Veeva CRM Maintenance Items – 20R1.3 (201.12.0)

The items listed below were added in 20R1.3 (201.12.0). Maintenance items in the Veeva application are corrections to existing functionality.

Account Management

Platform Issue Description Issue Number

iPad

URL Formula fields opened a blank page in some cases in the embedded Safari browser window.

CRM-173939

iPad

When default values were defined for fields that were not on a page layout, DCRs were created for those fields. 

CRM-192336

Online

Text on the Lookup popup displayed in incorrect languages. 

CRM-192832

Online

The Network Customer Master Mode Setting did not properly handle null values. 

CRM-194490

Online

Child account names did not display in View mode. 

CRM-197426

Online

The My Account screen did not always display the number of accounts specified in the Records Per Page picklist. 

CRM-197554

Online

When a user selected Edit Account on the Account Detail screen, “Not Available” displayed in the Primary Parent field if the primary parent account was out of territory. 

CRM-199040

Online

When data loading multiple Account Team Members, an error occurred. 

CRM-200551

iPad

When a user’s locale was set to Russia, some days in the Office Best Times drop down list were truncated. 

CRM-200936

Online

When a Dynamic Attribute contained an incorrect value in the Applies_To_vod field, the attribute still displayed for the intended record type. 

CRM-201709

Windows

When a user attempted to open a sent email from the Account Timeline screen, an error occurred. 

CRM-202704
CRM-202837

Approved Email

Platform Issue Description Issue Number

iPad
Multichannel
Online

The userPhoto tag in an email was stamped twice, causing a blank page to display when a user selected the View Mail link.

CRM-189026

Online

The Send Email screen contained cross-site scripting. 

CRM-193998

Multichannel

When the Name_vod field on the EM_Catalog_vod object contained a null value and was related to an Approved Email process, an error occurred during the Fetch Approved Document Delta process. 

CRM-194213

Windows

When launching an Approved Email template from CLM that did not contain tokens, with auto-added email fragments, the preview button did not display. 

CRM-195983

iPad

When an email template picklist contained duplicate values and a user attempted to send an Approved Email, an error occurred. 

CRM-196741

Online

When a user opened an email template, the BCC field did not display.  

CRM-196830

Online

Scheduled emails failed with an Invalid Consent error message. 

CRM-197650

iPad

After a user modified the text in the APPROVED_EMAIL_SENT_vod Veeva Message, the updated text did not display. 

CRM-197783

Windows

When the Optout_Event_Type_vod field did not contain a value and a user selected the Save button for an email opt-in, an error occurred. 

CRM-198792

iPad

The Schedule Send popup displayed incorrectly. 

CRM-199382

Online

When using double opt-in with a user token in BCC, consent was not saved.

CRM-199998

Online

When a user did not have FLS on the Check_Consent_vod field on the Approved_Document_vod object, recipients did not display when sending an Approved Email from a Medical Event. 

CRM-200002

Online

Users without FLS to Receipt_Sent_Email_vod field on the Multichannel_Consent_vod object caused Double Opt In confirmation emails to remain in Saves status. As a result, Sent Email records in Scheduled status were not processed. 

CRM-200577

Online

When a user entered a value in the Search field on the Add Recipients popup and selected Go, an error occurred. 

CRM-200796

iPad

When sending an Approved Email from a Medical Event, selecting the error icon displayed the error popup in the wrong place. 

CRM-201742

iPad

When sending an Approved Email from a Suggestion, the user could not exit out of the Send Email screen.  

CRM-202429

iPad

When a token returned a number in an Approved Email, an error occurred. 

CRM-202847

Online

When an HCP whose email address contained a single quotation mark selected the Unsubscribe link, an error occurred. 

CRM-203112

iPad

When a user selected multiple accounts for an Approved Email template which contained {{customContent}} token, incorrect values were fetched for the token. 

CRM-203301

Call Objectives

Platform Issue Description Issue Number

Windows

The Call Objective page, the home page Call Objective widget, and the Call Objective tab alerts showed incorrect counts for users who had access to call objectives for accounts not in their territory. 

CRM-200962

Call Reporting

Platform Issue Description Issue Number

iPad

When a required field contained a space but no other text, validation rules were not triggered. 

CRM-186359

iPad

Validation rules on Call Details were not triggered for offline group calls when the criteria included a condition for a field on the Parent Call. 

CRM-193466

iPhone

The order of attendee pills on Unique Attendee calls was not consistent. 

CRM-194534

iPad

Calls without a territory value could be submitted from users assigned to multiple territories if the call was recorded against an account with multiple territories.

CRM-197059

Online

The Attendees search popup in Lightning displayed the results table smaller than in Classic. 

CRM-197552

Online

The Schedule, Save and Save & New buttons on the New Call Report screen were unresponsive when the Call Location was not selected.

