Sample Management Platforms

Below is a list of all Sample Management feature availability by platform.

Managing Sample-Related Data

Functionality Browser CRM Desktop (Windows) iPad iPhone
Creating Records for Sample Management

Grouping Sample Products

Managing HCP License Information

Managing Non-Sample Products

Managing Picklist and Field Values for Sampling

Recording Sample Transactions

Functionality Browser CRM Desktop (Windows) iPad iPhone

Capturing Acknowledgement of Content

Capturing Custom Text

Cold Chain Sampling

Confirming Product Receipt

Creating Product Adjustments

Displaying the State Distributor License Status Indicator

Generating Package Labels for Sample Transfers and Returns

Grouping Sample Receipts

Multi-Line Transactions

Printing Acknowledgement of Content Receipts

Returning Products

Requiring Users to Manually Confirm Sample Quantities

Transferring Products
Transferring Sample Lots To Users

Selecting an Address for State Distributor License Validation

Supporting State Distributor License Validation

Managing Sample Inventory

Functionality Browser CRM Desktop (Windows) iPad iPhone
Activating and Deactivating Sample Lots
Capturing Inventories
Capturing Inventories for Other Users

Displaying the Negative Sample Warning Indicator

Inventory Ordering

Printing Inventory Worksheets

Requesting Sample Lots

Restricting Sampling

Functionality Browser CRM Desktop (Windows) iPad iPhone

Capturing Remote Signatures for Sample Opt-In

Requiring Sample Opt-In

Creating Sample and Product Limits

Using Sample Limit Templates

Supporting Sample Audits

Functionality Browser CRM Desktop (Windows) iPad iPhone

Enabling Sample Audits

Maintaining Sample Data Integrity
Unlocking Submitted Sample Transaction and Inventory Records

Overriding Locked Sample Management Records