New in Veeva CRM 19R1

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

Accounts

• Account Deep Linking
• Accounts Overview
• Veeva ID on Accounts

Call Reporting

• Display Order for Call Objectives
• Viewing Identifiers
• Call Reporting with Child Accounts

Call Sampling

• Sampling on iPhone - See Call Sampling Platforms and Sample Management Platforms for a complete list of supported features

Medical Events

• Creating Calendar Reminders for Invites

Order Management

• Planograms
• Payment Terms per Delivery

Events Management

• Delegate Approvers
• Creating Calendar Reminders for Invites
• SAP Concur Data Centers
• SAP Concur Auto-Add to Expense Setting

Network

• Creating Unverified Account by Record Type

Medical CRM

• Key Medical Insights Restricted Words
• Configurable Lookups in Key Medical Insights

Multichannel

Approved Email

• Checking Consent at the Email Template Level
• Restricted Words Enhancement

Approved WeChat

• Notifications
• Dashboard

CLM

• WKWebView Support for Loading Local Files

Engage

• Remote Meeting Indicator

Engage Webinar

Engage Webinar has been deprecated and is replaced by Virtual Events.

• Displaying Webinar Links and Codes
• Web Client

Multichannel Cycle Plans

• Edit Product Goals by Priority in a Single Call Channel

Parity

Surveys

Survey branching is now available on the iPhone and iPad platforms.

Call Reporting

Location Services (GPS)

iPhone users can now use GPS coordinates in Call Reports. See Capturing GPS Coordinates on the Call Report for more information.

Scheduling and Planning

iPad users can now view additional historical data and planned activity on the Timeline View by using the swipe up or swipe down gesture at the bottom or top of the Timeline. Three months of additional data loads at a time.

MyInsights

The Medical Dashboard is now available on the iPhone platform.