CRM-201020

iPad

When a user scheduled a remote meeting, selecting the info icon caused an error. 

CRM-202994

Call Sampling

Platform Issue Description Issue Number

iPad

In some cases where the Ship to Location, Ship to Address, Call Location and first Address lines contained long values, there was not enough vertical padding between fields in the Information section of the Signature screen. 

CRM-198292

Online

When a user edited a previously saved call containing a controlled substance BRC and selected Save, the wrong error message displayed. 

CRM-198505

iPad

When adding BRCs to an existing call, the Ship To Address field was not available until after the user added values in the Product, Item, and Quantity fields. 

CRM-200067

Online

When using Sample State Credential Settings with Restricted Products, users could edit a call, add a restricted product, and save the call without an error message displaying. 

CRM-202357

Call Scheduling

Platform Issue Description Issue Number

iPad

When adding a Time Off Territory, adding text to the Comment field, deleting some of the text, adding more text, and then selecting Undo caused an error.  

CRM-197488

Online

Saturday was designated as weekend days for Arabic locales. 

CRM-198738

Online

When a user created a call through the Schedule a Call button on the My Accounts screen in Lightning, the call could not be opened from My Accounts.

CRM-202301

iPad

When a user selected Add Calls from the My Schedule Scheduler, Agenda View, or Map View, the Week View did not display. 

CRM-203123

CLM

Platform Issue Description Issue Number

Multichannel

After syncing the new version of a single-doc presentation from Vault, the Active check box for the old version of the related key message was not cleared.

CRM-194871

Windows

When a presentation included a sub-presentation that also included a sub-presentation, selecting any media caused an error. 

CRM-196841

iPad

The gotoSlide feature in PDF slides no longer functioned. 

CRM-200591

iPad

When assigning an unassigned presentation to a Call with Call Key Messages, the combined Call Key Messages were reordered.  

CRM-200883

iPad

When playing CLM content with custom lock in Portrait mode logic in an Engage Meeting, rotating the device did not lock the content in Portrait mode. 

CRM-200934

Windows

Newly created custom presentations were not saved until the user synced. 

CRM-201400

Windows

When a user created a custom presentation, then added and removed some of the slides before saving, selecting Save removed the deleted slides from the original presentation. 

CRM-201401

Concur Sync

Platform Issue Description Issue Number

Online

AttendeeTypeCode could not be mapped to a custom field on the Account object. 

CRM-193336

Online

The Concur Real-Time Administration Status did not reflect the correct status of the authentication token.

CRM-196475

Consent Capture

Platform Issue Description Issue Number

iPad

When the Check Consent field on the Email Template was set to Yes double opt in confirmation emails were not sent out and invalid consent reason was stamped in Sent_Email_vod record. 

CRM-199482

iPad

The Resend Confirmation button was not available in Consent Capture when the assigned Email Template was not accessible to the enter user

CRM-199683

iPad

Emails for which consent has been captured could be edited on the Manage Email Addresses screen and the Request Receipts screen. 

CRM-200899
CRM-202029

iPad

Enabling “Use Email to Capture Consent” toggle for one channel but not for other channel would create opt in records for both channels 

CRM-201210

Online

When a user enabled the “Use Email to Capture Consent” toggle, the user captures both opt in and opt out for different lines, the Paper Consent Id field was not displayed 

CRM-201237
CRM-201568

iPad

When the Reject Channel Source Edit On Cancel field on Consent Header record was enabled and a user added or edited an email on the Consent Capture screen, the changes were not reflected on the Manage Email Addresses screen. 

CRM-201961

iPad

When Consent Expiration was predefined and Double Opt In was enabled for the Consent Type record, the resulting MC Consent record with opt-in pending did not have a stamped expiration date. 

CRM-203054

Engage Meeting

Platform Issue Description Issue Number

Online

When a user edited an Engage Meeting record from the Engage Meetings Administration screen, saving the edit took longer than usual, and the edits were not reflected.

CRM-197937

Online

The new report type Remote_Meetings_with_Calls_with_Call_Key_Messages had a status of In Development instead of Deployed.

CRM-198714

iPad

When a user changed the call datetime value and submitted, an error occurred. 

CRM-196434

iPad
Online

After an Engage Meeting began, the Remote Meeting Status remained set to Meeting Not Started. 

CRM-196672
CRM-199935
CRM-200602
CRM-202918

Online

When a user attempted to download a CLM presentation containing a very large file in the Engage Meeting app, an error occurred. 

CRM-197906

iPad

When an HCP lost internet connectivity just after a host requested a signature, the spinner displayed on top of the signature error message, preventing the HCP from selecting OK. 

CRM-200336

Online

When multiple users added and removed users from groups concurrently across multiple tabs, orphan records were created, preventing some users from being added to a group.

