Sales Vision Next CRM Pharma9.6.4 - App Store

Sales Vision Next CRM is new generation of Sales Vision Pharma CRM system.

Sales Vision Pharma is a powerful strategic marketing tool for sales/medical efficiency and helps to integrate marketing and sales in pharmaceutical companies.
Sales Vision helps to manage medical representatives and KAM’s in pharmaceutical companies and more then 20.000 active users worldwide.

Version History - Minor translation changes on Person Deep filter, GDPR tab.
Fixed an issue where the planned number of visits was displayed as 0 when the primary working address was inactive.
-Enhanced the KOL module with configurable field-level access across Sales Vision applications, managed through ADMIN column rules. KOL email notifications have also been improved to trigger based on Therapy/Indication data and highlight key information for the Medical Team.
- Fixed bug when user was not able to select department on existing working address
- Fixed an issue where a 100% discount was not fully applied to the final calculation, ensuring discount values are now processed correctly. Added a new numeric keyboard to improve data entry speed and usability for number-based fields.
- Fixed an issue where e-mails were sent without orders and where persons disappeared when creating a visit and adding an order.
- Fixed minor UI bugs on iPadOS 27.
- Enhanced visibility of RTE E-mail and Person mobile phone number fields in the New Consent form and configuration template. Both fields are now highlighted in yellow to improve user awareness, despite not being mandatory fields.
- Pre-population of communication data (phone, GSM, e-mail) fields and entry restriction based on consent agreement.\nVarious improvements to AI module. 9.6.4 Oct 7 - Added a new configurable email display control in the first profile section (Option 698), allowing users to show the email address directly below the person's name. The email address is clickable and opens the default mail client, while missing permissions are indicated by a locked state with an explanation available on click.
- Fixed display of HCP’s active working addresses when creating a new visit or visit plan.
- Improved and modified MyPlan Classification frequency chart.
- Redesign of Universal and KPI dashboards.
- Additional optimisations during the synchronization process, especially on low bandwidth networks. 9.6.2 Aug 31 Communication improvements. 9.6.1 Jul 27 - Fixed issue with sync on devices connected on cellular network.
- Various AI improvements. 9.6 Jul 17 - Added new Deep Filter feature under Persons module, Show only visits and plans of the logged user.
- Fixed an issue with saving escort on double visits.
- Fixed rare situations where if Detailed Visit Logging or User Tracking didn't write down GPS coordinates correctly.
- New visit frequency per customer classification chart in MyPlan module. Each classification is represented by two bars. The first bar shows the predefined target frequency sourced from the Marketing Plan, while the second bar shows the current frequency, calculated as the average number of realized visits for that classification in the active call plan period.
- A new feature has been implemented that allows users to filter targeted lists of persons by classification, specialty, or current number of visits. Targeted lists of institutions can be filtered by classification, institution type, or current number of visits. This also enables bulk updates to the planned number of visits. For example, you can change all persons with classification A, specialty Nurse, and a current number of visits of 3 so that their new number of visits is set to 5. In addition, users can now delete all targeted persons or institutions from the list.
- Face Blur module redesign.
- Added support for both comma and dot decimal separators in Numeric Decimal User Defined Fields.
- In the new AI model update, visit changes now preserve context correctly, the form refreshes in place, selected products remain marked, existing records are loaded by date, and plans are reopened through context so the correct person is displayed without needing to repeat the name.\nNew chart design for the dashboard, along with a redesigned routing dashboard.
- When the internet connection is lost during a database download or synchronization, the alert message indicating that there is no internet connection is shown only once. Appropriate alerts are displayed for each action that is being performed while database download or synchronization is in progress.
- A safety mechanism has been implemented, allowing users to manually reset temporary communication variables, with a dedicated button added in the settings.
- Various changes on Consent Agreement module. 9.5.9 Jul 8 - Fixed an issue occurring in specific cases when saving Doctor’s Journey relations linked to pharmacies, caused by unintended clearing of influence records during work address loading.
- Implemented the ability to pin fields in Person and Institution Info tabs, including Custom Person Info. Users can pin fields via the configurator, while empty pinned fields are hidden from the pinned section.
