New in Veeva CRM 17R1

The following changes are available to all licensed users of a given product. Instructions to configure these options are discussed in each topic and in the Veeva CRM product documentation.

Core CRM

• General
• Enhanced Alert Profile on the Home Page -The Save and New button allows customers to efficiently indicate visibility to a home page alert for multiple profiles.
• Displaying Time Zones
• Developer Portal - The Developer Portal provides a repository for APIs and the JavaScript Library. This provides our customers and their agencies with options for developing personalized and dynamic content that interacts with the Veeva CRM database. The library is supported for CLM, Engage for Portals, CoBrowse, and MyInsights content creation.

• Account Management
• Territory Feedback
• Enhanced Account Creation
• Surfacing Product Restrictions on the Account Timeline

Capturing Product Discussions on the Call Report

Customizing Product Discussions on the Call Report

• Account Plan Dashboard
• Call Sampling
• AOC Enhancement
• Ship to Business Location
• Customizing the Signature Page
• Customizing the Signature Page
• SAP Concur Integration
• Capturing Expense Receipts
• Inventory Monitoring
• Inventory Monitoring Assortments
• Supporting Inventory Monitoring Types Per Account
• Medical Inquiries
• Medical Inquiry Fulfillment
• Order Management
• Product-Bound Order Assortments

Scheduling and Planning

• Viewing Attendee Count and Details in My Schedule

Managing Call Objectives in Plan Tactics

• MCCP

Navigating to Target Detail from My Plans

Events Managements

• Page Layout Organizer
• Meal and Speaker Expenses

Next Steps Section

• Walk-in Attendees
• Custom Message Prompts

Multichannel

• Approved Email

 

 

• Token for Time Zone
• CLM
• Displaying PowerPoint Presentations
• Suppressing Required Slides
• Capturing Consent
• Custom Consent Duration

Home Page

• Filtering Multichannel Alerts- Users can filter which Multichannel Alerts display on the CRM Home Page. This allows users to view information relevant to specific product and activity types. To access this feature, users must have Multichannel Alerts configured on the CRM Home Page.

My Insights

• Territory Insights Report

Network Integration

• Proximity Search

Windows Tablet Parity

• Accounts
• Account Plan - Windows Tablet users can now access Account Plans, a collection of strategies, tactics, and executed activities for a key account. See Account Based Selling for more information.
• Approved Email
• Time zone Token - Content admins for iPad and Windows Tablet can now use the {{timeZone}} token to insert the time zone of a User’s locale.
• Events Management
• Expense Splitting - To help streamline expense allocations, Windows Tablet users can now split expenses among Attendees independent of whether or not they attended an Event. See Expense Splitting for more information.
• Mass Update for Attendees - To improve efficiency when updating large numbers of Attendees, Windows Tablet users can do mass updates for things like statuses, meal information, and other attributes. See Mass Update for Attendees for more information.
• Consent Capture - Enhanced Consent Capture is now available for Windows Tablet, allowing users to selectively opt-in and/or opt-out an Account for one or more Products. See Consent Capture for more information.

iPad Parity

• Timeline Filtering - iPad users can now filter activities on the Timeline by Product and My Activities (User/OwnerId), allowing them to view data most relevant to them. See Account Timeline Default Functionality for more details.