CRM-200403

Android

The Request Cancelled modal dialog was not centered vertically on the screen. 

CRM-200494

Online

When duplicate meetings with the same Salesforce Mobile ID existed, an error occurred. 

CRM-200495

iPad

When an Engage Meeting was not fully scheduled and was then rescheduled using My Schedule, call attendees could not join the meeting.

CRM-200739

Online

When a meeting attendee joined a meeting immediately before the host started the meeting, a QR Code displayed over the Waiting Room popup.  

CRM-201324

iPad

A message displayed indicating users exceeded the maximum number of requests. 

CRM-201392

Online

When an HCP canceled a signature request multiple times, the Signature capture failed message did not display to the meeting host after the first or second cancellation. 

CRM-201741

iPad

After a host canceled a signature request, the HCP was sometimes redirected to the login screen. 

CRM-201781

Online

An incorrect Dutch translation for “Enter Meeting ID” displayed. 

CRM-202072

Android

When an HCP shared their screen, their camera was automatically turned off. 

CRM-202117

Online

When syncing a webinar recording, an error displayed.

CRM-202295

Online

The Start Webinar button did not display. 

CRM-202396

Online

When attempting to add a user to a group on the Remote Meeting Admin screen, an error occurred. 

CRM-202535

Windows

When a large number of files existed, not all media files were downloaded. 

CRM-202551

iPad

When either the --nsl or --nslns section signal was present on a page layout, the Lic. # field label did not display when a user reviewed Signature Request details on their device.

CRM-202750

iPad
iPhone

When an iOS device was set to dark mode, the text in the Chat field was white.  

CRM-202860

Events Management

Platform Issue Description Issue Number

iPad

The Edit button displayed on My Schedule when not configured on the Event page layout.

CRM-145406

iPad

When an Approved Email Admin sent an Approved Email through Events Management, an error occurred. 

CRM-168204

Online

Searching for an account on the Attendee Reconciliation screen using an email address when a field of email type did not exist, caused an exception error to be logged in the debug logs. 

CRM-193119

Online

When a user created a parent event using one currency and a child event using a different currency, the currency for the child event was not automatically set to the currency of the parent event. 

CRM-195014

iPad

The Attachments related list displayed under the Expense Line related list only when an expense was split. 

CRM-195281

Online

Blank lines did not display in Veeva Message text. 

CRM-196320

iPad

The list of recipients who did not meet the validation rule criteria were not listed uniformly across platforms. 

CRM-198343

Online

When an event’s starting and ending times and dates were the same, an error did not display. 

CRM-199681

Online

During Speaker Contract Generation, currency fields were formatted based on the user's locale, sometimes resulting in extra zeros in the currency value. 

CRM-199758

Online

The Select All option on an Approved Email added all attendees rather than the filtered attendees displayed in the Add Recipients list.

CRM-199850

iPad

When a user selected the New Attendee or All Locations options in an org with a large number of child accounts, the screen froze for thirty seconds.

CRM-199930

iPad

After viewing Medical Events on the Account Timeline, accessing the detail for one account, and opening the Account Timeline again, events no longer displayed for child accounts.

CRM-200646

Online

Field labels on Events related lists displayed in all uppercase.  

CRM-200736

iPad

Selecting View Summary on the Digital Sign-In screen caused an error when Meal Opt In was not enabled.

CRM-201298

Online

When multiple integration users were active, the QR Code Self Sign-In process failed without displaying an error message. 

CRM-202194

iPad

Japanese Romaji or Korean characters could not be entered on the New Walk-In popup. 

CRM-202292
CRM-203071

Inventory Monitoring

Platform Issue Description Issue Number

Online

A semicolon displayed at the end of Validation Rule error messages. 

CRM-198088

Online

When required fields on an Inventory Monitoring records did not contain values, users could save the record. 

CRM-202783

Windows

Validation error details did not display in the Sync Status tile. 

CRM-203200

Marketing Cloud Integration

Platform Issue Description Issue Number

Windows

The data in the first column of the Multichannel Activity Line table did not display for customer Multichannel Activity records in the Timeline View for an account. 

CRM-202249

MC Cycle Plans

Platform Issue Description Issue Number

iPad

In the View Plan Details popup screen in My Schedule, the  content in the table did not display when team activity was not enabled and the channel only had one product.

CRM-200941

Medical

Platform Issue Description Issue Number

Online

When a special character was used in the description field and the description was modified, saved, immediately modified again, and saved again before the first sync completed, a “data has been modified” error displayed. 

CRM-192326

iPad

When a user did not have FLS permission to the Status_vod field on the MC_Cycle_Plan_vod object, selecting the My Schedule icon caused an error. 

CRM-194559

iPad

Medical Insight records sorted in ascending order by default. 

