What's New In 22R1.2

The CRM 22R1.2 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 22R1.2 Feature Enablement and Availability information in this release note.

New Fields and New Objects are also included.

Announcements

Removing the View Media Library VisualForce Page

The View Media Library VisualForce page will be removed from all orgs with the 22R2.0 release. Users can access the CLM media library directly in the Veeva CRM Desktop app.

Supporting Engage Sandbox Releases in 22R1.3

Beginning with the 22R1.3 Production Release, currently scheduled for June 30, 2022, Engage will have a sandbox available for testing before production releases. This enables admins to test upcoming Engage functionality in their sandbox orgs before deployment to production.

To use the new Engage Sandbox after the 22R1.3 Production release, create a support ticket with the list of CRM sandbox orgs to link to the Engage Sandbox. Admins can assign Engage licenses to test users once the sandbox org is linked to the Engage Sandbox.

Previously created meetings and groups are no longer available once the org is linked to the Engage Sandbox. Existing meetings must be rescheduled and created groups must be recreated.

See Supporting Engage Sandbox Releases for more information.

Approved Email On Lightning

The 22R2.0 release will update Approved Email to include the Lightning interface. These User Visible Changes are not planned to affect the current functionality and capabilities of Approved Email. The Lightning interface for Approved Email will be enabled by default for both the Browser Classic and Lightning platforms.

Features

Account Management

Decoupled Unverified Records

Users can create and immediately use decoupled unverified accounts, addresses, and child account records to log a call, or use decoupled unverified new records for an existing account.

DCR Support for the GAS New Account Button

CRM customers can use Decoupled Data Change Request functionality when creating a new account from the Global Account Search results. If the user’s organization is configured for Decoupled DCRs, the New Account Button displays even if the user does not have OLS on the Account object, and launches a version of the New Account Wizard that creates a DCR for the account.

GAS Customized Columns and Preview Pane (Available June 2, 2022)

To make it easier to find accounts, Admins can customize what information displays in the Global Account Search results screen. For Browser (Lightning), admins can specify which columns display. For the iPad, admins can specify which fields display in the preview window for a selected account.

Call Reporting

Capturing Information on Other Attendees

iPhone users can now use the Other Attendees section on the Call Report to capture information on non-target persons involved in a call who incurred expenses—for example, techs or receptionists who participated in a lunch and learn.

Engage Meeting

Displaying Sent Messages in the Account Timeline

Users can view the sent message details, including the actions taken on the sent message, for an account on the account timeline. This allows users to assess the recent message activity for accounts when planning calls. Users can drill into Sent_Message_vod records from the timeline for more information.

Events Management

Nominating New Speakers

In order for an account, an HCP, MSL, etc. to speak at an event, the account must be designated as being qualified to speak about the event’s topic. To streamline this process, users can nominate accounts to become new speakers, or can renominate existing speakers to be qualified to speak on additional topics.

MyInsights Studio

Adding Descriptions to MyInsights Content (Available June 2, 2022)

Users can include descriptions for MyInsights pages and data and display elements. When pages or elements have similar names, the description helps users easily identify the appropriate page or element.

Platforms

Hosting an Engage Meeting on the Veeva CRM Desktop App for Mac – Beta (Available June 10, 2022)

Online users on MacOS devices can host Engage Meetings using the Veeva CRM Desktop app for Mac – Beta. The app enables desktop users to share applications on their desktop as well as CLM content from their media library.

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 (Available in 22R2)

Platform Description Before After

Browser (Classic), Browser (Lightning)

Template Selection screen

Browser (Classic), Browser (Lightning)

Selected template screen

Call Reporting

Platform Description Before After

iPhone

The Other Attendees section displays for iPhone users when the Other Attendees section is enabled for the SAP Concur integration for Call Report using the Attendee_list_vod field.

n/a

Engage Connect (Available June 2, 2022)

Platform Description Before After

iPhone, Android, Engage Web Client

Selecting links to the Engage Scheduling Site now opens the Engage app to create the meeting request. This enables link recipients using Engage to see and avoid potential scheduling conflicts when requesting a new meeting.

If recipients select the link on a device with the iOS or Android Engage app installed, the app opens and the recipient creates the meeting request from within the application. Recipients without the app installed can continue via the browser to create the meeting request there.

See Requesting a Meeting for more information.

iPhone, Android, Engage Web Client

Admins can no longer customize the logo that displays to recipients on the Engage Scheduling Site.

iPhone, Android, Engage Web Client

Users of the Engage Scheduling Site can no longer select a different time zone when creating a meeting request.

n/a

n/a

iPhone, Android, Engage Web Client

Recipients that select In Person for the meeting type on the Engage Scheduling Site can now select which address to associate with the request if they are associated with multiple addresses.

n/a

22R1.2 Feature Enablement and Availability

New functionality introduced in the Veeva CRM 22R1.2 release is available:

CRM Feature Availability and Enablement
Feature

UVC

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

Decoupled Unverified Records

No

Yes

DCR Support for the GAS New Account Button

No

Yes

GAS Customized Columns and Preview Pane

No

Yes

Capturing Information on Other Attendees

Yes

Yes

Updates to Sending Meeting Requests

Yes

No

Displaying Sent Messages in the Account Timeline

No

Yes

Nominating New Speakers

No

Yes

Hosting an Engage Meeting on the Veeva CRM Desktop App for Mac - Beta

No

No

MyInsights Studio Feature Availability and Enablement
My Insights Studio Feature Configuration Required
Adding Descriptions to MyInsights Content

No

New Objects

The list below contains all objects added in Veeva CRM 22R1.2.

