New in Veeva CRM 27
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
- Alerts - Link Reference
- Account Management
- Advanced Coaching Reports for Browser (Classic) and Windows Tablet
- Capturing and Validating CDS License Information
- Plan Tactics
Call Reporting
Capturing GPS Coordinates on the Call Report
Viewing Outstanding Survey Targets on the Call Report
Inventory Monitoring
Key Account Management
Order Management
Creating Contracts from Call Objectives
Contracts Products Mass Add Mode
Medical CRM
- Medical Discussions
- Setting the Default MyInsights KOL Profile
Clinical Trial and Publication Details in Timeline
Events Managements
- Adding Attendees to an Event
- Event Attendee Record Type Mapping
- Attachments for the Events Objects
- Filtering and Sorting the List of Events
Account View for Attendee Search
Multichannel
- CLM
- MCCP
- Adding Events as a Channel in Multichannel Cycle Plans
- Viewing Goals Across Targets and In-Line Editing
Approved Email
Preventing Email Activity to Display on the Timeline
Frequently Processing Scheduled Emails
Hyperlink to Consent and Disclaimer
Tracking Email Activity at the Email Fragment Level
Tracking Open Activity Enhancement
Labeling a Link in Approved Email
Failed Sent Emails with Templates and Fragments
Referencing Fields from Lookup Objects with Tokens
Custom Presentations with Expired Key Messages
Adding Sub-Presentations to Custom Presentations
Network Integration
VInsights
Windows Tablet
Events Management
The following features are now available on the Windows Tablet platforms:
- Speaker Management
- Materials Management
- Print Invitation
- Print Sign-in
- Walk-in Attendees
- Reconciliation
See Events Management for more information.
Sphere of Influence
Additional Sphere of Influence functionality is now available on Windows Tablet platforms. This includes:
- Display Out-of-Territory Account Affiliations
- Display Account Identifiers for Out-of-Territory Affiliations
- In/Out-of-Territory Affiliation Toggle
- Pull-in Out-of-Territory Accounts from Network
- Display Affiliation Count
- Display Relationship Strength
- Display Therapeutic Area
- Custom Attributes
- Filtering
- Bookmarking Filters
- Action Buttons such as View Account, Launch Media, New Call, and New Order for the Account in Focus
See Sphere of Influence for more information.
Account Hierarchy
Additional Account Hierarchy functionality is now available on Windows Tablet platforms. This includes:
- Display Out-of-Territory Accounts
- Pull-in Out-of-Territory Accounts from Network
- Display Affiliation Count
- Action Buttons such as View Account, Launch Media, and New Call for the Account in Focus
- Action Buttons such as View Account, Launch Media, Record a Call, and Make Primary for hierarchy accounts
See Account Hierarchy for more information.
Selecting Record Types for Calls
Windows Tablet users are now able to select the appropriate Record Type for a Call created from CLM. See Selecting Record Types for Calls for more information.
Email Receipts for Signature Transactions
Windows users now have the ability to capture a signature and provide HCPs with a receipt of a transaction, including an image of the signature and a pre-built table of the transaction line items within the body of the email. See Email Receipts for Signature Transactions for more information.
Suggested Retail Price
Windows Tablet users can now view a Product’s suggested retail price and calculate profit based on quantity and discounts. See Suggested Retail Price for more information.
Medical Inquiries – Creating Calls
Users are now able to create a Call from a Medical Inquiry on Windows Tablet platforms. See Creating Calls from a Medical Inquiry for more information.