Introduction to Veeva CRM 17R1
Many new features can be enabled with Veeva CRM 17R1. This document provides a brief explanation of each new feature and updates to existing features.
Veeva CRM 17R1 brings major improvements across the full suite of applications, providing enhancements to optimize user experience and maximize productivity.
Detailed instructions for settings required to fully enable all new features in Veeva CRM 17R1 are available later in this document.
User Visible and Behavior Changes
Most new features are delivered disabled by default; however users are able to view the following features immediately:
- Call Reporting
- Detail Product is now selected for Browser (Classic) and Windows Tablet users who are assigned only one Detail Product in My Setup, similar to iPad. This can be disabled by entering 0 for the Product_Detail_Discussion_Default Veeva Setting.
- For users with access to only one product for detailing, creating a planned call does not default the detail until the user attempts to edit the Call record
- For users with access to only one product for detailing, when creating a Call Report, the product detail is selected by default on the Call edit page. This is for Browser (Classic) and Windows Tablet users.
- For users with access to only one product for detailing, if the product is assigned to one group, the detail for that product is default, but not if assigned to two or more groups. This is for iPad only.
- The Save button on iPad and Windows Tablet is now labeled as Done on the Record Details page on Group Calls with Unique Activities.
- Call Sampling
- The font size for product information on the signature page now dynamically resizes to accommodate long product names
Call Scheduling
- When the Enable_Child_Accounts Veeva Setting is enabled, the Location field is locked on Calls planned for Account Locations from online My Schedule
- CLM
- A PowerPoint logo now displays in the top right of the thumbnail for media to be opened in PowerPoint
- Events Management
- The Event Date column on Windows Tablet and iPad changes to Event Time and displays the time zone abbreviation
- The Event Creation Wizard displays the time zone name the user is entering the event in
- View and edit based display time zones when viewing and entering data in datetime fields
- The Meal Opt-In field always displays on the New Walk-In screen (under Attendee Reconciliation)
- The (Attendee) Status field always displays on the New Walk-In screen (under Attendee Reconciliation)
- The Template and Preview panes’ proportions are updated on the preview page. The size of the overlay also changed
- MCCP
- Target names on the My Plans page now display as links. Users can select the Target name to display the Target’s Detail page.
- Multichannel
- The Urgent and Normal filters in Multichannel Alerts are replaced with Product and Activity Type filters
- Network
- When using the Parent Account button on the Child Account related lists for network enabled orgs, the lookup is filtered to display business accounts
- Scheduling and Planning
- Users who have the Enable_Group_Call_Attendee_Display_vod Veeva Setting selected can now view detailed information about Call attendees from the Agenda and Week views in My Schedule on the iPad
- Suggestions
- A Yes/No dialog displays during the following actions on Suggestions:
- Creating and Dismissing Call Objectives (Online, iPad)
- Marking Call Objectives as complete (Online)
- Suggestions with a Null expiration date do not restrict Suggestion record visibility
What's New in Veeva CRM 17R1
The following changes are available to all licensed users of a given product. Instructions to configure these options are discussed in each topic and in the Veeva CRM product documentation.
Core CRM
- General
- Enhanced Alert Profile on the Home Page -The Save and New button allows customers to efficiently indicate visibility to a home page alert for multiple profiles.
- Displaying Time Zones
- Developer Portal - The Developer Portal provides a repository for APIs and the JavaScript Library. This provides our customers and their agencies with options for developing personalized and dynamic content that interacts with the Veeva CRM database. The library is supported for CLM, Engage for Portals, CoBrowse, and MyInsights content creation.
- Account Management
- Territory Feedback
- Enhanced Account Creation
- Surfacing Product Restrictions on the Account Timeline
- Account Plan Dashboard
- Call Sampling
- AOC Enhancement
- Ship to Business Location
- Customizing the Signature Page
- Customizing the Signature Page
- SAP Concur Integration
- Capturing Expense Receipts
- Inventory Monitoring
- Inventory Monitoring Assortments
- Supporting Inventory Monitoring Types Per Account
- Medical Inquiries
- Medical Inquiry Fulfillment
- Order Management
- Product-Bound Order Assortments
Capturing Product Discussions on the Call Report
Customizing Product Discussions on the Call Report
Scheduling and Planning
Events Managements
Multichannel
- Approved Email
- Token for Time Zone
- CLM
- Displaying PowerPoint Presentations
- Suppressing Required Slides
- Capturing Consent
- Custom Consent Duration
- Filtering Multichannel Alerts- Users can filter which Multichannel Alerts display on the CRM Home Page. This allows users to view information relevant to specific product and activity types. To access this feature, users must have Multichannel Alerts configured on the CRM Home Page.
