allows users to quickly display content during meetings and navigate betwee... - [Displaying CLM Content Using Different Views](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/DisplayingPres/NormalPresentationViews.htm): To preview CLM presentation slides and prepare presentation windows to be shared in calls, users can display multiple presentations at once in Normal View, Slide Show View, Wind... - [Navigating Slides and Presentations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/DisplayingPres/NavigateCLM.htm): Users can navigate between CLM slides and presentations using different controls in the media player, including the history buttons and the navigation bar. Users can also swipe ... - [Using the Highlighter Pen and Laser Pointer](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/DisplayingPres/HighlighterLaser.htm): Users can use the highlighter pen and laser pointer tools to indicate important information when presenting CLM content. To help users who are using a projector to present to la... - [Campaign Manager Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Overview.htm): Campaign Manager is a comprehensive solution within Vault CRM designed to streamline the planning, execution, and measurement of unified campaigns and journeys targeting HCPs. C... - [Configuring Campaign Manager](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Config/ConfigCM.htm): Initial configuration includes the setup of all default functionality for Campaign Manager. - [Creating Multi-Action Campaigns and Journeys](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Creating/MultiAction.htm): The Multi-Action template enables marketers to execute more complex campaigns and journeys by supporting target list segmentation and follow-up actions. This streamlines the pro... - [Creating Campaigns in Campaign Manager](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Creating/CreatingCampaigns.htm): Marketing users can create campaigns that can then be used to define target lists and channel actions. Campaigns must have a defined target list before the can be activated or s... - [Creating Single Action Campaigns and Journeys](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Creating/SingleAction.htm): Single Action Campaigns and Journeys have one channel action that is equally applicable to all targets in the target list, for example, a single-blast email. - [Creating Journeys in Campaign Manager](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Creating/CreatingJourneys.htm): Journeys are active, long-running campaigns that marketing users can add new targets to on an ongoing basis, ensuring newly eligible HCPs can begin the journey at defined freque... - [Using Campaign Manager to Send Field Emails](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Details/FieldEmails.htm): Marketing users can create and manage emails sent on behalf of Approved Email end users, called Field Emails. Field Emails are sent from the end user's email address, providing ... - [Creating Follow-up Actions](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Details/CreatingFollowupActions.htm): Marketing users can execute more complex campaigns and journeys with automated follow-up actions to their campaign or journey's primary action. This streamlines the process of e... - [Sending Field Actions Using Campaign Manager](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Details/FieldActions.htm): To improve collaboration with end user activities, Campaign Manager includes Field Action, a channel that allows marketers to directly create and send Suggestions to end users. ... - [Sending Test Emails in Campaign Manager](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Details/TestCampaigns.htm): Marketing users can send a test email to a small group of internal or external individuals before sending it to the entire target list, enabling them to gather feedback on their... - [Using Field Review for Campaign Manager Emails](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Details/FieldReview.htm): Marketing Users can enable Field Review for Field Emails, giving end users the ability to approve or reject scheduled Field Emails sent from Campaign Manager. This gives end use... - [Segments and Flows in Campaign Manager](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Details/Segments.htm): Marketing users can divide the targets of their campaign or journey into segments based on supported account__v fields, each of which can be assigned a distinct and unique flow.... - [Using Campaign Manager to Send Emails](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Details/SendEmails.htm): Marketing users can send emails based on predefined templates to their campaign or journey's targets. - [Managing Target Lists](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/TargetList/ManageTargetList.htm): After creating a campaign or journey, marketing users can create a list of up to two million specific individuals or groups targeted by the campaign or journey. When the campaig... - [Manually Adding Targets to Target Lists](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/TargetList/ManuallyAddTargets.htm): Marketing users can manually add individual accounts as targets to their campaigns and journeys, enabling greater granular control over a target list. - [Copying Target Lists](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/TargetList/CopyTargetList.htm): Marketing users can copy the target list from one campaign or journey into another, enabling them to quickly add large numbers of targets at once. - [Removing All Targets from a Target List](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/TargetList/RemoveAllTargets.htm): If the user decides that one or more targets in the copied or imported target list is incorrect and wants to remove those targets, they can delete all targets from the campaign ... - [Using the Target List Builder](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/TargetList/TargetListBuilder.htm): Marketing users can create filters on various fields and objects to create target lists for their campaigns and journeys. Creating target lists in this manner saves time during ... - [Importing Target Lists Using the Data Grid Loader](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/TargetList/ImportTargetList.htm): Marketing users can define their target list by importing up to 10,000 targets at once from an external spreadsheet using the Data Grid Loader. - [Activating Campaigns and Journeys](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Activating/ActivatingCampaign.htm): Once the campaign or journey is ready, marketing users can then activate the campaign or journey immediately, or schedule activation for later. - [Viewing Campaign Manager Emails on the Account Timeline](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Activating/Viewing CampaignsTimeline.htm): End users can view Campaign Manager emails sent to their accounts from the Account Timeline, enabling them to review what emails have been sent to a particular HCP. - [Prioritizing Email Addresses for Campaigns and Journeys](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Managing/EmailPriority.htm): To ensure campaigns and journeys are delivered to the most accurate contact point, users can define a prioritized list of email address fields. This eliminates the need for comp... - [Viewing Campaigns and Journeys](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Managing/ViewingCampaigns.htm): Marketing users can search for and view campaign and journeys in either the Home tab, or in the Campaigns tab. - [Viewing Performance Details in Campaign Manager](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Performance/CampaignPerformanceDetails.htm): Marketing users can monitor key metrics associated with each campaign and journey action to gauge effectiveness, including visual representations of delivery and engagement rates. - [Monitoring Performance in Campaign Manager](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Performance/MonitoringCampaignPerformance.htm): Marketing users can monitor key metrics associated with each channel action to gauge effectiveness. - [Patient CRM Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/Overview.htm): Vault Patient CRM is a customer relationship management application with patient journey capabilities and a patient-centric data model to compliantly manage Protected Health Inf... - [Configuring Patient CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/Config/ConfiguringPatientCRM.htm): Before using Patient CRM, you should understand the components, and then configure the functionality for all users. - [Defining Patient Journeys](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/Config/PatientJourneys.htm): Patient Journeys are flows that patients are directed through as part of Patient CRM. Each Patient Journey is associated with a distinct product and comprises a series of phases... - [Using Custom Lifecycles in Patient Journey Steps](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/Config/CustomLifecycles.htm): To enable distinct data models for patient programs, users can associate custom objects and lifecycles with Patient Journey Steps. This ensures accurate reporting for programs r... - [Associated Cases in Patient CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/ManagingCases/AssociatedCases.htm): End users can view the Associated Cases section of a Patient Journey for a complete list of cases related to the same product as the journey. This ensures ad hoc interactions an... - [Displaying Preferred Case Details in Patient CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/ManagingCases/PreferredCaseDetails.htm): To streamline workflows and boost productivity, organizations can choose to display additional Preferred Case Details fields to end users. This additional information empowers u... - [Searching in the Case Inbox Tab in Patient CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/ManagingCases/CaseInboxTabSearch.htm): To more efficiently search for cases, tasks, and Patient Journeys in Patient CRM, users can search across a variety of attributes directly within the My Cases, My Tasks, and My ... - [Classifying Cases in Patient CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/ManagingCases/ClassifyingCases.htm): Patient CRM end users can quickly classify customer inquiries when creating cases by selecting the Category, Subcategory, and Product for each case. Customers can then gather an... - [Advancing Patient Journeys](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/ManagingPatients/AdvancingJourneys.htm): Patient journeys have phases and steps within those phases that must be completed by end users to advance the patient in Patient CRM. End users can view, review, and advance pat... - [Managing Patient HIPAA and Program Authorizations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/ManagingPatients/Authorizations.htm): End users can capture and manage patient authorizations for Health Insurance Portability and Accountability Act (HIPAA) and Programs directly within Patient CRM. This enables st... - [Managing Care Team Members](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/ManagingPatients/CareTeam.htm): To streamline patient intake and ensure accurate territory alignment, users can utilize automatic assignment rules that map care team roles to Patient Journeys. This ensures the... - [Managing Patient Adherence Check-Ins](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/ManagingPatients/Adherence.htm): To efficiently manage and scale support programs, users can utilize the Adherence module to track patient journeys and conduct check-ins. This ensures consistent outreach, impro... - [Discontinuing Patient Journeys](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/ManagingPatients/DiscontinuingJourneys.htm): A variety of factors may prevent a patient from completing a Patient Journey. In these cases, end users can discontinue the patient journey and have the stage and step the disco... - [Receiving Inbound Faxes in Patient CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/ManagingPatients/InboundFax.htm): To enable Fax as an inbound channel, users can receive faxes and store them as Vault Documents. This allows users to view fax documents and associated transactional information ... - [Creating Patients in Patient CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/ManagingPatients/CreatingPatients.htm): Patient information in Patient CRM is split across the account__v and patient_attribute__v objects. These two objects work in conjunction with one another to provide a comprehen... - [Monitoring Patient Journey Statistics](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/ManagingPatients/MonitorPatientJourney.htm): End users can use the Patient Center Overview tab to quickly view statistics about a specific Patient Journey, including monitoring patient volumes, adherence, and unresolved es... - [Completing Patient Journeys](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/ManagingPatients/CompletingJourneys.htm): Patient Journeys can end as patients complete the defined journey steps. - [Viewing Patient Details](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/ManagingPatients/ViewPatientDetails.htm): End users can view a patient’s information via the Patient Details tab. This tab serves as a comprehensive view of the patient’s information, their progress on the Patient Journ... - [Using AI Auto-Fill in Patient Intake Forms](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/ManagingPatients/AIAutofill.htm): Manually processing patient intake forms is a lengthy process prone to errors, so end users can utilize an OCR AI Auto-Fill feature that automates the extraction and transpositi... - [Using Patient Intake Forms](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/PatientCRM/ManagingPatients/PatientIntakeForms.htm): Once potential patients and their medical team fill out and submit the appropriate patient intake form, end users can process the form via a standardized enrollment process to b... - [Configuring Call Planning](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/CPConfig.htm): Call Planning consists of several different objects for displaying account information and scheduling calls and activities: - [Call Planning Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/CPOverview.htm): Call Planning enables users to identify and plan the best uses for their time by providing account information in context with other scheduled activities. From the My Schedule c... - [Displaying Office Best Times for Child Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/ChildOfficeBestTimes.htm): Users can record and view the preferred times to meet with an HCP at a specific location, helping them schedule calls when it is most convenient for the account. Child accounts ... - [Including Weekend Days in Time Off Territory](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/WeekendTOT.htm): To support locales or organizations where weekends are included in users’ work weeks, Time Off Territory can be configured to include all consecutive days on a multi-day Time Of... - [Preventing Duplicate Time Off Territory Entries](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/DuplicateTOT.htm): To avoid creating support issues or data issues from duplicate Time Off Territory records, users can be prevented from creating Time Off Territory records which overlap an exist... - [Displaying Warnings for Weekend Time Off Territory](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/WarningTOT.htm): To help users avoid generating inaccurate Time Off Territory records, warnings display when users attempt to create Time Off Territory starting on a weekend day. - [Integrating My Schedule and Microsoft Outlook Calendars](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/OutlookIntegration.htm): To make scheduling more efficient, My Schedule and Microsoft Outlook calendars can be integrated into one view. This enables users to view all their appointments in one place. - [Viewing and Searching Accounts in My Schedule](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/Viewing.htm): To easily find accounts and identify future calls, users can view account information and search for a particular account in My Schedule. - [Using Child Accounts in My Schedule](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/ChildAccts.htm): Using child accounts in My Schedule enables users to schedule calls for a specific account-organization (HCP-HCO) combination rather than just the HCP’s account. This ensures ca... - [Using Account Views and Lists in My Schedule](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/Filtering.htm): To focus on a relevant subset of accounts when planning and scheduling calls, users can apply views and lists to filter the results displayed in the accounts panel. Account View... - [Managing Call Cycles for Child Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/ChildCallCycle.htm): To enable users to easily schedule recurring sets of calls against an account-organization (HCP-HCO) combination, rather than just the HCP’s account, users can create and apply ... - [Viewing Account Identifiers and Addresses in My Schedule](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/DisplayBy.htm): To easily identify and select accounts when planning calls, end users can view the account identifier or the formatted address using the display-by functionality in My Schedule’... - [Creating Custom My Schedule Filters](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/CustomFilters.htm): To focus on the most relevant accounts and improve efficiency when planning calls, users can apply custom filters to refine their account list in My Schedule. Depending on which... - [Using Time Off Territory in My Schedule](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/CreateTOT.htm): To block off personal time in My Schedule—for example, vacation, sick days, or jury duty—users create Time Off Territory (TOT) entries. Time Off Territory entries display in My ... - [Displaying Call Conflict Warnings](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/CallConflict.htm): Call conflict warnings display to help users avoid repeating visits to an account within a short period of time. The call conflict icon displays in My Schedule to identify calls... - [Scheduling Calls with Office Best Times](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/OfficeBestTimes.htm): To help users schedule calls for times when HCPs are most likely to be available, Office Best Times display when users schedule a call by dragging an account onto the My Schedul... - [Enabling My Schedule Map View](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/MapView.htm): Map View displays the following activities to help users efficiently plan their call routes: - [Managing Call Cycles](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/CallCycles.htm): To streamline call planning and scheduling for recurring calls, users can save frequently occurring sets of calls as a call cycle, then apply the call cycle to create all their ... - [Bookmarking Filters in My Schedule](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/FilterBookmarks.htm): For increased efficiency in filtering accounts and scheduling calls, users can save commonly used sets of filters as bookmarks. When users select a bookmark, the associated filt... - [Scheduling Calls](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/SchedulingCalls/CallsLanding.htm): My Schedule enables users to quickly and easily identify and plan the best uses of their time for a day, week, or month at a time, and schedule new calls. There are several ways... - [Scheduling Calls in Week View](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/SchedulingCalls/Week.htm): To enable users to efficiently plan events, account visits, and other appointments a week at a time, My Schedule’s Week View displays a user’s scheduled calls and calendar entri... - [Scheduling Calls in Month View](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/SchedulingCalls/Month.htm): For users who prefer to plan for several weeks at a time, My Schedule’s Month View enables efficient call planning on a monthly basis. - [Scheduling Calls and Activities in Day View](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/SchedulingCalls/DayView.htm): My Schedule's Day View displays calls and activities by day, enabling users to schedule calls one day at a time. - [Scheduling Calls and Activities in Agenda View](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/SchedulingCalls/Agenda.htm): My Schedule's Agenda View displays calls and entries for each day in a list, enabling users to schedule calls one day at a time. On Browser, Day View is available instead. - [Scheduling Calls in Scheduler View](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/SchedulingCalls/Scheduler.htm): For users who prefer to schedule calls by day, or who capture the Call Date instead of call datetime, Scheduler View enables users to quickly schedule calls for multiple account... - [Sending an Address or Route to Maps](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Managing/SendtoMaps.htm): To easily navigate to calls using their preferred navigation app, users can push an address from the Vault CRM app to Google Maps, Apple Maps, or Waze by selecting Navigate from... - [Viewing Shared Calendars](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Managing/SharingCalendars.htm): To collaborate on call planning and scheduling, users can display another user's calendar activities with their own calendar activities in My Schedule. For example, two users ar... - [Managing Calls and Activities in My Schedule](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Managing/ManagingLanding.htm): To maintain accurate, up-to-date schedules, users review, edit, and delete calls and other activities in My Schedule. - [Managing Calls in Week View](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Managing/Week.htm): To enable users to efficiently manage calls and other appointments a week at a time, My Schedule’s Week View displays activities in a weekly format. From Week View, users can vi... - [Managing Calls in Month View](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Managing/Month.htm): For users who prefer to plan and manage calls for several weeks at a time, My Schedule’s Month View enables users to view, edit, and delete their commitments on a monthly basis. - [Viewing Apple Calendars in My Schedule](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Managing/AppleCalendars.htm): To avoid scheduling conflicts, users can view entries from their Apple calendars in My Schedule. When Apple calendars are enabled, users can choose to display entries from any c... - [Managing Calls in Day View](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Managing/DayView.htm): My Schedule’s Day View enables users to view and manage calls and other entries one day at a time. - [Viewing Attendee Count and Details in My Schedule](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Managing/AttendeeCount.htm): To prepare for upcoming calls, users can view call attendee count and attendee details from My Schedule. For calls with at least one attendee, the attendee count displays in My ... - [Enabling Call Booking Support](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Managing/CallBooking.htm): To enable end users to focus fully on call execution, some organizations authorize designated users (booking coordinators ) to handle call scheduling and planning. Call Booking ... - [Managing Calls in Agenda View](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Managing/Agenda.htm): My Schedule’s Agenda View enables users to view and schedule calls and other entries one day at a time. - [Displaying Medical Events in My Schedule](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Managing/MedEvents.htm): To avoid scheduling conflicts, users can view Medical Events in My Schedule if they are the event owner or an attendee. - [Color-Coding Planned Calls in My Schedule](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Managing/ColorCode.htm): To customize and organize their calendars, users can change the sidebar color on future, planned call entries from the default teal color to any one of 25 predefined colors. - [Associating Unassigned Presentations with Calls](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Managing/SaveforLater.htm): For accurate reporting on CLM activity, users can associate unassigned presentations with new or existing call reports in My Schedule. When users display CLM directly from the m... - [Viewing Users' Calendars with Manager View](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Managing/ManagerVisibility.htm): From My Schedule, managers can review scheduled activities for reports in territories one or more levels below their territory, based on territory hierarchy. This enables manage... - [Managing Calls in Scheduler View](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Managing/Scheduler.htm): For users who prefer to schedule calls by the day, or who capture the call date instead of call datetime, Scheduler View enables users to view or delete calls by day and account. - [Displaying Account Hierarchies in My Schedule](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Managing/AcctHierarchy.htm): To enable users to focus their call planning on child accounts within an organization, account hierarchy can be used to identify child accounts in My Schedule. - [._CSPlatforms.