User Interface Enhancements

The user interface enhancements listed below were added to improve user experience and consistency in Veeva CRM's user interface. Select the thumbnail to view a larger image.

231.2.200 (June 1, 2023)

Platform	Description	Before	After
Browser	Users can now access the MyInsights Studio introduction help topic by selecting the information icon that displays on the right of the MyInsights Studio banner.
Browser	To make input fields easier to read in MyInsights Studio, the padding and margins surrounding them in forms are larger.	n/a	n/a
Browser	To easily navigate in MyInsights Studio, breadcrumbs for Content, Template, and Distribution Channels display in the top, left-hand corner of the MyInsights Studio pages.
Browser	The space between the Label and Value sections in the Pages section in MyInsights Studio is larger. In addition, labels and values do not break across words, and selected expressions are in bold.	n/a	n/a

231.1.200 (May 4, 2023)

Platform	Description	Before	After
Browser	The Element Type drop down list in MyInsights Studio now displays available elements alphabetically, and grouped into two categories: Get Data and Calculate Data. Element types are more descriptive.
Browser	The element type definition of the selected data element in MyInsights Studio displays as a subtitle in the Edit modal.
Browser	Data types in expressions and queries have icons next to each field in MyInsights Studio.
Browser	Several expressions used to perform data calculations in MyInsights Studio are renamed for clarity, and descriptors for the changed data calculations are added.
Browser	When creating an expression to perform a data calculation in MyInsights Studio, available options are listed by order of relevance. Fields from the local data element (if any) are displayed first, followed by fields from singleton data elements, hard-coded expressions, and calculation expressions.
Browser	Standard keyboard navigation in MyInsights Studio works consistently in edit mode, including up and down arrows, tab, esc, and enter keys.	n/a	n/a

223.2.100 (February 2, 2023)

Platform	Description	Before	After
Browser (Classic, Lightning)	An error displays if admins attempt to save an Unavailable_Time_vod record with a start datetime after the end datetime or with blank start or end datetime fields.	n/a
iPad	All-day unavailable time slots display over the entire day, rather than only displaying in the calendar header.
iPad	When a multi-day unavailable time slot starts or ends part of the way through a day, My Schedule reflects the start and end times.
iPad	All-day and multi-day unavailable time slots always display at the top of the calendar header.
iPad	When an unavailable time slot and another calendar entry start within 30 minutes of one another, the calendar entry displays at half the column width.
iPad	For consistency across My Schedule popovers, the Time Off Territory popover is updated: The Time Off Territory reason displays as a heading at the top of the popover with the date and time listed below The View button displays at the bottom of the popover with a new label of View Time Off Territory The Edit button displays in the upper right corner of the popover When users select AM Off or PM Off, the popover displays the specific hours blocked off
iPad	The Office Best Times popover resizes to fit the listed days and times.
iPad	Days and times in the Office Best Times popover are localized. For users with the en_US locale, AM and PM are now capitalized.
iPad	The Back button is labeled according to the Best_Times_vod field label on the Address_vod object. If the Best_Times_vod field label exceeds the available space, the button defaults to Back instead.
iPad	When users create or edit Office Best Times, warnings and other information impacting the user’s workflow are highlighted in an information box.
iPad	The Start Time picker defaults to 9:00 AM and the End Time picker defaults to 5:00 PM, instead of defaulting to the current time.
iPad	When users enter an invalid start or end time for Office Best Times, the invalid time is highlighted in red and an error modal displays.
iPad	For consistency in user experience, the user interface for the MCCP filters popover is updated: Users add MCCP filters by selecting the Add Filter link on the right side of the modal, instead of the green plus icon next to Filter Criteria Channel and Product labels display above the field The information icon displays above the Product field
iPad	When an error occurs while loading MCCP filter information, the error message displays in the center of the screen. To retry, users select a Retry link instead of an icon.	n/a	n/a

223.0.100 (November 17, 2022)

Platform	Description	Before	After
iPad	The list view for Templates displays with new styling to indicate which templates are selected.
iPad	The list view for Fragments displays with new styling to indicate which fragments are selected.
iPad	In My Schedule’s Agenda View, the remote meeting indicator displays to the right of the call type label instead of displaying to the left.
iPad	In My Schedule's Week View, Cycle View, and Map View, users can scroll top to bottom from calls, Time Off Territory, and other calendar events instead of only scrolling from white space.

