What's New in 20R2
The CRM 20R2 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 Feature Enablement and Availability information in this release note.
New Fields and New Objects are also included.
Features
CLM
Retrying Vault CLM Sync Failures
If there are errors when syncing CLM content from Vault to CRM, the errors are logged and any presentations impacted by those errors are skipped. The sync successfully processes the remaining presentations. This improves the efficiency of each sync and prevents errors from failing the entire sync. After fixing the errors, admins can retry syncing the failed presentations using the Retry Failed button in the CLM Admin Console.
Watch the Retrying Vault CLM Sync Failures video to learn how to use this functionality.
Engage
Engage attendees can now rate their meeting experience. Collecting post-meeting information from meeting attendees is a common practice granting customers insights into the quality of the remote experience, and how those interactions can be improved in the future. Receiving this information as soon as possible increases response rates, accuracy, and the amount of details provided.
Watch the Rating an Engage Experience video to learn how to use this functionality.
Events Management
Selecting Attendees in Hierarchies on Windows
Event owners on Windows Tablet can drill down into account hierarchies when adding attendees to their event.
Bulk-Adding Event Attendees on Windows
Events Management users on Windows Tablet can add event attendees in bulk, allowing efficient input of information.
Multichannel
Approved Email
Reviewing Approved Emails Before Sending
Approved Emails can be marked as requiring additional review before being sent to recipients by adding the {{requiresReview}} token to the appropriate content. This provides an additional level of compliance checking by enabling the final contents of an email to be reviewed and approved before it is sent to recipients.
Additionally, this feature can be used in other forms of Approved Email, for example, Approved Email receipts for signature transactions, to hold sent emails until certain business conditions are met.
Consent Capture
Capturing Consent Using Confirmation Emails
After capturing consent with a confirmation email for an account, an Opt-In Pending consent record is created. However, the account’s current consent status is based on the last confirmed consent record. The account’s confirmed consent record is the unexpired opt-in or opt-out record.
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, Windows Tablet: When an end user sends an Approved Email, the Subject_vod and User_Input_Text_vod fields on the Sent_Email_vod object now automatically stamp and can be either manually reviewed or used in Creating Monitoring Rules.
CLM
- Online: If there are errors when syncing CLM content from Vault to CRM, the errors are logged, presentations impacted by those errors are skipped, and the sync processes the remaining presentations. The Retry Failed button displays on the CLM Administration Console allowing users to sync presentations that failed.
- iPad: The zoom gesture cannot be disabled for Vault-generated HTML content containing internal navigation links. (added 8/17/2020)
Engage
- Online, iPad: All Engage meetings scheduled after the 20R2 are password protected. Watch the Scheduling Password Protected Engage Meetings video to learn how to use this functionality.
- Online: The Engage Experience Ratings Group Meeting setting now displays on the Engage Meetings Administration tab. See Rating an Engage Experience for more information.
Events Management
- Windows Tablet: When the attendee hub is enabled, event organizers can navigate account hierarchies to select attendees.
Network Integration
- iPad, iPhone, Online, Windows: If Network merges two addresses on the same account and the losing address is the primary address, the winner of the merge becomes the primary address. This change only applies to integrations that do not map the primary address to Network.
20R2 Feature Enablement and Availability
New functionality introduced in the Veeva CRM 20R2 Release is available on the following platforms:
| Feature | Configuration Required | iPad | iPhone | Online | Windows |
|---|---|---|---|---|---|
| Capturing Consent Using Confirmation Emails | No |
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| Rating an Engage Experience | Yes |
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| Retrying Vault CLM Sync Failures | No |
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| Reviewing Approved Emails Before Sending | Yes |
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New Objects
No objects were added in Veeva CRM 20R2.
New Fields
The list below contains all fields added in Veeva CRM 20R2. 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_Attendee_vod | Cvent_Attendee_ID_vod | Cvent Attendee ID | Stores the Cvent Attendee ID | Text |
| EM_Attendee_vod | Last_Sync_vod | Last Sync | Stores the date/time of the last successful sync with Cvent | Date/Time |
| EM_Event_Speaker_vod | Cvent_Attendee_ID_vod | Cvent Attendee ID | Stores the Cvent Attendee ID | Text |
| EM_Event_Speaker_vod | Last_Sync_vod | Last Sync | Stores the date/time of the last successful sync with Cvent | Date/Time |
| EM_Event_vod | Cvent_Event_ID_vod | Cvent Event ID | Stores the Cvent Event ID | Text |
| EM_Event_vod | Cvent_Event_Status_vod | Cvent Event Status | Stores the Cvent Event Status | Text |
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 |
| iPad | CRM-202282 | Selecting Cancel caused the Product Information modal to close abruptly instead of sliding down. | Call Sampling |
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iPad |
CRM-202997 |
Selecting Done twice very quickly on the Mass Sampling screen caused duplicate samples on calls. |
Call Sampling |
| iPad | CRM-204387 | QR Codes encoded with group separator characters were not scanning correctly. | Call Sampling |
| 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 |
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Browser (Classic) |
CRM-201385 |
When a product name or lot # contained a special character, the Sample and Lot # fields were not populated on the New Sample Transaction screen. |
Sample Management |
| Online | CRM-203967 | After an attendee signed and accepted a remote signature, the Signature Capture Failed message displayed. | Engage |
