Introduction to Veeva CRM 17R3

Many new features can be enabled with Veeva CRM 17R3. This document provides a brief explanation of each new feature and updates to existing features.

Veeva CRM 17R3 brings major improvements across the full suite of applications, providing enhancements to optimize user experience and maximize productivity.

Summary

Detailed instructions for settings required to fully enable these, as well as all the new features in Veeva CRM 17R3, can be found by following the links in New in Veeva CRM 17R3 topic.

  • Suggestions Surveys – Added flexibility via surveys to capture feedback for dismissing a suggestion. This makes the analytics engine generate smarter and more relevant suggestions.
  • Sampling Validation for Ohio Regulations – New sampling validation to support the new Ohio Terminal Distributor of Dangerous Drugs regulations.
  • My Schedule Improvements – View all MCCP goal and attainment data driving important planning decisions within My Schedule. Save My Schedule filters from offline devices to be reused while planning.
  • Call Attendee Multi-Select – Speeds up the process of searching and adding multiple attendees to a call by allowing multi-selection of attendees.
  • MyInsights Smart Linking – Take immediate actions from MyInsights visualizations by navigating directly to native Veeva CRM pages.
  • Engage Meeting Enhancements – Introduces online scheduling and hosting capabilities, as well as enhancements to allow for hybrid (remote and in-person attendees) group calls.
  • Engage Webinar – Eliminates geographic barriers and expands the reach of Events Management to include remote attendees and speakers.

User Visible and Behavior Changes

Most new features are delivered disabled by default; however users are able to view the following features immediately:

General

  • The Alert pop-ups on iOS now use bold font and red text for destructive actions
  • The Currency field always displays as required on iPad in orgs with Multi-currencies enabled
  • The menu options (Yes and No) are now reversed
  • On iPad, the Done button is now the Back button on the Documents page, except in the Approved Documents folder
  • The application icon on iPad is now white with an orange logo.

Call Sampling

  • The stamped values for the Ship_to_Address_Texts field display on iPad after you submit and then view the Call
  • The stamped values for the Address_vod__C field display on iPad and Online after you submit and then view the Call
  • Sample Limit Transaction (SLT) records are no longer deleted when selecting Cancel Send. Instead, a new SLT record is created. This ensures the Sample Limit Disbursed and Remaining Quantities are accurate.

Events Management

  • The Select All button used for selecting Events Management and Approved Email recipients now only selects users or accounts that have an email address.

Multichannel

  • Approved Email
  • Users must now have ModifyAllData permission to view the View drop-down list on the Approved Email License Management screen
  • Fragments added to Approved Email templates are no longer validated for Consent on the iPad platform
  • Engage Meeting
  • To support hybrid meetings, when sending invitations for an Engage Meeting on a business account call, a new screen displays allowing users to select Call attendees who are remote
  • The Call is now implicitly saved when the user selects the Schedule button
  • To prevent users from editing the Call while scheduling the Engage Meeting, a scheduling spinner covers the entire Call page
  • The host of a meeting is no longer counted as a participant when calculating the maximum number of participants (This change will take effect with the production upgrade)
  • The Add Recipients button does not display on the Approved Email page when sending meeting invitations
  • For users who do not have the Approved Email Invitations feature enabled, a new Invitation button is available to manage the participant URL
  • Engage for Portals
  • Engage for Portals now supports incremental sync
  • HCP App
  • The HCP app is supported on iPhone X
  • The video ribbon on the iPad now displays when the Hide video tile on attendee's share screen setting from the Engage Meeting Administration group setting
  • The Invite button no longer displays for attendees on the HCP app. This is to ensure only the host can send invitations.
  • The HCP pre-meeting experience, from the onboarding web pages to the join screen on the HCP Engage app, supports all languages supported in Veeva CRM
  • The in-meeting experience in the iOS and Android HCP Engage apps now supports the following languages:
  • English
  • Chinese Simplified
  • Chinese Traditional
  • French
  • Spanish
  • German
  • Portuguese (Brazil)
  • Russian
  • Turkish
  • Italian

