Veeva CRM Minor Release Notes – 20R1.1 (201.10.0)
The items listed below were added in 20R1.1 (201.10.0).
Features
Features are new functionality in the Veeva application.
Global Account Browse allows offline users to look outside their account assignments using the Sphere of Influence or Account Hierarchy. Allowing offline users to browse these additional account relationships helps users better understand their account’s networks.
Retrying Vault CLM Sync Failures (removed from the 201.10.0 release)
Sending Engage Invitations via Approved WeChat (added 5/8/2020)
Admins can define an approved document as a WeChat invitation which contains meeting information and attendee-specific URLs to join Engage meetings. This allows Engage hosts to send invitations using Approved WeChat.
User Visible and Behavior Changes
Most new features require some configuration, however users are able to view the following changes immediately:
Account Management
- iPad, Windows: If Out-of-Territory Managing Account Hierarchies or Sphere of Influence for the Sphere of Influence is enabled and internet connectivity is available, selecting an out-of-territory account on the Sphere of Influence or Account Hierarchy screen centers the selected account and displays related accounts, both inside and outside the user's territory. (Updated 5/12/20)
Engage
- iPad, Online: On group calls made from a person account, call attendees receive their own meeting URL. In the Attendee section on the call page, a message displays for each attendee to indicate if an invitation was sent. The call account does not display in the Attendee section of the call report, and the invited status for the call account is not indicated. (Updated 5/7/2020)
- Online: When a host begins a Remote Meeting on the Call screen in Edit Mode, the screen automatically reloads in View mode. (05/04/20)
Events Management
- iPad, Online: The Attendee’s status now displays on the Account Timeline.
Maintenance Items
Maintenance items in the Veeva application are corrections to existing functionality.
Account Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
Blank rows displayed in lieu of newly added child accounts on the Related Accounts screen. |
CRM-187204 |
|
Browser (Classic) |
The Formulary Matrix of the Account Details screen did not display correctly. |
CRM-192602 |
|
iPad |
The Edit option was available on the Action Item Detail screen for users who had Read permission. |
CRM-195918 |
|
Online |
The Affiliations (From Account) and Affiliations (To Account) related lists did not reflect the correct number of affiliations. |
CRM-195951 |
|
Browser (Classic) |
When multiple fields used the same labels, only one instance of the field displayed in the New Account Wizard when the Create from existing parent account check box was not selected. |
CRM-196288 |
|
Online |
When an Account name contained a quotation mark, the information on the New Child Account screen displayed incorrectly |
CRM-196297 |
|
Browser (Classic) |
When viewing accounts in Lightning Ready orgs, the dynamic attributes sections did not display. |
CRM-196493 |
|
Windows |
Users could not save values in multi-select picklists on the Sphere of Influence screen. |
CRM-197996 |
|
Windows Tablet |
When searching with advanced search enabled and from within an Account View with a large amount of Accounts, Account searches took about thirty seconds. |
CRM-198019 |
|
Browser (Classic) |
Dynamic Attribute records shared using the Applies To field did not display. |
CRM-198049 |
|
Windows Tablet |
Values were not cleared from the Search bar in My Accounts after a user selected a search result. |
CRM-198071 |
Approved Email
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Multichannel |
The Check_Consent_vod field value on an Approved Document was not respected for scheduled emails. |
CRM-195863 |
|
Browser (Classic) |
In a Lightning Ready org, after capturing consent with email opt-in, the Close button was unresponsive. |
CRM-196595 |
|
iPad |
When sending email from Events Management, validation errors displayed for account attendees but not for user attendees. |
CRM-196685 |
|
iPad |
Changes made using Manage Email Addresses were not saved. |
CRM-196833 |
|
iPad |
An error occurred when sending invitations for a Remote Meeting and adding a recipient email address to an account without email addresses. |