Approved Email License Management
Home Page
My Insights
Network Integration
Windows Tablet Parity
- Accounts
- Account Plan - Windows Tablet users can now access Account Plans, a collection of strategies, tactics, and executed activities for a key account. See Account Based Selling for more information.
- Approved Email
- Time zone Token - Content admins for iPad and Windows Tablet can now use the {{timeZone}} token to insert the time zone of a User’s locale.
- Events Management
- Expense Splitting - To help streamline expense allocations, Windows Tablet users can now split expenses among Attendees independent of whether or not they attended an Event. See Expense Splitting for more information.
- Mass Update for Attendees - To improve efficiency when updating large numbers of Attendees, Windows Tablet users can do mass updates for things like statuses, meal information, and other attributes. See Mass Update for Attendees for more information.
- Consent Capture - Enhanced Consent Capture is now available for Windows Tablet, allowing users to selectively opt-in and/or opt-out an Account for one or more Products. See Consent Capture for more information.
iPad Parity
- Timeline Filtering - iPad users can now filter activities on the Timeline by Product and My Activities (User/OwnerId), allowing them to view data most relevant to them. See Account Timeline Default Functionality for more details.
New Objects
The list below contains all new objects added in Veeva CRM Version 17R1.
Object |
Label |
Master Object |
Description |
---|---|---|---|
Medical_Inquiry_Fulfillment_Response_vod |
Medical Inquiry Fulfillment Response |
|
Captures the detailed responses used to fulfill the associated Medical Inquiry Fulfillment records. |
Medical_Inquiry_Fulfillment_vod |
Medical Inquiry Fulfillment |
|
Captures the information from the initiating Medical Inquiry request, the current Assignee, and the Fulfillment Status. |
New Fields
The list below contains all fields added in Veeva CRM Version 17R1. The fields are organized by object. Visibility to all fields is disabled by default to all users except administrators. See the Veeva Data Model information for a full listing of Veeva objects.
Object | Field Name | Field Label | Description | Field Type |
---|---|---|---|---|
Account |
Default_Inventory_Monitoring_Type_vod |
Default Inventory Monitoring Type |
Defines which Inventory Monitoring Type should open by default when creating a new IM. |
Picklist |
Account |
Inventory_Monitoring_Type_vod |
Inventory Monitoring Type |
List of Inventory Monitoring Types available for the Account. This field must contain a value from the Default_Inventory_Monitoring_Type_vod__c field. If None_vod is selected, then no Inventory Monitoring activities will be allowed for the selected account |
Picklist (Multi-Select) |
Account_Overview_Layout_vod
|
zvod_Product_Restrictions_vod |
Product Restrictions
|
Marker field to display the Product restrictions control on the Account page |
Checkbox |
Approved_Document_vod |
Bcc_vod |
Bcc |
The 'bcc' header email addresses that an Approved Email uses. It can be a constant value or an Approved Email token that resolves to an email address. |
Text |
Assortment_Line_vod
|
Collapse_By_Default_vod__c |
Collapse By Default? |
When enabled, the corresponding section will be in a collapsed state by default; users will have to manually expand it |
Checkbox |
Assortment_vod
|
Inventory_Monitoring_Record_Type_vod |
Inventory Monitoring Record Type |
The type of IM the Assortment is valid for. Values need to match the IM Record Type in Inventory_Monitoring_vod |
Picklist |
Assortment_vod
|
Product_Bound_vod |
Product Bound |
Determines if the Assortment is strict or not. |
Checkbox |
Call2_vod
|
Expense_Receipt_Status_vod |
Expense Receipt Status |
Stores Expense Receipts status after posting to SAP Concur. Success or Fail based on the attempt to post to SAP Concur. If it is not posted yet, it is Null. |
Text |
Call2_vod
|
Ship_Location_Id_vod |
Ship Location Id |
The textual ID of the Child Account value maintained in the Ship_To_Location_vod field. |
Text |
Call2_vod
|
Ship_Location_vod |
Ship Location |
The Ship Location field stores the Business Account location for a BRC Sample. This field should not be displayed on the Page Layout. |
Text |
Call2_vod
|
Ship_To_Location_vod |
Ship To Location |
