Veeva CRM Minor Release Notes – 20R1.2 (201.11.0)

The items listed below were added in 20R1.2 (201.11.0).

Features

Features are new functionality in the Veeva application.

Capturing Consent Using Confirmation Emails

Users can choose between capturing a signature or sending a double opt-in confirmation email to confirm consent. An HCP who grants opt-in consent verbally receives an email with a link to verify the email address and confirm consent. The HCP must select the link to finish opting in. This allows the user to capture consent using the most appropriate method for the setting. Watch the Capturing Consent Using Confirmation Emails video to learn how to use this functionality.

Inline Editing for MyInsights Content

MyInsights developers can create visualizations that create and update records in Veeva CRM to track activity, save selected filter values, or save custom data without navigating away from a visualization. Customers can capture and analyze user activity in MyInsights to improve visualization content.

Hosting an Engage Webinar Online

Engage Webinar has been deprecated and is replaced by Virtual Events.

Hosts can schedule and conduct Engage Webinars from the Browser (Classic) platform, enabling home office or marketing employees to host virtual events, for example marketing webinars, that can host large numbers of attendees. Online Engage Webinars use the Engage Host app and offer an experience similar to hosting an Engage Meeting online. If a webinar host does not have the Engage Host app installed, they are guided through the installation process when they first try to start a webinar scheduled Online.

Direct Order Quantity Entry on iPad

Users can now add order lines directly to an order using the Product Selector on iPad. This allows users to quickly find the relevant product and add the desired quantity to the order line.

User Visible and Behavior Changes

Most new features require some configuration, however users are able to view the following changes immediately:

Approved Notes

  • Online: The Notes modal that displays information about violations and allows users to provide feedback on violations is now larger, allowing users to view more text without scrolling.

CLM

  • iPad: External links selected from PDFs in CLM presentations now open in an overlay, allowing information to be shared in Engage Meeting.

Order Management

  • iPad: iPad users are now able to add items to an order using the existing Product Selector filters to quickly find and add the quantity of a product as well as the corresponding Order Line. For more information, see Direct Order Quantity Entry on iPad.

Maintenance Items

Maintenance items in the Veeva application are corrections to existing functionality.

Account Management

Platform

Issue Description

Issue Number

Browser (Classic)

When the Enable Child Account setting was enabled, loading the My Accounts screen for all accounts or recording an interaction took longer than expected. 

CRM-193899

iPad

When a section following a Dynamic Attribute section did not have a title, the Dynamic Attribute section shifted to the bottom of the page layout in edit mode. 

CRM-197802

iPad
iPhone

When a user opened an account from the My Accounts screen, an error occurred. 

CRM-199254
CRM-199533

Browser (Classic)

When the All Addresses option was selected for a view on the My Accounts screen, Address values did not display.

CRM-199378

Browser (Classic)

When multiple network countries were mapped and overlapped with values in the Network_Additional_Countries_vod field, the user’s default country did not display.

CRM-199383

iPad

Sort order for Dynamic Attributes was not respected offline. 

CRM-199757

Browser (Classic)

When a Dynamic Attributes section was preceded and succeeded by a blank section on the page layout, the Dynamic Attributes section was duplicated. 

CRM-199976

iPad

Some related lists did not display on the Account Detail screen until a user scrolled through the screen. 

CRM-200074

iPad

In an org with DCR disabled, creating a child account from the Members related list on an account caused an error. 

CRM-200099

iPad

Duplicate child account records displayed when users in different territories had visibility to the same accounts. 

CRM-200184

iPad

When a user edited a field of type number, currency, percent, or check box on child account objects, an error occurred. 

CRM-200710
CRM-200735

Approved Email

Platform

Issue Description

Issue Number

iPad

When a merge token referenced a field of type number or boolean, an error occurred. 

CRM-198846
CRM-199744

iPad

After a user navigated to the Consent Capture screen from the Send Email screen, deleted an email that displayed, and selected Cancel, available email addresses were not in focus. 

CRM-199101

Browser (Classic)

When a user exited the Send Email screen for Engage Meeting Invitations, an error occurred.

CRM-199176

Multichannel

The text in email addresses and email domains was changed to all lowercase, causing incorrect activity tracking. 

CRM-199337

iPad

When an email template contained multiple recipients but did not contain tokens requiring user input, the Preview button did not display.

CRM-199999

Windows Tablet

Some externally linked content was unresponsive when selected for preview. 