Network

  • DCR Editable fields can now be modified is based on a user's FLS and not on the page layout setting

Samples Management

  • Acknowledgment of Content signature pages now display the Delivery Date
  • The Allocation Date filter on the Product Order Allocation page no longer displays Allocations with a Start Date over one year earlier than the current year. The Allocations are sorted by Start Date, with the latest Start Date displaying as the default selected value.
  • The Product filter now displays products and their Details associated with the selected Allocation Date
  • The Zip_vod field on the following objects now supports zip codes up to 20 characters long:
  • Rep_Roster_vod
  • Sample_Transaction_vod
  • Sample_Transaction_Audit_vod
  • Sample_Order_Transaction_vod

Scheduling and Planning

  • When a user creates a bookmark containing MCCP attributes on the iPad platform and then syncs, the bookmark displays on the Online and Windows Modern platforms but is disabled. The Online and Windows Tablet platforms do not allow filtering on MCCP attributes, so bookmarks containing MCCP attributes cannot be applied.
  • Child Account filters now display on all views instead of only on Child Account views
  • My Scheduler filters are no longer sticky
  • When a user displays an MCCP attribute in My Schedule, a Reset button displays. Selecting this button resets the product and channel picklists to their initial state.
  • When a user selects an MCCP from the Configure Display section and a filter is not applied, the plan, product, and channel selection automatically populate the My Plan section of the filter

  • On the Configure Display screen, if the selected plan has only one associated channel, the Channel drop-down list defaults to the available channel
  • On the Configure Display screen, a Reset button now displays once a user makes a selection in the Channel drop-down list, enabling the user to clear Product and Channel selections and view all product and channel options

What's New in Veeva CRM 17R3

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.

Deprecation of PDA and Blackberry Veeva Messages

As previously announced, in 17R3, all Veeva Messages with the category of PDA or Blackberry that are no longer being used will be removed.

Please review any custom code to ensure you are no longer using the deprecated Veeva Messages before 17R3 is released.

Windows Support

Users on the Windows Tablet platform are required to upgrade to Windows in order to install Veeva CRM 19R1. Veeva CRM will no longer support Windows 8.0 or 8.1 beginning with the 19R1 release.

Core CRM

Events Management

Multichannel

  • Approved Email

MyInsights

Network Integration

Scheduling and Planning

Parity

Approved Email

Windows Tablet users can now collect information specific to each recipient of an Approved Email. See Adding Recipient Specific Fields for more information.

CLM

Windows Tablet users can now use Call Clickstream. See Call Clickstream Data for more information.

Scheduling and Planning

  • MCCP
  • Displaying TSF in the Weekly Call Scheduler
  • Setting MCCP Goals for a Detail Group
  • Call Planning
  • Creating Calls in My Schedule
  • Medical Inquiry

    Windows Tablet users can now clone an existing Medical Inquiry. See Configuring Buttons on Page Layouts for more information.

    Medical Insights

    Windows Tablet users can now configure the columns displayed on the Key Medical Insights Home Page. SeeKey Medical Insightsfor more information.

    Scheduling and Planning

    iPad users can now create bookmarks. See Setting Bookmarks in Classic Cycle Plans for more information.

    New in Veeva Engage 17R3.1

    The following features are available to all licensed Engage Meeting users.

    New Objects

    The list below contains all new objects added in Veeva CRM Version 17R3.

    Object

    Label

    Master Object

    Description

    VDS_Settings_vod__c VDS Profile   Settings related to the Veeva Data Store.