The Ship to Location Lookup field corresponds to the selected Business Account record where BRC Samples will be shipped. This field should not be added to a Page Layout. |
Lookup |
Call2_vod
|
Signature_Page_Display_Name_vod |
Signature Page Display Name |
The value of the Account.Signature_Page_Display_Name_vod at the time of Signature Capture. |
Text |
Call2_vod
|
zvod_Expense_Receipts_vod |
Expense Receipts |
Marker Field used to launch Expense Receipt capture flow |
Checkbox |
Call2_vod
|
zvod_Medical_Inquiry_vod |
zvod_Medical_Inquiry_vod |
Marker field used to display Medical Inquiry Fulfillment records within an Interaction Report and to capture associated Responses. |
Checkbox |
Consent_Type_vod
|
Consent_Custom_Duration_vod |
Consent Custom Duration |
Duration, in months, for which the consent captured is valid for. |
Number |
Consent_Type_vod
|
Consent_Expires_In_vod |
Consent Expires In |
Sets the Opt_Expiration_Date_vod on Multichannel_Consent_vod for Opt ins from the Capture_Datetime_vod. If NULL, then the Opt_Expiration_Date_vod is NULL as well. |
Picklist |
Content_Acknowledgement_vod
|
Received_By_FirstName_vod |
Received By First Name |
Hosts the first name of the Receiver in the Content Acknowledgment form |
Text |
Content_Acknowledgement_vod
|
Received_By_LastName_vod |
Received By Last Name |
Hosts the last name of the Receiver in the Content Acknowledgment form |
Text |
Content_Acknowledgement_vod
|
Received_By_Middle_vod |
Received By Middle Name |
Hosts the Middle name of the Receiver in the Content Acknowledgment form |
Text |
Content_Acknowledgement_vod
|
Ship_Location_vod |
Ship Location |
Stores the Business Account location for the product shipment. |
Text |
EM_Event_Action_vod
|
Confirmation_Message_vod |
Confirmation Message |
Used to store the name and category of a Veeva Message. If populated, this Veeva Message will display when the Event Action is executed. The format for this field is: Name;;Category of the Veeva Message. (e.g. EVENT_CRITERIA_US_ADVISORY;;VERTEO_CUSTOM). Customers can create new Veeva Messages to support the confirmation messages that will be displayed. |
Text |
EM_Event_Layout_vod
|
Help_Text_vod |
Help Text |
Used to store the name and category of a Veeva Message. If populated, this Veeva Message will display as a help text on the Page Layout. The format for this field is: Name;;Category of the Veeva Message. (e.g. HELP_TEXT_US_ADVISORY;;VERTEO_CUSTOM). Customers can create new Veeva Messages to support the help text messages that will be displayed. |
Text |
EM_Speaker_vod
|
Address_vod |
Address |
When an account is selected on a speaker record, this field is automatically populated with the primary address of the account. It can be overwritten manually to display a different address. |
Text |
Inventory_Monitoring_vod
|
Assortment_vod |
Assortment |
Designates the specific list of IM products to be loaded, and in which section they should be displayed to the user |
Lookup |
Medical_Event_vod
|
zvod_Expense_Receipts_vod |
Expense Receipts |
Marker Field used to launch Expense Receipt capture flow |
Checkbox |
Medical_Inquiry_vod |
Assign_To_User_vod |
Assign To User |
Used to assign a new Medical Inquiry request to a specific User based on territory alignment of the Account. User list will be filtered to those Users who are assigned to the same territory as the Account on the Medical Inquiry record. |
Lookup |
Medical_Inquiry_vod |
Fulfillment_Created_vod |
Fulfillment Created |
Indicates that a Medical Inquiry Fulfillment record has been created for the Medical Inquiry request and prevents subsequent Fulfillment records from being created. |
Checkbox |
Medical_Inquiry_vod
|
Fulfillment_Status_vod |
Fulfillment Status |
Used to provide visibility of the Fulfillment Status of a Medical Inquiry to Users that initiated the Medical Inquiry request. |
Picklist |
Medical_Inquiry_vod
|
Mobile_Created_Datetime_vod |
Mobile Created Datetime |
Date and time the Medical Inquiry record was created on the mobile device. |
Date/Time |
Medical_Inquiry_vod
|
Override_Lock_vod |
Override Lock |
Used to modify a submitted Medical Inquiry without the need to unlock the record. |
Checkbox |
Multichannel_Activity_vod
|
Detail_Group_vod |
Detail Group |
Detail Group associated to the Multichannel Activity |
Lookup |
Order_vod
|
Disclaimer_vod |
Disclaimer |
It stores the disclaimer text persistently in order after signature. |