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/._CSPlatforms.htm): No description or introductory text available. - [Call Sampling Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/CSOverview.htm): Call Sampling enables users to record disbursements of samples, promotional, and other items to accounts. These items may be hand distributed by end users, or may be distributed... - [Canceling Sample Requests (BRCs)](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/ShipBRC/CancelBRC.htm): To reduce operational support requests while improving the user experience, business admins and end users can cancel a sample request (BRC) if the product is not yet shipped. Th... - [Restricting Sample Send Addresses](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/ShipBRC/RestrictBRCAddress.htm): For organizations with an address verification program or specific facility restriction policies, restrictions on sample send addresses prevent certain addresses from receiving ... - [Shipping Sample Requests (BRCs) to Business Locations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/ShipBRC/ShipToBusiness.htm): Shipping sample requests, or BRCs, to a business location enables users to send shipments to the most convenient address for an HCP, if that address happens to be associated wit... - [Generating Printable Acknowledgement of Content Receipts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/ShipBRC/PrintAOCReceipts.htm): To quickly and easily produce compliant documentation for Acknowledgement of Content (AOC) disbursements, sample admin users and end users can generate printable AOC receipts. W... - [Capturing Acknowledgement of Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/ShipBRC/CaptureAOC.htm): To ensure HCPs receive the products or sample requests/BRCs they ordered, users capture Acknowledgement of Content (AOC) signatures for products shipped directly to healthcare p... - [Customizing Call Sampling with Section Attributes](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Config/SampleAttributes.htm): Business admins can enable section attributes for the Samples and Promotional Items section of the call report to further customize the behavior of the Samples and Promotional I... - [Configuring Call Sampling](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Config/ConfiguringCS.htm): The Call Sampling module consists of several components: - [Configuring Sample Requests (BRCs)](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Config/ConfiguringBRCs.htm): Sample requests, also known as Business Reply Cards (BRCs), enable users to create sample orders on behalf of requesting HCPs. To configure sample requests, complete the followi... - [Configuring Products for Call Sampling](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Config/ConfiguringProductsCS.htm): In order to select a product for Call Sampling, users must have access to corresponding product records on the Product Catalog, Lot Catalog, and Sample Lot objects (see Creating... - [Viewing Sample Limits on the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Disbursements/SampleLimits.htm): To comply with regulatory requirements, organizations can control the number of samples disbursed in a certain time period. Admins can define sample limits for several combinati... - [Aligning Promotional Products and BRCs by User](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Disbursements/UserAligned.htm): To enable more targeted access to products in the Sample and Promotional Items section of the call report, users can be aligned with specific promotional products and BRCs. Mark... - [Selecting Sample Recipients on Standard Group Calls](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Disbursements/Recipients.htm): Selecting a sample recipient enables users to record important information about disbursements when there are several HCPs on a call, without needing to create additional call r... - [Adding Multiple Products to the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Disbursements/MassSampling.htm): For speed and efficiency in call reporting, users add multiple products to the call report at once, rather than individually adding each item disbursed during the visit. Adding ... - [Using Sample Limit Templates](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Disbursements/SampleLimitTemplates.htm): To help users avoid oversampling, business admins can set a default sample limit for person accounts without sample limit records. This is especially important for new accounts ... - [Grouping Sample Products](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Disbursements/GroupingProducts.htm): To define a sample limit against a group of samples or promotional items, rather than against an individual item, business admins can create a sample product group. Sample produ... - [Creating Sample Requests (BRCs)](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Disbursements/CreateBRC.htm): Sample requests, also known as Business Reply Cards (BRCs), enable users to create sample orders on behalf of requesting HCPs. The sample order is then shipped via common carrie... - [Using Barcodes to Record Call Samples](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Disbursements/UsingBarcodes.htm): Using barcodes to record samples simplifies the sampling process, enables easier and more compliant sampling, and allows for more accurate sample identification and tracking. To... - [Saving a Call with Samples](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Disbursements/Saving.htm): Users save call reports to capture information before they are ready to submit the call report. A call changes from a planned call to a saved call when the user records call det... - [Selecting Products](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Disbursements/Products.htm): Call Sampling enables users to record product disbursements on the call report. Users select the appropriate product, record the quantity disbursed, and enter any other relevant... - [Displaying Sample Warning Indicators](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Disbursements/SampleWarnings.htm): Sample warning indicators help users proactively manage their sample inventory to avoid sample waste, running out of samples, or inadvertently disbursing a sample that is about ... - [Preventing Negative Sample Inventory](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Disbursements/PreventNegSample.htm): prevent negative sample - [Displaying the Negative Sample Warning Indicator](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Disbursements/NegativeSampleWarning.htm): Displaying a negative sample warning indicator on call reports and sample transaction records helps users avoid disbursing or transferring more samples than are in their invento... - [Managing HCP License Information](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Disbursements/HCPLicenseInfo.htm): To ensure samples are only disbursed to eligible HCPs, HCP license information is validated when users save a call report, capture signatures for sampling, and submit a call rep... - [Using Sample and Product Limits](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Disbursements/SampleLimits_1.htm): To comply with regulatory limits on sample disbursements, organizations set limits on the quantity or value of products users can disburse during a set period of time. For a giv... - [Displaying HCP Information on the Signature Page](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SignatureCapture/HCPinfo.htm): Additional information about the signing account can be displayed on the signature page. By default, the signature page displays the signer’s title, followed by first name, last... - [Capturing Electronic Signatures for Sampling](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SignatureCapture/SigCap.htm): Capturing signatures for sampling on the call report enables users to maintain centralized, comprehensive records of call activities. Signature capture also helps ensure relevan... - [Viewing Captured Call Signatures](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SignatureCapture/ViewSig.htm): For auditing and regulatory compliance, sample admin users can view electronic signatures captured on the call report from Account records or Rep Roster records. This enables th... - [Modifying the Signature Disclaimer](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SignatureCapture/SigDisclaimer.htm): The signature page displays a disclaimer to the signing account. This content is often recommended or required. Administrators can modify disclaimer text to add custom notices t... - [Stamping the Signature Location on the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SignatureCapture/StampGPS.htm): When users capture an electronic signature, the device’s GPS location can be stamped on the call report along with the current status of Location Services. GPS location stamping... - [Swapping the Signee](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SignatureCapture/SwapSingee.htm): Users can swap the sample recipient for another signee on the signature capture page. This enables users to react quickly to changes in attendees during a call, for increased fl... - [Displaying Country-Specific Disclaimers](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SignatureCapture/CountrySpecific.htm): Customers with multi-country operations can display disclaimer text on signature pages based on the country of an account. Because signing accounts and users may speak different... - [Displaying a Marketing Banner](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/CaptSigforSampling/SigBanner.htm): A product-related banner can be displayed on the signature page for added visual interest or product placement. This enables users to feature relevant products and promote produ... - [Validating Samples on Signature Capture](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/CaptSigforSampling/ValidateOnSign.htm): Validation helps ensure users’ sampling activity complies with regulatory requirements and organization sampling policies. Validation automatically occurs when a user selects an... - [Paper-Based Sampling](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/CaptSigforSampling/PaperBased.htm): Paper-based sampling is available to capture signatures for organizations that do not use Vault CRM mobile applications, or as a back-up method of sampling if an account is unwi... - [Requiring Sample Opt-In](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/CaptSigforSampling/SampleOptIn.htm): In some countries, users must capture a one-time sample opt-in signature or paper consent from HCPs. Once users capture an HCP’s sample opt-in signature or consent, they do not ... - [Submitting a Call with Samples](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SubmitCallwSamples/Submitting.htm): Users submit calls after completing all relevant information on the call report. To help maintain data integrity and ensure compliance, automatic changes occur on the call repor... - [Generating Printable Sample Receipts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SubmitCallwSamples/SampleReceipts.htm): To ensure regulatory compliance, streamline audits, and readily fulfill HCP receipt requests, sample admin users and end users can generate printable sample receipts for call re... - [Creating Sample Transactions on Sign Save](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SubmitCallwSamples/SignSaveTransactions.htm): Creating sample transactions on sign save increases the accuracy of system-generated on-hand inventory totals and aids in sample reconciliation. Sample transaction records are g... - [Selecting an Address for State Distributor License Validation](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SamplingRegReq/ValidatingSDLwithLocation.htm): Selecting an address for State Distributor license validation enables users to disburse samples even if there is not an exact match between the selected HCP and Call Location ad... - [Enabling Controlled Substance Sampling](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SamplingRegReq/EnablingCS.htm): Users can capture and validate controlled substance disbursement information on the call report, creating an auditable record and supporting compliance with regulations. In orde... - [Displaying the State Distributor License Status Indicator](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SamplingRegReq/SDL_Indicator.htm): For efficiency in call reporting, the State Distributor license indicator enables users to quickly and easily see whether an account’s State Distributor license is valid. When u... - [Sampling with Mid-level Practitioners](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SamplingRegReq/MidLevel.htm): Some states allow mid-level practitioners, for example, nurse practitioners or physician assistants, to do certain types of patient care if they have a collaborative relationshi... - [Sampling without License Restrictions](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SamplingRegReq/NoLicenseRestrictions.htm): Users can disburse samples without state and license restrictions for non-US and non-regulated products—for example, over the counter products. In many countries, users can disb... - [Restricting Controlled Substance Delivery by State](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SamplingRegReq/StateDelivery.htm): Organizations can limit which delivery methods are available for controlled substance samples, helping users comply with state regulations. Restrictions are set in Vault CRM on ... - [Capturing and Validating CDS License Information](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SamplingRegReq/CDSLicenses.htm): To enable users to distribute samples of controlled substances to HCPs with the appropriate credentials, business admins can populate Controlled and Dangerous Substances (CDS) l... - [Supporting State Distributor License Validation](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SamplingRegReq/ValidatingSDL.htm): To help reduce the compliance burden for users and organizations, State Distributor license information can be automatically validated when users capture an HCP’s signature. Som... - [Sampling Non-PDMA Regulated Products](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SamplingRegReq/NonPDMA.htm): Users can disburse non-PDMA product samples without capturing a signature or sample card number. Products not included in PDMA (Prescription Drug Marketing Act) regulations, for... - [Restricting Sampling by Account Credentials and State](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SamplingRegReq/StateCredentials.htm): Organizations can limit which types of HCPs can receive certain product disbursements. This helps ensure users do not record disbursements to ineligible HCPs, maintaining compli... - [Align Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/Overview.htm): Veeva Align is a global territory management system enabling users to maintain, refine, and publish territory structures, their associated assignments, as well as manage roster ... - [Modeling in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrModeling.htm): Align operational users can refine and optimize the alignment hierarchy without impacting production data. Using dedicated modeling records representing territories, field force... - [._FeedbackProcess.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/._FeedbackProcess.htm): No description or introductory text available. - [Integrated Territory Feedback Operational Guide](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/FeedbackProcess.htm): This topic outlines the typical process of an Align business admin user when preparing, gathering, and processing feedback. - [Territory Feedback Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/Overview.htm): Align enables end users to have early visibility of draft assignments and targets for the next sales cycle. They are then able to provide feedback in the form of challenges. A c... - [Managing Target Exclusions](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/Exclusions.htm): End users can use Territory Feedback to review and re-add removed targets, enabling greater flexibility and end user control during the feedback process. End users can also revi... - [Recommended Targets in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/RecommendedTargets.htm): Align operations users can designate certain high-impact accounts as recommended targets in a model territory. These recommended targets are displayed to end users in Territory ... - [Using Territory Feedback in Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/TerrFeedback.htm): Territory Feedback utilizes both Vault CRM and Align to enable end users to review and provide feedback regarding upcoming changes to the assignments and targets within their te... - [Reviewing Feedback as a Manager](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/ManagerTerrFeedback.htm): Managers can review feedback provided by end users via the Territory Feedback tab in Vault CRM in the browser. Managers can view a dashboard displaying the current status of the... - [._Overview.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/._Overview.htm): No description or introductory text available. - [Configuring Territory Feedback](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/Config/Configuration.htm): To configure Integrated Territory Feedback in Align: - [._DefaultGoals.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/Config/._DefaultGoals.htm): No description or introductory text available. - [._Configuration.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/Config/._Configuration.htm): No description or introductory text available. - [Location Based Targeting in Territory Feedback](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/Config/LocationBasedTargetingFeedback.htm): Location Based Targeting is a form of sales planning that enables goals to be set against accounts at specific locations, enabling greater specificity in the planning process. A... - [._ChallengeReasons.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/Config/._ChallengeReasons.htm): No description or introductory text available. - [Importing Approval Rules into Modeling and Production](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/Config/ImportApprovalRules.htm): Approval Rules and their criteria are included in the publishing process from modeling into production, as well as the import process from production to modeling. This enables a... - [._XPagesFeedback.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/Config/._XPagesFeedback.htm): No description or introductory text available. - [._ApprovalProcessConfig.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/Config/._ApprovalProcessConfig.htm): No description or introductory text available. - [Searching Outside of a Territory in Integrated Territory Feedback](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/Config/GlobalAcctSearch.htm): Align enables users of Integrated Territory Feedback to search for all accounts in Align, rather than just the accounts in their current territory. This enables users to create ... - [._LocationBasedTargetingFeedback.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/Config/._LocationBasedTargetingFeedback.htm): No description or introductory text available. - [._GlobalAcctSearch.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/Config/._GlobalAcctSearch.htm): No description or introductory text available. - [._ApprovingLocationBasedChallenges.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/Config/._ApprovingLocationBasedChallenges.htm): No description or introductory text available. - [._FeedbackCache.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/Config/._FeedbackCache.htm): No description or introductory text available. - [Caching in Integrated Territory Feedback](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrFeedback/Config/FeedbackCache.htm): Integrated Territory Feedback displays in Vault CRM based on cached data from model territory records, enabling users to quickly access Integrated Territory Feedback. However, d... - [Aligning Content in Vault CRM Using Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/Configuration/AlignContent.htm): Align operational users can manage content groups and their membership, enabling an efficient way to assign content to field forces and Align Territories. Membership to content ... - [Integrating Align with Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/Configuration/AlignCRMIntegration.htm): To import and push records between Align with Vault CRM, Align admins must connect the two systems. - [Scheduling Jobs in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/Configuration/AlignScheduler.htm): Using the Vault scheduler, Align operational users can schedule jobs to run daily. This saves time by executing recurring processes automatically rather than manually. - [Configuring Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/Configuration/ConfiguringAlign.htm): Before using the Align module, you should understand the components, and then configure the functionality for all users. - [Using Custom Rollups in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/Configuration/CustomRollups.htm): Align operational users can create custom rollup metrics for reporting purposes and for display on the Territory Information Panel, enabling displaying any relevant custom rollu... - [Managing Application Profiles in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/UserMgmt/AppProfiles.htm): Application profiles enable admins to create groups of users that all share a similar set of application configurations. Align operational users can import application profiles ... - [Integrating Align and Workday](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/UserMgmt/WorkdayInteg.htm): Admins can connect their instance of Align to Workday, a dedicated HR and user management system, to import newly created, updated, and end-dated users in Workday into Align. Th... - [Assigning Application Roles to Individual Roster Members](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/UserMgmt/AppRoles.htm): To support individual business requirements for users who require additional permissions than their assigned functional profile, Align operational users can assign application r... - [Managing User Security Policies in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/UserMgmt/SecurityPolicy.htm): Security policies control various session and security settings for Vault CRM users, including Customer SSO policies, password expiration durations, and more. While Vault CRM pr... - [Managing Users in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/UserMgmt/UserMgmt.htm): Align operational users can create and manage Vault CRM users via aln_roster_member__v records within Align, simplifying the alignment process. Align operational users can perfo... - [End-Dating Users in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/UserMgmt/EndDateUsers.htm): Roster members mastered by Align can be end-dated in Align and be appropriately deactivated in CRM via a push, enabling Align operational users to handle a user leaving their or... - [Using Vault CRM Managed Roster Member Fields in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/UserMgmt/CRMManagedFields.htm): Specific aln_roster_member__v fields can be designated as being managed by Vault CRM, even if the roster member is mastered by Align. This is useful for fields that are dependen... - [Managing Engage Licenses in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/UserMgmt/ManagingEngageLicenses.htm): Align operational users can add and remove users from Engage and Engage Connect groups directly in Align. Managing license membership from Align ensures users have their Engage ... - [Managing Layout Profiles in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/UserMgmt/LayoutProfiles.htm): Layout profiles control the layouts of various objects and object types. Align operational users can import layout profiles, control the assignment of layout profiles for each r... - [Resetting Vault CRM User Passwords in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/UserMgmt/ResetPassword.htm): Align operational users can reset user’s passwords via their associated aln_roster_member__v record in Align. When a roster member marked for a password reset is pushed to Vault... - [Managing Groups with Functional Profiles](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/UserMgmt/CRMGroups.htm): Align operational users can manage group membership in Align via associations with functional profiles. - [Managing Vault CRM User Preferences in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/UserMgmt/UserPreferences.htm): In Vault CRM, preferences__v records are associated with user__v records and employ Veeva-provided and customer-created business logic to impact how users interact with Vault CR... - [Using Functional Profiles](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/UserMgmt/FunctProfiles.htm): Functional profiles group together Security Profiles and Application Roles associated with job functions in Vault CRM. Align operational users can use functional profiles to aut... - [Creating Rule-Based Targeting Assignments](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/Targeting/RuleBasedTargetingAssignments.htm): Targeting records in Align can be created using Targeting rules. These are a subset of the aln_account_rule__v object. Users can set up a single Targeting rule per Multichannel ... - [Cloning an MC Cycle](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/Targeting/CloneMCCycle.htm): Align operational users can clone an MC Cycle from Align, enabling the creation of new MC Cycles while avoiding inputting all MC Cycle information manually. - [Using Location Based Targeting in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/Targeting/LocationBasedTargeting.htm): To enable more specific targeting rules, which may be required in markets using child accounts, Align supports assigning child accounts to MCCPs, enabling targeting and activity... - [Using Targeting in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/Targeting/Targeting.htm): Align operational users can perform targeting, enabling the generation of Multi-Channel Cycle Plan (MCCP) data within Align which is then made visible to users in CRM. Targeting... - [Creating Exclusive Assignments in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/Targeting/ExclusiveAssignments.htm): Align operational users can prevent accounts from being assigned to multiple territories either globally or within the same field force. Additionally, administrators can designa... - [Using Cycle Capacity Planning in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/Targeting/CapacityPlanning.htm): Align admin users can compare expected utilization (i.e. total activity goals) of a Multichannel Cycle to a territory’s capacity. Capacity planning enables Align operational use... - [Visualizing Territories on Maps](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrAssignment/ManageTerr/TerritoryMapping.htm): To enable Align operational users to identify and analyze account distribution in their territories, users can visualize territories, accounts, and roster members on an interact... - [Managing Align Territories](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrAssignment/ManageTerr/Territory.htm): Align operational users can manage and maintain territory hierarchies directly within Vault CRM. - [Using the Territory Information Panel](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrAssignment/ManageTerr/TerrInfoPanel.htm): The Territory Information Panel enables users to view a summary of the currently viewed territory. This enables them to assess the value of a territory and its descendants and d... - [Managing Field Forces](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrAssignment/RosterMemberAssignment/FieldForce.htm): Field forces are a collection of Align territories sharing a common focus and are grouped together for reporting purposes. Align operational users can create and define field fo... - [Assigning Roster Members in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrAssignment/RosterMemberAssignment/RosterMember.htm): Align operational users can manage their rosters directly within Vault CRM using a dedicated Roster Management tab to