    New Fields

    The list below contains all fields added in Veeva CRM Version 17R3. 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_Team_Member_vod__c

      Access_vod__c

    Access

     

    Determines the level of access the Team Member has to Account Plan records

    Picklist

    Address_vod__c

    Network_Distributor_Entity_ID_vod__c

    Network Distributor Entity ID

    Network entity ID of the State Distributor license ID associated to this address

    Text

    Address_vod__c

    State_Distributor_Category_vod__c

    State Distributor Category

    Category of Drugs that a Health Care Provider is able to receive at this Business Address

    Text

    Address_vod__c

    State_Distributor_Expiration_Date_vod__c

    State Distributor Expiration Date

    State Distributor license expiration date. The Expiration Date must be today or in the future if a Health Care Professional is to be allowed to receive Samples at the Business Address.

    Date

    Address_vod__c

    State_Distributor_License_Exempt_vod__c

    State Distributor License Exempt

     

    Determines if the State Distributor License validation for the Business Address should happen for a Health Care Professional at this address. If the State Distributor Exempt checkbox is checked, then the State Distributor License validation for the Business Address will not be performed on a call.

    Checkbox

    Address_vod__c

    State_Distributor_Status_vod__c

    State Distributor Status

     

    State Distributor Status for the Business Address. This field should be set to either Valid_vod or Invalid_vod. Valid_vod will allow the Health Care Professional to receive samples at this Business Address.

    Picklist

    Address_vod__c

    State_Distributor_vod__c

    State Distributor

    State Distributor License Number for the corresponding Business Address. Determines if a Health Care Professional at the Business Address is able to receive Controlled and Dangerous Substance Samples.

    Text

    Approved_Document_vod__c

    Audience_vod__c

    Audience

    The target audience for an Events Management template

    Picklist

    Call2_vod__c

    State_Distributor_Expiration_Date_vod__c

    State Distributor Expiration Date

     

    State Distributor license expiration date corresponding to the Business ship to address

    Date

    Call2_vod__c

    State_Distributor_vod__c

    State Distributor

    State Distributor License Number for the corresponding Business Address

    Text

    Call2_vod__c

    Ship_State_Distributor_Exp_Date_vod__c

    Ship State Distributor Expiration Date

    The expiration date of the State Distributor number corresponding to the Business ship to address.

    Date

    Call2_vod__c

    Ship_State_Distributor_vod__c

    Ship State Distributor

    The State Distributor number corresponding to the Business ship to address.

    Text

    Clm_Presentation_vod__c

    Content_Channel_vod__c

    Event Content

    Used to store the content type.

    Picklist

    Consent_Header_vod__c

    Subscription_Option_vod__c

    Subscription Option

    Field that drives the visibility of Subscribe/Unsubscribe All buttons. If the value is set to -
    0 - Display Subscribe/Unsubscribe All Buttons
    1 - Hide Subscribe/Unsubscribe All Buttons

    Number

    Consent_Header_vod__c

    Reject_Channel_Source_Edit_On_Cancel_vod__c

    Reject Channel Source Edit on Cancel

    If set to true, the any changes made to channel source will be written to the database only if consent is captured for that channel source, otherwise the changes made will be cancelled.

    Checkbox

    Content_Acknowledgement_vod__c

    Ship_State_Distributor_vod__c

    Ship State Distributor

    Stores the State Distributor # of the Business Address where practitioner requested the BRC product shipment when a State Distributor is required in the state.

    Text

    Contract_Line_vod__c

    EM_Rate_Max_vod__c

    Rate Maximum

    Indicates the maximum rate for the service. This field is only used by Veeva Event Management.

    Currency

    Contract_Line_vod__c

    EM_Rate_Min_vod__c

    Rate Minimum

    Indicates the minimum rate for the service. This field is only used by Veeva Event Management.

    Currency

    Contract_Line_vod__c

    EM_Service_Quantity_Max_vod__c

    Service Quantity Maximum

    Indicates the maximum quantity for the service. This field is only used by Veeva Event Management.

    Number

    Contract_Line_vod__c

    EM_Service_Quantity_Min_vod__c

    Service Quantity Minimum

    Indicates the minimum quantity for the service. This field is only used by Veeva Event Management.

