What's New in 20R2.1

The CRM 20R2.1 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 20R2.1 Feature Enablement and Availability information in this release note.

New Fields and New Objects are also included.

Features

Events Management

Speaker Contract Generation for Windows

Events Management users on Windows can automate the creation of Speaker Contracts according to Contract Templates. See Speaker Contract Generation for more information.

 

Event Business Rules

Event Business Rules enable admins to build custom business rules to assist event organizers when planning an event, minimize planning mistakes, and to ensure compliance.

 

Expense Estimate Creation Rules

Event organizers frequently incur expenses associated with an event and log estimates for those expenses when planning for the event. Event admins can configure Expense Estimate Creation rules to automate this process whenever the organizer executes an action. This reduces the time required to plan an event and also minimizes user error when creating estimates for these expenses.

User Visible and Behavior Changes

Most new features require some configuration, however users are able to view the following changes immediately:

Approved Email

  • iPad, Online: After sending an Approved Email, a Sent_Email_vod record is created and stamped with the following values to improve email processing:
  • Check Consent
  • Default Consent
  • Test Mode
  • Consent Level
  • See Setting Consent at the Email Template Level for more information.

Call Reporting

  • Online: Once the Address_vod field on the TSF_vod object is populated, it is no longer updated when a user saves or submits subsequent calls for the account. This prevents the Address_vod value from being overwritten in a TSF record.

Call Sampling

  • iPad, iPhone: In-person signature capture for sampling now matches the process for remote signature capture for sampling.

Engage Meeting

  • Online: The Security button now displays to allow hosts to access security settings

20R2.1 Feature Enablement and Availability

New functionality introduced in the Veeva CRM 20R2.1 Release is available on the following platforms:

Feature Configuration Required iPad iPhone Online Windows
Speaker Contract Generation Yes
Event Business Rules Yes

New Objects

The list below contains all objects added in Veeva CRM 20R2.1.

Object

Label

Description

EM_Business_Rule_Configuration_vod Event Business Rule Configuration Used for defining a set of Event Business Rule configurations by event type, country, and time period.
EM_Business_Rule_vod Event Business Rule EM Business Rules are used to define event-based rules for event speakers, attendees, and expense estimates.

.

New Fields

The list below contains all fields added in Veeva CRM 20R2.1. 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 Description Type
EM_Event_Speaker_vod Distance_Unit_Type_vod Distance Unit Type Used to display the unit of measurement applicable to the Speaker Travel Distance field. Picklist
EM_Event_Speaker_vod Speaker_Lodging_Nights_vod Speaker Lodging Nights Used to add the Speaker Lodging Nights parameter to an event and calculate expenses. Number
EM_Event_Speaker_vod Speaker_Lodging_Type_vod Speaker Lodging Nights Used to add the Speaker Lodging Nights parameter to an event and calculate expenses. Number
EM_Event_Speaker_vod Speaker_Transportation_Method_vod Speaker Transportation Method Used to add Speaker Transportation Method to an event and calculate expenses. Text
EM_Event_Speaker_vod Speaker_Travel_Distance_vod Speaker Travel Distance Used to add the Speaker Travel distance parameter to an event and calculate expenses. Number

EM_Event_vod

AV_Equipment_vod

AV Equipment

Used to add AV Equipment to an event and calculate expenses.

Text

EM_Event_vod Flat_Fee_Expense_vod Flat Fee Expense Used to add Flat Fee Expenses to an event and calculate expenses. Text

EM_Event_vod

Meal_Type_vod

Meal Type

Used to add Meals to an event and calculate expenses.

Text

EM_Expense_Estimate_vod Event_Business_Rule_Parameter_vod Event Business Rule Parameter This field is stamped with the EM Business Rule Parameter that was used to calculate the Expense Estimate record. Text

EM_Expense_Estimate_vod

Event_Business_Rule_vod

Event Business Rule

This field is stamped with the EM Business Rule Id that created the Expense Estimate record.

Lookup