What's New in 21R3.2

The CRM 21R3.2 minor 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 21R3.2 Feature Enablement and Availability information in this release note.

New Fields and New Objects are also included.

Features

Call Reporting

Auto-Populating the Call Channel for Browser (Classic)

For Browser (Classic) users, admins can configure the value in the Veeva standard metrics Call_Channel_vod field to auto-populate based on customers’ own call channel fields.

Supporting Required Detailing and User Attendees on Group Calls with Unique Activities

To enable iPad and iPhone users to accurately record call details and capture coaching calls, admins can now enable required detailing (--rd section signal) and user attendees (--su section signal) when group calls with unique activities are enabled. Using the --rd section signal, the --su section signal, and unique activities on group calls simultaneously is only supported on the iPad and iPhone platforms.

CLM

Supporting launchApprovedEmail for CLM Content on CRM Desktop (Windows) (Available February 3, 2022)

Content creators can use the launchApprovedEmail JavaScript function in CLM content on the CRM Desktop (Windows) platform to send specific emails and content from a CLM slide to HCPs. See the Multichannel CRM JavaScript Library for more information.

Events Management

Events Timeline Homepage

Events Management has a timeline-based homepage that enables users to quickly locate appropriate events in the past, currently open events, or events planned in the future. Additionally, users can extensively filter and search for event information, for example, accounts, speakers, or topics available to the user. The events timeline homepage also uses a series of icons to represent various event statuses, enabling users to visually identify an event’s lifecycle state.

This enhanced UI will completely replace the existing homepage in a future release.

MyInsights Studio

Using the Sales Data Query Data Element (Available February 3, 2022)

Users can query sales data from the org using the Sales Data Query data element to display and analyze the data in custom MyInsights pages. The sales data must already be loaded into the org. See Loading Sales Data into Veeva CRM for more information.

Using Icons in Display Elements (Available February 3, 2022)

Users can select icons to display for the section, field list, and metric highlight display elements to indicate the purpose of each element.

Sample Management

Capturing Remote Signatures for Sample Opt-In

For convenience during remote meetings, and to accommodate any restrictions on in-person meetings, users can capture signatures for sample opt-in using Links or QR codes. Capturing sample opt-in signatures enables users to remotely continue sample disbursements, even when they do not have face-to-face interactions with HCPs.

Territory Feedback

Searching Within a Territory as a Manager

To quickly review and create challenges against specific accounts, managers can use the search bar on the Accounts screen to search within their territory.

Territory Feedback Metrics

Users can quickly review important metrics regarding the number of accounts and targets they will have during the next cycle using Account and Target Metrics.

Bulk Challenges in Territory Feedback

To enable users to quickly make the same type of challenge to multiple accounts at once, rather than creating each challenge individually, users can challenge multiple accounts at once using bulk challenges.

New Videos

The following videos were added as part of this release:

User Visible and Behavior Changes

Most new functionality requires some configuration, however users are able to use the following functionality immediately. Select the thumbnail to view a larger image.

Approved Email

Platform Description Before After

iPad, Browser (Classic), Browser (Lightning)

The free text field created by the {{customText}} token now dynamically resizes in Edit Mode to accommodate all text entered by the composer.

Engage Connect

Platform Description Before After

iPhone, Android, Engage Web Client

The Sign Up or Sign In banner was removed from the Meeting Registration page.

Events Management

Platform Description Before After

iPad

Online validation rules are now used for Approved Emails sent using Events Management instead of Offline validation rules.

n/a

n/a

iPad

When event organizers send more than 30 Events Management Approved Emails, confirmation and error messages are now emailed to the user rather than displaying in the app.

21R3.2 Feature Enablement and Availability

New functionality introduced in the Veeva CRM 21R3.2 release is available on the following platforms:

CRM
Feature Configuration Required Browser (Classic) Browser (Lightning) CRM Desktop (Windows) iPad iPhone Windows Tablet

Auto-Populating the Call Channel

Yes

Required Detailing and User Attendees on Group Calls with Unique Activities

Yes

Launching Approved Email from CLM Content

Yes

Events Timeline Homepage

Yes

Capturing Remote Signatures for Sample Opt-In

Yes

Searching Within a Territory as a Manager

No

Territory Feedback Account and Target Metrics

No

Bulk Challenges in Territory Feedback

No

 

MyInsights Studio
Feature Configuration Required

Using the Sales Data Query Data Element

No

Using Icons in Display Elements

No

New Objects

Objects were not added in Veeva CRM 21R3.2.

New Fields

The list below contains all fields added in Veeva CRM 21R3.2. 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

SpotMe_Invitation_Link_vod

SpotMe Invitation Link

Invitation URL for SpotMe events.

Text

Event_Attendee_vod

EM_Speaker_vod

Speaker Id

Displays the Speaker for an event when using the Events Timeline Homepage.

Formula

Event_Attendee_vod

EM_Speaker_Identifier_vod

Speaker Identifier

Displays the Speaker Identifier for an event when using the Events Timeline Homepage.

Formula

Medical_Event_vod

Product_vod

Product

Displays the Product for a Medical Event when using the Events Timeline Homepage.

Formula

Medical_Event_vod

Program_Type_vod

Program Type

Displays the Program Type for a Medical Event when using the Events Timeline Homepage.

Formula

Medical_Event_vod

Event_Format_vod

Event Format

Displays a Medical Event's format when using the Events Timeline Homepage.

Formula

Medical_Event_vod

Topic_Name_vod

Topic Name

Displays a Medical Event's Topic when using the Events Timeline Homepage.

Formula

Medical_Event_vod

Time_Zone_vod

Time Zone

Displays a Medical Event's time zone when using the Events Timeline Homepage.

Formula

Medical_Event_vod

Is_Parent_vod

Is Parent

Displays if a Medical Event is a parent to another Medical Event.

Formula

Multichannel_Consent_vod

Signature_Captured_Share_Link_vod

Signature Captured Share Link

Indicates if the signature was captured via the Share Link signature method.

Check box

Multichannel_Consent_vod

Signature_Captured_QR_Code_vod

Signature Captured QR Code

Indicates if the signature was captured via the QR Code signature method.

Check box

Remote_Meeting_Attendee_vod

EM_Event_Session_vod

Event Session

References the related Event Session record.

Lookup

Remote_Meeting_Attendee_vod

EM_Event_Session_Attendee_vod

Event Session Attendee

References the related Event Session Attendee record.

Lookup

Remote_Meeting_Attendee_vod

SpotMe_Live_Questions_vod

SpotMe Live Questions

Total number of questions asked by the attendee during the related event or session.

Number

Remote_Meeting_Attendee_vod

SpotMe_Live_Claps_vod

SpotMe Live Claps

Total number of claps from the attendee for the related event or session.

Number

Remote_Meeting_Attendee_vod

SpotMe_Live_Viewing_Seconds_vod

SpotMe Live Viewing

Total live viewing time in seconds associated with the attendee for the related event.

Number

Remote_Meeting_Attendee_vod

SpotMe_Replay_Viewing_Seconds_vod

SpotMe Replay Viewing

Total replay viewing time in seconds associated with the attendee for the related event.

Number

Remote_Meeting_Attendee_vod

SpotMe_Attended_Session_Flag_vod

SpotMe Attended Session

States if the attendee has participated in the associated SpotMe event.

Check box

Remote_Meeting_vod

Event_vod

Event

References the virtual event associated with the remote meeting.

Lookup