CRM-197057 |
|
iPad |
An error occurred when Approved Email was launched from CLM using LaunchApprovedEmail API |
CRM-197737 |
|
iPad |
Business accounts were not added as recipient attendees when Group Email was not configured. |
CRM-198303 |
|
iPad |
Picklist tokens were rendered incorrectly if a picklist value contained the ‘$’ symbol. |
CRM-198417 |
|
iPad |
When using the LaunchApprovedEmail function to automatically send emails, a No Email Addresses defined error message displayed after a user added email addresses. |
CRM-198529 |
|
Browser (Classic) |
If the Check Consent field was set to No, the setting was not respected by the Send Email for Approved Email templates in Events Management. |
CRM-197024 |
Approved Notes
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser (Classic) |
The Last Successful Run date and time did not display in the user’s time zone. |
CRM-195545 |
|
Browser (Classic) |
The Notes in the Reviewer Central table did not match the Notes popup. |
CRM-195794 CRM-195796 |
|
Browser (Classic) |
When a large volume of data was processed, an error occurred. |
CRM-196220 |
|
Browser (Classic) |
When a user saved feedback for a flagged note, the pagination state of the table was not sticky. |
CRM-196535 |
|
Browser (Classic) |
Reviewer Central did not display in IE11. |
CRM-196693 |
|
Browser (Classic) |
Users could create multiple Monitored Phrase records for a Monitoring Rule with the same phrase using different letter cases. |
CRM-197505 |
|
Online |
The Category count in Reviewer Central did not show the unique count. |
CRM-196717 |
|
Browser (Classic) |
The Object Field value was incorrect in the Notes popup. |
CRM-196786 |
|
Browser (Classic) |
When a status did not have notes assigned to it, the Status filter displayed a 0 instead of being disabled. |
CRM-197404 |
|
Browser (Classic) |
The Cancel and Save buttons on the Notes modal and the Yes and No buttons on the Confirm Deletion modal were misaligned. |
CRM-197583 |
|
Browser (Classic) |
The Count in Status filter was not updated after a flagged note’s status was modified. |
CRM-197705 |
Authentication
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
Biometrics settings displayed in the Options tab on devices that did not support biometrics. |
CRM-196862 |
Call Reporting
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser (Classic) |
The VOD_CALL2_BEFORE_DEL_TRIGGER made an unneeded future method call. |
CRM-196579CRM-198527 |
|
iPad |
An error message displayed when a host selected the Remote Signature button and an HCP was not in the meeting. |
CRM-196984 |
|
iPad |
Detail products did not display on the Signature Set Up screen. |
CRM-197008 |
|
iPad |
When a host ended a meeting while a signature request was sending, the request was not canceled. |
CRM-197318 |
|
iPad |
The Request Again button was active after a signature was captured remotely and accepted. |
CRM-197474 |
|
iPad |
The Remote_Meeting_vod and Veeva_Remote_Meeting_Id_vod fields were not stamped on child calls. |
CRM-197492 |
|
iPad |
The Ship To Location and Address Line 1 field values on the BRC Address screen were not truncated correctly when the addresses were very long. |
CRM-197548 |
|
Windows Tablet |
The PRIORVALUE validation rules did not evaluate data correctly. |
CRM-198653 |
Call Sampling
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPhone |
The Account Name displayed in the first line of the Ship To fields on the Signature screen. |
CRM-188279 |
|
iPad |
When an iOS 12 user had Larger Text enabled through Accessibility settings and selected the disabled Signature icon while recording a call, the Signature page displayed. |
CRM-197403 |
|
iPad |
When a user accepted a signature and then cleared it, the Remote_Signature_Attendee_Name_vod and Signature_Captured_Remotely_vod fields were not cleared. |
CRM-197414 |
|
iPad |
Hosts could access the Remote Sampling workflow after a signature was collected in person. |
CRM-197458 |
|
iPad |
When a host selected the Request Signature button after losing internet connectivity, the error that displayed was not translated. |
CRM-198067 |
CLM
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
A value of Swipe instead of Swipe_vod synced from Vault for Disabled Actions. |
CRM-197800 CRM-196659 |
|
Windows Tablet |
