20R2.3 Maintenance Notes

The items listed below were added in 20R2.3. Maintenance items in the Veeva application are corrections to existing functionality.

202.3.500 (December 3, 2020)

Call Scheduling

Platform

Issue Description

Issue Number

Online

When the Remote_Meeting_Default_Type_vod Multichannel Setting was enabled at the profile level instead of the org level, the Engage call booking feature was not enabled for agents.

CRM-212392

CLM

Platform

Issue Description

Issue Number

Online

When a slide expired in Vault, the associated key message did not expire. 

CRM-212312

Engage for Portals

Platform

Issue Description

Issue Number

Online

After selecting the Forced_Full_Sync_vod button on the Engage Metadata Sync Administration Console, Content_Deployment_vod records were expired.

CRM-212721

202.3.400 (November 25, 2020)

Call Reporting

Platform

Issue Description

Issue Number

Online

After a user edited the datetime for a group call when sending Engage Meeting invitations, the popup for updating the datetime of attendee calls became unresponsive.

CRM-212188

Engage Meeting

Platform

Issue Description

Issue Number

Online

When a user edited the datetime for a scheduled Engage Meeting, then tried to send invitations to the meeting, the popup for sending the invitations became unresponsive.

CRM-212395

Online

When processing Engage Webinar recordings, an error caused the Engage Meeting & Webinar Process to fail.

CRM-212365

Other

Platform

Issue Description

Issue Number

Windows

Users could not log in after changing their username and syncing. 

CRM-212315

202.3.301 (November 23, 2020)

Platform

Issue Description

Issue Number

iPad

MyInsights visualizations displayed a No Page Found error message after a new attachment was added to an HTML report record.

After applying this fix, any attachments related to HTML Reports or Signature Graphics after 202.3.200 was released must be modified to restart the sync process.

After upgrading to the latest version of Veeva CRM for iPad, users must either edit the attachment description or delete and re-add the attachment. If multiple attachments were added to the same record, modify them in the order they were originally added.

CRM-212503

202.3.300 (November 19, 2020)

Call Reporting

Platform

Issue Description

Issue Number

Online

When a user selected None for the Call Location, then saved and reopened the Call Report, the location was reset to the first value in the Call Location picklist.

CRM-211661

Consent Capture

Platform

Issue Description

Issue Number

iPad

Multichannel consent records without signatures were created when a user canceled Consent Capture from the consent summary screen and then submitted a DCR for a required address field with notes.

CRM-205830

Engage Meeting

Platform

Issue Description

Issue Number

Online

CLM Slides that were large images caused the player to freeze or to slowly transition between slides during an Engage Meeting.

CRM-211632

Events Management

Platform

Issue Description

Issue Number

iPad

The Vendor lookup field did not display correctly when the device was not in Connected Mode.

CRM-210997

Surveys

Platform

Issue Description

Issue Number

Online

After a user added a child question to a survey with more than ten questions and then refreshed the screen, the child question displayed under the incorrect parent question. 

CRM-210985

202.3.200 (November 12, 2020)

Approved Email

Platform

Issue Description

Issue Number

Multichannel

The Email_Sent_Date_vod field was not populated when an Approved Email was sent.

CRM-210405

Call Sampling

Platform

Issue Description

Issue Number

Windows

When a user selected an attendee from the Swap Signee list for a sample on a Call with Unique Activities, an error occurred. 

CRM-211251

Call Scheduling

Platform

Issue Description

Issue Number

Windows

When a user attempted to add a call to the calendar using the My Schedule tab, an error occurred.

CRM-211465

CLM

Platform

Issue Description

Issue Number

Online

When a second Retry Failed sync job was queued before the first job registered and the first job corrected all the errors, the second job expired all the presentations.

CRM-211388

Events Management

Platform

Issue Description

Issue Number

iPad

After entering a start time and end time, creating an event took a long time.

CRM-211277

iPad

Fields were incorrect sizes on the New Walk-In modal.

CRM-211407

iPad

When the user only had access to one EM_Event_vod record type, they could not create events.

CRM-211673

Multichannel Cycle Plans

Platform

Issue Description

Issue Number

Multichannel

Split batches used for MCCP target upserts caused an inaccurate count to display in an error message on the MCCP Admin screen.

CRM-211288

Sync

Platform

Issue Description

Issue Number

iPad

An error occurred after syncing data containing large attachment files.

CRM-211413

202.3.100 (November 5, 2020)

Account Management

Platform

Issue Description

Issue Number

Online

When updating multiple user records using the data loader, the VEEVA_USER_AFTER_UPDATE trigger sometimes produced an error. 

CRM-207599

iPad

Text was truncated on related lists in custom formula fields. 

CRM-207670

Online

Calls containing a Call Date but without a Call Date Time did not display properly according to the user’s time zone on the Account Timeline. 

CRM-208101

iPad

When a formula field using the HYPERLINK function contained a custom label including a special character, the label displayed incorrectly. 

CRM-208418

Online

Default values for dependent picklists were not respected in the New Account Wizard. 

CRM-208927

Online

When an account list contained several hundred accounts, an error stating a SOQL statement contained too many characters displayed. 

CRM-208934

Online

Office Best Times did not display for child accounts. 

CRM-209554

Online

Office Best Times did not display when an error related to validation rules occurred.

CRM-209679

Windows

Text Area fields on the Multichannel Activity Detail screen did not populate until the user selected View More. 

CRM-209996

Windows

When a user selected the Account Timeline tab, an error occurred. 

CRM-210223

Online

When an account did not have a Office Best Times entry, newly created Office Best Times entries were not saved. 

