What's New in CRM 20R1.3 (201.12.0)
The CRM 20R1.3 (201.12.0) release includes several new features as well as User Visible and Behavior Changes.
Our release notes offer brief, high-level descriptions of enhancements and new features. Configuration is available by selecting the feature name. You can also find a quick overview of 20R1.3 Feature Enablement and Availability information in this release note.
Features
Features are new functionality in the Veeva application.
Call Reporting
Call Channel Attributes
The Call Channel attribute allows a user to specify the method of communication used for a call. Traditionally, users and HCPs met only face to face, but there are alternative methods of communicating with HCPs, for example, phone calls, video calls, emails, and text messages. Knowing how an HCP and user connect allows customers to better understand how methods of communication are used to optimize a customer’s experience.
Using Barcodes to Record Call Samples
End users can use the barcode on a sample’s packaging to simplify the sampling process by using their device’s camera to scan the barcode. This enables easier and more compliant sampling, as well as more accurate identification and tracking of samples.
Watch the Using Barcodes to Record Call Samples video to learn how to use this functionality.
Consent Capture
Capturing Email Consent with Implicit Default Consent
Customers can use double opt-in and capture consent using confirmation emails for accounts with implicit default consent. This provides flexibility to users when capturing consent from HCPs who previously opted out of email channels. Users can choose to capture signatures or send confirmation emails to confirm consent depending on which method best suits the setting.
Engage
Capturing Remote Signatures for a Medical Inquiry in Engage
Customers can capture an HCP's signature before submitting a Medical Inquiry even though the transaction is remote. Requiring an HCP to review and acknowledge the Medical Inquiry content can reduce or eliminate inaccurate requests.
Watch the Capturing Signatures for Remote Medical Inquiries video to learn how to use this functionality.
Events Management
Associating an Account with an Event
Events Management end users often host small events that prompt interactions warranting a call report, for example, a request for a sample. When an account is associated with an event, call reports created from the event inherit information from the event. This simplifies the call report creation process by enabling the end user to avoid entering duplicate information. Associating an account with an event also simplifies the event planning process by filtering the list of available attendees to only display attendees associated with the account.
Watch the Associating an Account with an Event video to learn how to use this functionality.
Medical
Users can now create a Medical Inquiry on iPhone. This allows users to also capture and audit signatures for a medical inquiry.
MyInsights
Users can share MyInsights content using iOS share actions. This allows users to share information from customized content with people who do not have access to Veeva CRM. Users can share any content available on their devices, including order and inventory monitoring content on iPad devices. MyInsights content is shared as PDFs. Additionally, users on devices with iOS13 or later can take full page PDF screenshots.
Watch the Sharing MyInsights Visualizations video to learn how to use this functionality.
User Visible and Behavior Changes
Most new features require some configuration, however users are able to view the following changes immediately:
General
- iPad: Previously, users could only upload photos as attachments. Now, users can also upload documents anywhere attachments are enabled, except for inventory monitoring. If the Don’t allow HTML uploads as attachments or document records Salesforce security setting is enabled, the following document types cannot be uploaded:
- .htm
- .html
- .htt
- .htx
- .mhtm
- .mhtml
- .shtm
- .shtml
- .acgi
- .svg
See Managing Attachments Offline for more information.
- iPad: Popup messages that use the END_MEETING_WARNING Veeva message to warn users that a meeting will end for all participants now display the text “Do you want to end the meeting for all participants?”
- iPad: The background for Edit screens is now black. When selecting edit, the page flips to the right to display the edit screen. When exiting the edit screen, the page flips to the left.
Accounts
- Online: When creating an account using the Parent Account Wizard that requires a DCR, users can now select only one address for the account.
Call Reporting
- iPad, Windows: None is no longer an available option from the Territory picklist.
Call Sampling
- Online: Help text is now visible when selecting the Help icon for fields on the Call Report.