create, edit, and delete roster members in. Users can also ... - [Ranked Field Forces in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrAssignment/RosterMemberAssignment/RankedFieldForce.htm): Align operations users can group multiple field forces together and assign ranks to each field force in the group. This increases efficiency by preventing multiple field forces ... - [Managing Product Assignments in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrAssignment/ProductAssignment/ProductAssignment.htm): Align operational users can manage and maintain product assignments for field forces and territories. This enables control over which products are associated with a specific ter... - [Managing My Setup Products in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrAssignment/ProductAssignment/MySetupProducts.htm): Align operational users can define product-to-territory assignments in Align and push those assignments to the connected instance of Vault CRM, enabling administrators to automa... - [Generating Geo Shapes](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrAssignment/ManageGeo/GeoShapes.htm): To visualize field force territories without acquiring third-party shape data, users can generate geographical shapes based on existing Address record coordinates. This feature ... - [Managing Footprints in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrAssignment/ManageGeo/Footprints.htm): Footprints are groupings of geographies that Align operational users can use to assign entire groups of geographies to one or more territories at once, instead of individually. ... - [Managing Geographies in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrAssignment/ManageGeo/Geography.htm): Align operational users can automatically generate geography records for supported countries, then use those geographies to manage geography-to-territory assignments, providing ... - [Manually Managing Account Assignments in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrAssignment/AccountAssignment/ManualAssignment.htm): Align Operational Users can directly assign accounts to Align territories by creating explicit account assignments. Additionally, users can also create account exclusion records... - [Using Account Assignment Rules in Align](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrAssignment/AccountAssignment/AcctAssignmentRule.htm): Align Operational Users can create and manage rules to automatically assign accounts to Align territories. This enables users to control how accounts are distributed, run assign... - [Configuring Order Management](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/OM_Config.htm): Accounts are the core of many Vault CRM features, including Order Management. Orders are placed for accounts. - [Order Management Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/OM_Overview.htm): Order Management allows users to efficiently capture, price, and process orders for single or multiple products from pharmacies, hospitals, and other institutions. This allows u... - [Creating Orders Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/CreateOrdersOverview.htm): Users can initiate Orders from various points in the application, including from a Call or from CLM, and send receipts using Approved Email. Users can enter or select order type... - [Copying an Order](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/CopyOrder.htm): Copying an order allows users to create a copy of an existing order to use as a template for a new order. This can reduce the time it takes for the user to create a new order. - [Wholesaler Priority](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/TransferOrders/WholesalePriority.htm): Selecting multiple wholesalers for an order and assigning wholesaler priority allows deliveries to be assigned to the right distributors for fulfillment. - [Wholesalers](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/TransferOrders/Wholesalers.htm): Wholesales represent third-parties that fulfill orders for accounts. Wholesalers defined through the account partner object can utilize price books, wholesaler priority, and who... - [Transfer Orders](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/TransferOrders/TransferOrders.htm): Transfer orders are orders that are fulfilled by wholesalers. - [Order Header Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/OrderHeaders/OrderHeaderOverview.htm): The order header contains information that applies to the total order, for example delivery information, payment information, and commercial conditions for the order. Commercial... - [Order Assortments](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/OrderHeaders/Assortments.htm): Assortments can help end users in the selling process by grouping products into sections and sorting them based on selling priority. - [Pull-In Fields on Orders](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/OrderHeaders/Pull_InFieldsOrders.htm): Users can view fields from the associated account, billing address, ship to address, order campaign, and contract records when placing an order. This can include contact informa... - [Order Campaigns](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/OrderHeaders/Campaigns.htm): Order campaigns allow the targeting of specific segments and comparison of the effectiveness of promotions in different regions or accounts. Pricing Rules can be associated with... - [Price Books](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/OrderHeaders/PriceBooks.htm): Price Books provide users with an additional means of grouping pricing rules to complement existing rules in their ERP systems. Price Books are associated with an Account to all... - [Delivery Location](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/OrderHeaders/DeliveryLocation.htm): Orders placed for accounts may be delivered to another location. This is the case for large pharmacy chains or medical organizations where the head office orders products that a... - [Using Ship To and Billing Addresses](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/OrderHeaders/ShippingBilling.htm): To accommodate different billing and shipping addresses on the same order, end users can select a separate billing address and ship to address for their orders. - [Payers](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/OrderHeaders/Payers.htm): Orders placed for accounts may be paid for by another organization. This is the case for large pharmacy chains or medical organizations where locations order products that are p... - [Enabling Orders for an Account](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/EntryPoints/EnableOrdersAccount.htm): The ability to place orders must be enabled for each account. Three fields on the account record affect Order Management: - [Creating an Order from a Call](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/EntryPoints/CreateOrderCall.htm): Users can place orders for an account from an associated call. - [Using CLM with Orders](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/EntryPoints/CreateOrderCLM.htm): Users can access order management functionality directly from CLM content. Rather than navigating away from a presentation to start a separate sales process, users can initiate ... - [Creating an Order from an Account](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/EntryPoints/CreateOrdersAccount.htm): Users can place orders for an account from the account detail page or the My Accounts list. - [Direct Quantity Order Entry Mode](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/EntryModes/DirectQuantityMode.htm): Direct Quantity Order Entry Mode allows users to use the product selector to find products to add to an order by filtering and searching. Direct Quantity Order Entry Mode can he... - [Mass Add Order Entry Mode](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/EntryModes/MassAddMode.htm): Mass Add Order Entry Mode allows users to see all available products added to the order as order lines upon order creation. Mass Add Order Entry Mode can help reduce the time it... - [Recommended Quantity](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/OrderLines/RecommendedQuantity.htm): Recommended quantities can be used to help users meet their sales goals and aid in the negotiation process. For each product on an order, users can quickly view and apply a reco... - [Pull-In Fields on Order Lines](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/OrderLines/Pull_InFields.htm): Users can view fields from the associated product, product information, and inventory monitoring line records on order lines when placing an order. This can include stock levels... - [Suggested Retail Price with Profit Calculator](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/OrderLines/SuggestedRetail.htm): The Suggested Retail Price is the suggested price that a pharmacist can charge consumers for the product. The Profit Calculator allows users to run "what-if" scenarios based on ... - [Changing Order Line Column Widths](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/OrderLines/ColumnWidths.htm): The default column width for order line fields is approximately 150 pixels. This may not be an appropriate width for all fields, as some fields have longer labels or can contain... - [Upselling Suggestions](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/OrderLines/UpsellSuggestions.htm): Upselling Suggestions inform the user of an opportunity to sell more products to a customer by showing discounts that will be applied when the next quantity, list amount, or net... - [Delivery Order Quantity Rollup](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/OrderSplitting/DeliveryQuantityRollup.htm): If Delivery Order Quantity Rollup is not enabled, the quantity of the parent order must be entered first and then the quantity can be allocated to the delivery orders. Enabling ... - [Manual Allocation of Free Goods](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/OrderSplitting/ManualAllocateFreeGoods.htm): If Manual Allocation of Free Goods is not enabled, all free goods are automatically allocated to the first delivery. Enabling Manual Allocation of Free Goods allows users to cho... - [Delivery Order Limit Rule Pricing Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/OrderSplitting/DeliveryOrderLimitRules.htm): Order Admins can use Delivery Order Limit Rule Pricing Rules to define limits per delivery. This can help to control the costs associated with shipping separate deliveries. For ... - [Delivery Order Payment Terms](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/OrderSplitting/DeliveryPaymentTerms.htm): When using Mid-Negotiation Delivery Splitting , users can define Payment Terms per delivery to allow for better negotiations for the deliveries. For example, a user creates an o... - [Mid-Negotiation Delivery Splitting](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/OrderSplitting/MidDeliverySplit.htm): Mid-Negotiation Delivery Splitting allows users to split orders into deliveries before or while negotiating the order. Deliveries can be split by delivery date, delivery locatio... - [Order Splitting Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/OrderSplitting/OrderSplitOverview.htm): Orders can be split by delivery date, delivery address, payment terms, and wholesaler (transfer orders). - [Capturing an Order Signature](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/OrderProcessing/CaptureSignature.htm): Users can capture an order signature on the order signature page. The signature is saved as a Base64 text string in the signature__v field on the order object. - [Managing an Order](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/OrderProcessing/ManagingOrders.htm): End users and order admins can submit, void, or unlock existing orders using the following actions: - [Order Processing Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/OrderProcessing/OrderProcessOverview.htm): Users can capture signatures, and unlock, void, or submit orders for order approval. - [Bundle Packs](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/ManagingProducts/BundlePacks.htm): Bundle Packs are virtual products containing pre-defined quantities of products. Bundle Packs allow users to add a preselected group of products to an order at once, versus addi... - [Managing Products Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/ManagingProducts/ManageOverview.htm): Products can be grouped and sold as one item or bundled to group products to allow users to add a preselected group of products to an order with one click. - [Product Views](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/ManagingProducts/ProductViews.htm): Order admins can configure product views to group order products into segments when displayed on the order lines. This allows users to quickly access customized views of order p... - [Order Products](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/ManagingProducts/OrderProducts.htm): Order products are the individual products ordered by pharmacies and other institutions. They have monetary value driven by pricing rules. Before users can create orders, the or... - [Product Groups for Order Management](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/ManagingProducts/OM_ProductGroups.htm): Product Groups are an additional hierarchical level in the Product Catalog. Users can use Product Groups to quickly select products of the same type or category and apply produc... - [Case Calculator and Fixed Units of Measure](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/ManagingProducts/FixedUnits.htm): The Case Calculator allows users to quickly add order products that are sold and shipped in pre-defined multiples. If the Fixed Units of Measure checkbox is selected on a produc... - [Product Kits and Kit Items](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/ManagingProducts/ProductKits.htm): Product Kits are groups of products sold as one item. For example, a product display in a pharmacy, where a certain combination of cold medicines are presented together. - [Delivery Period Pricing Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/PricingRules/DeliveryPeriodRule.htm): Delivery Period pricing rules define available delivery dates for products or minimum allowed times between deliveries. - [Chain Pricing Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/PricingRules/ChainPricing.htm): Chain pricing rules allow multiple conditions to be applied to determine if a pricing rule should be applied. The conditions are defined using pricing sub-rules. - [Payment Terms Pricing Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/PricingRules/PaymentTermsRule.htm): Payment Terms pricing rules define when the product is to be paid for. Payment Terms can be negotiated between the end user and the pharmacist. Payment Terms can be defined on t... - [Cross-Product Pricing Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/PricingRules/CrossProduct.htm): Standard pricing rules apply limits, line level discounts, order level discounts, brand level discounts, product group level discounts, and free goods based on the amount of the... - [Limit Pricing Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/PricingRules/LimitPriceRule.htm): Limit pricing rules can define the default quantity, maximum suggested quantity, minimum suggested quantity, maximum allowed quantity, and minimum allowed quantity for products ... - [List Price Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/PricingRules/ListPriceRule.htm): List Price pricing rules define the list price for products that can be ordered. Every product must have a valid list price rule before it can be added to an order. - [Pricing Rules Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/PricingRules/PricingRulesOverview.htm): Pricing rules are a core capability of Order Management. Pricing rules are applied to each product depending on the commercial conditions of the order, and the products and quan... - [Free Goods Pricing Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/PricingRules/FreeGoods/FreeGoodsRule.htm): Free Goods pricing rules define quantities of free goods included with an order. Free Goods are defined as a quantity. - [Free Goods Percentage Pricing Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/PricingRules/FreeGoods/FreeGoodsPercentRule.htm): Free Goods Percentage pricing rules define quantities of free goods included with an order. Free Goods are defined as a percentage of the ordered product quantity. - [Discount Pricing Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/PricingRules/Discounts/DiscountRule.htm): Discount pricing rules define discounts on the line level (product/SKU) or total order level. Line level discounts can be defined as a percentage (discount override) or absolute... - [Total Discount and Final Net Price Addition Mode](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/PricingRules/Discounts/TotalDiscountFinalPrice.htm): Total Discount and Final Net Price are calculated on each order line after line level discounts, order level discounts, brand level discounts, and product group level discounts ... - [Order Net Amount Rounding Mode](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/PricingRules/Discounts/NetAmountOrderRound.htm): An order’s Net Amount is calculated on each order line after the Total Discount is calculated. Rounding is then used to reduce the Net Amount to two decimal places. The final Ne... - [In-Level Addition Mode](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/PricingRules/Discounts/InLevelAddition.htm): In-Level Addition Mode controls how multiple discounts are combined for line level discounts, order level discounts, brand level discounts, and product group level discounts. Li... - [Product Group Level Pricing Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/PricingRules/Discounts/ProductGroupPricingRules.htm): Product Group Level pricing rules define discounts on the product group level. Product group level discounts are defined as a percentage. - [Brand Level Pricing Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/PricingRules/Discounts/BrandLevelRule.htm): Brand Level pricing rules define discounts on the brand level. Brand level discounts are defined as a percentage. - [Configuring Call Objectives](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Objectives/COConfig.htm): To configure this module: - [Using Call Objectives](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Objectives/UsingCallObjectives.htm): Viewing and adding Call Objectives to the call report enables users to easily keep track of the tasks they must complete as part of a call to a specific account, for increased e... - [Setting Prerequisite Call Objectives](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Objectives/PrerequisiteCallObjectives.htm): To structure Account Plan goals and major action items, Key Account Managers can set Prerequisite Call Objectives. Prerequisite Call Objectives must be completed before any othe... - [Creating Call Objectives for Business Events](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Objectives/BusinessEvents.htm): Business Events and Business Event Targets enable organizations to identify and manage a variety of events for specific accounts. To direct users to complete certain activities ... - [Displaying CLM Messaging for Call Objectives](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Objectives/DisplayingCallObjectiveMessages.htm): CLM Call Objectives direct a user to display a specific piece of CLM content when visiting a particular account. A CLM Call Objective may contain a unique selling proposition, f... - [Call Objectives Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Objectives/CallObjectivesOverview.htm): Call Objectives are used to create to-do lists for users and efficiently coordinate tasks across teams. A Call Objective is a task users must complete as part of a call to a spe... - [Modifying Display Order for Call Objectives](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Objectives/DisplayOrder.htm): Business admin users can control the display order of Call Objectives on the call report to group Call Objectives in a custom order, for example, in order of importance or time ... - [Enabling Call Objective Types](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Objectives/CallObjectiveTypes.htm): Call Objective types enable organizations to customize Call Objective behavior for users' needs. By customizing how Call Objectives function—whether by making the objectives rec... - [Configuring Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/AcctConfig.htm): If users are unable to access record detail pages, verify the country__v field on the user's user__sys object is populated. The country__v field is required for all users. - [Accounts Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/AcctOverview.htm): Vault CRM’s Accounts module enables users to view and manage person accounts, business accounts, and territories for account engagement. Person accounts are individual people, f... - [Displaying the Primary Parent with a Business or Person Account's Name](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/DisplayingPrimaryParent.htm): To help users identify and select the appropriate account, the primary parent account name can be displayed along with a business or person account’s name. Displaying the primar... - [Entering Information in Account Profiling Sheets](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/AccountProfiling.htm): Account Profiling offers organizations a streamlined way to collect account profile data from the field. End users can mass update account profile information using a spreadshee... - [Creating and Managing Account Profiling Templates](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/CreatingAccountProfilingTemplates.htm): Account Profiling offers organizations a streamlined way to collect account profile data from the field, by allowing users to mass update account profile information using a spr... - [Dynamic Attributes for Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/DynamicAttributesforAccounts.htm): Dynamic attributes enable business admins to define custom fields for collecting business information, without needing IT knowledge or resources. A dynamic attribute is a specia... - [GAS Customized Columns and Preview Pane](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/GASCustomizedColumnsPreview.htm): To make it easier to find accounts, Admins can customize what information displays in the Global Account Search results screen. For the Vault platform, admins can specify which ... - [Patient Journey](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/PatientJourney.htm): The Patient Journey data model provides an out-of-the-box Vault CRM data model that can be used to create patient journeys that describe the series of steps a patient will norma... - [Sphere of Influence](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/Sphere_of_Influence.htm): The Sphere of Influence (SOI) displays all account affiliations in an intuitive, graphical format and enables users to quickly learn about an account's key stakeholders, for exa... - [Merging Duplicate Account Records](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/Account_Merge_Administration.htm): Vault CRM’s account merge process happens through integration with Veeva Network, and extends the standard record merge to include records on CRM-specific core business objects ... - [Searching for Out-Of-Territory Accounts Before Creating an Account](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/GlobalAccountSearchRedirectNew.htm): Global Account Browse GAB - [View Consent Signature](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/ViewConsentSignature.htm): Business admin users can review and audit signatures captured for consent directly from an account record. This allows for visual verification of HCP signatures to ensure authen... - [Formatting Account Name by Country](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/FormattingAccountNameByCountry.htm): Admins can configure Vault CRM to automatically format account names as Last Name First Name for specific countries or locales. This ensures names for person accounts in Japan, ... - [Working with Territory Fields](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/WorkingwithTerritoryFields.htm): The Territory Field object (tsf__v) stores data specific to an account and territory relationship. Territory Field management allows users to maintain and view territory-specifi... - [Managing Account Hierarchies](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/AccountHierarchy.htm): Account hierarchies enable users to view, understand, and manage account relationships within an organization’s structure. Account hierarchies display all types of business acco... - [Global Account Search](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/GlobalAccountSearch.htm): Global Account Browse GAB - [Decoupled Unverified Records](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/DecoupledUnverifiedRecords.htm): Users can create and immediately use decoupled unverified accounts, addresses, and child account records to log a call, or use decoupled unverified new records for an existing a... - [Decoupled Data Change Requests](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/Decoupled_Data_Change_Requests.htm): To edit account data that must be validated or verified by a data steward, Vault CRM customers can use native Data Change Request functionality on the account__v, address__v, an... - [Record Data Sources for Account, Child Account, and Address](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/RecordDataSource.htm): The Data Source field allows customers to indicate the origin of HCP and HCO identities on Account, Child Account, and Address records, distinguishing data associated with Veeva... - [Customer Journey Data Model](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/CustomerJourney.htm): The Customer Journey data model provides an out-of-the-box Vault CRM data model that can be used to store customer journey data and create visualizations. This data model allows... - [Defining HCP Display Names](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/HCPDisplayName.htm): To ensure HCPs are accurately identified, business admins can add credentials, for example, Doctor or MD, to HCP names displayed in the following areas: - [Enabling Address Inheritance](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/Address_Inheritance_Support.htm): To preserve master data integrity, especially when using third-party providers for address data, admins can configure address inheritance to manage addresses from parent busines... - [Using Bookmarks for Account Filters in Sphere of Influence](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/SphereOfInfluence/SOIBookmarks.htm): For efficiency in account management, users can apply and save sets of frequently-used filter conditions as bookmarks in SOI. - [Displaying Additional Sphere of Influence Fields](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ManagingAccountInfo/SphereOfInfluence/AddtlSOIFields.htm): To enhance users’ account planning and management with relevant account information, admins can configure the following attributes to display for accounts in the Sphere of Influ... - [Displaying Child Accounts for an Account Hierarchy](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ChildAccounts/DisplayingChildAccounts.htm): Account hierarchies provide a visual representation of associated accounts. For organizations recording interactions and account information against child accounts instead of pe... - [Using the Account Details Screen with Child Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ChildAccounts/UsingAcctDetailsChildAccts.htm): The Account Details screen is a source for all child account information, for example, location, specialty, orders, and affiliations. Selecting a child account name on the My Ac... - [Configuring Child Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ChildAccounts/ChildAcctConfig.htm): In this topic you can find information on child accounts components as well as all of the configuration steps you need to use child accounts. - [Child Accounts in Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ChildAccounts/ChildAcctsInVaultCRM.htm): In some organizations or regions, the relationship between the person account and business account is an integral part of the business model. For example, it is important for th... - [Enabling Child Account Fields in Wizards](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ChildAccounts/Enabling Child Account Fields in Wizards.htm): To accurately define the child account (HCP location) relationship, users can enter information into required Child Account fields directly from the Parent Account Wizard and Ne... - [Displaying Territory Fields for Child Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/ChildAccounts/DisplayChildAccountTerritoryFields.htm): End users can better understand specific engagement targets and status within a territory by viewing Territory Specific Field (TSF) information at the child account level. This ... - [Account Filter Recall](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/MyAccounts/AccountFilterRecall.htm): Vault CRM can recall the last view or Account List displayed when a user navigates away from and back to My Accounts. This applies to the checkbox filters for business and perso... - [Identifying Accounts with Account Identifier or Account Name Expansion](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/MyAccounts/IdentifyingAccounts.htm): Providing sufficient information about an account helps with identification when account information displays in the application. There are two ways to identify accounts: - [Configuring the My Accounts Display](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/MyAccounts/ConfigMyAccountsDisplay.htm): The fields, sections, and layout in the Account Detail screen can be configured in Vault. - [Visibility of Accounts and Territories](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/MyAccounts/VisibilityAcctsTerr.htm): Accounts display on the My Accounts screen based on the value selected from the Territory picklist. The Territory picklist contains the territories the user is assigned to and c... - [._RegionalManagerGov.