CRM-200571

Approved Notes

Platform

Issue Description

Issue Number

Browser (Classic)

Reviewer Central did not fully load if the user’s locale denoted the currency. 

CRM-199202

Call Reporting

Platform

Issue Description

Issue Number

Browser (Classic)

When a user set a call time to a value other than on the hour and then modified the time to be on the hour, the time was set incorrectly. 

CRM-199725

Call Sampling

Platform

Issue Description

Issue Number

iPad

Meeting hosts were not alerted when a remote signature request was initiated after losing internet connection. 

CRM-197543

iPad

The Signature page displayed long account names on one line instead of two. 

CRM-198283

Call Scheduling

Platform

Issue Description

Issue Number

Browser (Classic)

Calls could not be created when users opened the Day view on My Schedule, navigated to Week view,  selected Show full week, navigated back to Day view, and dragged and dropped an account onto the My Scheduler Day view. 

CRM-198928

iPad

The More Actions popover did not display correctly, preventing the Delete option from displaying on the My Schedule screen unless the user scrolled.

CRM-199039

CLM

Platform

Issue Description

Issue Number

iPad

An error occurred when a user selected a PDF hyperlink in iOS13. Hyperlinks in a PDF now launch in a webview within the CLM player.

CRM-196555
CRM-199415

iPad

When WKWebView was enabled, if a user opened a PDF from a slide and selected the back button to exit, other PDFs did not display and custom swipe functionality was unresponsive. 

CRM-198135

iPad

When a user attempted to view all filters or labels in CLM presentations, only the first three items displayed. 

CRM-198244

Browser (Classic)

Shared resources that were approved in Vault changed version number when synced. 

CRM-200128

Windows Tablet

When a user navigated through a CLM presentation composed entirely of PDF slides, not all slides displayed in the correct order. 

CRM-200202

iPad

When a filter was applied, a blue dot displayed over the Filter icon instead of a green check mark. 

CRM-200560

Windows Tablet

When creating a survey response in CLM, an error occurred if the user navigated back to the call report before the call clickstream record was saved to the local database. 

CRM-200644

Consent Capture

Platform

Issue Description

Issue Number

Online 

Global Opt In overrode the Opt In Pending status, causing records for which opt-in was pending to display as opted in.  

CRM-199901

iPad

Consent Capture was stamped in the OptOut_Event_Type_vod field where Consent_Capture_vod should have been stamped. 

CRM-200321

Engage Meeting

Platform

Issue Description

Issue Number

Browser (Classic)

The Engage Meeting indicator displayed only for the owner of submitted calls. 

CRM-195407

Multichannel

Attendee Type fields were not always populated on Remote_Meeting_vod records. 

CRM-195622

iPad

The Signature Needed text did not display on the Review Signature modal. 

CRM-196908

iPad

Users could set up a remote signature request from a second call while in an Engage Meeting. 

CRM-196994

iPad

Very long account names were partially truncated on the Requesting modal.

CRM-197077

iPad

In some languages where the Sign Here message was too long, the message was visible but wrapped to another line. 

CRM-197090

iPad

The Signee and Ship To Address fields on the Remote Signature Set Up screen displayed with borders around them.

CRM-197098

iPad

When an HCP cleared a signature, the datetime associated with the signature was not cleared until the HCP entered a new signature. 

CRM-197405

iPad

The Start button displayed for users who did not own a call. Selecting the button resulted in a spinner that never reconciled. 

CRM-197409

Android

iPad

iPhone
Windows

Certain text on the enter password modal was not translated into some languages. 

CRM-197525
CRM-197529
CRM-197535

iPad

If a host was disconnected when an HCP sent their signature, a spinner displayed indefinitely for the HCP.

CRM-197642

iPad

When an HCP was sharing during a meeting and the host lost internet connectivity, the meeting continued and the HCP’s screen did not display for the host once the host reconnected.  

CRM-197655

iPad

If a host ended a meeting while viewing the Remote Signature Set Up screen, the Request Signature button remained enabled and signature requests could not be sent. 

CRM-197877

iPad

The down arrow on the Sign option from the Call More menu remained blue while the Sign button was disabled.

CRM-197878

iPad

The image at the top of the Review Signature modal displayed too close to the top of the page. 

CRM-197920

Browser (Classic)

When CRM did not process data after a successful signature, the request did not complete, and the HCP's screen displayed a spinner until the host canceled the request. 

CRM-197980
CRM-199649

Browser (Classic)

After an HCP signed for a sample, users could navigate away from the signature before it was saved without receiving an error message. 

