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
- Account Management
- Enabling Child Account Fields in Account Wizards
- Suggestion Survey
- Account Planning
- Account Plan Sharing
- Call Reporting
- Adding Child Accounts as Attendees on Calls
- Searching and Adding Multiple Attendees to Calls
- Call Report Sampling
- State Distributor License
- Order Management
- Order Approval Process
Events Management
- Speaker Contract Generation
- Signature Lock for Users
- Setting Walk-in Attendee Status
- Search Match Ranking
-
Engage Webinar
Engage Webinar has been deprecated and is replaced by Virtual Events.
- Restricting Email Recipients by Audience Type
Multichannel
- Consent Capture
- Button Visibility - Subscribe All and Unsubscribe All
- Requiring Consent Capture Channel Source Changes
- Engage
- Scheduling and Hosting Engage Meetings Online
MyInsights
- Accessing MyInsights from Order Management
- Accessing MyInsights from Accounts
- Deep Linking in MyInsights
Network Integration
- State Distributor Licensing
- Limiting Network Account Search Results
- Network Account Search Optimization
Scheduling and Planning
- MCCP
- Displaying MCCP Attributes in My Schedule
- Editing MCCP Goals to Zero
- Call Planning
- Retaining Last Used Account Views
- Retaining Last Used Bookmark
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
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.
