Vault CRM Basics on Veeva Basics Help

CRM Basics: Medical User

Wed, 01 Apr 2026 00:00:00 +0000

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CRM Basics: Vault Admin

Wed, 01 Apr 2026 00:00:00 +0000

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Create a Medical Insight

Thu, 17 Jul 2025 00:00:00 +0000

Who can complete this task? Vault CRM Basics: Medical User

Medical insights can be created from within a medical interaction.

Navigate to Medical CRM > Medical Interactions.
Click a medical interaction.
From the All Actions menu, click Edit.
Click Add Medical Insight.
Enter the medical insight into the free text field.
Click Save.

Create a Medical Interaction

Thu, 17 Jul 2025 00:00:00 +0000

Who can complete this task? Vault CRM Basics: Medical User

Create a Medical Interaction via Calendar

Navigate to Medical CRM > My Schedule.
Click a timeslot, then click Add Medical Interaction.
Enter a Name.
Select the Date and Duration.
Select the Channel.
Click + to add an Attendee.
Select the appropriate account, then click Close.
Click Save.

Create a Medical Interaction via Scheduler

Navigate to Medical CRM > My Schedule.
Click the Scheduler to pull out the tab.
Drag and drop the account to the calendar at the desired time.
Click the medical interaction > Actions () > Edit.
Make any desired edits, such as changing the Name, Duration adding Meeting Materials or an Agenda, Discussions or Medical Insights.
Click Save.

Create a User

Thu, 17 Jul 2025 00:00:00 +0000

Who can complete this task? Vault CRM Basics: Vault Admin

To create a user:

Navigate to Admin > Users & Groups, and click Create.
In the Domain User field, begin typing the user’s email address. A dropdown list displays:
- If the user is a part of your Domain, select them from the list.
- If the user is not a part of your Domain, click Create Domain User and enter their information in the pop-up window. Click Save. The system populates all known information in the General Info and Account Details sections.
Note Avoid using mixed case in user names. For example, use first.last instead of First.Last.
Enter any contact information that has not been populated by the system.

Create an Account

Thu, 17 Jul 2025 00:00:00 +0000

Who can complete this task? Vault CRM Basics: Medical User

There are two primary methods of creating an account: creating a new account manually, and creating an account from OpenData, a comprehensive global database of healthcare information.

Create an Account Manually

Perform a search to ensure it does not already exist.
Click Create Account.
Review the results to ensure the account doesn’t already exist. Inside Territory accounts are those that exist within your Vault, while Outside Territory accounts are sourced from OpenData.
Click New Account.
Select the Object Type of new record, which determines what fields need to be populated on the record. Then, click Next.
Enter the Account Required Information required fields. The available fields vary depending upon the Object Type.
Either select an existing parent to auto-fill the address fields, or manually enter the Address Required Information.

Note If there are multiple addresses for the selected parent account, select the appropriate one from the list.
Optional: Enter any relevant Notes (recommended) or Attachments.
Click Save.

Create an Account from OpenData

Perform a search for the account.
Click Create Account.
Select the Account from the Outside Territory (OpenData) section, then click Add Account.
- If the selected account has a parent account, you can optionally select to add the parent account to your territory in the prompt.
Click Yes.

Mon, 01 Jan 0001 00:00:00 +0000