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

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 Meeting 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 Meeting 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 Account Hierarchies or Out-of-Territory Relationships 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 Meeting

  • 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

Windows

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

CRM-197804

Engage Meeting

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

CRM-198335

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 Meeting 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

CRM-198349

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

CRM-198877

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

iOS

Online

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