Object Label Description

EM_Speaker_Nomination_vod

Speaker Nomination

Used to nominate and renominate speakers.

New Fields

The list below contains all fields added in Veeva CRM 22R1.2. 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

Call2_vod

Vault_Clinical_External_Id_vod

Vault Clinical External ID

External ID used for Vault Clinical Integration.

Text

Call2_vod

Vault_Clinical_From_vod

From

Specifies user information for calls loaded from outside Veeva CRM.

Text

Call2_vod

Vault_Clinical_Send_To_vod

Send to Vault Clinical

Specifies if the call should be sent to Vault Clinical.

Check box

EM_Speaker_Nomination_vod

Account_vod

Account

References the appropriate Account.

Lookup

EM_Speaker_Nomination_vod

Address_vod

Address

References the appropriate Address_vod record.

Lookup

EM_Speaker_Nomination_vod

Comments_vod

Comments

Contains comments from the user about the nomination.

Text

EM_Speaker_Nomination_vod

Credentials_vod

Credentials

Speaker Credentials. If the speaker is an Account, this data is copied from the Credentials_vod field on the account.

Picklist

EM_Speaker_Nomination_vod

First_Name_vod

First Name

Speaker First Name. If the speaker is an Account, this data is copied from the FirstName field on the account.

Text

EM_Speaker_Nomination_vod

Justification_vod

Justification

Used for specifying the reason for the nomination.

Multiselect Picklist

EM_Speaker_Nomination_vod

Last_Name_vod

Last Name

Speaker Last Name. If the speaker is an Account, this data is copied from the LastName field on the account.

Text

EM_Speaker_Nomination_vod

Lock_vod

Lock

After submission, speaker nomination is locked from edits.

Check box

EM_Speaker_Nomination_vod

Override_Lock_vod

Override Lock

Helper field for data loads and editing by administrators.

Check box

EM_Speaker_Nomination_vod

Product_vod

Product

References the associated product.

Lookup

EM_Speaker_Nomination_vod

Speaker_vod

Speaker

References the associated EM_Speaker_vod record.

Lookup

EM_Speaker_Nomination_vod

Status_vod

Status

The status of the nomination.

Picklist

EM_Speaker_Nomination_vod

Title_vod

Title

The title of the speaker. If the speaker is an Account, this data is copied from the PersonTitle field on the account.

Text

EM_Speaker_Nomination_vod

Type_vod

Type

The type of nomination.

Picklist

EM_Speaker_vod

Status_vod

Status

The status of the speaker.

Picklist

Medical_Inquiry_vod

MedComms_Address_Line_1_vod

Address Line 1

MedComms address line 1 field

Text

Medical_Inquiry_vod

MedComms_Address_Line_2_vod

Address Line 2

MedComms address line 2 field

Text

Medical_Inquiry_vod

MedComms_City_vod

City

MedComms city field

Text

Medical_Inquiry_vod

MedComms_Country_vod

Country

MedComms country field

Picklist

Medical_Inquiry_vod

MedComms_Email_vod

Email

MedComms email field

Email

Medical_Inquiry_vod

MedComms_Fax_vod

Fax

MedComms fax field

Phone

Medical_Inquiry_vod

MedComms_Phone_vod

Phone

MedComms phone field

Phone

Medical_Inquiry_vod

MedComms_Postal_Code_vod

Postcode/Zip

MedComms postal code field

Text

Medical_Inquiry_vod

MedComms_Address_State_vod

State

MedComms address state field

Picklist

Medical_Inquiry_vod

MedComms_Recipient_First_Name_vod

First Name

MedComms first name field

Text

Medical_Inquiry_vod

MedComms_Recipient_Last_Name_vod

Last Name

MedComms last name field

Text

User

Last_CRMDesktop_Mac_Sync_vod

Last CRM Desktop Mac Sync

The date and time the user last synced with CRM Desktop (Mac) platform.

DateTime

User

Last_CRMDesktop_Mac_Version_vod

Last CRM Desktop Mac Version

The version of the CRM Desktop (Mac) platform when the user last synced.

Text

User

Last_CRMDesktop_Windows_Sync_vod

Last CRM Desktop Windows Sync

The date and time the user last synced with CRM Desktop (Windows) platform.

DateTime

User

Last_CRMDesktop_Windows_Version_vod

Last CRM Desktop Windows Version

The version of the CRM Desktop (Windows) platform when the user last synced.

Text