- A complete redesign has been implemented for all forms using Apple Maps. Error handling has also been significantly improved. Route creation now properly handles all exceptions and prevents the multiple consecutive error messages that could previously occur during route generation.
- Dashboard graph in Calendar is fixed.
- Visits can only be created if a plan already exists, if not, the systems shows a pop up notifying the user that he has to create a plan. For this to work, option 504 has to be enabled in admin.
- If system option Important products is enabled, assigned products to the HCP will be displayed on the Person list in MyPlan module.
- We have implemented brand new AI chatbot.
- Support for numeric user defined fields.
- When company lines are assigned to custom fields in Sales Vision ADMIN (under Basic Data - Configuration - Add Fields), the visibility of those fields in the Sales Vision iPad NEXT app is filtered based on the selected lines. Users will only see the custom fields that are assigned to their specific company lines, while ADMIN users will still have access to all custom fields.
- Sign button is now bigger when collecting consent agreement. 9.5.7 Jun 8 Fixed issues with chart not being rendered on iOS 26.4 9.5.6 May 13 Fixed issue with partners in Marketing plan module 9.5.5 May 8 - Various changes on Sales Target module.
- Minor bug fix on presentation selection.
- Added local settings to customize list of fields visible in info of persons and institutions.
- Redesigned Contracts module.
- Added loading indicator when saving Documents.
- Speed improvements upon loading Person and Institution lists. 9.5.4 May 6 - New design of the popup window for engagements, on the 360 View tab in the Persons module.
- Visit numbers in green in person list corrected.
- Added Host ID on Info tab.
- When an event is created via the report view (options Show in Report and Show in Plan both enabled), the event count at the bottom of the screen is displayed correctly in both the Report and Plan views.
- Fixed Supervision issues.
- The PDF in the attachment can be uploaded as is, the content remains exactly the same, and the quality is good on the iPad.
- In the Bookvision module, selected presentation is now displayed correctly.
- New design of the tabs Daily Activities, Persons, and Institutions in the marketing plan.
- Minor changes regarding AI Routing.
- Consent Agreement Module Redesign: As an HQ user, adding consent allows the line picker to be edited and displays all active Compline rows, while for SR users the line picker is automatically populated and not editable. The GDPR Additional Information field has been hidden. New buttons have been introduced to show and hide the preview. A new consent agreement type, Newsletter, has been added, along with a new field for Other Email Addresses. Only the latest consent agreement can be edited, while older ones are available in preview mode only, when it is edited, a new consent record is saved and the previously edited one is automatically set to No Way. 9.5.3 Apr 28 Fixed issue with adding Partners on Marketing plan. 9.5.2 Apr 17 - Fixed a problem with the documents tab closing either the person or institution module instead of leaving it open after saving a new document.\nAll GDPR Info icons are displayed correctly now.
- New feature, sending RTE emails through HubSpot.
- Supervision now displays the supervisions dedicated to certain RM users.
- Document upload fix in the institution visit.
- Fixed issue with app crashing when choosing working address from the list on Person visit plan.
- The Samples tab has been redesigned.
- A new, clearer chart in the Marketing Plan module that displays all the information correctly. Now the user can immediately see what the graph is about.
- Cells are now selected accurately, and the colour palette is applied correctly during the initial dashboard load. Additionally, whenever a new database is downloaded, the cached dashboards are cleared.
- In the Messages module, the switch for Send to Person is always visible, and constraints have been added. The date format has been fixed. The background of the search bar has been changed.
- Implemented new local option called Show last visit date for selected visit types. This new feature allows users to individually select for which visit types the last visit date will be displayed in Person lists.
- Communication improvements.
- Implemented new module Sales Target.
- New Survey design.
- New Widget design.
- New Microtargeting design. 9.5.1 Apr 7 - Fixed error when uploading photos from iPad. Resized photos were small.
- Implemented Institution Long name (official instition name) on Institution card and Person card.
- The Survey tab is redesigned, and now it is split by survey name, after it shows the date of the survey and SR info.
- Samples segment changed.
- Host ID added to person info and visit info colored in red.
- Marketing plan and deep filter can now be used at the same time. Filtering data in the deep filter can be additionally filtered with the Marketing plan and In/Out of MP filters.
- Fixed the issue with Planned nr of visits in the Person and Institution list not aligning with MPBS targets.
