New in Veeva CRM 26
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.
- Home Page Alert Profile Process Enhancements
- Multiple Top/Full VMOCS
- Veeva CRM Support of Salesforce.com Shield
- Account Management
- Child Accounts
- Call Reporting with Child Accounts
- Sampling with Mid-level Practitioners
- Using Approved Email for Events Management
- Online Attendee Registration
- Generating Print Sign-In Sheets
- Selecting a Record Type when Creating a Record from an Online Event
- Capturing Consent: Double Opt-In
- Sending Test Email to an Email Address
- CLM Content When Using iOS Overlays
Testing Staged Content
CLM Media Previewer
Windows 8 and 10
The Events Management functionality is now available on Windows 8 and 10 devices. See Events Management for more information.
Users are now able to access Veeva Medical CRM on Windows 8 and 10. For more information, see Medical
Windows 8 and 10 users can now view MCCP offline. See the Multichannel Cycle Plans topic for more information.
From the Targets tab, users can multi-select targets and save them to an account list. This can be enabled by adding the Account_List_vod value to the MCCP_ENABLE_ACTIONS_My_Plan_vod Multichannel Setting.
Personalizing User Profiles
Windows 8 and 10 users are now able to add basic information via custom fields, including photos to an Approved Email to make it more personal. See Personalizing User Profiles for more information.
Save for Later
Windows 8 and 10 users can now associate an Account or a Call to a saved CLM session. SeeAssociating an Account/Call to Media Preview Trackingfor more information.
Displaying Line Quantity
Windows 8 and 10 users can now view Order Line quantities while the Line Entry panel is open.
Buttons on the Order Lines Tab
The Save, Submit and Sign, and Cancel buttons now display on the Product Selector view in Windows 8 and 10 if they exist on the Order Header view. See theOrder Management Overviewtopic for more information on Order Lines.
Displaying Targets in Call
Windows 8 and 10 users can now confirm an entered quantity by selecting on another order line.
Add New Address on the Order
Windows 8 and 10 users now have the option to add a new address to the order. See the Order Addresses section for more information.