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/MyAccounts/._RegionalManagerGov.htm): No description or introductory text available. - [Sticky Sort Order for My Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/MyAccounts/StickySortOrder.htm): Users can modify the sort order of Accounts on My Accounts, navigate to another page, and return to the same unique sort order on My Accounts. This eliminates the need to resort... - [My Accounts Alphabar on iPad](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/MyAccounts/AlphabarIpad.htm): To allow users to find accounts quickly, the List tab on My Accounts displays an alphabar on the right side of the page. Users can select a letter to navigate to that section of... - [._ManagingDynamicAttributesinMyAccounts.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/MyAccounts/._ManagingDynamicAttributesinMyAccounts.htm): No description or introductory text available. - [Displaying Dynamic Attributes in My Accounts Views](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/MyAccounts/ManagingDynamicAttributesinMyAccounts.htm): A Dynamic Attribute is a special type of field that displays on the account details screen and can be created by business admins without modifying the account object. Users can ... - [Scheduling a Call in My Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/MyAccounts/SchedulingCall.htm): The Schedule a Call action can be added to the My Accounts screen. This allows users to create Call records for a selected account or for multiple accounts. The Schedule a Call ... - [My Accounts Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/MyAccounts/MyAccountsOverview.htm): My Accounts is the central hub for accessing and managing all accounts available to the user, which are listed on the My Accounts screen. From My Accounts, users can take advant... - [Account Views and Lists](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/MyAccounts/Account_Lists_and_Views.htm): Users have two main ways to organize accounts: views and lists. Both display in My Accounts to allow users to organize and easily find accounts. - [Account Wizards Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/AcctWizards/AcctWizardsOverview.htm): Account Wizards guide users through the process of creating a new account record. - [Configuring Account Wizards](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/AcctWizards/UsingAcctWizards.htm): Account Wizards guide users through the process of creating a new account record. - [New Account Wizard](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/AcctWizards/New_Account_Wizard.htm): The New Account Wizard allows users to create an account, a corresponding address, a territory field record, and assign the newly created account to a territory in a single scre... - [Capturing State License Information in Account Wizards](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/AcctWizards/State_License_Information_in_Account_Wizards.htm): To enable users to quickly capture important state license information for new person accounts, admins can configure state license fields to display in account wizards. State li... - [Parent Account Wizard](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/AcctWizards/Parent_Account_Wizard.htm): The Parent Account Wizard allows users to create an account, associate a parent account, designate an affiliation, and select addresses from the list of available parent account... - [Auto-Creating Affiliations in Account Wizards](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/AcctWizards/AffiliationAutoCreate.htm): When the role__v field on the affiliation__v object populates as part of creating a new account record using the Parent Account Wizard , an affiliation record is created between... - [Vault CRM Campaigns](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/UsingAccounts/Veeva_CRM_Campaigns.htm): Campaigns allow customers to track accounts tied to individual marketing efforts. Campaigns and their respective targeted accounts can be loaded into Veeva or created by privile... - [Displaying Calls Related Lists for Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/UsingAccounts/Call_Related_Lists.htm): To provide users with comprehensive information on past account interactions, admins can add related lists for call history to account detail pages. Call related lists are suppo... - [Displaying Account Maps](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/UsingAccounts/AcctMaps.htm): To increase efficiency in scheduling visits, planning routes, and traveling to an account’s address, users can view account locations plotted on a map when an internet connectio... - [Enabling X-Pages Custom Account Content](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/UsingAccounts/EnablingCustomAccountVisualizations.htm): X-Pages custom account content provides information that enables administrators to support their teams’ key processes—for example, pre-call planning, sales analysis, and coachin... - [Using the Account Details Screen](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/UsingAccounts/UsingAcctDetails.htm): The Account Details screen is a source for all account information, for example, location, specialty, orders, and affiliations. Selecting an account name on the My Accounts scre... - [Customizing Account Fields in Stakeholder Navigator](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/UsingAccounts/SN_CustomizingAccountFields.htm): Admins can customize the Account fields that display in Stakeholder Navigator to help identify an account. This makes it easier to determine if users are viewing the correct acc... - [Stakeholder Navigator](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/UsingAccounts/StakeholderNavigator.htm): Stakeholder Navigator enables users to quickly learn about an account's key stakeholders, for example, business accounts, KOLs, or influential HCPs. Users can use this knowledge... - [Searching for Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/UsingAccounts/SearchingforAccounts.htm): To quickly and easily access a particular account record, users can search for their accounts based on multiple fields. When users search for accounts, search terms are compared... - [Account Deep Linking](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/UsingAccounts/AccountDeepLinking.htm): To streamline workflows and boost user efficiency, account deep linking enables direct navigation to specific account profiles in Vault CRM from external applications. Instead o... - [Viewing the Account Timeline](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/UsingAccounts/ViewingtheTimeline.htm): The Account Timeline displays a high-level overview of account-related transactions, enabling users to view account activity when planning calls. The timeline option displays on... - [Using Addresses in Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/UsingAccounts/Addresses.htm): To assist in planning day-to-day activities, users can maintain multiple addresses for each person or business account. Addresses are stored in the address__v object. - [Finding and Selecting Accounts with the Account Picker](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/UsingAccounts/FindingSelectingAccountsPicker.htm): To enable users to easily find and select accounts, Vault CRM includes a consistent account search and selection experience across many entry points. - [Using Office Best Times for Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/UsingAccounts/OfficeBestTimes.htm): To efficiently plan visits with HCPs when they are available, users can capture and reference Office Best Times on the Address page. - [Previewing an Account During Creation](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/CreatingAccounts/PreviewinganAccountDuringCreation.htm): Users can verify the accuracy of data and enter any non-required values when creating new accounts by previewing the account on the Account Information screen. - [._StampingCountryInformation.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/CreatingAccounts/._StampingCountryInformation.htm): No description or introductory text available. - [._Record_Types.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/CreatingAccounts/._Record_Types.htm): No description or introductory text available. - [._DisablingCreateButton.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/CreatingAccounts/._DisablingCreateButton.htm): No description or introductory text available. - [Stamping Country Information for Account and User](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/CreatingAccounts/StampingCountryInformation.htm): To enable business users to track and report on activity data by country, country information can be automatically stamped on transactional records. The country value is copied ... - [Configuring Sample Management](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/ConfiguringSM.htm): The Sample Management module consists of the following components: - [Sample Management Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/SMOverview.htm): Sample Management enables users to keep accurate, compliant records of product transactions for samples, BRCs, promotional items, and other product types. Organizations use Samp... - [Multi-Line Transactions](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/RecordingSampleTransactions/MultiProduct.htm): Multi-line transactions increase efficiency by enabling users to add multiple products and lots to the same transaction. Users can enter several products on the same transaction... - [Requiring Users to Manually Confirm Sample Quantities](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/RecordingSampleTransactions/ManuallyConfirmQuantity.htm): To ensure accuracy and compliance with sample regulations, users can be required to manually enter sample quantities when confirming sample receipts. This means that the confirm... - [Grouping Sample Receipts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/RecordingSampleTransactions/GroupingReceipts.htm): To streamline sample transactions and increase efficiency, users can confirm receipt for all line items associated with a single shipment or transfer at once. - [Capturing Custom Text](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/RecordingSampleTransactions/CustomText.htm): Uses can add extra product details in a custom text field on call reports, helping capture a more complete view of HCP interactions and product activity. Users can enter additio... - [Transferring Products](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/RecordingSampleTransactions/TransfertoOtherUsers.htm): To record sample transfers in Vault CRM and automatically recalculate sample inventory based on the transfer, users create sample transfer records. End users transfer products f... - [Printing Inventory and Transfer Worksheets](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/RecordingSampleTransactions/PrintWorksheets.htm): Printing inventory and transfer worksheets enables users to manually record sample inventory and transfers when they do not have access to the internet or their device. For exam... - [Creating Product Adjustments](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/RecordingSampleTransactions/ProductAdjustments.htm): To maintain accurate records and ensure compliance when reporting missing products, users create adjustments if their on-hand samples do not match the calculated quantity in Vau... - [Generating Printable Package Labels](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/RecordingSampleTransactions/PrintPackageLabels.htm): To quickly and easily ship products, end users can generate printable package labels directly from sample transfer and return records. To ensure accuracy, product information on... - [Cold Chain Sampling](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/RecordingSampleTransactions/ColdChain.htm): To support the additional care needed for refrigerated samples, cold chain sampling enables users to capture tag alert numbers and temperature status for refrigerated samples at... - [Confirming Product Receipt](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/RecordingSampleTransactions/ConfirmReceipt.htm): To disburse products and create sample transactions, end users must confirm they received the products transferred to them in the expected quantities. When a user confirms sampl... - [Returning Products](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/RecordingSampleTransactions/ReturningProducts.htm): When products are expired, recalled, or damaged in the shipment process, users return the affected sample lots to the company office or the sample distributor. Users create samp... - [Activating and Deactivating Sample Lots](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/ManagingSampleInventory/ActivateSampleLots.htm): To make a sample lot available on the call report, end users must mark the sample lot as active. Activating and deactivating sample lots enables users to manage basic aspects of... - [Requesting Sample Lots](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/ManagingSampleInventory/RequestSampleLots.htm): To avoid running out of unexpired, active samples, users can submit requests for additional samples via the My Samples page. When a user submits a sample request, the request is... - [Capturing Inventories for Other Users](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/ManagingSampleInventory/CapturingOtherUsersInventory.htm): To support annual inventories and audits, users can create inventories for other users. For example, sample admin users and managers can create inventory records for the users, ... - [Capturing Inventories](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/ManagingSampleInventory/CapturingInventory.htm): To keep track of physical inventory stock and ensure compliance with sample regulations, users capture inventories of their on-hand sample inventory. Sample Inventories enable u... - [Inventory Ordering](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/ManagingSampleInventory/InventoryOrdering.htm): To ensure users do not run out of products, Inventory Ordering provides end users, district managers, and sample admin users with an efficient and centralized process for replen... - [Managing Non-Sample Products](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/ManagingSampleRelatedData/NonSampleProducts.htm): To enable users to manage and track non-sample products using Sample Management functionality, sample admin users create virtual Lot Catalog and Sample Lot records for products ... - [Managing Picklist and Field Values for Sampling](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/ManagingSampleRelatedData/ManagingPicklistandFieldValues.htm): To ensure users can select the appropriate picklist options, and that quantity data is entered in the appropriate format, sample admin users define picklist options and field va... - [Creating Records for Sample Management](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/ManagingSampleRelatedData/CreatingRecords.htm): Sample admin users create product and user records that Sample Management and Call Sampling rely on to function. For each sample product, users must have access to corresponding... - [Overriding Locked Sample Management Records](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/ManagingSampleRelatedData/OverrideLock.htm): To ensure seamless updates while maintaining data security and compliance with regulatory requirements, integration users or sample admins can update fields on submitted or lock... - [Enabling Sample Audits](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/SupportingSampleAudits/EnablingAudits.htm): Auditors identify potential compliance issues and ensure users’ inventory counts are accurate by counting and reviewing users’ on-hand inventory. Sample audits can be conducted ... - [Unlocking Submitted Sample Transaction and Inventory Records](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/SupportingSampleAudits/UnlockingRecords.htm): To help ensure sample data has a compliant, auditable trail, as required by PDMA and 21 CFR regulations, users cannot modify or delete submitted records for sample transactions,... - [Maintaining Sample Data Integrity](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/SampleManagement/SupportingSampleAudits/DataIntegrity.htm): Maintaining data integrity is crucial for ensuring that data is readily available for audits, recordkeeping practices meet legal requirements, and organizations’ liability is re... - [Generating Printable Medical Inquiry Receipts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical_Inquiries/PrintReceipts.htm): To provide receipts for signature audits or other internal needs, business admin users can generate printable, compliant Medical Inquiry signature receipts as PDFs. These receip... - [Customizing Delivery Methods and Delivery Details for Medical Inquiries](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical_Inquiries/DetailPage.htm): Once a user selects a delivery method for a medical inquiry, the next step is to select the delivery details. Delivery details correspond to the delivery method selected. For ex... - [Configuring Medical Inquiries](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical_Inquiries/Configuring_Medical_Inquiries.htm): All Medical Inquiries include a lookup to an account, inquiry text, and a delivery method. Additionally, Vault CRM provides a Product field if the inquiry is product-specific an... - [Creating Medical Inquiries for Child Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical_Inquiries/MI_Child_Accounts.htm): Users can now create medical inquiries for the child account to easily maintain the relationship between the child account and the parent account. The child and parent accounts ... - [Viewing Captured Medical Inquiry Signatures](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical_Inquiries/ViewSig.htm): To facilitate audits and confirm HCP approval of medical inquiry content, business admin users can access medical inquiry signatures from Account records or Rep Roster records. ... - [Displaying Medical Inquiry Attachments](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical_Inquiries/DisplayMIAttachments.htm): Users can create, edit, and view medical inquiry attachments from the Medical Inquiry screen. This allows users to add attachments that can be viewed by MSLs and other users in ... - [Recording a Call from a Medical Inquiry](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical_Inquiries/RecordCall.htm): Medical Science Liaisons (MSLs) can record a call directly from a submitted Medical Inquiry record. This allows MSLs to quickly acknowledge or fulfill Medical Inquiries directly... - [Responding to Medical Inquiries Using Approved Email](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical_Inquiries/SendEmail.htm): Medical Science Liaisons (MSLs) can respond to a Medical Inquiry using Approved Email. This streamlines the process for MSLs when acknowledging or fulfilling Medical Inquiries d... - [Requiring Medical Inquiry Signatures](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical_Inquiries/SignaturePage.htm): Customers often require end users to capture an HCP's signature before submitting a Medical Inquiry. This can reduce or eliminate inaccurate requests, misrepresentations, or oth... - [Medical Inquiries Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical_Inquiries/Medical_Inquiries_Overview.htm): Medical Inquiries can be used to create inquiries on behalf of HCPs and submit them to MSLs for a response. This centralized platform streamlines the entire inquiry process, fro... - [Medical Inquiry Fulfillment Response Method](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical_Inquiries/MIFRM.htm): When responding to a Medical Inquiry, Medical users can select a fulfillment response method different than the method requested. This provides users with more flexibility when ... - [Allowing Multiple Product Inquiries](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical_Inquiries/MultipleProductInquiries.htm): End users are frequently responsible for multiple products and often discuss more than one product during a call. HCP's questions are typically driven by their immediate patient... - [Adding a Disclaimer to a Medical Inquiry](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical_Inquiries/MI_Disclaimer.htm): Business admin users can add default disclaimer text that displays on the Medical Inquiry page. This text is often recommended or required. Customers with multi-country operatio... - [Adding a Marketing Banner to the Medical Inquiry Signature Page](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical_Inquiries/CustomSigPage.htm): Admins can add a company logo or other image as a marketing banner to the Medical Inquiry signature page for added visual interest or product placement. - [Creating a Medical Inquiry](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical_Inquiries/MedicalInquiryCreation.htm): Medical Inquiries can be used to track inquiries submitted by users on behalf of HCPs. Inquiries can be captured against person accounts on the Account page and from an Account ... - [Using Vault MedInquiry to Fulfill Medical Inquiries](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical_Inquiries/Medical-CRMConnection.htm): Medical Inquiries created and submitted in Vault CRM by sales and field medical teams can automatically be shared with medical information teams for fulfillment using a connecti... - [Medical Inquiry Fulfillment](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical_Inquiries/MedicalInquiryFulfillment.htm): When end users create a Medical Inquiry, a Medical Inquiry Fulfillment (MIF) record is also created and assigned to the appropriate Medical Science Liaison (MSL) so they can pro... - [Medical CRM Terminology](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical/MedicalTranslations.htm): Medical users can view specific data fields, objects, and user interface elements in terms specific to their company or organization. The terminology an MSL uses is not the same... - [._MedicalDiscussions.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical/._MedicalDiscussions.htm): No description or introductory text available. - [Using Medical Discussions](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical/MedicalDiscussions.htm): Medical Discussions allows users to gather key data and information for multiple discussion types on the same call report, including product information, plans, tactics, and eve... - [Creating and Viewing Medical Interactions from My Schedule](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical/MedIntMySchedule.htm): Medical users can create Medical Interactions from My Schedule, and view those entries alongside other scheduled events, for example, Time Off Territory, streamlining their plan... - [Requiring Medical Discussions on the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical/ReqMedDiscussion.htm): To reduce potential compliance risks resulting from incomplete or inaccurate call reports, users can be required to create at least one Medical Discussion to submit a call repor... - [._KMI.