- Resolved issue with saving decimal values in Traveling expenses on Day Report.
- Resolved an issue occurring when saving double visits (with a selected co-visit user) in scenarios where brands were used for promotion instead of products.
- Calendar is much faster than in previous version, no lagging. Improvements are seen immediately when using the calendar.
- Various internal bug fixes on Calendar module.
- Drag and drop of plans and visits in Calendar Timeline view fix.
- When clicking on Marketing Plan Information, all checkboxes that are visible in AnyNext are now also displayed on the iPad.
- Subvention (WKZ) module changes.
- New presentation dock look on CLM.
- Verified Sync and Database Download behavior in offline mode. Application now correctly displays an error message when there is no VPN or internet connectivity and properly restores functionality once the connection is re-established, without requiring an app restart.
- Added a user-specific local option to hide/show the MP period (stored in iPad settings), along with an info button displaying contextual messages based on the view type (current year, MP, dashboard, freqDashboard). Also fixed the detection of current year data display.
- Resolved issues in the Supervision module.
- All seven GDPR groups in the consent agreement are now functioning. 9.5 Mar 3 Fixed an issue with potentian stuck Loading view on App Home Screen. 9.4.6 Feb 10 - When the option “Person/Institution grid – display record count per tab” is enabled, all tabs are now refreshed and the record count is displayed on every tab. Previously, although all tabs were being refreshed, the record count was only visible on some of them.
- The “Visited” dashboard logic was corrected to ensure all HCPs with visits in the selected period are displayed with the correct visit count, and the applied date range is now clearly indicated when the list is filtered.
- Added notification when consent is expired and when consent will expire in next 60 days.
- Line classification - The user can now select any line assigned to them. All others are disabled. The same applies to swipe actions on line classification lists.
- Added Host ID on Person info tab. User Defined fields translations are available for French language.
- The Person 360 view was redesigned and optimized to load data from the master list, significantly improving performance, memory usage, and usability, with a modern, faster, and more user-friendly design that works especially well in dark mode.
- New module implementation: KOL.
- Institution filter, updated Sales and Stock Availability tabs to match the filtering behavior of the Person MT and Survey tabs.
- After filtering institutions using the Filter or Quick Filter and then switching to the Persons tab, the Add button now remains active and works as expected.
- Minor bug fixes on Orders module.
- This enhancement introduces two new read-only INST FULL NAME fields that are displayed on the Institution card and the Working Address tab in Persons.
- Dark mode optimizations.
- Small corrections for All Data reported.
- The handling of promoted products in double visits was updated so that products are no longer duplicated and all add, delete, and percentage changes are consistently synchronized across the main visit and escort visits.
- User can add day report to the date in the future and it can be edited.
- During institution visit and while selecting persons in that institution, we fixed the display of Meal and Present, and overall expense per doctor.
- When using the system option to hide all information fields, the Covisit fields (for both Person and Institution visits) and Copy info to person visit (Institution visit) should still be displayed.
- We have developed a possibility to select a working address when creating a fast planning. Once you create a new plan using the fast planning, there will be a possibility to select which working address of a person was selected.
- This modification applies to display Person and Institution custom fields on the visits window, according to new system option 864 “Display Person and Institution custom fields on Visits”.
- Fixed the problem with search on product selection during visits.\n
- Fixed issue on route save and copy.\nAdded option to add subvention in visit directly on visit.
- Supervision form is now dynamically created, meaning there are no random gaps in the design.
- Added loading when opening the Calendar form, changing from plan to report and vice versa, two day view, changing the month on the calendar.
- Fixed the problem with saving daily plan in the past.
- Drag and drop within the same day has been fixed, and scrolling performance has been improved.
- Calendar has been redesigned.
- Sales and SalesPlan modules data overview design has been refreshed, making it easier to read the values.
- Approval is now opened in Safari.
- Redesign of Budgets module.
- Presentations now support multiple pinned slide sets. You can create, name, and manage different sets of slides for the same presentation, making it easy to adapt your content for different audiences, specialties, or situations.
- Bookvision design update.
- Redesign of Messages module.