    Number

    Contract_Line_vod__c

    EM_Service_Quantity_vod__c

    Service Quantity

    Indicates the quantity for the service. This field is only used by Veeva Event Management.

    Number

    Contract_Line_vod__c

    EM_Total_Payment_vod__c

    Total Payment

    Indicates the final payment value to be applied at the line level according to rate and quantity limits and user overrides. This field is only used by Veeva Event Management.

    Formula

    Contract_Partner_vod__c

    EM_Event_Speaker_vod__c

    Event Speaker

    Used to associate a contract with an event speaker for Veeva Event Management. Customers can change the lookup filter criteria to drive Contract Template selection for Event Speakers.

    Lookup

    Contract_vod__c

    Language_vod__c

    Language

    Language of the Contract

    Picklist

    Contract_vod__c

    EM_Catalog_vod__c

    Print Template

     

    Lookup

    Contract_vod__c

    EM_Tier_vod__c

    Tier

    Used to find Speakers with matching Tier information for generating Speaker Contracts.

    Picklist

    Contract_vod__c

    EM_Total_Payment_vod__c

    Total Payment

    Indicates the final payment value to be applied at the contract level. This field is only used by Veeva Event Management.

     

    Data_Change_Request_vod__c

    Network_Session_Id_vod__c

    Network Session ID

    Used for tracking Network Searches to a DCR.

    Text

    EM_Attendee_vod__c

    Webinar_Participant_URL_vod__c

    Webinar Participant URL

     

    Text

    EM_Event_Rule_vod__c

    Walk_In_Attendee_Statuses_vod__c

    Walk-In Attendee Statuses

     

    Controls values that display in the status field used when creating new walk-ins. Field accepts values from the Status_vod. Values display in the order listed with the first item displaying as the default value. Format is: ;Status1_vod;Status2_vod; Example: ;Attended_vod;No_Show_vod;

    Text

    EM_Event_Speaker_vod__c

    Speaker_Formatted_Name_vod__c

    Speaker Formatted Name

     

     

    EM_Event_Speaker_vod__c

    Tier_vod__c

    Tier

    Used to find Contracts with matching Tier information for generating Speaker Contacts.

    Picklist

    EM_Event_Speaker_vod__c

    Webinar_Panelist_URL_vod__c

    Webinar Panelist URL

     

    Text

    EM_Event_vod__c

    Assigned_Host_vod__c

    Host

     

    Lookup

    EM_Event_vod__c

    Engage_Webinar_vod__c

    Webinar

     

    Lookup

    EM_Event_vod__c

    Key_Contact_Email_vod__c

    Key Contact Email

     

    Email

    EM_Event_vod__c

    Key_Contact_Name_vod__c

    Key Contact Name

     

    Text

    EM_Event_vod__c

    Key_Contact_Phone_vod__c

    Key Contact Phone

     

    Phone

    EM_Event_vod__c

    Key_Contact_vod__c

    Key Contact

     

    Lookup

    EM_Event_vod__c

    Webinar_Alternative_Host_1_vod__c

    Alternative Host 1

    This field is not used.

    Lookup

    EM_Event_vod__c

    Webinar_Alternative_Host_2_vod__c

    Alternative Host 2

    This field is not used.

    Lookup

    EM_Event_vod__c

    Webinar_Alternative_Host_3_vod__c

    Alternative Host 3

    This field is not used.

    Lookup

    EM_Event_vod__c

    Webinar_Error_DateTime_vod__c

    Error Time

     

    Date/Time

    EM_Event_vod__c

    Webinar_Error_Message_vod__c

    Error Message

     

    Text

    EM_Event_vod__c

    Webinar_Status_vod__c

    Webinar Enabled

     

    Picklist

    EM_Speaker_vod__c

    Speaker_Formatted_Name_vod__c

    Speaker Formatted Name

     

     

    EM_Speaker_vod__c

    Tier_vod__c

    Tier

    Used to find Contracts with matching Tier information for generating Speaker Contracts.