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical/._KMI.htm): No description or introductory text available. - [Uploading Files as Meeting/Discussion Materials for Medical Interactions](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical/UploadVaultDocs.htm): During an interaction, an MSL might need to present content that is not available in their media library, for example, PowerPoints, PDFs, or other files the MSL has available to... - [Medical CRM Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical/MedicalOverview.htm): Medical CRM features are designed specifically for Medical Affairs organizations and include the necessary tools for planning, executing, and recording scientific engagements wi... - [Using Medical Interactions](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical/MedicalInteraction.htm): Medical Interactions provides medical users with a comprehensive method of planning and tracking their interactions with medical professionals, leading to stronger relationships... - [Key Medical Insights](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical/KMI.htm): A Key Medical Insight is information gained via publications, conferences, or talking with peers, that provides value due to their relevance in the current market. This informat... - [Capturing Standing Requests for Medical Using Documented Interest](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical/DocumentedInterest.htm): Documented Interest agreements enhance relationships between Medical Science Liaisons (MSLs) and Key Opinion Leaders (KOLs) by providing pre-approval for proactive engagement wi... - [Configuring Approved Notes](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ApprovedNotes/ConfiguringAN.htm): In this topic you can find information on Approved Notes components as well as all the configuration steps you need to use Approved Notes. - [Approved Notes Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ApprovedNotes/Overview.htm): Approved Notes is a tool designed to enhance compliance and productivity within Vault CRM. End users are empowered to capture valuable insights directly in the system while comp... - [Creating Product-Specific Monitoring Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ApprovedNotes/UsingAN/ProductSpecificRules.htm): Business Admin users can designate a monitoring rule to only run against a defined combination of products, detail groups, and detail topics based on My Setup assignments. This ... - [Creating Monitoring Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ApprovedNotes/UsingAN/MonitoringRules.htm): Monitoring Rules define which fields are monitored and managed by Approved Notes. Several Monitored Phrases can be associated with each Monitoring Rule. Each rule also has a Sta... - [Creating Country-Specific Approved Notes Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ApprovedNotes/UsingAN/CountrySpecificRules.htm): Business admin users can create monitoring rules that apply to a specific country, enabling greater detail when creating and maintaining a set of monitoring rules in multi-count... - [Reviewing the Approved Notes Job History](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ApprovedNotes/UsingAN/JobHistory.htm): The Job History Table allows admin users to review the results of each job run in the last 90 days for Approved Notes. This makes it easy to quickly find and resolve any errors ... - [Reviewing Approved Notes Violations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ApprovedNotes/UsingAN/ReviewingViolations.htm): When the Approved Notes process runs, potential violations of monitoring rules are recorded as monitored_text__v records. Compliance users can quickly locate, view, and resolve ... - [Creating Monitored Phrases](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ApprovedNotes/UsingAN/MonitoredPhrases.htm): Each Monitoring Rule can have one or more Monitored Phrases representing words and phrases to be monitored. Business admin users can designate how closely the word or phrase mus... - [Configuring Classic Cycle Plans](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/ClassicCP/ClassicCyclePlanConfig.htm): The Classic Cycle Plans module consists of four objects covering Classic Cycle Plan creation, design, and execution. - [Classic Cycle Plans Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/ClassicCP/CyclePlansOverview.htm): Classic Cycle Plans offer a structured approach to achieving strategic interaction goals. These plans define targeted accounts and specific goals within a single territory and a... - [Viewing Cycle Plan Details from My Schedule](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/ClassicCP/Executing/ViewDetails.htm): Viewing plan details for a target account enables users to quickly access relevant cycle plan information when scheduling calls, without needing to navigate away from My Schedul... - [Highlighting Target Products on the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/ClassicCP/Executing/HighlightTarget.htm): Highlighting target products on the call report helps ensure end users detail the most relevant products during their interactions with HCPs, for more effective and focused call... - [Enabling Advanced Cycle Plan Scheduling](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/ClassicCP/Executing/AdvScheduling.htm): To help users meet their cycle plan goals, advanced cycle plan scheduling provides additional tools for efficiently scheduling calls to target accounts. Beyond viewing lists of ... - [Bookmarking Classic Cycle Plan Filters](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/ClassicCP/Executing/BookmarkCCP.htm): To easily schedule calls for frequently accessed accounts, users can save sorting conditions, display attributes, and sets of filter criteria to a bookmark in My Schedule. Users... - [Managing Classic Cycle Plan Targets](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/ClassicCP/Executing/ManageTargets.htm): To keep plans relevant and impactful, users with the necessary permissions can quickly add, delete, or edit cycle plan targets. When adding targets, users define planned call go... - [Supporting Custom Pull-in Fields for Classic Cycle Plans](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/ClassicCP/Executing/PullIns.htm): Custom pull-in fields for cycle plan targets and products provide end users with enhanced visibility into key information. Pull-in values display as additional columns in the Cy... - [Using Classic Cycle Plans in My Schedule](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/ClassicCP/Executing/UsingCCPSchedule.htm): For integrated planning and execution, end users can view cycle plan targets and metrics from the accounts panel or Scheduler pane in My Schedule. This improves efficiency by pr... - [Scheduling Calls for Classic Cycle Plan Targets](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/ClassicCP/Executing/ScheduleCalls.htm): To support cycle plan execution, end users can schedule calls directly from the Cycle Plan Targets table on Cycle Plan record detail pages. This table displays key metrics for e... - [Monitoring Classic Cycle Plan Progress](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/ClassicCP/Executing/Monitor.htm): Tracking cycle plan progress is essential for completing plan goals. Users can get a high-level overview of plan progress from the My Cycle Plan home page widget and the My Cycl... - [Using Cycle Plan Progress Calculations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/ClassicCP/Creating/BatchProcess.htm): To provide an updated picture of users’ progress in a cycle plan, Classic Cycle Plan metrics are updated nightly. When the Cycle Plan Progress Calculation SDK Job (batch process... - [Excluding Products from Classic Cycle Plans](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/ClassicCP/Creating/ExcludeProduct.htm): To ensure users focus on the most relevant products in a cycle plan, individual products can be prevented from displaying in any cycle plan view. This is useful in cases where a... - [Creating Classic Cycle Plans](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/ClassicCP/Creating/CreatePlan.htm): Cycle plan admin users create cycle plans to provide a structured framework for promoting products and messages, and for maintaining relationships with targeted accounts. Cycle ... - [Unlocking Classic Cycle Plans](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/ClassicCP/Creating/Unlock.htm): By default, submitted cycle plans are locked to preserve data integrity and prevent inadvertent or unauthorized changes. To delete or edit submitted cycle plans, cycle plan admi... - [Real-Time Calculations for Classic Cycle Plans](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/ClassicCP/Creating/RealTime.htm): Real-time calculations for Classic Cycle Plans ensure users have the most up-to-date information on their plan progress. As users save or submit calls affecting cycle plan call ... - [Submitting Classic Cycle Plans](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/ClassicCP/Creating/Submit.htm): To prevent unintended changes and ensure data integrity, cycle plan admin users submit the cycle plan once it is complete. Once the plan is submitted, all fields are read-only, ... - [Multichannel Cycle Plans Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/MCCP/MCCPOverview.htm): Multichannel Cycle Plans (MCCP) serve as roadmaps for sales and marketing teams, enabling them to measure performance, identify opportunities, and make data-driven decisions. By... - [Configuring Multichannel Cycle Plans](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/MCCP/ConfigMCCP.htm): The Multichannel Cycle Plans module consists of several objects for defining a cycle and creating cycle plans. - [MCCP Filtering in My Schedule](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/MCCP/Executing/MCCPFilters.htm): To easily utilize MCCP information when planning calls in My Schedule, users can filter the list of accounts displayed in My Schedule by MCCP attributes. - [Viewing Active MCCP Target Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/MCCP/Executing/ViewTargets.htm): To effectively plan activities and achieve MCCP goals, users can generate Account Views of active target accounts for use in My Accounts and My Schedule. Managing active target ... - [Detailing Priority for MCCP Targets](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/MCCP/Executing/DetailPriority.htm): To ensure end users prioritize the most critical products when detailing products to HCPs, MCCP admin users can define a detailing priority for each product in a cycle plan. Whe... - [Using the MCCP Interface](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/MCCP/Executing/MCCPInterface.htm): By providing a clear and intuitive dashboard for progress and plan details, the MCCP interface enables end users to stay informed about their performance and take action to reac... - [Editing MCCP Goals](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/MCCP/Executing/EditGoals.htm): Editing Multichannel Cycle Plan (MCCP) goals enables end users to create more accurate and effective plans based on their experience with accounts, while reducing administrative... - [Indicating MCCP Goals by Priority in a Single Call Channel](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/MCCP/Executing/SingleChannelPriority.htm): When end users are contractually obligated to detail a product a certain number of times at different priority levels, MCCP admin users can set separate goals and detail priorit... - [Displaying MCCP Information in My Schedule](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/MCCP/Executing/DisplayBy.htm): For efficient call planning, end users can access MCCP information in My Schedule. Using the display-by functionality in My Schedule, users select predefined MCCP attributes to ... - [Using Detail Group Goals in MCCP](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/MCCP/Executing/DetailGroups.htm): By default, MCCP goals are set at the product level. However, goals may instead be set at the detail group level when Detail Groups are enabled. Setting MCCP goals at the detail... - [Scheduling Calls for MCCP Targets](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/MCCP/Executing/ScheduleCalls.htm): To streamline call planning, end users can send individual targets to My Schedule or save MCCP target lists as Account Lists for use on a recurring basis. Saving target lists as... - [Defining Over Reached and Under Reached Thresholds](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/MCCP/Creating/MCCPCalculations.htm): To help users stay on track in their interactions with target accounts, under reached and over reached thresholds indicate whether their target, channel, and product activities ... - [Creating Multichannel Cycle Plans](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/MCCP/Creating/CreateMCCP.htm): MCCP admin users create Multichannel Cycle Plans (MCCP) to provide a structured framework for planning and executing cross-channel campaigns. MCCP are created either through dat... - [Supporting Child Accounts for Multichannel Cycle Plans](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/MCCP/Creating/ChildAcct.htm): In organizations using child accounts, Multichannel Cycle Plan (MCCP) goals and activity tracking can be managed separately for each child account. This enables personalized eng... - [Adding Team-Based Goals](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/MCCP/Creating/TeamGoals.htm): To promote collaboration and streamline goal management, MCCP admin users can set goals for entire account teams or territories. Teams include all MCCP users in territories alig... - [Capping Activity and Targets](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/MCCP/Creating/Caps.htm): MCCP activities can be capped to prevent users from exceeding predetermined limits on the number of product activities, channel activities, and target interactions in a cycle. O... - [Supporting Pull-In Fields for MCCP](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/MCCP/Creating/PullIn.htm): To aid end users in identifying MCCP targets, making informed decisions about their outreach to accounts, and increasing efficiency when planning activities, target-related pull... - [Locking Multichannel Cycle Plans](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/MCCP/Managing/LockMCCP.htm): To prevent unintended changes and ensure data integrity, MCCP admin users can lock Multichannel Cycle Plans by enabling the locked__v field on mc_cycle_plan__v records. When the... - [Configuring Surveys](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Surveys/SurveysInitalConfig.htm): The Surveys module consists of five objects: - [Surveys Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Surveys/SurveysOverview.htm): Surveys are groups of questions that organizations can use to collect valuable business data. Vault CRM includes various types of surveys to help organizations with market resea... - [Publishing a Survey](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Surveys/Publishing/PublishingaSurvey.htm): Publishing a survey makes it available for end users to complete for accounts. Publishing locks the survey and restricts editing to the survey and survey questions. - [Supporting Child Accounts in Surveys](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Surveys/Creating/SupportingChildAccountsinSurveys.htm): Survey designers can add child accounts as survey targets when creating surveys, and end users can select child accounts as survey targets when creating new survey targets. Surv... - [Data Loading Surveys](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Surveys/Creating/DataLoadingSurveys.htm): Data loading surveys through Vault Loader allows survey designers to create surveys in bulk, saving time compared to creating multiple surveys manually. - [Using Approved Email for Surveys](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Surveys/Creating/SurveysinApprovedEmail.htm): Surveys can be sent to survey targets using Approved Email. These surveys display to recipients as links embedded in the email that launch a survey in a Veeva-hosted page, enabl... - [Creating a One-Time or Recurring Survey](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Surveys/Creating/CreatingaSurvey.htm): Survey designers can create One-Time or Recurring surveys individually through the Surveys tab or by data loading with Vault Loader. Data loading is recommended when survey desi... - [Translating Surveys and Questions](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Surveys/Creating/TranslatingSurveysQuestions.htm): Survey designers can translate surveys and questions to other languages, and store the translated records. This allows survey designers to optimize the survey content for users ... - [Internal Surveys](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Surveys/Creating/CreatingSurveysforInternalUse.htm): Vault CRM allows organizations to conduct surveys to gather feedback and insights from internal users (employees). Unlike external surveys, internal surveys are targeted at spec... - [Adding Survey Targets for One-Time or Recurring Surveys](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Surveys/SelectingTargets/AddingSurveyTargets.htm): Survey targets are the accounts selected for completion of a One-Time or Recurring survey. End users execute surveys on behalf of these target accounts. When survey designers ad... - [Adding Branching Survey Questions](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Surveys/Adding/UsingBranchingSurveyQuestions.htm): Branching survey questions guide users down conditional paths with questions based on previous answer choices. These questions allow survey designers to collect more granular ma... - [Adding Segments to a Survey](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Surveys/Adding/AddingSegmentstoaSurvey.htm): Survey segments allow organizations to view responses to weighted questions as categories instead of numerical values. For example, an HCP can be categorized as a High Prescribe... - [Viewing Survey Results](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Surveys/ReviewingResults/ViewingSurveyResults.htm): After a survey is published and answers are collected, results display on the Surveys page. This includes both answers to individual questions, and high-level segment breakdowns... - [Executing a Survey](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Surveys/CapturingResponses/ExecutingaSurvey.htm): After a survey is published, it is available for end users to execute for target accounts. When end users execute a survey, they are answering survey questions and submitting th... - [Suggestions Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Suggestions/SuggestionsOverview.htm): Suggestions are items that present information to users about how to engage with accounts over multiple channels. Suggestions are based on customer- or partner-generated data. T... - [Associating a Driver with a Suggestion](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Suggestions/Managing Suggestions/AssociatingDriver.htm): A driver is a tag or reference indicating the reason for the suggestion, for example, a change in the HCP's prescribing habits, a market share change, or too much time passed si... - [Suggestion Surveys](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Suggestions/Managing Suggestions/SuggestionSurveys.htm): Vault CRM surveys can be used to generate feedback for suggestions. This more targeted feedback is intended to increase the effectiveness of Vault CRM suggestions. - [Defining Expiration Dates for Suggestions](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Suggestions/Managing Suggestions/ExpirationDate.htm): Business admin users can assign an expiration date to a suggestion if the suggestion is only relevant for a specific time, for example, if the suggestion relates to time-sensiti... - [Completing or Dismissing Suggestions](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Suggestions/Managing Suggestions/CompleteOrDismissSuggestions.htm): Suggestions prompt users to take recommended actions, for example, scheduling a call or sending an email, based on account activity and data. When a suggestion has been addresse... - [Configuring Suggestions](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Suggestions/Config/SuggestionsConfig.htm): Suggestions are public by default, and are associated at the Account level, regardless of the user. - [Using Approved Email for Suggestions](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Suggestions/UsingSuggestions/EmailfromSuggestion.htm): To quickly and easily take action on suggestions, users can send emails directly from email-type suggestions. The Send Email button displays on a suggestion to indicate an email... - [Using Suggestions](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Suggestions/UsingSuggestions/UsingSuggestions.htm): Field users can use the Suggestions tab to help them plan their interactions with Health Care Professionals (HCPs). The Suggestions tab provides a modern, upgraded interface for... - [Priority Score and Sort Order](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Suggestions/UsingSuggestions/ScoreandSortOrder.htm): The Priority Score and Sort Order automatically sorts suggestions, allowing users to more efficiently prioritize and review the most important items first. - [Viewing Suggestions via the Home Page Tile](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Suggestions/UsingSuggestions/HomePageTile.htm): The Suggestions home page tile allows users to quickly open and view a list of suggestions that displays the following information for all accounts the user has access to: - [Viewing Suggestion Insights](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Suggestions/UsingSuggestions/SuggestionInsight.htm): Insights are suggestions that do not have a direct action associated with them. Insights allow organizations to share important market and account information with users. This i... - [Creating a Call Objective from a Suggestion](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Suggestions/UsingSuggestions/CallObjectiveSugg.htm): Suggestions can be used to recommend specific call objectives, allowing organizations to leverage their analytics data and tie suggestions for engaging with accounts to specific... - [Scheduling a Call from a Suggestion](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Suggestions/UsingSuggestions/SchedulingCallfromSugg.htm): To quickly and easily take action on suggestions, users can schedule calls directly from call-type suggestions. When users schedule calls from a suggestion, the call is linked t... - [Coaching Reports Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CoachingReports/CoachingReportsOverview.htm): Coaching Reports are a type of survey that allow customers to create targeted forms for coaching and mentoring between managers and employees. For example, these reports can be ... - [Classic Coaching Reports](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CoachingReports/Coaching_Reports.htm): Business admins can create targeted forms for coaching and mentoring between managers and employees. Using Coaching Reports can help ensure employees and managers are having con... - [Advanced Coaching Reports](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CoachingReports/AdvancedCoachingReports.htm): Advanced Coaching Reports are a type of survey that allow managers to communicate with employees regarding their performance, for example, what they need to improve, what they a... - [._CoachingReportsOverview.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CoachingReports/._CoachingReportsOverview.htm): No description or introductory text available. - [._Coaching_Reports.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CoachingReports/._Coaching_Reports.htm): No description or introductory text available. - [._AdvancedCoachingReports.