- Sped up the application, especially noticable for clients with tens of thousands of persons and institutions. 9.4.5 Feb 6 Minor internal bug fixes. 9.4.4 12/18/2025 Now users can add subvention directly on visit forms. 9.4.3 12/12/2025 - We have fully implemented functionality for Multispec on iPad.
- Implemented various changes regarding Search mode in person and institution module.
- We have harmonized the system option 795 iPad design with the iPad. There was a wrong column order on the iPad, but now it is displayed correctly.
- Fixed showing of gratis values in order module.
- The Documents tab in visits is hidden if the system option for hiding tabs is set to hide Documents.
- Minor changes regarding sending emails about samples.
- There was a problem where the notification “visit was already created X days in the past” was shown when it should not have been shown.
Now, we have handled this case in the background.
- We have optimized home screen dashboards (CEA and Custom dashboards).
- Fixed a case where Ask Nikola would crash the iPad application if Ask Nikola was closed when answer was generating.
- When preparing a template for sending, campaign that was selected on the main screen is now selected in the preparation of the template.
- Redesigned Marketing journey, the main screen with campaigns is now easier to navigate through.
- iPad application is now iPadOS 26 compatible. 9.4.2 12/08/2025 - If the system option Multispec is enabled, then fields SPEC2, SPEC3, and Subspec should be hidden by default. Only the primary one will be visible.
- Implementation of functionality Important products.
- We have added a possibility to define which social network fields you want to hide.
- We have added new filters for Consent agreement.
- We had a problem with loading the survey during the doctor visits. The problem occurred when the survey was mandatory inside the MP. Now everything is loaded correctly, and there are no wrong messages when trying to create a visit.
- We have fixed the problem with showing SR in the calendar module when you download the database as RM. The problem was that the whole list of SRs was not displayed.
- We have added a marker in the calendar module for visits that are in escort mode.
- Fixed a design flaw when using Show products on the initial visit tab.
- We have added a possibility to select the Working address when using Fast reporting functionality. So, when you are creating a visit, before All data reported is enabled in the visit, you will be able to choose person's working address. If All data reported is enabled, you won’t have the possibility to select a working address anymore.
- We have added a possibility to enable percentages in the simple product selection, both on iPad and the SV Anywhere application.
- Redesigned participants persons and institutions on Events, and also persons on institution visit.
- We have fixed the home screen numbers on the iPad application. When you click on not visited you will be able to see the list of persons who were not visited in the selected MP period, no matter which working address visit was created.
- New campaign can be created now directly on RTE tab. 9.4.1 10/30/2025 - We have added an email checker in the field RTE email on the consents and RTE template. You get an info message that the email address is not structured correctly.
- We have changed the view of the RTE/GDPR template on the iPad form. To be more precise, we have implemented a scroll view.
- We have added Street in the working address tab in the Person card.
- We have fixed the numbers that were shown in the person card when you click on the “Visited” part on the home screen.
- New look of entered Micro targeting.
- We have added a possibility to show all the info in the visit card when you hold your finger on the Person or Institution field.
- Minor bug fixes regarding Order Management module.
- SAP ID added in institution info.
- We updated the samples selection UI so users get clear, consistent feedback when they hit limits. The slider and manual quantity field now follow the same edit ability rules, support decrease-only scenarios, and display a warning when administrative rules are exceeded or blocked.
- Fixed an issue with automatic selection of products when creating a new visit.
- List of surveys is now immediately refresh upon creating a new survey during visit.
- Plan and visit the info fields size increase.
- Bug fix on rules regarding Next plan info and Next plan fields.
- Showing all specs in the MP module on the person card and also showing multi spec on the person card in the Person module.
- Various translation changes.
- Synchronisation button in Russian fixed so the whole word fits into one row.
- Ask Nikola moved from Assistant API to Responses API. More precise and better answers.
- Implemented more columns in frequency dashboard, now you have more then 15 columns and classification is frozen.
- Optimised scrolling on Adoption ladder tab between different segments. On Adoption ladder tab only the products from the assigned line will be displayed now.
- Implemented Triple visit form - Joined visit for FFM can now select RM. 9.4 10/21/2025 - We have fixed an SQL query in the background in the MP module, search person functionality. We have added an SQL condition to apply system option 761 - add persons to MP who have SPEC outside of MP definition.
- We have implemented rules for hiding fields BDAY and SubSpec on iPad.