    PIcklist

    MC_Cycle_vod__c

    Goal_Editing_Rules_vod__c

    Goal Editing Rules

    Used to enable optional goal editing features at the MC Cycle level

    PIcklist

    Multichannel_Settings_vod__c

    MCCP_POPUP_FIELDS_vod__c

    MCCP Fields in MySchedule Pop-Up

    List of API field names from MC_Cycle_Plan_Product_vod to be displayed in the product grid in MCCP pop-up of MySchedule

     

    Network_Settings_vod__c

    NAS_FILTERS_vod__c

    NAS Filters

     

    The filter string to be applied to Network Account Search.
    If the filters is larger than 255 characters, the setting can refer to a Veeva Message.

    Text

    Order_vod__c

    Approval_Status_vod__c

    Approval Status

    Picklist to be used in SFDC Approval Processes populated through field updates.

    Picklist

    Plan_Tactic_vod__c

    Share_With_vod__c

    Share With

    Used to facilitate record sharing among Account Team Members. Team Members whose Role matches any of the selected values will have visibility to the record.

    PIcklist

    Product_vod__c

    Fixed_UM_vod__c

    Fixed U/M?

    Used in OM to enable fixed quantity multiples only when ordering this particular product

    Checkbox

    Product_vod__c

    State_Distributor_Category_vod__c

    State Distributor Category

    Category for the Drug. e.g 01,11

    Text

    Remote_Meeting_vod__c

    Webinar_Alternative_Host_1_vod__c

    Alternative Host 1

    This field is not used.

    Lookup

    Remote_Meeting_vod__c

    Webinar_Alternative_Host_2_vod__c

    Alternative Host 2

    This field is not used.

    Lookup

    Remote_Meeting_vod__c

    Webinar_Alternative_Host_3_vod__c

    Alternative Host 3

    This field is not used.

    Lookup

    Sample_Order_Transaction_Audit_vod__c

    Ship_State_Distributor_Exp_Date_vod__c

    Ship State Distributor

    The State Distributor license number for the corresponding Business Ship To Address.

    Text

    Sample_Order_Transaction_Audit_vod__c

    Ship_State_Distributor_vod__c

    Ship State Distributor Expiration Date

    The Expiration Date of the State Distributor license for the corresponding Business Ship To Address.

    Date

    Sample_Transaction_Audit_vod__c

    State_Distributor_Expiration_Date_vod__c

    State Distributor Expiration Date

    The Expiration date of the State Distributor number for the corresponding Call Business Address

    Date

    Sample_Transaction_Audit_vod__c

    State_Distributor_vod__c

    State Distributor

    The State Distributor number for the corresponding Call Business Address

    Text

    Sample_Transaction_vod__c

    State_Distributor_Expiration_Date_vod__c

    State Distributor Expiration Date

    The Expiration date of the State Distributor number for the corresponding Call Business Address

    Date

    Sample_Transaction_vod__c

    State_Distributor_vod__c

    State Distributor

    The State Distributor number for the corresponding Call Business Address.

    Text

    Samples_State_Settings_vod__c

    State_Distributor_Required_vod__c

    State Distributor Required

    Defines whether or not a State Distributor license (e.g TDDD) is required for sampling in a particular state. Used to determine if State Distributor license validation occurs on a call.

    Checkbox

    Suggestion_vod__c

    Suggestion_Survey_vod__c

    Suggestion Survey

    Identifies the Survey to be used during Suggestion Dismissal if Suggestion Surveys are configured.

    Lookup

    Survey_Target_vod__c

    Suggestion_vod__c

    Suggestion

    Identifies the associated Suggestion if Suggestion Surveys are configured.