An error occurred when navigating to the Recents section of the Media tab when the CLM_Presentation_Grouping_vod setting was disabled and the app was not full screen caused. |
CRM-197912 |
Consent Capture
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
Long text in the zvod_Consent_Default_Consent_Text_vod field was truncated. |
CRM-197448 |
Engage
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
When an HCP lost internet connectivity just after the host sent a signature request and then reconnected, a subsequent signature request encountered an error. |
CRM-197571 |
|
iPhone |
In the Veeva Engage app, the phrase Meeting-ID was not translated properly in German on the Dial In screen. |
CRM-198246 |
|
Browser (Classic) |
When starting a meeting from the call report in edit mode, the call report did not refresh into view mode. |
CRM-195457 |
|
iPad |
An error occurred after selecting View Full Attendee List during an Engage Webinar. |
CRM-195692 |
|
Browser (Classic) |
Token IDs for some users added using Bulk Loader were not populated. |
CRM-195803 |
|
Browser (Classic) |
Some attendees’ Leave Time was not inaccurate. |
CRM-196530 |
|
iPad |
After selecting the End Meeting button in the Remote Meeting section of the Call screen, it did not change to the Start Meeting button. Hosts could select the End Meeting button to restart the meeting. |
CRM-196568 |
|
iPad |
The onscreen keyboard displayed over the Chat field for iOS 13 users. |
CRM-196630 |
|
Multichannel |
The character limits for the Attendee and Event Status fields were updated to 255. |
CRM-196671 |
|
iPad |
The Mute On Entry toggle reverted to On regardless of the selection the user made. |
CRM-196691 |
|
iPad |
Sending scheduled Engage invitation emails generated an Invalid Consent error message. |
CRM-196738 |
|
Online |
The number of HCP participants differed from the number of Zoom participants. |
CRM-197092 |
|
Browser (Classic) |
The Meeting Password field displayed for meetings that were not password protected. |
CRM-197351 |
|
iPad |
A blank screen displayed when selecting Back from the Signature Review screen. |
CRM-197545 |
|
iPad |
The Go Anyway option on the Review Signature Warning popup was not translated. |
CRM-197633 |
|
Browser (Classic) |
Some users were not added when provisioning Engage licenses through a CSV upload. |
CRM-197639 CRM-197644 |
|
Windows Tablet |
When searching the CLM library in the CRM Engage app, CJK characters were not highlighted. |
CRM-197861 |
|
Windows Tablet |
In the CRM Engage app, the Filter button displayed on the Desktop Share window. |
CRM-198064 |
|
Browser (Classic) |
In the CRM Engage app, when starting a meeting for a host with a large number of Key messages, the spinner displayed for longer than usual. |
CRM-198102 |
|
Browser (Classic) |
Users could not add or remove attendees from a meeting created offline. |
CRM-198207 |
|
Windows Tablet |
When a host selected the Share button multiple times in the CRM Engage app while the Media library loaded, the desktop share windows displayed on the Media screen. |
CRM-198289 |
|
Online |
After a host selected the Information icon and then the Save button, the Meeting ID did not display. |
CRM-198309 |
|
Windows Tablet |
In the CRM Engage app, when a user’s window is set to 175%, an error occurred the second time the Share button was selected. |
CRM-198592 |
|
Browser (Classic) |
The display of the participant URL was truncated in the Information modal when the user’s locale was set to Japan. |
CRM-198602 |
|
Browser (Classic) |
When joining a meeting in IE11, the Web Client join screen was unresponsive and an error occurred. |
CRM-198501 |
|
Browser (Classic) |
The Accept, Clear, and Cancel buttons on the Sign Below screen were unresponsive on iPhone X. |
CRM-198734 |
|
Browser (Classic) |
When provisioning Engage licenses using the CSV upload, an error occurred if a CSV with blank rows followed by rows with values was uploaded. |
HCP-5249 |
|
Android |
In the Engage Web Client, the Meeting ID field label was localized incorrectly in German. |
HCP-4530 |
Events Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
Picklists with a large number of values displayed incorrectly on the Attendee Registration modal. |
CRM-191113 |
|
Browser (Classic) |
