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 Online and Windows 8 and 10 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 Online and Windows 8 and 10 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 8 and 10 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 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.

Scheduling and Planning

Events Managements

Multichannel

My Insights

Network Integration

Windows 8 and 10 Parity

  • Accounts
  • Account Plan - Windows 8 and 10 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 8 and 10 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 8 and 10 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 8 and 10 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 8 and 10, 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 Timeline FiItering 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 8 and 10 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

Online

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