Long Text Area |
Sample_Order_Transaction_Audit_vod |
Ship_Location_vod |
Ship Location |
The Ship Location field stores the Business Account location for a Sample Order. |
Text |
Sample_Order_Transaction_Audit_vod
|
Signature_Page_Display_Name_vod |
Signature Page Display Name |
The value of the Account.Signature_Page_Display_Name_vod at the time of Signature Capture. |
Text |
Sample_Order_Transaction_vod |
Ship_Location_vod |
Ship Location |
The Ship Location field stores the Business Account location for a Sample Order. |
Text |
Sample_Order_Transaction_vod
|
Signature_Page_Display_Name_vod |
Signature Page Display Name |
The value of the Account.Signature_Page_Display_Name_vod at the time of Signature Capture. |
Text |
Sample_Transaction_Audit_vod
|
Signature_Page_Display_Name_vod |
Signature Page Display Name |
The value of the Account.Signature_Page_Display_Name_vod at the time of Signature Capture. |
Text |
Sample_Transaction_vod
|
Signature_Page_Display_Name_vod |
Signature Page Display Name |
The value of the Account.Signature_Page_Display_Name_vod at the time of Signature Capture. |
Text |
Sent_Email_vod
|
Bcc_vod |
Bcc |
The list of email addresses which were added as bcc recipients for the Sent Email. |
Text |
User
|
Webinar_Host_Id_vod |
Webinar Host Id |
Webinar Host Id is the user Id assigned by Zoom for the webinar host. |
Text |
User
|
Webinar_Host_Token_vod |
Webinar Host Token |
The Zoom user token for the user who is the host of the webinar. The host is the Zoom user who can start a webinar. |
Text |
Veeva_Settings_vod
|
ACCT_PREVIEW_DURING_CREATION_vod |
Account Preview during Creation |
Determines if user can preview full account profile during new account creation process. |
Number |
Veeva_Settings_vod
|
Product_Detail_Discussion_Default_vod |
Product_Detail_Discussion_Default |
Determines the default Product Detail and Product Discussion behavior on call records. See documentation for more details. Setting options: 0 - Do not default Product Detail or Product Discussion 1 - Default Product Detail to checked but do not create a Product Discussion record (default) 2 - Default Product Detail to checked and create a Product Discussion record with Product field pre-populated (will not apply to group calls |
Number |
Veeva_Settings_vod
|
Tag_Alert_Reg_Express_vod |
Tag Alert Reg Express |
Regular expression used to validate the Tag Alert Number value on confirmation of Sample Receipts. If the value is left blank, no validation is performed. Example regular expression to validate the sample card is exactly 10 numeric values: ^[0-9]{10}$ |
Text |
Veeva_Settings_vod
|
TIME_ZONE_DISPLAY_vod |
Time Zone Display |
Setting to determine the display of time zone data in the UI. See documentation for details. |
Number |
Veeva_Settings_vod |
Medical_Inquiry_Fulfillment_Default_vod |
Medical Inquiry Fulfillment Default |
The username that a Medical Inquiry Fulfillment record is assigned to if the Medical Inquiry Fulfillment feature is enabled and the Assign To User field on a Medical Inquiry record is empty. |
Text |
Validation Impacting Defect Fixes
Platform |
Key |
Summary |
Component |
---|---|---|---|
Windows Tablet | CRM – 102302 | Users were unable to create a Call from My Schedule. | Call Reporting |
Online | CRM – 107963 | When changing a Call status from Submitted to Saved, Call Samples were deleted and recreated. | Call Sampling |
Online | CRM – 110500 | The duplicate child Call status was not the same as the parent Call status. | Call Reporting |
Browser (Classic) |
CRM - 104899 |
An error occurred when trying to access a Parent Call with children. |
Call Reporting |
Online | CRM - 106594 | An error occurred when trying to open the Call page. | Call Reporting |
Online | CRM - 105330 | Users were able to Sample even though the license was invalid. | Sample Management |
iPad | CRM – 108324 | The Call Backdate Limit triggered incorrectly when Saving and Submitting with Call DateTime was not on the page layout but the Call Date was. | Call Reporting |
iPad | CRM – 109373 | An error occurred with the pop-up window for the Disclaimer. | Call Sampling |
iPad | CRM – 110870 | An error occurred when trying to sync. | Sync |
iPad | CRM – 111395 | Users were not able to sign for Samples Call Sampling. | Call Sampling |
iPad | CRM – 112953 | Product names were not wrapping correctly on the AOC Signature page. | Call Sampling |