22R3 Maintenance Notes

The items listed below were added in the 22R3.0 release cycle and contain maintenance items from the 22R3.0, 22R3.2, and 22R3.3 releases as they become available. Maintenance items in the Veeva application are corrections to existing functionality.

223.3.501 (March 23, 2023)

Territory Feedback

Platform Issue Description Issue Number

iPad

When users added targets and did not update default goals, cycle plan channel and product information were not saved correctly.

CRM-283229

223.3.500 (March 23, 2023)

Call Reporting

Platform Issue Description Issue Number

Browser (Lightning)

When using a custom Veeva Message to restrict calls by account record type, users were able to associate Save for Later activity to calls with restricted record types.

CRM-280932

CLM

Platform Issue Description Issue Number

CRM Desktop (Windows)

After adding or updating a product for a custom presentation and saving, the value did not display in the Product column for the presentation.

CRM-281978

223.3.400 (March 16, 2023)

Account Management

Platform Issue Description Issue Number

iPad

When users who were not logged into the application attempted to navigate to an account using account deep linking, an error occurred.

CRM-280870

Call Sampling

Platform Issue Description Issue Number

Browser (Classic, Lightning)

When users added BRCs to a call report offline, then requested a signature for the call online and submitted the calls, shipping fields were not populated on the corresponding Sample_Order_Transaction_vod record. 

CRM-281401

Engage

Platform Issue Description Issue Number

iPad

Users with the country code TR were unable to schedule Engage meetings.

CRM-282256

Events Management

Platform Issue Description Issue Number

Browser (Lightning)

Certain related list column titles were not correctly translated.

CRM-280703

MyInsights Studio

Platform Issue Description Issue Number

Online

Users could not save new versions of dashboards in MyInsights Studio, and could not publish new versions from their domain to CRM.

CRM-281547

Suggestions

Platform Issue Description Issue Number

Browser (Classic, Lightning)

Users were unable to save calls created from suggestions.

CRM-281806

223.3.300 (March 9, 2023)

Call Sampling

Platform Issue Description Issue Number

Browser (Classic, Lightning)

When users added BRCs to a call report, saved the call, and then edited the call by modifying the BRCs before requesting a signature via share link, inaccurate sample order transaction records were created when the call was submitted.

CRM-275104

CLM

Platform Issue Description Issue Number

iPad

For devices using iOS 16, when users displayed content and rotated their device into portrait mode, the content did not rotate.

CRM-277655

CRM-278067

CRM-278955

CRM Desktop (Windows)

Custom presentations did not save properly when user permissions for fields on the CLM_Presentation_vod object were changed online.

CRM-280028

Engage

Platform Issue Description Issue Number

Engage HCP iOS

The Send Meeting Request link in emails to HCPs were invalid.

CRM-279607

Events Management

Platform Issue Description Issue Number

Browser (Lightning)

Certain custom fields did not respect FLS permission when it was granted to users via Permission Set.

CRM-279276

223.3.201 (March 3, 2023)

Engage

Platform Issue Description Issue Number

iPad

During Engage meetings where the active speaker changed continuously and Veeva CRM was in the background, users were sometimes disconnected from the meeting.

CRM-278558

223.3.200 (March 2, 2023)

CLM

Platform Issue Description Issue Number

CRM Desktop (Mac)

The EngageHelper window displayed when launching the Veeva CRM Desktop app.

CRM-279211

Windows Tablet

Sometimes when adding slides to a custom presentation, users could add the same slide more than once and could not delete the first slide added.

CRM-273973

Engage

Platform Issue Description Issue Number

Android

When users attempted to join a meeting using an invalid meeting ID without signing into the app, an error did not display.

CRM-279167

CRM Desktop (Windows)

When sharing content, sometimes the screen sharing thumbnail did not display or displayed incorrectly.

CRM-279754

Events Management

Platform Issue Description Issue Number

Browser (Classic, Lightning)

Picklist values did not translate to other languages via the Translation Workbench unless the values were assigned to the current record type.

CRM-265698

Browser (Lightning)

Custom hyperlink formula fields could not be selected in the Lighting for Events Management sandbox beta.

CRM-274661

223.3.100 (February 23, 2023)

Account Management

Platform Issue Description Issue Number

iPad

Users were able to edit DCR fields that were designated read-only when there was a DCR record for each record type for the same field.

CRM-256963

Windows Tablet

Users could not sort by column after searching for accounts in a table view on the My Accounts tab.