- Sped up the person list loading.\nImplemented icon and tooltip on long press indicating doctors with anonymized data.
- Bugfix for edit of person due to primary address not being selected when system option 844 - Default behavior when adding/switching addresses for a person is turned on.
- In visit for institutions we have re-arranged so its now firstly products to promote then selection of persons.
- When creating a day report for a period, the month and year columns were 0, which prevented showing data in Data View.
- Fixed a problem where option 576 was used for visit code when RM was creating a plan or visit, instead of option 5 or 12.
- The expense entry screen was updated to allow input of different expense types and assigning expenses to individual participants. An info icon was added on the Participants tab by swiping to the left to display participant details and consent information.
- Minor improvements in MyPlan module on Sales Vision iPad NEXT app, sort order of planned doctors now implemented alphabetically and fixed refresh of HCPs classification update.
- Number of persons is displayed correctly even if option 465 is not enabled.
- We have harmonized colors for the adoption ladder on the web and iPad application.
- Medical enquiries is now available as a tab on SV iPad Next. Its also managable via options 86, 390, 778 and 779.
- We have expanded the search to every data that is shown in the person card in the person MP target list. In this case, name, surname, spec, city, inst, zip, etc.
- Minor design bug fix in the Workspaces module, Documents tab when using the latest iOS version.
- Approvals has been redesigned for iPad application and now its sorted by the date, from the newest to the oldest.
- Implemented 6 more SIRI voice activated commands to use Sales Vision on iPad, and those are: Person plan for specific person, Person visit for specific person, Institution plan for specific institution, Institution visit for specific institution, Show Persons info and Show Institution info.
- Mt answers for inactive mt are visible but cant be changed.
- Under "Customized user settings" added "New design" switch disabled by default, which enabled new home screen and menu layout with rounded corners, floating filters on Dashboard menu etc.
- A new local option is available for SV iPad Next - "Show - Visit requirements defined in Marketing plan", when turned on, it shows if products and/or surveys that were set as mandatory were fulfilled.
- Local option in SV iPad Next by the name of "Show help icons" has been upgraded for Person and Institution modules. 9.3 09/17/2025 - Implemented sort order for MT questions.
- Added function in front of person grid in institution module. Added Host ID as primary identifier.
- Design of "Documents" tab on Persons and Institutions modules have been refreshed and modernized.
- Fixed edit form of Persons when "KOL" is active.
- Visits and plans of persons and institutions (on their respective modules) have been redesigned and refreshed.
- Fixes small display bug in person list inside institution module.
- Fixed a problem where it wasn't possible to edit samples given if "Remaining" was 0, even though the samples weren't signed yet.
- Added a check during day plan / day report creation: Now it's not possible to add an activity with 0 percent.
- Visit time design is now dynamic.
- Implemented lack functionality for promo and brochures. Added code list as reason of lack.
- As input and output are now divided in the "Stock" module, we have updated the output to absolute values (e.g. from negative 1 to 1).
- Ask Nikola improvements: Answers to questions are given in the same language they are asked in.
- Implemented Face blur option on ipad. You can now blur pictures taken with automatic detection.
- Fixed "About you" section, more precisely, the "Contact Us" section.
- Fixed the design of "Messages" icon that shows the amount of unread messages.
- General improvements on "Global files" module: Sort of the data is now based on the date of upload, Font size has been increased for easier reading. 9.2 07/14/2025 - Info of persons and institution design is now dynamic, meaning it's easier to navigate through on smaller screens.
- Social media icons design has been refreshed.
- Changed "Twitter" to "X" through the whole application.
- Redesign of the default info tab and status of person and primary address status added.
- Implemented "Own" data tab.
- Indicators for inactive persons are visible on person grid after forced search (searching without statuses).
- Redesigned documents tab on persons/institutions/visit, now it's dynamic and responsive.
- Order management module: remove initial filter by month and year.
- Added a loading screen on Calendar -> View of conflicts in plans, also redesigned the form.
- Implemented stock management for promo materials and brochures.
- We have applied the column rule to hide the info field on product themes.
- We have separated the INPUT and OUTPUT views on stock module.
- After entering messages module and coming back, the notification for amount of messages is now refreshed correctly.