When a user entered both numbers and letters for a contract rate, a validation error did not display for the contract line. |
CRM-192855 |
|
iPad |
Validation errors did not display attendee names correctly for attendees who were users or team members. |
CRM-195991 |
|
Browser (Classic) |
The parent event’s country code was stamped on child event records regardless of the user’s default country code. |
CRM-196353 |
|
Browser (Classic) |
Walk-in attendee names did not display when viewing details of errors from the Sync Alert History screen. |
CRM-196420 |
|
Browser (Classic) |
Signatures did not display for QR Sign-In records requiring resubmission due to an integration failure. |
CRM-196424 |
|
iPad |
Pressing Tab on an external keyboard caused typed text to display over the field label on the Attendee Registration modal. |
CRM-196664 |
|
Browser (Classic) |
Profile names containing special characters were parsed incorrectly when using QR Code Self Sign-In. |
CRM-196667 |
|
Browser (Classic) |
The Preview Event QR Code button was unresponsive when the language was something other than English. |
CRM-196727 CRM-197576 |
|
Browser (Classic) |
Date and Currency fields could not be updated using Mass Update for Attendees for some locales. |
CRM-197028 |
|
Browser (Classic) |
The Welcome Sign In screen displayed for canceled events when using QR Code Self Sign-In. |
CRM-197133 |
|
iPad |
When currency or percentage fields were configured on a recipient record, an error occurred after selecting an email template. |
CRM-197192 |
|
Online |
The value 0NaN/0NaN/NaN displayed instead of the Start Date in the Recent Events section of the Add Attendee screen when the event date is double digits in a locale using the DD/MM/YYYY format. |
CRM-197270 |
|
Windows Tablet |
After the Signature_Datetime field was removed from the EM_Attendee_vod related list on the EM_Event_vog object, the Sign In Sheet button was still available. |
CRM-197486 |
|
Browser (Classic) |
The Help Text icon did not display, although help text displayed when users hovered their mouse where the icon should be. |
CRM-198118 |
|
Browser (Classic) |
The QR Sign-In sync job failed when the value in the Event status or Attendee status fields exceeded 20 characters. |
CRM-198662 |
MyInsights HTML Reports
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
When a user created an object containing incorrect capitalization using MyInsights Edit, an error occurred. |
CRM-196855 |
|
iPad |
Users were allowed to add a string with a number value to a number field. |
CRM-196912 |
MyInsights Fixed Reports
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
Some words overlapped in the column headings of the Account Summary Report. |
CRM-192601 |
Network Integration
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser (Classic) |
Data Subscription error emails did not send. |
CRM-193772 |
|
Windows Tablet |
After adding an account to a territory, the account name continued to display as out of territory in the account hierarchy screen. |
CRM-197853 |
|
iPad |
When a user edited a DCR-controlled non-string field of type DCR Editable or DCR Editable Required on a DCR-related object, an error occurred. |
CRM-197944 |
Order Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser (Classic) |
The Last_IM_vod and Related_Order_vod fields were not updated when an Inventory Monitoring order was modified. |
CRM-193507 |
|
Browser (Classic) |
When a price book’s name contained a special character, products did not display in the Product Selector and orders could not be created. |
CRM-197438 |
|
Browser (Classic) |
Validation rule error messages displayed multiple times for each infraction. |
CRM-198009 |
Sync
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
A sync error occurred when a call was recorded on an unverified account in a Network-enabled org and a follow-up activity was created on that call. |
CRM-193281 |
Territory Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser (Classic) |
Selecting the Assign Territory button on the Account page displayed the Success screen. Selecting the Account name displayed the Success screen again in full screen. |
CRM-197322 |
Other
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser (Classic) |
When a user created an alert profile and selected the Save & New button, the Alert field value was not retained. |
CRM-195839 |
