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

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. 

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. 

iPad
iPhone

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

Browser (Classic)

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

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.

iPad

Sort order for Dynamic Attributes was not respected offline. 

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. 

iPad

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

iPad

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

iPad

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

iPad

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

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. 

Browser (Classic)

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

Multichannel

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

iPad

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

iPad

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

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. 

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.

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. 

iPad

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

Browser (Classic)

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

Windows Tablet

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

iPad

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

Online 

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

Browser (Classic)

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

Multichannel

Attendee Type fields were not always populated on Remote_Meeting_vod records. 

iPad

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

iPad

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

iPad

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

iPad

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

iPad

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

iPad

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

iPad

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

Android

iPad

iPhone
Windows

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

iPad

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

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.  

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. 

iPad

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

iPad

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

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. 

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. 

Browser (Classic)

The Signature box sometimes moved as HCPs were signing. 

CRM-Infrastructure

Metrics jobs expired and then errored. 

iPad

Browser (Classic)

Engage meeting names could not be modified. 

iPad

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

Browser (Classic)

Users could not open Engage URLs directly from WeChat. 

Browser (Classic)

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

Windows Tablet

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

Windows Tablet

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

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.

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. 

iPad

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

Windows Tablet

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

Browser (Classic)

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

iPad

Meetings scheduled while offline appeared to be successfully scheduled.

Browser (Classic)

Some attendee data was not pulled to CRM for events. 

iPad

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

iPad

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

Android

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

Android

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

Android

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

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. 

Browser (Classic)

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

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. 

iPad

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

Browser (Classic)

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

iPad

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

iPad

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

Windows Tablet

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

Windows Tablet

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

Android

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

Browser (Classic)

Events Management functionality did not work in Lightning orgs.

Multichannel

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

iPad

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

iPad

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

iPad

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

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

iPad

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

Browser (Classic)

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

Browser (Classic)

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

Windows Tablet

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

Online 

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

iPad

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

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. 

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.

Browser (Classic)

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

Windows Tablet

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

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. 

iPad

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

Windows Tablet

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

Browser (Classic)

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

Browser (Classic)

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

Windows Tablet

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

iPad

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

Browser (Classic)

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

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.

iPad
Windows

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

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. 

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.