CRM-272193

Approved Email

Platform Issue Description Issue Number

Browser (Classic)

The Approved Email Integration process sometimes failed and displayed the error message “EntityManagerFactory is closed.”

CRM-262689

Call Reporting

Platform Issue Description Issue Number

iPad

When detail products and key messages were required on the call report,  detail products and call key messages were not created for all call attendees as expected.

CRM-208979

Browser (Lightning)

Users could not associate unassigned presentations with planned calls against HCO accounts.

CRM-274078

Call Sampling

Platform Issue Description Issue Number

Browser (Classic, Lightning)

When the --nslns or --nsl section signal was on the Call2_vod page layout, the sample status indicator showed the HCP as eligible for sampling if any of the states for the HCP’s addresses were eligible for sampling, not just the state of the address selected on the call report. 

CRM-274066

Call Scheduling

Platform Issue Description Issue Number

Windows Tablet

When users with Lightning-enabled orgs selected Go Online from the My Schedule tab, the object bar did not display in My Schedule.

CRM-270966

CLM

Platform Issue Description Issue Number

iPad

When reaction buttons were disabled but a CLM presentation contained custom interactive content in the top left corner where the reaction buttons usually display, users were unable to interact with the content in the top left corner of the screen.

CRM-278106

Contracts

Platform Issue Description Issue Number

iPad

When a user created a contract and saved it there were memory leaks.

CRM-276900

Events Management

Platform Issue Description Issue Number

Browser (Classic, Lightning)

When the ownerId of a contract record was set to the admin instead of the signed in user, the user did not have access to the Series_Contract_vod record type."

CRM-267382

Browser (Classic, Lightning)

The Meal Type multi-select picklist did not display correctly.

CRM-275915

iPad

When creating tasks for an EM_Event_vod record, individual users could not be assigned. 

CRM-273097

iPad

The Incurred Expense field on Expense Attribution records did not update correctly when the corresponding Incurred Expense on the Expense Header was updated.

CRM-252107

Home Page

Platform Issue Description Issue Number

iPad

Filters applied to the Multichannel Activities widget did not persist after navigating away from the filter page.

CRM-275063

Lightning Business Apps

Platform Issue Description Issue Number

Browser (Lightning)

Users were unable to deploy the Event Coordinator Lightning Business app.

CRM-260532

Medical Insights

Platform Issue Description Issue Number

Browser (Classic)

A user was unable to save a Medical Insight after using the Account lookup field to select from multiple accounts. Before selecting, a search was performed for an account in the account field and multiple results were found.

CRM-274378

MyInsights

Platform Issue Description Issue Number

Windows Tablet

A user was unable to view a Territory Insights visualization.

CRM-275886

MyInsights Studio

Platform Issue Description Issue Number

Online

When a user placed a horizontal Field List in the same row as a table, there was not enough room for the table.

CRM-261872

Order Management

Platform Issue Description Issue Number

iPad

When a user added several IM records then created an order, the DateTime recorded was from the first IM, not the most recent IM. 

CRM-221779

Browser (Lightning)

When a user selected an account without access to the Multiple Recipients record type, then selected New Order, the error message did not persist until dismissed.

CRM-276287

Sample Management

Platform Issue Description Issue Number

Browser (Classic)

When accounts with sample limits were merged, the sample limits for both accounts were retained for the merged account.

CRM-274928

Sync

Platform Issue Description Issue Number

iPhone

An error occurred when more than one user attempted to sync the same org on the same device at different times.

CRM-275571

223.2.401 (February 22, 2023)

Engage

Platform Issue Description Issue Number

Browser (Classic, Lightning)

iPad

Hosts were unable to schedule Engage meetings and virtual events.

CRM-279778

223.2.400 (February 16, 2023)

Account Management

Platform Issue Description Issue Number

Browser (Classic, Lightning)

When admins created or edited an account view with Product Metrics selected in the Search Criteria and Select Columns, product metrics values did not display for the field picklists.

CRM-277972

CRM-278700

CLM

Platform Issue Description Issue Number

Browser (Lightning)

Users were unable to convert Multichannel_Activity_vod records to existing classic group calls with no attendees.

CRM-274078

Home Page

Platform Issue Description Issue Number

iPad

Alerts with long alert text only displayed part of the text.

CRM-278154

223.2.300 (February 9, 2023)

MyInsights

Platform Issue Description Issue Number

Browser (Lightning)

Sometimes when viewing a visualization for an account and then navigating to the same visualization for another account, the visualization did not update to display data for the current account.