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CoachingReports/._AdvancedCoachingReports.htm): No description or introductory text available. - [Employee Commenting on Advanced Coaching Reports](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CoachingReports/EmployeeCommenting.htm): Employees can add a comment when reviewing their coaching reports to allow participation in the coaching report process. Once the employee completes the report, managers can vie... - [Capturing and Attaching Photos for Inventory Monitoring](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/InventoryMonitoring/CaptureAttachPhotos.htm): Users can capture and attach new photos or attach existing photos to Inventory Monitoring records. Users create photo evidence that can be used to document the condition, placem... - [Using Inventory Monitoring Assortments](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/InventoryMonitoring/IMAssortments.htm): To assist users in quickly verifying a pharmacy's product placement, admins can create Inventory Monitoring assortments. An assortment is a list of Inventory Monitoring products... - [Inventory Monitoring Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/InventoryMonitoring/IMOverview.htm): Inventory Monitoring provides a structured framework for assessing the performance and efficiency of pharmacies and consumer outlets where life science products are sold. This p... - [Creating Custom Inventory Monitoring Object Types](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/InventoryMonitoring/CustomObjectTypes.htm): End users perform multiple activities when visiting a pharmacy, for example, verifying product placements, collecting product metrics, and checking inventory levels. These activ... - [Using the Inventory Monitoring History Tab](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/InventoryMonitoring/HistoryTab.htm): End users can view Inventory Monitoring record history values using the Inventory Monitoring History tab in the Product Info Panel. This tab displays information about previousl... - [Using Inventory Monitoring Contracts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/InventoryMonitoring/IM_Contracts.htm): By associating valid, non-sales Contracts directly with Inventory Monitoring records, users can ensure their data entry aligns with agreed-upon account terms. Customers can rest... - [Photo Tagging for Inventory Monitoring](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/InventoryMonitoring/PhotoTagging.htm): Photo Tagging involves capturing photos of specific products and linking them to associated Inventory Monitoring Line(s) on an Inventory Monitoring record. To verify specific pr... - [Using Inventory Monitoring](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/InventoryMonitoring/UsingIM.htm): End users can create inventory monitoring records from the following entry points: - [Continuous Inventory Monitoring](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/InventoryMonitoring/ContinuousIM.htm): To improve efficiency when capturing Inventory Monitoring records, when an end user creates an Inventory Monitoring record, the Inventory Monitoring Lines can be pre-populated w... - [Enabling Products for Inventory Monitoring](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/InventoryMonitoring/IM_Products.htm): The Inventory Monitoring field is used to indicate when products should have inventory monitoring recorded for them, as not all products require Inventory Monitoring. Inventory ... - [Creating Inventory Monitoring Pull-In Fields](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/InventoryMonitoring/IMPullInFields.htm): Users can view additional information on their Inventory Monitoring records by utilizing pull-in fields to automatically populate Inventory Monitoring records with data from rel... - [Configuring Inventory Monitoring](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/InventoryMonitoring/ConfiguringIM.htm): Inventory Monitoring includes the following components: - [Enabling Accounts for Inventory Monitoring](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/InventoryMonitoring/IM_Accounts.htm): Accounts that end users will create Inventory Monitorings for must be enabled for Inventory Monitoring. - [Inventory Monitoring Entry Modes](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/InventoryMonitoring/IMEntryModes.htm): By default, end users create inventory monitoring lines using Single Line Entry. Using the product selector, end users add products individually to the Inventory Monitoring Line... - [Events Management Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Overview.htm): Events Management is an additionally licensed application in Vault CRM specializing in planning and executing events of all types and sizes, in both national and international e... - [Using Attendee Self-Registration with Events](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Attendees/RegistrationForm.htm): Event organizers can send potential attendees a unique registration link to help them better prepare for an event and indicate their interest. Attendees can select this link to ... - [Viewing Event Signatures](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Attendees/ViewingAttendeeSignatures.htm): Business admin users can view and print the list of attendee signatures associated with an event captured using either the Digital Sign-in Sheet or via QR Code ® . This enables ... - [Creating New Accounts from Walk-in Attendees](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Attendees/NewAcctWalkIn.htm): For tracking purposes, walk-in attendees need to be reconciled to an account in Vault CRM before the event can be closed. If an existing account is not found during reconciliati... - [Managing Event Attendees](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Attendees/Attendees.htm): Once end users have scheduled and created an event, they can use the Attendees related list to add attendees to their event. Event attendees can include person accounts, busines... - [Using Child Accounts in Events Management](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Attendees/ChildAcctAttendees.htm): End users can manage event attendees using child accounts, which represent a specific account-organization (HCP-HCO) combination, rather than just the HCP’s account. - [Customized Scoring and Matching When Reconciling Walk-in Attendees](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Attendees/CustomScoringWalkIn.htm): To improve the accuracy of walk-in attendee reconciliation and reduce manual data entry, business admin users can configure custom scoring logic and auto-match rules based on sp... - [Managing Attendee Suggestions for Events](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Attendees/AttendeeSuggestions.htm): To ensure key accounts attend relevant events, business admin users can generate Suggestions specifically for Events Management attendance, which they can review via a dedicated... - [Searching for Attendees Outside of the User's Territory](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Attendees/OoTSearch.htm): To improve the attendee invitation process, end users can search for attendees to add to their event that are outside of their territory. This enables end users to invite potent... - [Reconciling Walk-in Attendees to Existing Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Attendees/Walk_inAttendees.htm): This feature provides the means to capture details, including signatures, of uninvited attendees of an event. Every attendee, including walk-in attendees, at an event must be re... - [Reconciling Walk-in Attendees via OpenData](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Attendees/OpenDataAttendeeRec.htm): Veeva OpenData provides a reliable and comprehensive global database of health care professionals (HCPs). When reconciling walk-in attendees in Events Management, users can sear... - [Filtering Attendee Results Outside of the User's Territory](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Attendees/LimitOoTResults.htm): Business admin users can configure filters when adding attendees to an event or reconciling walk-in attendees that limit the out-of-territory search results displayed to end use... - [Merging Duplicate Walk-in Attendees](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Attendees/DuplicateWalkinMerge.htm): End users can merge duplicate walk-in records into existing attendee record. This prevents duplicate attendee records for the same account and ensures data from the walk-in, suc... - [Selecting Attendees in Hierarchies](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Attendees/Hierarchies.htm): Account Hierarchies are frequently used to group together affiliated accounts and to display the organizational structure of business accounts or HCOs. To enable easier selectio... - [Displaying Walk-in Fields by Attendee Type](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Attendees/DisplayingFieldsAttendeeType.htm): Walk-in attendees frequently enter common types of information, for example their name, but different types of attendees may need to enter more specific information for complian... - [Recording a Virtual Event](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/VirtualEvents/RecordingVirtualEvent.htm): End users can record their virtual events via the Record to the Cloud button. Recordings of virtual events are stored in connected PromoMats instances and can be referenced for ... - [Generating Virtual Participant URLs in Child Events](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/VirtualEvents/URLsChildEvents.htm): Attendee and speaker participant URLs can be generated for all child events linked to a parent virtual event when using Event Templates in conjunction with virtual events. This ... - [Using Alternative Hosts for Virtual Events](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/VirtualEvents/AltHosts.htm): End users can designate Event Team Members as alternative hosts to start and manage virtual events with the same privileges as the event host. This enables end users to avoid re... - [Hosting a Virtual Event using Engage](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/VirtualEvents/HostingVirtualEvents.htm): Event organizers can host virtual events using Engage. This enables event organizers to plan and schedule virtual events just as they would in-person events, enabling attendees ... - [Tracking Virtual Event Attendance](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/VirtualEvents/AttendanceTracking.htm): Attendance tracking in virtual events enables users and business admins to review details about the outcome of a virtual event. Information is captured about the event itself, f... - [Joining a Virtual Event via Zoom®](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/VirtualEvents/VirtualEventZoom.htm): Attendees of a virtual event have the option of joining via their Zoom ® application rather than Veeva’s Engage client. Providing attendees this option helps maintain the compli... - [Configuring Events Management](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Configuration/Config.htm): In this topic, you can find information on Events Management components as well as all the configuration steps you need to use Events Management. - [Using Event Configurations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Configuration/EventConfigs.htm): Every event created in Events Management is associated with a single matching Event Configuration (em_event_configuration__v) record. These records match to events based on the ... - [Displaying Event Lifecycle Stages](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Configuration/LifecycleStages.htm): Events Management administrators can map event statuses to standardized lifecycle stages that display when viewing an event. This allows event team members to visualize the curr... - [Syncing Events Metadata with Vault](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Configuration/EventsVaultMetadataSync.htm): To allow admins to avoid updating records in multiple systems, Event administrators can configure the CRM Metadata Integration process to sync Event Configuration and Event Topi... - [Defining Event Layouts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Configuration/DefiningPageLayouts.htm): Events Management uses a layout engine to determine which layout to use based on a set of inputs, providing a dynamic user interface that displays information depending on the f... - [Search Event Attendees and Speakers by Furigana](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Configuration/SearchByFurigana.htm): End users can search for attendees and speakers by their furigana, enabling them to quickly identify the correct attendees and speakers to add to an event. Furigana (振り仮名) is a ... - [Integrating Events Management with PromoMats and MedComms](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Configuration/PromoMatsMedComms.htm): To better manage the various types of event materials used for an event, admins can integrate Events Management with PromoMats and MedComms instances. This integration utilizes ... - [Customizing Event Disclaimers](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Configuration/CustomizingDisclaimers.htm): Business admin users can customize the disclaimer text displayed to attendees and speakers when signing into an event, increasing compliance while enhancing flexibility. Busines... - [Supporting Custom Event Team Member Roles in Multi-Step Approval Processes](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Configuration/ApprovalProcessCustomETMRoles.htm): Certain event workflows may require multiple levels of approval, for example, an event that requires approval from both the organizer’s manager as well as the company’s finance ... - [Creating Event Approvals Using Object Workflows](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Configuration/ApprovalProcess.htm): Business Admin Users can leverage Vault's Object Workflow functionality to create custom approval workflows that dynamically update based on specific event attributes, for examp... - [Defining Custom Event Statuses and Lifecycle States](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Configuration/Lifecycle.htm): Business admin users can create custom event statuses that suit their specific business needs. When end users use Event Actions to change their event's status, the event's lifec... - [Managing Event Materials](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Materials/EventMaterial.htm): To provide end users with materials for their event, business admin users can create event catalogs for various types of materials, for example: - [Generating Speaker Contracts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Speakers/SpeakerContractGeneration.htm): Events Management users can automate the creation of Speaker Contracts using customizable Contract Templates created by business admin users that define negotiable thresholds fo... - [Adding Event Speakers to an Event](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Speakers/AddEventSpeakers.htm): Event organizers can add one or more speakers to their event. Organizers can view each potential speaker's profile before adding them to the event to ensure the right, eligible ... - [Nominating Speakers](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Speakers/NominatingSpeakers.htm): Organizations that maintain speakers can build their speaker list through speaker nominations from end users, which are then reviewed and approved by medical and compliance team... - [Managing Speaker Caps and Utilization](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Speakers/SpeakerCaps.htm): A speaker cap is a limit on the total monetary value that can be transferred to an HCP over the course of a year. Year-to-date (YTD) Speaker Caps can be reset automatically via ... - [Enforcing Speaker Caps for Future Events](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Speakers/FutureSpeakerCaps.htm): To prevent speakers from exceeding annual caps, users can generate expense estimates for future scheduled events based on defined rate assignments. This ensures compliance by fa... - [Speaker Tab](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Speakers/SpeakerTab.htm): To enable event organizers to easily decide which speaker to choose for an event, the Speaker tab displays a list of all speakers. The Speaker tab displays the availability and ... - [Defining Speaker Qualifications and Requirements](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Speakers/SpeakerQualifications.htm): Different speakers may be trained to speak on topics other speakers are not trained on. Depending on compliance requirements, end users may need to be restricted from selecting ... - [Creating Speaker Agreements](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Speakers/SpeakerAgreements.htm): Speaker Agreements are contracts for speakers specifying rates for contracted services over a defined period of time across multiple events, called a Series Contract. - [Creating an X-Page for Speakers](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Speakers/SpeakerTabXPage.htm): Content creators can create an X-Page containing detailed speaker information from other Vault CRM objects and fields unavailable on the Speaker Tab. This X-Page displays when u... - [Designating Speaker Caps by Product](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Speakers/ProductCaps.htm): Business admins can allocate a portion of a speaker's annual cap for a specific product. This enables tracking a speaker’s yearly spending and utilization on a product-specific ... - [Filtering Event Speakers When Signing into an Event](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Speakers/FilterSpeakerSignIn.htm): To filter out event speakers that are no longer applicable to the event, admins can exclude event speakers with specific statuses, for example, Confirmed or Declined, from displ... - [Event Session and Speaker Tokens](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/AE/EventSpeakerEventSessionToken.htm): To better communicate the agenda of large-scale events, content creators can add tokens to Approved Emails sent from Events Management that render as tables listing the event’s ... - [Adding Calendar Reminders to Events Management Approved Emails](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/AE/CalendarReminders.htm): End users can include an .ICS file in their Approved Emails sent for Events Management to provide recipients a calendar reminder for their upcoming event. This provides an easy ... - [Using Approved Email for Events Management](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/AE/ApprovedEmailforEM.htm): Events Management users can compose and send Approved Emails from their event to communicate with attendees or speakers, for example, to invite them to an event or to provide fo... - [Sending Automated Approved Emails for Events Management](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/AE/AutomatedAEforEM.htm): Admins can improve event attendance and engagement by using event rules to automate emails. This enables them to determine which emails are sent, when emails are sent, and who r... - [Adding Speaker Photos to Approved Emails for Events Management](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/AE/SpeakerPhotos.htm): Business admin users can upload photos for each speaker, which can then be referenced in Approved Email content using the Event Speaker token. This personalizes and improves the... - [Using the Digital Sign-in Sheet](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Executing/DigitalSignInSheet.htm): The sign in process for Events Management enables event organizers to digitally capture attendee information as they arrive to an event and sign in. Additionally, event organize... - [Event Sessions](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Executing/Sessions.htm): Larger events frequently comprise of multiple individual sessions, each of which may have their own start time, end time, location, and attendees. Additionally, attendees may at... - [Recording a Call from an Event](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Executing/RecordCall.htm): Events Management end users frequently host small-scale events at specific accounts, for example, healthcare organizations. During these events, the end user may have conversati... - [Requiring Authentication When Exiting the Digital Sign-in Sheet](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Executing/RequiringAuth.htm): For security purposes, admins can require that end users exiting the digital sign-in sheet authenticate using their device's configured authentication method. This adds an addit... - [Sending Surveys in Events Management](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Executing/EMSurveys.htm): End users can associate surveys to specific events in Events Management. This enables tailoring a survey to receive feedback about the event’s usefulness, effectiveness, conveni... - [Signing into an Event using a QR Code®](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Executing/QRSignIn.htm): Event attendees can sign into an event using a QR Code ® scanned on their own devices, making the sign-in process quick and easy. - [Adding Event Team Members to Events](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Planning/EventTeamMembers.htm): Event organizers can add other users or groups as event team members, enhancing collaboration between various roles in the events management process. Each event has its own list... - [Displaying Events Management Events in My Schedule](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Planning/EMEvents.htm): To avoid scheduling conflicts, users can view Events Management events in My Schedule if they are the event owner, or a user or group Event Team Member. - [Using Event Templates in Child Events](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Planning/EventTemplates.htm): Large events may have several associated child events, which can share common information with the parent event. To quickly create these child events without needing to reenter ... - [Using the Events Tab](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Planning/EventsTab.htm): The Events tab is a timeline-based tab on the iPad platform. This tab allows users to quickly locate appropriate events in the past, currently open events, or events planned in ... - [Associating an Account with an Event](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Planning/AssociateAcctEvent.htm): Events Management end users can host events with business accounts, for example, a hospital. End users can select a specific account and address to associate with their event, w... - [Capturing Event Team Member Signatures](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Planning/ETMSignatures.htm): End users can track attendance and capture signatures for Event Team Members who attend an event. This enables accurate and compliant reporting of attendance and meals. Event Te... - [Using the Next Steps Section](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Planning/NextSteps.htm): To guide the end user through the planning process for an Event, the admin can now provide help text via the Next Steps section. This section displays on the View and Edit pages... - [Creating an Event](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Planning/CreatingEvents.htm): End users must create em_event__v records to begin planning their event. Each event must have a defined Event Type, start time, and end time, which impacts actions available to ... - [Creating Event Tasks](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Planning/EventTasks.htm): Due to the complex and collaborative nature of an event in Events Management, different team members may be responsible for different actions over the lifecycle of an event. To ... - [Adding Local Time and Time Zone to an Event](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Planning/TimeZone.htm): Admins can configure the system to display event times in the local time zone of the event itself, rather than the time zone of the user viewing the event record. This helps eli... - [Creating Event Notes](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Planning/EventNotes.htm): To help better organize the planning, execution, and closeout of their events, event organizers can create note records associated with their events. These notes support rich-te... - [Sending Local Events Management Content via Approved Email](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Planning/SendLocalEMContent.htm): To enable improved content sharing, end users can add attachments associated with their event to Approved Emails. This enables users to send event documents to event attendees a... - [Warning Text and Tokens](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/EventBusinessRules/WarningTextTokens.htm): When certain Event Business rules are violated, warnings display to the event organizer to inform them of the violation. - [Providing Comment Reasons for Event Business Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/EventBusinessRules/CommentReasons.htm): Business admin users can configure a picklist of reasons for end users to select when end users trigger violations of an Event Business Rule. This enables end users to still pro... - [Examples of Attendance Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/EventBusinessRules/AttdRulesExample.htm): This topic contains detailed examples for each type of Event Attendance Rule. - [Applying Required Event Material Rules Based on Event Status and Program Type](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/EventBusinessRules/EventMatsRulesStatusProgram.htm): To enable more granular control over when end users are warned about missing event materials, business admin users can configure Required Event Material Rules to only apply to e... - [Event Business Rules Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/EventBusinessRules/EventBusinessRules.htm): Event Business Rules enable admins to enforce certain rules and assist and restrict event organizers when planning an event, minimizing planning mistakes and ensuring compliance... - [Creating Event Attendance Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/EventBusinessRules/AttdRules.htm): Event Attendee rules enable admins to establish guidelines and policies when adding attendees to events, providing compliance, more effective events, controlled spending, and li... - [Creating Event Speaker Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/EventBusinessRules/SpeakerRules.htm): Event Speaker rules enable admins to set up guidelines and policies when adding speakers to events. These guidelines and policies provide compliance, more effective events, cont... - [Creating Required Event Material Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/EventBusinessRules/EventMatsRules.htm): Required Event Material Rules help enhance compliance and maintain audit trails by requiring organizers attach specific supporting materials before executing certain event actio... - [Creating Expense Estimate Creation Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/EventBusinessRules/ExpenseEstRules.htm): Estimating event expenses during the planning phase is essential for keeping costs within the allocated budget. Event admins can create Expense Estimate Creation rules that auto... - [Examples of Event Speaker Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/EventBusinessRules/SpeakerRulesExample.htm): This topic contains detailed examples for each type of Event Speaker Rule. - [Examples of Expense Limit Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/EventBusinessRules/ExpenseLimitRulesExample.htm): This topic contains detailed examples for each type of Event Expense Limit Rule. - [Creating Event Attendee Restricted Product Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/EventBusinessRules/RestrictedProdRule.htm): Attendee Restricted Product rules improve compliance when planning events by warning event organizers about attendees who have a product designated as restricted for that accoun... - [Creating Expense Limit Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/EventBusinessRules/ExpenseLimitRules.htm): Event Expense Limit rules enable admins to set up guidelines and policies surrounding expense limits. Automating this process results in greater compliance by preventing event o... - [Examples of Expense Estimate Creation Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/EventBusinessRules/ExpenseEstRulesExample.htm): The admin wants to create an event rule to automatically calculate an estimated cost to transport a speaker by car: - [Examples of Event Material Rules](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/EventBusinessRules/EventMatsRulesExample.htm): This topic contains detailed examples of Event Material Rules. - [Rolling up Estimated, Committed, and Actual Costs for an Event](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/BudgetsExpenses/EstimateCommittedActual.htm): To enable accurate budget allocations across various events using the same budget, three expense stages keep track of costs for both estimates and expenses: estimated, committed... - [Filtering Event Budgets](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/BudgetsExpenses/BudgetFiltering.htm): Business admin users can configure filters for the list of budgets that display as available for an event. Reducing the number of budgets displayed to end users enables end user... - [Creating Expense Types](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/BudgetsExpenses/ExpenseTypes.htm): Expenses or expense estimates created by users can be categorized into types based on the type of expense, enabling end users to quickly see the various types of expenses for th... - [Managing Expense Headers and Expense Lines](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/BudgetsExpenses/CreateEditExpenses.htm): As an event accrues expenses, event organizers can create expense headers and expense lines that attribute the expense to one or more participants. Additionally, based on the ty... - [Managing Expense Estimates](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/BudgetsExpenses/ExpenseEstimates.htm): End users can enter estimated expenses for their events. Expense estimates enhance the event approval process by enabling the event approver to gauge an event's estimated expens... - [Managing Event Budgets](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/BudgetsExpenses/ManageBudgets.htm): Veeva Events Management includes capabilities for defining budgets, managing budgets for event planning, and recording expenses against these budgets. - [Configuring the Account Timeline](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Timeline/Config.htm): To configure the Account Timeline, complete the following configuration sections. - [Account Timeline Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Timeline/Overview.htm): The Account Timeline view displays a chronological history of all activities involving an account. This enables users to view an account's history, including any calls, medical ... - [._Config.