    Lookup

    Sync_Tracking_vod__c

    VDS_Processed_vod__c

    VDS Processed

    Checked if the download of VDS from the server to VMobile completed with no errors. This will always be checked for orgs that are not configured for VDS.

    Checkbox

    User

    NAS_Filters_vod__c

    NAS Filters

    This field overrides the Network Settings and uses the value in the field to apply filters in Network Account Search.

    Text

    User

    Remote_Meeting_Start_From_CRM_Online_vod__c

    Start Remote Meeting from CRM Online

    Indicates that the user can start a remote meeting from the CRM Browser (Classic) platform

    Checkbox

    Veeva_Common_vod__c

    VDS_Server_vod__c

     

     

     

    Veeva_Settings_vod__c

    Account_Plan_Sharing_vod__c

    Account Plan Sharing

    Enables automatic sharing of Account Plan related data to Team Members. See documentation for more details.
    0 - Disabled (default value)
    1 Enabled

    Number

    Veeva_Settings_vod__c

    ENABLE_CHILD_ACCOUNT_IN_WIZARDS_vod__c

    Child Account info in Account Wizard

    Used to enable the display of the Child Account information section in the Account creation wizards.

    Checkbox

    Veeva_Settings_vod__c

    ENABLE_ORDER_APPROVAL_vod__c

    Enable Order Approval

    Setting for enabling Order Approval Automatic Request to SFDC Approvals. Set 0 to disable and 1 to enable.

    Number

    Validation Impacting Defect Fixes

    Platform

    Key

    Summary

    Component

    Online CRM - 112989 The License_vod field was not being stamped to the Call. Call Reporting
    iPad, Windows Tablet CRM - 115900 The zvod_Disclaimer_vod text was not displaying the default disclaimer text. Medical Inquiries
    Online CRM - 116445 The DEA Status is displaying valid for an address when the Account has another address with the same name that also has valid DEA information. Call Sampling, Sample Management
    Windows Tablet CRM - 119361 An error occurs when trying to record a Call. Call Reporting
    iPad CRM - 121530 Ship_To_Address_Text_vod was not displaying the correct value. Call Sampling
    Windows Tablet CRM - 123597 When a user attempted to sign for a sample for an account with inconsistent state license information, an error periodically occurred. Call Sampling
    iPad CRM - 123930 Attendees on Group Calls were not validated correctly. Call Sampling
    Online CRM - 124474 When creating a Call on an Event, an error occurred. Call Reporting
    Windows Tablet CRM - 124791 When a signature was captured on a Child Call that was part of a Group Unique Activities Call, the signature was saved on the Parent Call instead of the Child Call. Call Reporting
    Online CRM - 125258 An error occurred when trying to view My Samples. Sample Management
    Online CRM - 125869 Accounts that are valid to sample displayed as invalid on the Call Report. This has been fixed. Call Sampling
    Online CRM - 126068 When data loading Call data, the call_date_vod field was not updated with the Call_DateTime_vod field value. Call Reporting

    Browser (Classic)

    CRM - 129384

    An error occurred when selecting the Create Response button.

    Medical Inquiries

    iPad CRM - 129617 An error occurred when syncing. Sync

    Browser (Classic)

    CRM - 129712

    When changing record types, a blank page displayed in the Medical Inquiry Fulfillment Response page.

    Medical Inquiries

    Online CRM - 129757 The Call page did not display correctly. Call Reporting

    Windows Tablet

    CRM - 131023

    MIFRs were not syncing properly.

    Medical Inquiries.

    Online CRM - 131417 The Sample Limit Disbursed quantity was not credited properly when canceling. Sample Limits

    iPad

    CRM - 131888

    After adding the --nsl section signal, was still checking for a valid license.

    Call Sampling

    Windows Tablet CRM - 132189 Data was removed during a sync. Sync

    Browser (Classic)

    CRM - 132192

    Sample Limit disbursed quantities were being updated after deleting the SLT records.

    Sample Limits