Engage
- The data model for Rating an Engage Experience is included in this release in preparation for the upcoming feature.
- When an iPhone user selects the join link, they are prompted to download the app before joining if they do not have the app installed. (Added 7/9/2020)
Medical CRM
- Online: Key Medical Insight records now sort in descending order by default on the Medical_Insights_vod Visualforce page.
- iPad: Key Medical Insight records now sort in descending order by default.
Order Management
- iPad: When users save a date/time field on an order, the seconds are cleared.
Remote Sampling
- iPad: The signature icon now displays next to the Remote Sign and In Person Sign actions in the More Actions options on the Remote Sampling page.
20R1.3 Feature Enablement and Availability
| Feature | Configuration Required | iPad | iPhone | Online | Windows |
|---|---|---|---|---|---|
| Associating an Account with an Event | Yes |
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Call Channel Attributes |
Yes |
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| Capturing Email Consent with Implicit Default Consent | Yes |
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| Capturing Remote Signatures for a Medical Inquiry in Engage | Yes |
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| Sharing MyInsights Content |
No |
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| Using Barcodes to Record Call Samples | Yes |
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New Objects
The list below contains all objects added in Veeva CRM 20R1.3.
|
Object |
Label |
Description |
|---|---|---|
| Cvent_Field_Mapping_vod | Cvent Field Mapping | Stores Cvent Field Mappings |
| Cvent_Form_Mapping_vod | Cvent Form Mapping | Stores Cvent Meeting Request Form Mappings |
| Cvent_Instance_vod | Cvent Instance | Stores Cvent Instances |
|
Cvent_Object_Mapping_vod |
Cvent Object Mapping |
Stores Cvent Object Mappings |
| Cvent_Request_Form_vod | Cvent Request Form | Stores Cvent Request Forms |
|
Cvent_Value_Mapping_vod |
Cvent Value Mapping |
Stores Cvent Value Mappings |
| Remote_Meeting_Rating_vod | Remote Meeting Rating | Stores rating information collected about a remote meeting. |
New Fields
The list below contains all fields added in Veeva CRM 20R1.3. 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 fields.
|
Object |
Field Name |
Field Label |
Field Description |
Field Type |
Note |
|---|---|---|---|---|---|
| Analytics_Files_vod | Simplified_Indexing_vod | Simplified Indexing | Enabling this will speed data loading, but may adversely affect query performance. | Checkbox | |
| Call2_vod | zvod_Barcode_Scan_vod | zvod_Barcode_Scan_vod | Marker field used to place the Scan Barcode button on a call page layout. | Checkbox | |
| Call2_vod | Remote_Signature_Attendee_Name_vod | Remote Signature Attendee Name | A system field set by Veeva. When a remote sample signature is collected the field is stamped with the name entered by the signing attendee when joining the Engage meeting. | Text |
|
| Call2_vod | Signature_Captured_Remotely_vod | Signature Captured Remotely | A system field set by Veeva if the sample signature was collected remotely through Engage | Checkbox | |
| Consent_Type_vod | Double_Opt_In_Instead_Of_Signature_vod | Double Opt In Instead of Signature | When Double Opt-In is enabled and Signature is required, if this field is added to the page layout and set to true, user will have the ability to choose whether to send confirmation link or capture signature for consent. | Checkbox |
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EM_Event_vod |
Account_vod |
Account |
Lookup to Account associated to the Event |
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| EM_Event_vod | Address_vod | Address | Lookup to Address of the Account associated to the Event | ||
| EM_Event_vod | Cvent_Meeting_Request_ID_vod | Cvent Meeting Request ID | Text |
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| EM_Event_vod | Cvent_Meeting_Request_Status_vod | Cvent Meeting Request Status | Text |
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| EM_Event_vod | Cvent_Request_Form_vod | Cvent Request Form | Lookup | ||
| EM_Event_vod | Last_Sync_vod | Last Sync | Stores the date/time of the last successful sync with Cvent | Date/Time | |