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Timeline/._Config.htm): No description or introductory text available. - [Viewing Events Management Events on the Account Timeline](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Timeline/Using/ViewEventsOnTimeline.htm): Users can view Event Management (EM) events on the account timeline. This ensures users have a complete view of key milestones and engagements, for example speaker programs, dir... - [Setting the Timeline as the Default View for an Account](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Timeline/Using/DefaultAccountView.htm): The Account Timeline can be configured to be the default view for an account. This is useful for users who frequently access the Timeline view and enables users to quickly asses... - [Displaying Sent Fax Activity on the Timeline](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Timeline/Using/DisplaySentFaxTimeline.htm): The Timeline View displays a history of sent fax activity, providing a chronological record of all fax communications with an account. This allows users to quickly verify if cri... - [Viewing Activities on the Account Timeline](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Timeline/Using/ViewActivites.htm): Users can view the Account Timeline directly from an account to display a chronological history of all activities involving the account. This enables users to view an account's ... - [Account Timeline Filtering](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Timeline/Managing/TimelineFiltering.htm): Users can filter activities on the Account Timeline to view the data most relevant to them. This is particularly useful when an HCP has a large number of activities across diffe... - [Displaying Custom Multichannel Activities on the Account Timeline](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Timeline/Managing/ConfiguringMCfortheAccountTimeline.htm): The custom activities from internal and third-party systems related to accounts can be configured to display on the Account Timeline. This enables users to view custom activitie... - [Maintenance](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/Maintenance.htm): This page should redirect to: 26R1 Maintenance Notes - [Past Releases](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/PastReleases.htm): Feedback - [Latest Release Notes](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/Latest.htm): This page should redirect to: About 26R1.0 - [What's New in 24R1.2](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R1.2/NewIn24R1.2.htm): Our release notes offer brief, high-level descriptions of enhancements and new features. - [About 24R1.2](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R1.2/About24R1.2.htm): This topic provides information about the Vault CRM 24R1.2 release, including important dates and release announcements. - [What's New in 25R1.2](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R1.2/NewIn25R1.2.htm): Our release notes offer brief, high-level descriptions of enhancements and new features. - [About 25R1.2](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R1.2/About25R1.2.htm): This topic provides information about the Vault CRM 25R1.2 release, including important dates and release announcements. - [What's New in 24R3.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R3.0/NewIn24R3.0.htm): Our release notes offer brief, high-level descriptions of enhancements and new features. - [About 24R3.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R3.0/About24R3.0.htm): This topic provides information about the Vault CRM 24R3.0 release, including important dates and release announcements. - [24R3 Maintenance Notes](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R3.0/24R3.0MaintRelNotes.htm): The items listed below were added in the 24R3 release cycle and contain maintenance items from the 24R3.0, 24R3.2, 24R3.4, and 24R3.5 releases as they become available. - [What's New in 24R1.3](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R1.3/NewIn24R1.3.htm): Our release notes offer brief, high-level descriptions of enhancements and new features. - [About 24R1.3](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R1.3/About24R1.3.htm): This topic provides information about the Vault CRM 24R1.3 release, including important dates and release announcements. - [What's New in 24R1.4](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R1.4/NewIn24R1.4.htm): Our release notes offer brief, high-level descriptions of enhancements and new features. - [About 24R1.4](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R1.4/About24R1.4.htm): This topic provides information about the Vault CRM 24R1.4 release, including important dates and release announcements. - [25R1.3 Known Issues](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R1.3/25R1.3KnownIssues.htm): Platform - [What's New in 25R1.3](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R1.3/NewIn25R1.3.htm): Our release notes offer brief, high-level descriptions of enhancements and new features. - [About 25R1.3](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R1.3/About25R1.3.htm): This topic provides information about the Vault CRM 25R1.3 release, including important dates and release announcements. - [About 26R1.2](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/26R1.2/About26R1.2.htm): This topic provides information about the Vault CRM 26R1.2 release, including important dates and release announcements. - [What's New in Align 25R3.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R3.0/NewIn25R3.0ALN.htm): The 25R3.0 release includes features for: - [What's New in Vault CRM 25R3.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R3.0/NewIn25R3.0.htm): The 25R3.0 release includes features for: - [What's New in Patient CRM 25R3.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R3.0/NewIn25R3.0PCRM.htm): The 25R3.0 release includes features for: - [About 25R3.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R3.0/About25R3.0.htm): This topic provides information about the Vault CRM 25R3.0 release, including important dates and release announcements. - [25R3.0 Known Issues](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R3.0/25R3.0KnownIssues.htm): Platform - [25R3 Maintenance Notes](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R3.0/25R3.0MaintRelNotes.htm): The items listed below were added in the 25R3 release cycle and contain maintenance items from the 25R3.0, 25R3.2, and 25R3.3 releases as they become available. - [About 23R3.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/23R3.0/About23R3.0.htm): This topic provides information about the Vault CRM 23R3.0 release, including important dates and release announcements. - [What's New in 23R3.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/23R3.0/NewIn23R3.0.htm): Our release notes offer brief, high-level descriptions of enhancements and new features. - [What's New in Align 25R2.2](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R2.2/NewIn25R2.2ALN.htm): The 25R2.2 release includes features for: - [What's New in Patient CRM 25R2.2](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R2.2/NewIn25R2.2PCRM.htm): The 25R2.2 release includes features for: - [What's New in Vault CRM 25R2.2](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R2.2/NewIn25R2.2.htm): The 25R2.2 release includes features for: - [About 25R2.2](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R2.2/About25R2.2.htm): This topic provides information about the Vault CRM 25R2.2 release, including important dates and release announcements. - [24R2.2 Known Issues](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R2.2/24R2.2KnownIssues.htm): Platform - [What's New in 24R2.2](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R2.2/NewIn24R2.2.htm): Our release notes offer brief, high-level descriptions of enhancements and new features. - [About 24R2.2](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R2.2/About24R2.2.htm): This topic provides information about the Vault CRM 24R2.2 release, including important dates and release announcements. - [What's New in Vault CRM 25R2.3](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R2.3/NewIn25R2.3.htm): The 25R2.3 release includes features for: - [What's New in Patient CRM 25R2.3](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R2.3/NewIn25R2.3PCRM.htm): The 25R2.3 release includes features for: - [What's New in Align 25R2.3](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R2.3/NewIn25R2.3ALN.htm): The 25R2.3 release includes features for: - [About 25R2.3](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R2.3/About25R2.3.htm): This topic provides information about the Vault CRM 25R2.3 release, including important dates and release announcements. - [25R2.3 Known Issues](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R2.3/25R2.3KnownIssues.htm): Platform - [24R2.3 Known Issues](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R2.3/24R2.3KnownIssues.htm): Platform - [What's New in 24R2.3](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R2.3/NewIn24R2.3.htm): Our release notes offer brief, high-level descriptions of enhancements and new features. - [About 24R2.3](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R2.3/About24R2.3.htm): This topic provides information about the Vault CRM 24R2.3 release, including important dates and release announcements. - [What's New in Vault CRM 25R3.5](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R3.5/NewIn25R3.5.htm): The 25R3.5 release includes features for: - [What's New in Patient CRM 25R3.5](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R3.5/NewIn25R3.5PCRM.htm): The 25R3.5 release includes features for: - [About 25R3.5](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R3.5/About25R3.5.htm): This topic provides information about the Vault CRM 25R3.5 release, including important dates and release announcements. - [What's New in Align 26R1.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/26R1.0/NewIn26R1.0ALN.htm): The 26R1.0 release includes features for: - [What's New in Vault CRM 26R1.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/26R1.0/NewIn26R1.0.htm): The 26R1.0 release includes features for: - [26R1.0 Known Issues](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/26R1.0/26R1.0KnownIssues.htm): Platform - [What's New in Patient CRM 26R1.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/26R1.0/NewIn26R1.0PCRM.htm): The 26R1.0 release includes features for: - [26R1 Maintenance Notes](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/26R1.0/26R1.0MaintRelNotes.htm): The items listed below were added in the 26R1 release cycle and contain maintenance items from the 26R1.0, 26R1.2, 26R1.3, and 26R1.4 releases as they become available. - [About 26R1.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/26R1.0/About26R1.0.htm): This topic provides information about the Vault CRM 26R1.0 release, including important dates and release announcements. - [What's New in Patient CRM 25R3.2](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R3.2/NewIn25R3.2PCRM.htm): The 25R3.2 release includes features for: - [What's New in Vault CRM 25R3.2](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R3.2/NewIn25R3.2.htm): The 25R3.2 release includes features for: - [What's New in Align 25R3.2](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R3.2/NewIn25R3.2ALN.htm): The 25R3.2 release includes features for: - [About 25R3.2](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R3.2/About25R3.2.htm): This topic provides information about the Vault CRM 25R3.2 release, including important dates and release announcements. - [What's New in 24R3.2](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R3.2/NewIn24R3.2.htm): Our release notes offer brief, high-level descriptions of enhancements and new features. - [About 24R3.2](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R3.2/About24R3.2.htm): This topic provides information about the Vault CRM 24R3.2 release, including important dates and release announcements. - [What's New in 24R3.5](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R3.5/NewIn24R3.5.htm): Our release notes offer brief, high-level descriptions of enhancements and new features. - [24R3.5 Known Issues](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R3.5/24R3.5KnownIssues.htm): Platform - [About 24R3.5](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R3.5/About24R3.5.htm): This topic provides information about the Vault CRM 24R3.5 release, including important dates and release announcements. - [25R1 Maintenance Notes](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R1.0/25R1.0MaintRelNotes.htm): The items listed below were added in the 25R1 release cycle and contain maintenance items from the 25R1.0, 25R1.2, and 25R1.3 releases as they become available. - [What's New in 25R1.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R1.0/NewIn25R1.0.htm): Our release notes offer brief, high-level descriptions of enhancements and new features. - [25R1.0 Known Issues](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R1.0/25R1.0KnownIssues.htm): Platform - [About 25R1.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R1.0/About25R1.0.htm): This topic provides information about the Vault CRM 25R1.0 release, including important dates and release announcements. - [What's New in Vault CRM 25R3.4](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R3.4/NewIn25R3.4.htm): The 25R3.4 release includes features for: - [What's New in Align 25R3.4](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R3.4/NewIn25R3.4ALN.htm): The 25R3.4 release includes features for: - [What's New in Patient CRM 25R3.4](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R3.4/NewIn25R3.4PCRM.htm): The 25R3.4 release includes features for: - [About 25R3.4](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R3.4/About25R3.4.htm): This topic provides information about the Vault CRM 25R3.4 release, including important dates and release announcements. - [What's New in 24R3.4](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R3.4/NewIn24R3.4.htm): Our release notes offer brief, high-level descriptions of enhancements and new features. - [24R3.4 Known Issues](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R3.4/24R3.4KnownIssues.htm): Platform - [About 24R3.4](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R3.4/About24R3.4.htm): This topic provides information about the Vault CRM 24R3.4 release, including important dates and release announcements. - [What's New in 24R1.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R1.0/NewIn24R1.0.htm): Our release notes offer brief, high-level descriptions of enhancements and new features. - [24R1 Maintenance Notes](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R1.0/24R1.0MaintRelNotes.htm): The items listed below were added in the 24R1 release cycle and contain maintenance items from the 24R1.0, 24R1.2, and 24R1.3 releases as they become available. Maintenance item... - [About 24R1.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R1.0/About24R1.0.htm): This topic provides information about the Vault CRM 24R1.0 release, including important dates and release announcements. - [About 23R3.5](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/23R3.5/About23R3.5.htm): This topic provides information about the Vault CRM 23R3.5 release, including important dates and release announcements. - [What's New in 23R3.5](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/23R3.5/NewIn23R3.5.htm): Our release notes offer brief, high-level descriptions of enhancements and new features. - [About 23R3.4](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/23R3.4/About23R3.4.htm): This topic provides information about the Vault CRM 23R3.4 release, including important dates and release announcements. - [What's New in 23R3.4](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/23R3.4/NewIn23R3.4.htm): Our release notes offer brief, high-level descriptions of enhancements and new features. - [What's New in 24R2.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R2.0/NewIn24R2.0.htm): Our release notes offer brief, high-level descriptions of enhancements and new features. - [24R2 Maintenance Notes](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R2.0/24R2.0MaintRelNotes.htm): The items listed below were added in the 24R2 release cycle and contain maintenance items from the 24R2.0, 24R2.2, and 24R2.3 releases as they become available. Maintenance item... - [24R2.0 Known Issues](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R2.0/24R2.0KnownIssues.htm): Platform - [About 24R2.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/24R2.0/About24R2.0.htm): This topic provides information about the Vault CRM 24R2.0 release, including important dates and release announcements. - [What's New in Align 25R2.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R2.0/NewIn25R2.0ALN.htm): The 25R2.0 release includes features for: - [25R2 Maintenance Notes](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R2.0/25R2.0MaintRelNotes.htm): The items listed below were added in the 25R2 release cycle and contain maintenance items from the 25R2.0, 25R2.2, and 25R2.3 releases as they become available. - [What's New in Patient CRM 25R2.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R2.0/NewIn25R2.0PCRM.htm): The 25R2.0 release includes features for: - [What's New in Vault CRM 25R2.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R2.0/NewIn25R2.0.htm): The 25R2.0 release includes features for: - [25R2.0 Known Issues](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R2.0/25R2.0KnownIssues.htm): Platform - [About 25R2.0](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/ReleaseNotes/25R2.0/About25R2.0.htm): This topic provides information about the Vault CRM 25R2.0 release, including important dates and release announcements. - [Opportunity Management Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OpportunityManagement/OppMgmtDashboard.htm): Opportunity Management provides a standardized process for tracking and scaling sales operations across an organization. By centralizing sales data, sales teams can effectively ... - [Configuring Opportunity Management](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OpportunityManagement/OMConfig.htm): The record representing a competitor organization in the market. - [Using Opportunity Management](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OpportunityManagement/OMUsing.htm): Vault CRM Opportunity Management helps users organize and track potential deals with their accounts. Users can quickly see where a deal is in the sales lifecycle, add pricing an... - [Entity Relationship Diagrams for Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Reference/ERDs.htm): This page is in progress for Vault CRM, see the Veeva CRM Connect channel for the matching data model used for Veeva CRM. If you are having trouble accessing Veeva Connect, plea... - [Supported Languages](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Reference/Supported_Languages.htm): The following language packs are available for out-of-the-box translation of the applications: - [Vault CRM Medical Inquiry Video Tutorials](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Reference/VideoTutorials/MedInq.htm): Vault CRM Online Help provides video tutorials to aid in understanding how to configure and use Vault CRM. - select the fullscreen icon - select the closed captioning icon - [Vault CRM Approved Email Video Tutorials](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Reference/VideoTutorials/ApprovedEmail.htm): Vault CRM Online Help provides video tutorials to aid in understanding how to configure and use Vault CRM. - select the fullscreen icon - select the closed captioning icon - [Vault CRM Consent Capture Video Tutorials](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Reference/VideoTutorials/ConsentCapture.htm): Vault CRM Online Help provides video tutorials to aid in understanding how to configure and use Vault CRM. - select the fullscreen icon - select the closed captioning icon - [Vault CRM Medical Video Tutorials](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Reference/VideoTutorials/Medical.htm): Vault CRM Online Help provides video tutorials to aid in understanding how to configure and use Vault CRM. - select the fullscreen icon - select the closed captioning icon - [Veeva AI for Vault CRM Video Tutorials](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Reference/VideoTutorials/VeevaAI.htm): Vault CRM Online Help provides video tutorials to aid in understanding how to configure and use Vault CRM. - select the fullscreen icon - select the closed captioning icon - [Vault CRM Call Sampling Video Tutorials](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Reference/VideoTutorials/CallSampling.htm): Vault CRM Online Help provides video tutorials to aid in understanding how to configure and use Vault CRM. - select the fullscreen icon - select the closed captioning icon - [Vault CRM Cycle Plans Video Tutorials](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Reference/VideoTutorials/CyclePlans.htm): Vault CRM Online Help provides video tutorials to aid in understanding how to configure and use Vault CRM. - select the fullscreen icon - select the closed captioning icon - [Vault CRM Campaign Manager Video Tutorials](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Reference/VideoTutorials/CampaignManager.htm): Vault CRM Online Help provides video tutorials to aid in understanding how to configure and use Vault CRM. - select the fullscreen icon - select the closed captioning icon - [Vault CRM Account Management Video Tutorials](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Reference/VideoTutorials/AcctMgmt.htm): Vault CRM Online Help provides video tutorials to aid in understanding how to configure and use Vault CRM. - select the fullscreen icon - select the closed captioning icon - [Call Reporting Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/CallReportingOverview.htm): Quick and efficient call reporting is at the hub of a Vault CRM implementation. Call reporting enables users to capture every aspect of their interactions with HCPs. From when a... - [Configuring Call Reporting](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/ConfiguringCR.htm): The call reporting module consists of a parent call object, child call objects, and associated objects that the call functionality depends on, for example attendees, account, or... - [._Call_Reporting_Platforms.