- We have added a possibility in the local settings on iPad to define the color of Events.

New design features:

- A new feature has been added to the Smart AI Assistant, allowing users to create a daily plan or report.
- A Help button has been added under Settings, providing access to relevant video tutorials.
- Existing info tooltips have been restored to the application (can be turned on under Settings menu -> Customize user settings -> Show help icon)
- The "X" button for menu minimization has been replaced with a smooth, modern animation.
- The AI Assistant button has been returned to the main menu/home screen for easier access, as it was previously.
- A new section for Terms and Conditions and Copyright has been added by clicking on the "Sales Vision" text. 9.1 06/17/2025 - We have added the field "Data source" to the Basic tab on Institution module.
- Implemented counter on calendar for plans on single calendar view.
- Fixed an issue with filling recipient field when sending email about samples given in visit.\nMinor bug fix regarding all data reported.
- We have added a switch to show only the primary working address when using fast reporting/planning.
- Minor bug fix regarding loading persons in group visit.
- We have disabled the Save button on a visit form once you click save on the products tab, because otherwise, you would get an error if you constantly click on save.
- We have fixed a problem with all data reported, to be more precise, with blinking visits.\nWe have fixed cases that show a notification about X days in the past. There was a display problem with the visit notification, no matter the system option. Now, we have handled all situations.
- Resolved the issue with displaying non-primary working addresses in the MyPlan – Person Information section.
- My Plan module - List of planned doctors now displays working address info (Institution name, street, city, ZIP).
- My Plan module - Copy from Marketing plan button - Added new option called “Use current targeted classification frequency”.
- A new column has been implemented in the congress table. This field allows for the display of participants from different representatives within the Sales Vision app, particularly in instances where those participants are not shared between representatives (i.e., they are not on the same terrain).
- Fixed issues with Nature of visit when scheduling Marketing journey.
- Implemented passwordless login.
- Widget functionality fixed.
- New functionality for database download - instead of manually typing in the link, users can now select their country, and the web service link will be automatically filled out.
- Implemented "Grants" module and related functionalities.
- When option “752 – Consent validity is until its withdrawal” is enabled, consents will no longer be displayed as expired on Person list (yellow icon will be replaced with green icon). 9.0 05/22/2025 - New A-Z filter on person list.
- Added additional checks before saving MT.
- Implemented force search on keyboard enter where pressing enter while searching will now ignore person status and working address status as well as institution status.
- Improved selection of primary working addresses and new flag for primary address on address selection.
- Minor fixes on Orders module.
- We have changed the logic of saving coordinates in visits.
- We have added possibility to delete calendar events with long press.
- Fixed possible wrong sort of samples.
- Minor changes on all data reported functionality.
- If the All data reported option is ON and the visit isn't set to all data reported, visits are blinking and show red text.\nWhen creating a new visit, Send E-mail button on samples tab is hidden.
- When creating a visit, and digital products option is active, you can preview the document that has been uploaded to the admin application for that digital product.
- Implemented Product themes on Person visits – including regular product promotion and simple product selection.
- We have fixed the problem with saving server time in the visit logging table. The problem was the conversion of timezone settings from iPad to server time.
- Implemented indicators for inactive persons, working addresses and institutions on calendar so users can fix data more easy.
- New checkboxes for automatic product selection are added in the Marketing plan by selection when Simple product selection is enabled.
- Fixed a problem with saving event products and promotional materials.
- We have fixed the problem with the crash in the application when you want to add the product to the event.
- We have changed the design of the events participants, institution visit persons.
- Minor bug fixes on dashboards.
- We have fixed the problem with not showing expire date of samples.
- Fixed query for the presented CLM in personal presentation statistics.
- Fixed possible crash when presenting a presentation and clicking on Back.
- Various internal bug fixes.
- Faster loading of codelists.
- On the Marketing journey preview window, the display of the email subject had been added.
- New warning message on application startup – If during the synchronization, when importing data from central database, the process get interrupted (application closed in the background), application will display warning message on next app loading. The message informs user that synchronization was not successful and suggests user to start sync again, download database, or cancel both operations.
- Custom Dashboards: Added a functionality to hide and rearrange dashboards to your liking.
- Added indicators for consents that are expired. 8.9 04/16/2025