What's New in 21R3.3

The CRM 21R3.3 minor release includes several new features.

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 21R3.3 Feature Enablement and Availability information in this release note.

New Fields and New Objects are also included.

Announcements

Authentication Change for SAP Concur Integration

SAP Concur will change how authentication works for integrations with partner software, including Veeva CRM. Any customers with CRM environments connected to SAP Concur need to reconnect and authenticate from within Concur’s App Center. This change will be available in the 22R1 (April '22) release. If connections are not updated by June 30th, 2022 customers may see errors in their integration. See SAP Concur Overview for more information.

Ending ASSMCA Validation

Beginning in 22R1 (April ‘22), ASSMCA licenses will no longer be validated in Veeva CRM. Since Puerto Rico no longer requires ASSMCA license validation for controlled substance sampling to HCPs, ASSMCA_vod and Ship_ASSMCA_vod fields will no longer be validated, stamped, or displayed on signature pages.

Features

Approved Notes

Using the Job History Table in Approved Notes

The Job History Table allows admin users to review the results of each job run in the last 90 days for Approved Notes. This makes it easy to quickly find and resolve any errors that may occur.

Call Reporting

Selecting a Call Channel for Windows Tablet

Windows Tablet users can now be required to select a standard metrics call channel on the call report. As users increasingly move to methods of HCP engagement beyond in-person calls, capturing call channel information on each call report is crucial for capturing accurate, comprehensive call information. If the REQUIRE_CALL_CHANNEL_vod Veeva Setting is enabled for iOS users, selecting a call channel is required for Windows Tablet users as well.

Restricting Call Channels for Windows Tablet

Admins can now restrict call channel options for Windows Tablet users. To ensure users are only presented with compliant call channel options, admins can choose to disable the Email, Chat or Text, and/or Other call channels so they are not available for selection on the call report. If call channels are restricted for iOS users, the same channels are restricted for Windows Tablet users as well.

Auto-Populating the Call Channel for Windows Tablet

Auto-populating the call channel is now supported for Windows Tablet users. When auto-populating the call channel is configured, the value in the Veeva standard metrics Call_Channel_vod field is auto-populated for Windows Tablet users based on customers’ own call channel fields.

Events Management

Limiting Meals per Topic for Event Attendance Rules

The following Event Attendance Business Rules can now enforce repeat attendance of an event topic with meals using the Per_Event_Topic_vod check box:

  • EM_Meal_Opt_In_Attendance_Limit_Rule_vod
  • EM_Cross_Event_Meal_Opt_In_Attendance_Limit_Rule_vod

Note: While this functionality is automatically enabled in orgs that previously configured Event Attendance Rules, the Per_Event_Topic_vod check box must be added to the appropriate page layouts to display.

See Creating Attendance Rules for more information.

Search Event Attendees and Speakers by Furigana

Searching of Japanese names by furigana is supported for event attendee and speaker search. Lists of speakers and attendees are sorted by furigana so users can quickly find the Japanese names in the search results.

Territory Feedback in Align

Total Goals Metrics in Territory Feedback

Users can view their total product and channel goals for their upcoming cycle from the Territory Dashboard in Territory Feedback. These metrics enable users to submit more useful feedback on their upcoming cycle by informing them of their expected total interactions.

New Videos

The following videos were added as part of this release:

21R3.3 Feature Enablement and Availability

New functionality introduced in the Veeva CRM 21R3.3 release is available on the following platforms:

CRM
Feature Configuration Required Browser (Classic) Browser (Lightning) CRM Desktop (Windows) iPad iPhone Windows Tablet
Using the Job History Table in Approved Notes

No

Selecting a Call Channel

Yes

Restricting Call Channels

Yes

Auto-Populating the Call Channel

Yes

Limiting Meals per Topic for Event Attendance Rules

No

Search Event Attendees and Speakers by Furigana

Yes

Total Goals Metrics in Territory Feedback

No

New Objects

Objects were not added in Veeva CRM 21R3.3.

New Fields

The list below contains all fields added in Veeva CRM 21R3.3. 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

First_Name_vod

First Name

Populates with the First_Name_vod field of the associated Speaker_vod record.

Formula

EM_Event_Speaker_vod

Furigana_vod

Furigana

Furigana for Japanese names. Stamps with the value of the Furigana_vod field on the associated Speaker_vod record.

Text

Event_Attendee_vod

Furigana_vod

Furigana

Furigana for Japanese names. Stamps with the value of the Furigana_vod field on the associated Event Attendee or Speaker_vod record.

Text