| Medical_Inquiry_Audit_vod | Remote_Signature_Attendee_Name_vod | Remote Signature Attendee Name | A system field set by Veeva when a Medical Inquiry signature is collected remotely through Engage. The field is stamped with the name entered by the signing attendee when joining the Engage meeting. | Text |
|
| Medical_Inquiry_Audit_vod | Signature_Captured_Remotely_vod | Signature Captured Remotely | A system field set by Veeva if the Medical Inquiry signature was collected remotely through Engage. | Checkbox | |
| Medical_Inquiry_vod | Remote_Signature_Attendee_Name_vod | Remote Signature Attendee Name | A system field set by Veeva when a Medical Inquiry signature is collected remotely through Engage. The field is stamped with the name entered by the signing attendee when joining the Engage meeting. | Text |
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| Medical_Inquiry_vod | Signature_Captured_Remotely_vod | Signature Captured Remotely | A system field set by Veeva if the Medical Inquiry signature was collected remotely through Engage. | Checkbox | |
| MyInsights_Data_vod | MyInsights_Modified_By_vod | MyInsights Modified By | Lookup to User. Populated when the record is created or updated from MyInsights. | Lookup |
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| Remote_Meeting_Attendee_vod | Meeting_Duration_vod | Meeting Duration | Meeting duration in minutes | ||
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Remote_Meeting_vod |
Meeting_Outcome_Status_vod |
Meeting Outcome Status |
Indicates the status of the meeting execution |
Picklist |
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| Remote_Meeting_vod | Meeting_Password_vod | Meeting Password | Stores the password for the Engage meeting. | Text |
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| Remote_Meeting_vod | Rating_Submitted_vod | Rating Submitted? | This field is checked when at least one experience rating questionnaire is submitted related to this meeting. | Checkbox |
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| Sample_Lot_vod | Batch_Lot_Id_vod | Batch Lot Id | An identifier inserted into a barcode that allows users to record sample product by scanning the associated bar code. | Text | |
| Sample_Order_Transaction_Audit_vod | Signature_Captured_Remotely_vod | Signature Captured Remotely | A system field set by Veeva if the sample signature was collected remotely through Engage | Checkbox |
|
| Sample_Order_Transaction_vod | Signature_Captured_Remotely_vod | Signature Captured Remotely | A system field set by Veeva if the sample signature was collected remotely through Engage | Checkbox | |
| Sent_Email_vod | Reject_Reason_vod | Reject Reason | Reason for rejecting an email, which will be displayed in MC Alerts | Long Text Area |
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| Sent_Email_vod | Review_Datetime_vod | Review Datetime | Datetime the reviewer took an action on the Sent Email | Date/Time | |
| Sent_Email_vod | Reviewer_vod | Reviewer | User who reviewed the Sent Email | Lookup |
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| Sent_Email_vod | Status_vod | Status | Status_vod captures the status of the email delivery. If the value is Failed_vod, then Failure_Msg_vod will be populated with a more specific description of the failure. | Picklist | |
| Sent_Email_vod | Subject_vod | Subject | Subject of the email | Text |
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| Sent_Email_vod | User_Input_Text_vod | User Input Text | All text that was input by the user in free text and rich text in the email | Long Text Area |
Validation Impacting Defect Fixes
| Platform | Key | Summary | Component |
|---|---|---|---|
| iPad | CRM-189552 | When a call sample was deleted due to a sync error, related sample order transactions were not deleted. | Call Sampling |
| iPad | CRM-199882 | An error occurred when trying to capture a remote signature. | Engage Client App |
| iPad | CRM-200067 | 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. | Call Sampling |
| iPad | CRM-202750 | 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. | Engage |
| Online | CRM-194905 | In an org with a My Domain URL with capital letters, an error occurred after confirming receipt of a sample transaction. | Sample Management |