CRM-197982

Browser (Classic)

The Signature box sometimes moved as HCPs were signing. 

CRM-197983

CRM-Infrastructure

Metrics jobs expired and then errored. 

CRM-198754

iPad

Browser (Classic)

Engage Meeting names could not be modified. 

CRM-198003

iPad

The “Please ensure only one attendee is on the meeting” alert displayed as an error message. 

CRM-198066

Browser (Classic)

Users could not open Engage Meeting URLs directly from WeChat. 

CRM-198190

Browser (Classic)

When a user lost their internet connection, the error popup screen displayed with text but without a graphic. 

CRM-198324
CRM-198326

Windows Tablet

When a host shared CLM slides to a monitor with a different resolution, an error occurred. 

CRM-198413

Windows Tablet

An Engage Meeting popup screen displayed briefly when the Host App launched. 

CRM-198494

iPad

When a user received a signature from an HCP but moved the app to the background and let the session expire before accepting, the signature was saved.

CRM-198726

Browser (Classic)

When a user opened a call containing attendees and selected another attendee to add to the call, all previously selected attendees were cleared. 

CRM-198735

iPad

When a user needed to scroll on the Signature Set Up screen, the Request Signature button could not be selected. 

CRM-198762

Windows Tablet

Using multiple monitors with different screen resolutions and scaling caused the CLM Player window to render incorrectly. 

CRM-198959

Browser (Classic)

When a host ended a meeting and refreshed the Call Report screen while in View mode, the meeting restarted. 

CRM-199003

iPad

Meetings scheduled while offline appeared to be successfully scheduled.

CRM-199029

Browser (Classic)

Some attendee data was not pulled to CRM for events. 

CRM-199081

iPad

The meeting host’s Engage username displayed during webinars instead of the host’s display name. 

CRM-199184

iPad

Some child calls did not contain a value in the Remote_Meeting_vod object. 

CRM-199284

Android

When a meeting host requested a signature, the spinner displayed for the host, and the HCP did not receive the request. 

CRM-199431

Android

When a meeting host sent a second signature request before canceling the first request, the spinner displayed and did not resolve. 

CRM-199534

Android

HCPs could sign a signature request after the user canceled the request. 

CRM-199539

Browser (Classic)

When CRM failed to process data after a successful signature request from the HCP, a spinner displayed for the HCP until the host canceled the request. 

CRM-199649

Browser (Classic)

When an attendee was removed from a meeting invitation, their meeting ID persisted. 

CRM-199656

Windows Tablet

When downloading more than six items from the CLM Online Media Library, an error occurred but the remaining items were not queued for download. 

CRM-199736

iPad

After an HCP signed and selected Accept, the Sign Again message displayed. 

CRM-199902

Browser (Classic)

When a meeting host requested a signature, a blank white screen displayed for the HCP.

CRM-199958

iPad

The Signature Request modal did not automatically dismiss when the Cannot request remote signature message displayed.

CRM-199965

iPad

Call My Phone displayed as a Join Audio option for users who did not have permission. 

CRM-199969

Windows Tablet

When a user’s default browser was set to Edge Chromium, meetings were started in Firefox. 

CRM-200468

Windows Tablet

After downloading 10,000 media files, content errors displayed. 

CRM-200702

Android

The Engage Meeting app did not load in some native Android browsers. 

CRM-200759

Android
Online

When a user did not accept a requested signature and sent a second request, an error occurred.  

CRM-201134
CRM-201414

Events Management

Platform

Issue Description

Issue Number

Browser (Classic)

Events Management functionality did not work in Lightning orgs.

CRM-195381

Multichannel

The QR Code Self Sign-In Welcome page for an event did not display correctly.  

CRM-196341

iPad

Some fields on the New Walk-In modal did not display on iPad Air 2. 

CRM-196811

CRM-196842

CRM-201303

iPad

A validation error displayed multiple times for different Expense Header fields instead of displaying once and failing the entire Expense Header. 

CRM-197072

iPad

When a user attempted to remove an attendee created by another user from an event, a duplicate EM_Attendee_vod record was created. 

CRM-197805

Browser (Classic)

If one or more records on an invitation did not contain a value for an option token, the tokens did not display on the Print Invitations template

CRM-198372

iPad

When using Attendee Reconciliation and adding a walk-in attendee, field values were not cleared and were randomly populated. 

CRM-198778

Browser (Classic)

The Event Vendor related list was not copied to child events. 

