What's New in 20R3.1

The CRM 20R3.1 major 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 20R3.1 Feature Enablement and Availability information in this release note.

New Fields and New Objects are also included.

Features

General

Country Dimension

A new global picklist, Country_Code_vod, is now available on the User and Account objects. This picklist contains a list of countries driven by a Global Value Set, which defines the picklist values across both picklist fields. Customers can use this picklist to set the country values for the User and Account objects. In the future, these values will drive country stamping on other objects for sharing and reporting purposes.

Capturing a Remote Signature for Sampling with Approved Links

Remote signatures captured via Approved Links enable end users to remotely capture signatures for BRC sampling outside of an Engage Meeting. This is useful if the user is meeting with an account remotely, for example, over Zoom or Microsoft Teams, but still wants to disburse BRCs.

Events Management

Hosting a Virtual Event Using Engage Meetings

Event organizers can host virtual events using Engage Meeting. This enables event organizers to plan and schedule virtual events just as they would in-person events.

Recording a Virtual Event

Event organizers can record virtual events for future training, marketing, or auditing purposes. Recordings are stored in Veeva Vault and are available after the meeting.

Reporting on Event Business Rules

Admins can create and run reports from event history records to better understand how event business rules are being used, for example, a report that tells you how frequently a specific account is violating an expense limit rule. Admins can analyze details about event business rules and violations caused by the rule to determine if a rule is functioning correctly. If a rule is not functioning correctly, the admin can use the information in the EM_Event_History_vod object to update the rule accordingly.

New Videos

The following videos were added as part of this release:

User Visible and Behavior Changes

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

Approved Notes

  • Online: The list of violations displayed in Reviewer Central now truncates to the first 50,000 violations. To view the complete list, users should download the CSV file or refine the visible date range.

CLM 

  • iPad: The values of a multi-select picklist field configured as a CLM filter now display individually, allowing users to select which picklist values to apply for the filter.

Call Reporting

  • Online: When adding attendees to a call report with the --su section signal enabled, the attendee search results now display up to 50 attendees and 50 users. A scroll bar displays when there are many search results. See Attendee Section Signals for more information. (added 12/18/2020)

Call Sampling

  • Windows: When a soft or hard sample limit on a call is exceeded, a warning or error icon now displays above the sample quantity field instead of the full text of the warning or error message. Selecting the icon displays the full message. See Viewing Sample Limits on the Call Report for more information.

Events Management

  • The following EM_Event_vod fields were removed from the data model:
  • Webinar_Alternative_Host_1_vod
  • Webinar_Alternative_Host_2_vod
  • Webinar_Alternative_Host_3_vod

20R3.1 Feature Enablement and Availability

New functionality introduced in the Veeva CRM 20R3.1 Release is available on the following platforms:

Feature Configuration Required iPad iPhone Online Windows
Country Dimension

No

Capturing a Remote Signature for Sampling with Approved Links

Yes

Hosting a Virtual Event using Engage Meetings Yes

Recording a Virtual Event

Yes

Reporting on Event Business Rules

Yes

New Objects

No objects were added in Veeva CRM 20R3.1

New Fields

The list below contains all fields added in Veeva CRM 20R3.1. 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

Account

Country_Code_vod

Country 

List of countries driven by Global Value Set.

Picklist

Call2_vod

Signature_Captured_Share_Link_vod

Signature Captured Share Link

This field indicates the signature was captured via the Approved Link signature method.

Checkbox

EM_Business_Rule_Configuration_vod

Limit_Quantity_vod

Limit Quantity

Used by EM Business Rules to define quantity limits.

Number

Event_Attendee_vod

Walk_In_Type_vod

Walk-In Type

Walk-In Types to be captured during digital sign in by attendees.

Picklist

EM_Event_History_vod Action_Type_vod Action Type The type of action being logged. Picklist
EM_Event_History_vod

EM_Attendee_Account_vod

Attendee Account

Account for which the Event Business Rule ran.

Lookup

EM_Event_History_vod EM_Attendee_Contact_vod Attendee Contact Contact for which the Event Business Rule ran. Lookup
EM_Event_History_vod

EM_Attendee_User_vod

Attendee User

User for which the Event Business Rule ran.

Lookup

EM_Event_History_vod EM_Business_Rule_Configuration_Id_vod Event Business Rule Configuration Rule ID of the Event Business Rule Configuration that ran for an EM Event. Text
EM_Event_History_vod

EM_Business_Rule_Id_vod

Event Business Rule

Rule ID of the Event Business Rule that ran for an EM Event.

Text

EM_Event_History_vod EM_Business_Rule_Type_vod Event Business Rule Type Record Type of Event Business Rule that ran. Text
EM_Event_History_vod

Event_Action_vod

Event Action

Run Rule on Event Action that is defined in the Event Business Rule that ran.

Text

EM_Event_History_vod Platform_vod Platform Platform on which the Event Business Rule ran. Text
EM_Event_History_vod

Record_Violated_ID_vod

Record Violated ID

ID of the record that violated the Event Business Rule.

Text

EM_Event_History_vod Record_Violated_Name_vod Record Violated Name Details of the record that violated the Event Business Rule. Text
EM_Event_History_vod

Run_Rule_Type_vod

Run Rule Type

Run Rule type of Event Business Rule that ran.

Text

EM_Event_History_vod Warning_Type_vod Warning Type Warning Type of Event Business Rule that ran. Text
EM_Event_History_vod

Country_Code_vod

Country

List of countries driven by Global Value Set.

Picklist

Monitoring_Rule_vod

Country_Code_vod

Country

List of countries driven by Global Value Set.

Picklist

Sample_Order_Transaction_vod

Signature_Captured_Share_Link_vod

Signature Captured Share Link

This field indicates the signature was captured via the Approved Link signature method.

Checkbox

User

Country_Code_vod__c

Country 

List of countries driven by Global Value Set. 

Picklist