CRM-199360

Medical Inquiries

Platform Issue Description Issue Number

Online

When a user selected Print Receipt from a Medical Inquiry record, a black dot displayed instead of the HCP’s signature on the PDF. Also, a message stating Error generating printable view message was displayed when creating a Print Receipt from the Account related list. 

CRM-197259
CRM-199283

iPad

After a user added an attachment to a Medical Inquiry record, the camera icon was not dismissed, and the user could not save the attachment. 

CRM-202872

MyInsights

Platform Issue Description Issue Number

Online

When a customer set a value other than January in the START_OF_YEAR Veeva Message and then changed the scale to quarterly, the Account Summary report did not respect the time frame. 

CRM-188040

Online

After performing an analytics data load, the system stops while downloading MyInsights data to a mobile device. 

CRM-190011

Online 

Manually initiated analytics file processing did not complete. 

CRM-192969

Online

Users who did not have permission to load an analytics file could load files, which prevented the file from loading correctly. 

CRM-194844

Online

When a user attempted to open the Average Calls Per Day report from the Analytics screen, the following error message displayed: Activity data not found. Has the VEEVA_RUN_ANALYTICS_PROCESS job been run?

CRM-195388

Online

The Brick field on the Territory Sales Analysis Report displays without values for some users. 

CRM-199714

Online

When a user attempted to download a Territory Sales Analysis Report, an error occurred. 

CRM-200568
CRM-202275

Network Integration

Platform Issue Description Issue Number

Online

After adding an account using Network Account Search, if the integration user and end user had FLS to a very large number of fields on Account, Address_vod, and Child_Account_vod objects,  alignments were not created correctly using Account Territory Loader.

CRM-170644

Online

When the Salutation field is DCR Required, it did not display as required on the New Account Wizard screen and was not clickable on the Account preview screen. 

CRM-200549

iPad
Online Windows

When a user created an account using the Parent Account Wizard, multiple addresses could be selected, preventing DCRs from being created correctly for each address. 

CRM-201483

iPad

When a user created a child account, a DCR was incorrectly created.

CRM-202407

Order Management

Platform Issue Description Issue Number

Online

The Print Preview page did not open in a new tab.

CRM-187188

Online

After removing an order line, the change could not be saved. 

CRM-196022

Windows

When a user saved, signed, or submitted an order, an error occurred. 

CRM-196777

iPad

When a user split an order that referred to a locked Inventory Monitoring record, a sync error occurred. 

CRM-200098

Windows

Validation rules did not trigger an error message even though the offline validation worked correctly. 

CRM-200705

Online

After a user unlocked a record and corrected a sync error, the record could not be saved. 

CRM-202062

iPad

Users could enter any quantity even though the Fixed_UM_vod check box was selected. 

CRM-202974

Push Notifications

Platform Issue Description Issue Number

iPhone

Selecting a notification toast when the Veeva CRM app was in the background sometimes displayed the Notification Center instead of the Home page.

CRM-195061

Multichannel
Online

Exceptions occurred while running the Mobile CRM Scheduled Push Notifications job.

CRM-196284
CRM-200193

Suggestions

Platform Issue Description Issue Number

Online

Fragments did not display in the order they were added to Approved Email templates created through Suggestions. 

CRM-201365

Surveys

Platform Issue Description Issue Number

iPad

Users could not deselect a non-required radio button question response. 

CRM-195114

Windows

When a user whose language was set to Polish opened the Survey Target related list on the Account Detail screen, an error sometimes occurred. 

CRM-199923

iPad

When a user selected the Score field’s Help icon on the Survey Target screen, help text did not display. 

CRM-201194

Sync

Platform Issue Description Issue Number

iPad

After running an incremental sync, the number of errors displayed in the Sync widget and in the popup did not match. 

CRM-185322

iPad

Online

Some users could not sync successfully because of issues with the connection timing out. 

CRM-189690

iPad

If a child record in a master detail relationship was edited and then the parent was quickly deleted, the child record was not deleted.

CRM-186721

Online

Initial syncs failed with a null exception error when a VMOC where clause referenced a custom setting and the includeAttachment flag was enabled. 

CRM-190986

iPad

When a custom field on the Call page layout was set to be unique, it was stamped to both parent and child calls, causing duplicate value sync errors. 

CRM-193205

iPad

RTSTransactionTables contained potential threading issues. 

CRM-193559

iPad

When certain users synced or refreshed a database, a “refresh unsuccessful” message displayed. 

CRM-197451
CRM-199348

iPad
Windows

The Delete option did not display on the Sync Errors screen for orders containing sync errors.

CRM-199168

iPad

The following sync error displayed in the activity log: Could not authenticate base before using API. 

CRM-200442

Online

New child account records were not synced. 

CRM-200708
CRM-200758

Other

Platform Issue Description Issue Number

Online

After installing the Pharmacy Sales Rep Lightning Business App, the Order tab did not display. 

CRM-201229