Features
Call Planning: Integrating My Schedule and Microsoft Outlook Calendars on iPhone
What’s New?
This integration allows users to seamlessly view all their appointments in one unified calendar. Whether users primarily use My Schedule or Outlook, they’ll be able to view all upcoming meetings or events without switching between apps.
What does this mean for End Users?
This simplifies scheduling by combining entries from both My Schedule and Microsoft Outlook into a single view on the iPhone, streamlining the experience, helping to reduce scheduling conflicts, and improving time management.
Meeting: Call Reporting – Attendee-Specific Details and Search Users Section Signals for Unique Activities
What’s New?
Users accessing the platform through a browser can now enhance their Call Reporting by recording Unique Activities Group Calls when both the “Require Details” (–rd) and “Search Users” (–su) section signals are enabled. This feature enables users to capture detailed, individualized information for each healthcare professional (HCP) attending a group call, ensuring a more comprehensive view of each participant’s engagement.
What does this mean for End Users?
This enhancement improves the accuracy of reporting by allowing users to document each attendee’s activity in detail, ensuring that all information is properly recorded and aligned with each individual’s involvement in the group call.
Multichannel Cycle Plans: Identifying MCCP Target Accounts
What’s New?
Users can now generate a view of active target accounts aligned with their MCCP (Multichannel Cycle Plan) directly within My Accounts and My Schedule. This feature provides a clear list of target accounts based on current MCCP data.
What does this mean for End Users?
By identifying active target accounts, users can more effectively plan their activities and focus on the right customers to meet their MCCP goals. This targeted visibility supports better territory management, increases efficiency, and helps ensure alignment with strategic planning objectives.
Sample Management: Overriding Locked Sample Management Records
What’s New?
Admin users and integration users can now update fields on submitted or locked Sample Management records without needing to manually unlock the record or have Modify All permission.
What does this mean for End Users?
This enhancement streamlines the update process while preserving data security and compliance with regulatory requirements. It allows for seamless corrections or updates to important record fields, improving efficiency and reducing administrative overhead—without compromising control over sensitive sample data.
Interface and Behaviour Changes
Account Management: Browser
What’s New?
When a user creates a child account without visibility into all other children of the same parent account, parent addresses are automatically pushed to the new child account.
What does this mean for End Users?
This ensures that child accounts are created with accurate and complete address information, even when visibility is limited. By preventing missing or incorrect addresses, the process supports data consistency and reduces the need for manual corrections.
Call Planning: Browser
What’s New?
A Delete button now appears on call popovers within Lightning for My Schedule, allowing users to delete calls directly from the interface.
What does this mean for End Users?
This update simplifies call management by enabling users to quickly and easily remove calls without navigating away from the schedule view.
Call Planning: iPhone
What’s New?
For users signed in to Microsoft Outlook through the Integrating My Schedule and Microsoft Outlook Calendars feature, a gear icon now appears in the My Schedule header. Clicking the icon opens the Options menu.
What does this mean for End Users?
This enhancement provides a convenient way for users to access and manage integration settings directly from My Schedule. It improves usability by offering quick access to configuration options without leaving the calendar view.
CLM: CRM Desktop (Mac)
What’s New?
The installer for the Veeva CRM Desktop app for Mac has been updated to allow end users to install and upgrade the app without requiring admin privileges on their devices.
What does this mean for End Users?
This change simplifies deployment and reduces dependency on IT support, making it easier for users to keep the app up to date. It also supports smoother adoption across teams by streamlining the installation process.
See Managing the Veeva CRM Desktop for Mac for more information.
What next?
If you’d like any more information about how these features, or any of the 25R1 enhancements will affect your CRM users, please get in touch.