222.0.100 (July 28, 2022)

Platforms	Description	Before
iPad, iPhone	Users can delete calls from Map View using the Select button. To delete calls, users must have Delete OLS for the Call2_vod object.	n/a
iPad	In Week View, Call Cycle View, or Map View, the following do not display in Select mode: Submitted calls Saved calls with signatures Medical Events Time Off Territory Salesforce standard events All-day entries Entries where the user is not the record owner
iPad, iPhone	The Edit Call option displays as Edit.
iPhone	When users select More Actions from Agenda View, the More Actions menu is updated: The Cancel option no longer displays The Navigate option displays above the Edit option
iPad, iPhone	When users select the More Actions menu from Agenda View, actionable menu items are hyperlinked in blue.
iPad, iPhone	The tag identifying the call type is gray, instead of teal.
iPad, iPhone	Call conflict icons are smaller in Agenda View.
iPad, iPhone	In Agenda View, pre-call notes display in a separate text field on the entry.
iPad, iPhone	The No Events placeholder displays in a darker shade of gray and the thin dark gray bar at the left of the No Events placeholder no longer displays.
iPad, iPhone	In Agenda View, unassigned presentations display in teal, rather than blue.
iPad	In Week View, icons shrink to fit the entry’s height: Calls with a duration of 30 minutes or fewer can display up to two icons, instead of one For calls longer than 30 minutes, up to three icons can display depending on icon size, padding, device size and call duration
iPhone	Times display in bold in Agenda View.
iPhone	In Agenda View, the More Actions icon is horizontal, instead of vertical.
iPhone	In Agenda View, the attendee count icon is rectangular, instead of circular, and it displays at the top of the entry.

221.0.100 (April 14, 2022)

Platform	Description	Before	After
iPad	The colors of My Schedule calendar entries are updated with slightly different shades and increased opacity.
iPad	When users select a My Schedule calendar entry to view details, the calendar entry is highlighted in a darker shade of the original color.
iPad	To edit My Schedule calendar entries in Week View or from Call Cycles, select and hold the entry. Then use the white circles in the corners of the entry to modify the duration. Users can also drag the entry to another time slot or day.
iPad	Use the Select button to delete multiple calendar entries at once in My Schedule’s Week View or Call Cycle View. Select the appropriate entries, then select the Delete button at the bottom of the screen. This replaces the previous mass delete mode. For more information, see My Schedule Week View.
iPad	Users cannot delete calls from My Schedule Map View.
iPad	When viewing call cycles from My Schedule, calendar entries display in solid gray. The blue sidebar does not display.
iPad	When users view call cycles from My Schedule, they must select the Done button to return to My Schedule. The back arrow does not display.

213.0.100 (December 16, 2021)

Platform	Description	Before	After
iPad, iPhone	If an item in the More Actions menu is longer than one line, it is truncated at the end of the line.

212.2.100 (September 30, 2021)

Platform	Enhancement Description	Before
iPad, iPhone	Home page widgets are updated with the following. The widget functionality is unchanged: rounded fonts and heavier font weight automatic text and symbol resizing improved text and number truncation gradient colors on gauge widgets new animations for metric and gauge widgets new card styling—lighter background color and compact spacing, padding, and sizing Widgets expand to fill device viewports. In addition, status rings automatically resize to provide consistent spacing for 9.7 inch wide devices.
iPad, iPhone	New animations display for metric, sync, and gauge widgets.	n/a
iPad, iPhone	When users select the sync button, a syncing animation displays on the sync widget in the background.
iPhone	To effectively use available space, home page widget sizes are increased for edge-to-edge display.

212.1.100 (August 26, 2021)

Platform	Enhancement Description	Before
iPad, iPhone	Cards throughout the Veeva CRM iOS apps are updated with 16-pixel rounded edges for a consistent, modern look.
iPad, iPhone	The background color throughout Veeva CRM iOS apps is updated to Salt (hex no. FAFAFB), a lighter shade of gray.
iPad, iPhone	To provide additional confirmation when users select an action in Veeva CRM, the following page level notifications display with audio confirmation: Saved record Submitted record Error	See Audio for Page Level Notifications for a video and more information.

Platform

Enhancement Description

Before

After

iPad, iPhone

Cards throughout the Veeva CRM iOS apps are updated with 16-pixel rounded edges for a consistent, modern look.

iPad, iPhone

The background color throughout Veeva CRM iOS apps is updated to Salt (hex no. FAFAFB), a lighter shade of gray.

iPad, iPhone

To provide additional confirmation when users select an action in Veeva CRM, the following page level notifications display with audio confirmation:

Saved record
Submitted record
Error

See Audio for Page Level Notifications for a video and more information.

211.0.100 (March 25, 2021)

Platform	Enhancement Description
iPad, iPhone, Windows	Icons are updated with higher image resolution for Retina displays. Icon functionality remains the same.
iPad, iPhone, Windows	The Classic tab on the Sunrise bar is relabeled on the following pages: Overview – Home page List – My Accounts page Detail – Account and Account Plan detail pages Tab display varies depending on user platform and existing configuration.
iPad, iPhone	Updates to the Sunrise bar improve efficiency and navigation in the Veeva CRM application. See Sunrise Bar Enhancements for more information,
iPad, iPhone	A secondary navigation bar enables users to scroll from tab to tab within a Contracts, Inventory Monitoring, or Order Management record. The bar does not collapse, regardless of the number of tabs. See Secondary Navigation Bar for more information.