CRM-199187

Browser (Classic)

The  --None-- option displayed in the Event Budget drop down list. 

CRM-199851

Windows Tablet

After a user created an Expense Header and entered data, the Save option did not display. 

CRM-199352

Browser (Classic)

When QR Sign-In was enabled, attendee records were not created. 

CRM-200773

Inventory Monitoring

Platform

Issue Description

Issue Number

Online 

When a Lightning user created an Inventory Monitoring record from a Call Report and selected Save, the Inventory Monitoring Detail screen displayed. 

CRM-197956

Browser (Classic)

A custom percent field displayed the number without the percent sign when the field was read only. 

CRM-198800

Medical Inquiries

Platform

Issue Description

Issue Number

Browser (Classic)

When a Medical Inquiry was created from an account in Lightning, selecting the Save or Cancel button on the Record UMR screen did not redirect the user to the Account Detail screen. 

CRM-196592

Multichannel

Platform

Issue Description

Issue Number

iPad

Bounced email activity caused by invalid top-level domains in email addresses did not display in Multichannel Activity notifications.  

CRM-199281

MyInsights HTML Reports

Platform

Issue Description

Issue Number

iPad

The MyInsights timeline tab displayed more slowly than usual. 

CRM-200105

Network Integration

Platform

Issue Description

Issue Number

iPad

Fields with default values displayed as additional DCR Line items when initiating data change requests.

CRM-182262

 

Browser (Classic)

After setting Data Privacy Opt Out to Yes for an HCP and running Data Subscription, the HCP’s license information was not cleared. 

CRM-194153

iPad

When a user with Create access on the Account, Address, and Child Account objects attempted to create a DCR on a Third-Party Managed Account type, a DCR was not created.

CRM-198650

Browser (Classic)

When a user created or edited an account, multiple unassigned country options displayed in the Country drop down list.

CRM-198669
CRM-199514

Windows Tablet

Required field validation was not enforced on the New Account Wizard. 

CRM-198814

Browser (Classic)

When the number of Network Account search results exceeded the My Accounts page size, the New Account Search screen did not fully display. 

CRM-199700

Windows Tablet

If a field was set as required on both the DCR and the page layout and was not populated, an error message did not display.

CRM-200358

Order Management

Platform

Issue Description

Issue Number

iPad

Each time a user selected the Order Lines tab, the screen refreshed. 

CRM-194789

Windows Tablet

When a user created an order and then split the order, the child orders could not be queried in MyInsights. 

CRM-197809

Browser (Classic)

The Address Line 2 value was not populated on the Order screen. 

CRM-198809

Browser (Classic)

The info icon did not display beside the Record Type field when only one record type was available. 

CRM-199467

Windows Tablet

When a user edited values on a Master Order, the value changes did not flow to the Delivery Order. 

CRM-199774

Windows Tablet

When a field included in an offline validation rule did not contain a value, the rule did not fire.  

CRM-200201

Push Notifications

Platform

Issue Description

Issue Number

Multichannel

The Mobile CRM Scheduled Push Notifications process required more than 15 seconds to complete.

CRM-192526

Suggestions

Platform

Issue Description

Issue Number

iPad

Suggestion text that uses Plain Text instead of HTML was stripped of line breaks, causing the text to display incorrectly. 

CRM-199580

iPad

When a user submitted Suggestion Feedback, duplicate Suggestion Feedback objects were created. 

CRM-200742

Sync

Platform

Issue Description

Issue Number

Browser (Classic)

Some Sent Email records had two Email Activity records with a status of delivered. 

CRM-198961
CRM-200301

Windows Tablet

If a user created a duplicate of a record they did not have permission to view, sync failed for that record and future pending autosync records were not synced.

CRM-193929

iPad
Windows

Account List Item transactions were listed in separate transactions, causing some orgs to reach API limits when uploading large numbers of transactions. 

CRM-198469
CRM-198470

iPad

Sync transactions were not uploaded correctly for Approved Email users where a default record type was not configured for Sent Email. Even after refreshing a database, items still displayed under Pending Changes. 

CRM-199252

iPad

When querying Account_Tactic_vod, capitalization errors in the Mobile_ID_vod field caused sync failures.

CRM-199375

Other

Platform

Issue Description

Issue Number

iPad

When users encountered errors while saving a record and then attempted to add an attachment, the error pill continued to display and obscured the file selector controls.

CRM-196133

Browser (Classic)

Customers who did not use Order Line record types could not fully install the Pharmacy Sales Rep Lightning App.

CRM-198661