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/._Call_Reporting_Platforms.htm): No description or introductory text available. - [Saving Call Reports](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/SavingCallReport.htm): Users save call reports to capture information before they are ready to submit the call report. - [Using the All Actions Button on Call Reports](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Post/AllActions.htm): The All Actions button enables a user to initiate common account related actions in follow up to, or as part of a call. Actions display in the list depending on which modules ar... - [Creating Follow-Up Activities on the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Post/FollowupActivities.htm): Effectively managing follow-up activities helps to build strong customer relationships and improve business outcomes. Creating follow-up activities on the call report ensures ne... - [Attaching Files to the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Post/Attachments.htm): To document additional call-related information, users can add attachments to a call report. The call report must be in a saved or planned status for users to add attachments. - [Capturing Expenses on the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Post/Expenses.htm): Users can capture expenses incurred during a call on the call report. This enables users to record all expenses associated with a specific interaction in one place, for easy exp... - [Selecting a Call Channel](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/PopulateHeader/CallChannel.htm): As users increasingly move to methods of HCP engagement beyond in-person calls, capturing call channel information on each call report is crucial for capturing accurate, compreh... - [Selecting a Call Report Object Type](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/PopulateHeader/ObjectTypes.htm): Call reporting functionality supports multiple object types in order to meet the various business needs of different organizations and user roles. Each call object type can be a... - [Call Address Dependency](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/PopulateHeader/AddressDependency.htm): Call address dependency creates a dependent relationship between the business account selected as the call's location and the addresses available to a person account on the call... - [Auto-Populating the Call Channel](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/PopulateHeader/CallChannelFormula.htm): Auto-populating the call channel streamlines call reporting by automatically populating the correct standard call channel value on the call report, based on customer-specific ca... - [Requiring Users to Select a Call Address](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/PopulateHeader/RequireAddress.htm): To ensure regulatory compliance, the Address field on the call report can default to None, requiring users to select an address instead of the preferred or primary address displ... - [Capturing the Call Date Only](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/PopulateHeader/DateOnly.htm): By default, the call datetime field records the call date and time, enabling full use of My Schedule. However, local regulations may prohibit capturing the time of a call. To co... - [Selecting a Territory](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/PopulateHeader/TerritorySelection.htm): End users assigned to multiple territories can select the desired territory for each call report they create. Associating calls and territories allows for analysis of call activ... - [Selecting a Call Datetime](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/PopulateHeader/SelectingCallDateTime.htm): The call datetime picklist enables users to capture the date and time the call occurs. The call datetime automatically defaults to the time the call report is created. Users can... - [Restricting Call Channels](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/PopulateHeader/RestrictingChannelOptions.htm): To ensure users are only presented with compliant call channel options, the following call channels can be restricted so they are not available for selection on the call report: - [Maintaining Separate Call and Signature Datetimes](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/PopulateHeader/DateOverwrite.htm): Maintaining a separate call and signature datetime enables users to meet specific reporting requirements, collect detailed information for future call planning, and accurately r... - [Selecting a Call Address](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/PopulateHeader/CallAddress.htm): Users select the call address from a picklist. Selecting the call address enables users to accurately record where a call took place, which is an essential part of recording cal... - [Selecting the Call Location](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/PopulateHeader/CallLocation.htm): With call location, users designate a call location separate from the call address. This enables users to tie a business account to the call report, which helps to maintain accu... - [Using Key Messages on the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/KeyMessages.htm): Key Messages enable users to quickly capture detailed information about their call activities via predefined picklist options. Key Messages are delivered for each product or det... - [Using Action Items on the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/ActionItems.htm): Action items on the call report help users streamline account planning and maximize visit impact by providing a clear overview of tasks and enabling on-the-spot completion. Acti... - [Detailing Products on the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/ProductDetailing.htm): Product detailing provides a way for users to select which products and detail topics are discussed in a call. This enables users to record key information about their activitie... - [Targeting Key Messages to Account Segments](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/TargetingKeyMessages.htm): Key Messages can be targeted to specific segments of accounts, providing a flexible toolset to dynamically tailor the messages users deliver to HCPs. When Key Messages are targe... - [Customizing the Attendees Section on the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/CustomizeAttendees.htm): Customizing the Attendees section on the call report enhances flexibility by allowing admins to tailor the way attendees are managed and recorded. By enabling specific section a... - [Using Survey Targets on the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/SurveyTargets.htm): Survey targets on the call report save time and increase efficiency by enabling users to complete outstanding survey targets without switching to another section of the applicat... - [Call Reporting with Child Accounts](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/ChildAccounts.htm): In some organizations, the connection between individual professionals (HCPs) and the businesses they work with (HCOs) is a key aspect of call reporting. For these implementatio... - [Adding Call Attendees](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/Attendees.htm): The Attendees section allows users to identify which person accounts or users attended a call. In order to accurately record call activities, users need to easily find, add, and... - [Customizing Product Discussions on the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/CustomizeProductDiscussions.htm): The product discussions section can be customized to filter information or display more information, as business needs require. Customization can help businesses stay on track w... - [Using Pre-Call Notes and Next-Call Notes](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/PreCall_NextCall.htm): Pre-Call and Next-Call Notes help remind users of talking points, issues, or questions from their last customer interaction that they may want to cover the next time they visit ... - [Capturing Unique Information on Group Call Attendees](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/UniqueActivities.htm): Unique activity group calls enable users to capture specific information for each HCP selected as an attendee on a group call. This enables users to more accurately record and r... - [Capturing Signatures for Calls Without Samples](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/NoSampleSig.htm): To ensure call reports are accurately recorded, users can capture signatures for calls without samples, also known as call acknowledgment. Some organizations require users to ca... - [Capturing Product Discussions on the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/CaptureProductDiscussions.htm): Product discussions enable the user to further classify what types of discussions or indications were covered with respect to each product detailed in a call. While product deta... - [Displaying X-Pages Content on the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/CallReportXPage.htm): The X-Pages widget on the call report displays relevant content that enables users to easily view key information for call reporting without leaving the call report. - [Displaying Additional Information on the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/CallPullInFields.htm): call pull-in field pullin associated objects autopopulate custom field - [Stamping Suggestion Title and Reason on the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/StampSuggestions.htm): To help users plan and prepare for calls, the suggestion title and reason display on call reports created from Suggestions and are stamped on the call report record. Business ad... - [Customizing Key Messages on the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/CustomizeKeyMessages.htm): To tailor Key Messages to an organization’s needs, several customization options are available. These options enable categorizing, tracking, and refining Key Messages over time,... - [Deselecting CLM Product Details on the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/CLMDeselect.htm): To accurately record information about their interactions with HCPs, users can deselect product details that were automatically added from CLM presentations. - [Product-Dependent Picklist Mapping on the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/ProductMap.htm): Product-dependent picklist mapping streamlines call reporting by dynamically filtering picklist options based on the selected product or product-detail group. This improves effi... - [Call Reporting Entry Points](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Planning/CallEntry.htm): There are multiple ways to create and access call reports. Each way to create or access the call report is called an entry point. How users access the call report varies dependi... - [Call Categories](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Planning/CallCategories.htm): Call reports can be grouped into a few broad categories depending on the type of account selected on the call report. Record handling varies depending on the call category. - [Restricting Products by Account](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Restrictions/RpAcct.htm): Product detailing and sampling can be restricted by account. This helps ensure users comply with regulations or organization policies concerning product detailing and sampling. ... - [Restricting Calls by Account Object Type](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Restrictions/RcType.htm): Customers can restrict their users from making calls against certain types of accounts. This helps ensure users comply with organization policies or local regulations concerning... - [Defining Allowed Products](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Restrictions/AllowedProd.htm): By using the allowed products feature, customers can ensure that planned calls created through data load comply with restrictions on product detailing and sampling. If planned c... - [Restricting Calls by Account](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Restrictions/RcAcct.htm): Users can be prevented from recording calls for specific accounts. This helps ensure users do not schedule or record calls for specific HCPs they are restricted from meeting wit... - [Unlocking Submitted Calls](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Submitting/UnlockingCalls.htm): By default, submitted calls are locked to preserve data integrity and prevent inadvertent or unauthorized changes. To delete calls or to enable users to edit submitted call info... - [Submitting Call Reports](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Submitting/Submitting.htm): Users submit call reports after completing all relevant information on the call report. When a call is submitted, all call fields become read-only for users. Data entry controls... - [Capturing GPS Coordinates on the Call Report](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Submitting/GPSCheckIn.htm): Capturing GPS location coordinates at key points in the call—for example, check in, signature capture, and call report submission—helps maintain compliance with regulations and ... - [Limiting Past Call Submission](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Submitting/CallSubmissionCutoff.htm): To prevent users from submitting calls that occurred too far in the past, call submission for the previous month’s calls can be restricted past a certain number of days into the... - [Hiding the Submit Button Online](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Submitting/HidingSubmitOnline.htm): To prevent duplicate call submission and other data issues, the Submit button can be removed entirely from the call report on the Browser platform, while still displaying on cal... - [Limiting Call Backdating](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Submitting/CallBackdating.htm): To ensure call reporting complies with organization policies on call backdating, end users can be prevented from creating or backdating calls with dates too far in the past. - [Transitioning to Vault CRM for Veeva CRM Users](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/TransitionToVault.htm): As you transition to Vault CRM from Veeva CRM, there are some key differences in terminology, field types, and navigation that we want to highlight. Understanding these differen... - [._GettingStarted.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/._GettingStarted.htm): No description or introductory text available. - [Creating a Home Page Dashboard in Vault](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/HomepageDashboard.htm): The Home tab in Vault CRM displays a home page dashboard containing actionable information to help users shape their daily activities. Business admins can define home page dashb... - [Syncing Metadata Using the CRM Metadata Integration](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/CRMMetadataIntegration.htm): The CRM Metadata Integration enables synchronization of Vault CRM metadata from Vault CRM to PromoMats and MedComms. This removes the requirement for users to manually maintain ... - [Vault CRM Licensing Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/Licenses.htm): Vault CRM requires a valid Vault CRM Core license to operate. Additional features can be accessed by purchasing add-on application licenses. For any licensing inquiries, or to o... - [Managing Tab Visibility and Display Order](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/TabVisibility.htm): To customize Vault CRM for users’ workflows and to streamline navigation, admins can reorder or remove visibility to tabs on the navigation bar based on customer-specific needs.... - [Using Validation Rules on Mobile Devices](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/OfflineValidationRules.htm): Validation rules define specific criteria records must meet before they can be saved. Using validation rules on mobile devices prevents errors when syncing data online and ensur... - [Supporting Field Calculations on Mobile Devices](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/FieldCalculations.htm): Formula and lookup fields are calculated and displayed on mobile devices, even when there is no internet connection. This allows users to see the values of these fields faster, ... - [Managing Objects for Mobile Devices](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/ManageMobile.htm): To sync object records to mobile devices, admins must ensure objects are configured correctly for mobile use. Using the Manage Mobile Objects page, a consolidated view of all ob... - [Displaying Yes/No Fields on Mobile Devices](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/YesNoFields.htm): When creating a Yes/No field for an object, admins can choose whether to display the field as a checkbox or as Yes and No options. Displaying Yes/No fields in either format is s... - [Saving Records on Mobile Devices as System](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/SaveasSystem.htm): End users can create and save records in the Vault CRM mobile application even when they do not have access to data referenced on those records, ensuring user activity and data ... - [Managing Label Sets](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/LabelSets.htm): Admin users can create label sets to define alternative translations of labels in a given language, ensuring the most accurate labels display for different types of users. For e... - [Supporting List Layouts on Mobile Devices](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/ListLayouts.htm): Business admin users can define list layouts for objects to customize the columns displayed in search modals. This allows end users to view relevant information when searching f... - [Mobile Device Setup Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/MobileDeviceSetupOverview.htm): Vault CRM is currently available on the iPad and iPhone. This enables users to perform all of their actions on a portable, mobile device that syncs information to and from the B... - [Viewing and Downloading Files Using the Files Tab](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/DocumentsAttachments/FilesTab.htm): End users can use the Files tab in Vault CRM to view and download files. Business admin users manage files and folders as documents and binders in the Vault Library on Browser a... - [Managing Attachments Offline](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/DocumentsAttachments/ManagingDocsOffline.htm): Users can upload and delete image and document attachments to records where attachments are enabled, including via Attachments related lists. Users can upload supplemental mater... - [Using the Go Online Button](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/iOS/GoOnlineButton.htm): End users can use the Go Online button to display the Vault platform or any external URL in the embedded browser. Selecting the Go Online button displays the embedded browser wi... - [._SigningIntoiOS.htm](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/iOS/._SigningIntoiOS.htm): No description or introductory text available. - [Vault CRM for iOS](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/iOS/iOSOverview.htm): Vault CRM end users can use the Vault CRM for iPad or Vault CRM for iPhone applications to perform actions in Vault CRM on their iOS device. - [Launching Vault CRM from Third-Party Applications](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/iOS/LaunchCRMfromExt.htm): Customers can implement custom URLs in third-party applications, allowing end users to launch the Vault CRM app directly from the third-party applications. - [Supporting Layout Rules on Mobile Devices](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/iOS/LayoutRules.htm): Customers can define layout rules for objects to create dynamic layouts based on the data within a record, ensuring records only display relevant data for end users. For example... - [Vault CRM Mobile Application Home Page](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/iOS/HomePage.htm): The home page of the Vault CRM mobile application provides a snapshot of actionable information that helps users shape their daily activities. It consists of a series of tile co... - [Signing into the iOS Application](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/iOS/SigningIntoiOS.htm): To sign into the iOS version of the Vault CRM application, you must have an active internet connection, unless you are using Touch ID or Face ID: - [Installing Vault CRM via the App Store](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/iOS/AppStoreInstall.htm): The Vault CRM iOS application is available for installation or MDM control on the App Store . This enables easier management of the Vault CRM application and creates a simple, c... - [Displaying the Call Objectives Component](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/CallObjectivesComponent.htm): The Call Objectives component displays a count of all objectives that passed their alert threshold. Selecting this component displays the list of current Call Objectives. Users ... - [Displaying the My Tasks Component](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/TasksComponent.htm): Tasks are specific actions users need to track and complete as part of their work. They can be created from user tasks or by Creating Follow-Up Activities on the Call Report . T... - [Displaying the Multichannel Alerts Component](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/MCAComponent.htm): Multichannel Alerts notify the user when accounts in their territory engage in multichannel activities, for example, viewing Approved Emails. Users can select this component to ... - [Sharing Digital Business Cards from the Home Page](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/ShareDBCComponent.htm): The Share Digital Business Card (DBC) component on the home page allows Vault CRM users to send their DBC to HCPs. HCPs can view the DBC and connect with the Vault CRM user if t... - [Displaying the My Alerts Component](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/AlertsComponent.htm): The My Alerts component displays company-wide or targeted messages that inform the user of new sales data, sample transactions, formulary wins or other information. - [Displaying the Sync Statistics Component](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/SyncComponent.htm): This component displays the number of pending records waiting to be synchronized. After a successful sync, this number will be zero. By default, the sync widget displays last on... - [Displaying the Territory Adds & Drops Component](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/TerritoryComponent.htm): The Territory Adds & Drops component enables users to see recent changes to their territory based on Cycle Plan adjustments. It displays the number of accounts added or removed ... - [Sending and Receiving iOS Device Push Notifications](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/iOS/PushNotifications/SendPushNotifs.htm): End users can receive important, time-sensitive alerts as push notifications at any time, ensuring they are immediately aware of actionable information, for example, formulary c... - [Performing a Database Refresh](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/Sync/DatabaseRefresh.htm): In some cases, resolving data inconsistencies may require users to fully refresh all Vault CRM data on the device. Performing a database refresh uploads any unsynced data before... - [Managing Sync Settings](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/Sync/SyncSettings.htm): Business admin users can configure various sync settings to ensure users sync regularly and efficiently. These settings apply to both incremental sync and non-blocking sync. - [Sync Overview](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/Sync/SyncOverview.htm): Sync is how mobile Vault CRM devices interact with Vault online. When a device syncs, it sends and receives data and configuration changes to and from Vault. - [Using Incremental Sync](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/Sync/UsingIncrementalSync.htm): Incremental Sync is a sync type manually initiated by the end user. It sends all data from the mobile device to Vault, and receives all data and configuration changes from Vault... - [Handling Sync Errors](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/Sync/HandlingSyncErrors.htm): Sync errors prevent users from syncing their devices and can occur in a variety of ways. When encountering a sync error, it is important to identify the cause and make the appro... - [Tracking Sync Activity](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/Sync/TrackSyncActivity.htm): Sync metrics can be viewed using the sync_tracking__v object. Reports can be created from this object and provided to management. Whenever a user syncs, a new sync_tracking__v r... - [Using Autosync](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/Sync/UsingAutosync.htm): Autosync syncs data created by Vault CRM users from mobile devices to the online server. This makes critical information immediately available to drive decisions made through re... - [Using Non-Blocking Sync](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/Sync/NonBlockingSync.htm): Users can use non-blocking sync to download data (CRM records) and metadata (permissions, settings, object changes), including Approved Email content, to their mobile devices wh... - [Using VMobile Object Configurations](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/Sync/VMOCs.htm): VMobile Object Configurations (VMOCs) control which objects and records are synced to mobile platforms. VMOCs consist of the following main components: - [Using the Sync Widget](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/Sync/SyncWidget.htm): This widget provides information to users about sync, including the following: - [Downloading Activity Logs for Troubleshooting](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/Sync/ActivityLogs.htm): Business admin users can download end user activity logs to troubleshoot sync errors. Activity logs are downloaded as CSV files with detailed information about the user’s action... - [Deploying Vault CRM for Windows (Beta) via MDM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/Windows/DeployMDM.htm): Customers can use Mobile Device Management (MDM) to seamlessly deploy and update the Vault CRM for Windows (Beta) app to all their end users from a single location, ensuring all... - [Signing into the Windows (Beta) Application](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/Windows/SignIntoWindows.htm): To sign into the Windows (Beta) version of the Vault CRM application, you must have an active internet connection. - [Vault CRM for Windows (Beta)](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/Windows/WindowsOverview.htm): End users can use the standalone Vault CRM for Windows (Beta) application to sync their data and content to their Windows devices, ensuring they can perform essential activities... - [Security in Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/Security/SecurityVaultCRM.htm): The Vault platform includes an extensive set of security controls. These controls are documented in the Vault Platform Online Help . - [Using a Full Data Sandbox](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/SettingUp/FullDataSandbox.htm): A Vault CRM Full Data Sandbox is a complete, isolated replica of your Vault CRM production environment. It includes all configuration, metadata, and application data, enabling t... - [Managing Vault Messages and Veeva Messages](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/SettingUp/Veeva_Messages.htm): Admins can edit Vault Messages and Veeva Messages to customize text in Vault CRM, for example, to update button labels or to provide more context in error messages. - [Personal Data and Data Privacy](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/SettingUp/PersonalDataStamping.htm): Customers can manage and identify records containing sensitive or personal information stored in Vault CRM to ensure compliance with data privacy regulations and facilitating ef... - [Managing Owners for Standard Object Records](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/SettingUp/OwnerID.htm): For standard objects in Vault CRM with an ownerid__v field, the field is always populated on object records. This helps to maintain data consistency throughout Vault CRM. Admins... - [Managing the Vault CRM Cache](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/SettingUp/Managing_Cache.htm): Cache is used to store reusable parts of the application on the server to improve response time for users and clears automatically after admins update metadata in Vault CRM. How... - [Veeva Settings](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/SettingUp/VeevaCustomSettings.htm): To streamline administration, Vault CRM uses custom settings called Veeva Settings stored on the veeva_settings__v object. Only global and profile-level settings are supported. ... - [Using Criteria VQL to Filter Records](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/SettingUp/CriteriaVQL.htm): Business admin users can use Criteria VQL to limit the results returned for Reference fields, Parent/Child fields, and Related Object app sections. This helps remove invalid rec... - [Supporting Layouts in Vault CRM](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/SettingUp/Layouts.htm): Layouts control how records for each object display to users. Each layout is associated with an object type. Admin users can create and manage layouts for different objects to e... - [Understanding Field Names, Labels, and Types](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/SettingUp/Understanding_Field_Names_Labels_and_Types.htm): There are two key components for every field created in Vault: - [Application Profiles](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/SettingUp/ApplicationProfiles.htm): Application profiles make managing Vault CRM more efficient by allowing admins to create groups of users with similar application settings. This means changes to the application... - [Adding Help Text for Fields](https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/SettingUp/HelpText.htm): Admin users can add help text for fields on an object to provide additional information to end users about fields when viewing records for that object. - [Legal Notice](https://vaultcrmhelp.veeva.com/doc/Content/Home_footer_topics/Copyright.htm): Copyright © Veeva Systems 2013- 2026 . Veeva is a registered trademark of Veeva Systems Inc. All product and company names are trademarks™ or registered trademarks ® of their re...