CRM-210675

Approved Email

Platform

Issue Description

Issue Number

Windows

When multiple rich text fields were present in an Email Template, the template automatically scrolled to the last text field’s position in the template rather than to the top of the template.

CRM-207996

Windows

When sending an Approved Email from a CLM presentation with multiple products, the list of available templates did not filter by product.

CRM-208315

CRM-209564

iPad

When the user viewed the list of recipients, then navigated to an email template, the Consent Check error message displayed even when the template had Check_Consent_vod = No_vod.

CRM-208014

iPad

The email header section in Approved Email templates disappeared when selecting a free-text field, and an external keyboard was connected.

CRM-208389

Call Objectives

Platform

Issue Description

Issue Number

Windows

When the Call Backdate Limit was set to -1, users could not create calls from Call Objectives.

CRM-207842

Call Reporting

Platform

Issue Description

Issue Number

iPad

When users created and then immediately edited a Call Report while offline, the edited values did not upload to the server and the edited fields displayed as empty online.

CRM-203769
CRM-204749

Online

When a user scheduled a Remote Meeting from a Call Report and then selected detail products while the meeting was scheduling, duplicate Product Detail records were created.

CRM-207813

iPad

Product Discussions did not pre-populate for calls created from CLM presentations as expected when the Product_Detail_Discussion_Default_vod Veeva Setting was set to 2.

CRM-206954

Online

For Lightning users, multi-select picklist fields displayed truncated text.

CRM-210538

Call Sampling

Platform

Issue Description

Issue Number

iPad

When a user selected only high-value promotional items for sampling and then canceled signature capture, the sample recipient was deselected.

CRM-205848

iPad

Long product names were truncated for samples added through barcode scanning.

CRM-210786

CLM

Platform

Issue Description

Issue Number

Windows

The search button displayed in the media library when the MEDIA_SEARCH_vod Multichannel Setting was disabled.

CRM-207745

Online Previously interrupted syncs that never completed caused later syncs to fail. CRM-208379

Engage Meeting

Platform

Issue Description

Issue Number

iPad

The Signature Setup page title for capturing a remote signature did not correctly translate when the user’s language was Chinese.

CRM-205727

iPad

A sync error occurred when a user other than the owner of the call attempted to send invitations to an Engage Meeting from the call.

CRM-206405

iPad

Video tiles could not be minimized during an Engage Meeting.

CRM-210249

Engage Webinar

Platform

Issue Description

Issue Number

Online

Webinar recordings were not saved in Vault when the Country field was marked as required.

CRM-207280

Events Management

Platform

Issue Description

Issue Number

Online

An error occurred when creating a Key Medical Insight from an event related list.

CRM-207568

Windows

The Event Attendee related list did not display on an account’s detail page.

CRM-208075

Windows

The Start Time and End Time fields did not correctly translate in Japanese.

CRM-208818

Windows

The Preview Event QR Code button displayed, even though the QR Code Self Sign-in feature is not supported on Windows.

CRM-208821

iPad

Event buttons and related list information did not load correctly after creating a Child Event.

CRM-208829
CRM-208977
CRM-209091

iPad

An error occurred when a user edited an expense line without changing the associated event header.

CRM-208909

Fixed Reports

Platform

Issue Description

Issue Number

Online

A PDF was not generated when selecting the Printable View button for a fixed report.

CRM-204796

Home Page

Platform

Issue Description

Issue Number

Online

An error occurred when selecting the home page link to the CRM Help documentation in the Lightning Experience.

CRM-204107

Medical Events

Platform

Issue Description

Issue Number

iPad

An error occurred when adding an attendee to a Medical Event where the contents of a field were null.

CRM-208766

Medical Inquiries

Platform

Issue Description

Issue Number

iPad

Several translations were missing when translating Veeva Messages used with Remote Medical Inquiry signature capture.

CRM-209170

Online

After submitting a medical inquiry and selecting the Record a Call button, the SF Classic Call page displayed instead of Lightning. 

CRM-209984

MyInsights

Platform

Issue Description

Issue Number

Windows

When viewing an account with the Account Profile Override visualization enabled, the visualization defined for the user profile did not display.

CRM-153862

Online

An error occurred when viewing a visualization that used the getPicklistValueLabels JavaScript function with invalid input.

CRM-207416

Online

When viewing the Action Items table in the Account Plan Dashboard visualization, the columns displayed incorrect information.

CRM-208462

Online

An error occurred when MyInsights visualizations queried TM2.0 objects online.

CRM-209202

Online Some text in the Territory Insights visualization was not translated. CRM-209569

Network Integration

Platform

Issue Description

Issue Number

Online

In Lightning-enabled orgs, the Network Account Search page did not display search results using the whole height of the browser window.

CRM-199804

iPad

A sync error occurred when creating a DCR against a child account when the user did not have access to both the parent and child accounts.

CRM-194333

Order Management

Platform

Issue Description

Issue Number

Online

Very long custom field labels overlapped with nearby fields on the order page.

CRM-208590

iPad

After an account was reassigned to a different Account Group, the order discounts did not automatically update on a subsequent edit.

CRM-208917

WIndows

When a user searched for an Account Partner and no results returned, the lookup window resized.

CRM-210291

Surveys

Platform

Issue Description

Issue Number

Online

When the Channels_vod and Score_Display_vod fields were set as required, they did not display as required when creating a survey. 

CRM-209418

Sync

Platform

Issue Description

Issue Number

iPad

Sometimes, when an error occurred after submitting a call and there was a network interruption, the call record did not sync online.

CRM-208580

iPad Warning messages displayed incorrect timestamps. CRM-210584
iPad After syncing, the Upload VTrans check box remained selected. CRM-209979