CRM-274923

223.2.201 (February 7, 2023)

Engage

Platform Issue Description Issue Number

iOS

HCPs in China were unable to join meetings using the Engage app.

CRM-278149

223.2.200 (February 2, 2023)

CLM

Platform Issue Description Issue Number

CRM Desktop (Windows)

Users were able to drag and drop a slide to a read-only presentation and open the presentation in Presentation View, and the activity was tracked as a call key message.

CRM-276974

Browser (Classic, Lightning)

An error occurred when syncing content from Vault. 

CRM-276589

Engage

Platform Issue Description Issue Number

Android

The Share Contact button did not display in chats where users did not have any approved content available.

CRM-275232

iOS

The Share Contact button did not display in chats where users did not have approved content available and an empty action bar displayed in HCP chats with other HCPs when there were no actions.

CRM-276947

Events Management

Platform Issue Description Issue Number

Browser (Classic, Lightning)

When a user did not have FLS permission to the Location_Type_vod and Event_Format_vod fields on the EM_Business_Rule_Configuration_vod object and created or edited an event, the Field is Required error displayed for Meal Type even though a value was selected.

CRM-276727

Multichannel Cycle Plans

Platform Issue Description Issue Number

iPad

An error occurred when selecting the filter button in the Targets tab.

CRM-277561

223.2.100 (January 26, 2023)

Account Management

Platform Issue Description Issue Number

iPad

When users mapped Generic Business or Generic Person icons to account record types, the standard icons displayed instead.

CRM-267556

Browser (Classic, Lightning)

Users were able to access the Edit button for the Best Time section of the Child Account page, even though they did not have Edit access to the Best Time field.

CRM-268505

Browser (Lightning)

The Primary flag was not set to Yes when an address was copied from a parent account to a child account by address inheritance.

CRM-269594

iPad

When users attempted to edit an email address for an account after submitting a DCR request via the account detail page, a new DCR was created that did not contain some values required for approval.

CRM-273201

Browser (Classic)

When creating or updating an account view, some product metrics fields were not available for selection in the search criteria section.

CRM-273936

Approved Email

Platform Issue Description Issue Number

iPad

The drop-down arrow did not display when the picklist token customText[options] was used in the Subject line of an approved email. 

CRM-232088

Browser (Classic, Lightning)

Products with long labels were overlapping on the Send Email page.

CRM-263830

Browser (Classic, Lightning)

When users sent consent confirmation emails, object reference tokens the timeZone and customContent query values did not resolve in template fragments.

CRM-266311

CRM-270735

Browser (Classic, Lightning)

When users started an Approved Email sync when Vault received a large number of API requests, an incorrect error message related to the Vault API limit displayed.

CRM-267856

Browser (Classic, Lightning)

When users composed an approved email, object reference tokens included in URLs could not be previewed.

CRM-272742

iPad

An error occurred when navigating to the Email tab immediately after sending an email.

CRM-274313

Call Objectives

Platform Issue Description Issue Number

Browser (Classic, Lightning)

When users changed a required custom picklist to None on a saved call, the Field Required error did not display.

CRM-271748

Call Reporting

Platform Issue Description Issue Number

iPhone

When users selected products for Medical Discussions, products displayed with multi-select checkboxes instead of single-select, and the Clear button did not display.

CRM-245820

Browser (Classic, Lightning)

When users in locales which use commas instead of periods for decimal separators attempted to save a call and a backend error occurred (for example, a validation rule error), any periods in number field values were converted to commas. 

CRM-264317

Browser (Classic, Lightning)

When users entered text in a lookup field and selected Enter, the text they entered was not transferred to the lookup window’s search bar.

CRM-270805

Browser (Lightning)

Picklist fields displayed inconsistently in the Product Discussion section of the call report.

CRM-269293

iPhone

When viewing a call report with CLM activity, users were able to deselect detailed products associated with the CLM activity.

CRM-267127

Call Scheduling

Platform Issue Description Issue Number

iPhone

When users created a call in My Schedule and then navigated to an account detail page containing a custom formula field with blank HYPERLINK() parameters, the raw XML text for the formula field displayed. 

CRM-271576

CLM

Platform Issue Description Issue Number

iPad

The statuses for presentations and key messages did not display in the search results.

CRM-264995

iPad

The launchApprovedEmail function did not work with the 212.0.100 version of the JavaScript library.

CRM-266750

iPad

An error sometimes occurred when displaying CLM content on devices using iOS15.7 or later.

CRM-269016

CRM Desktop (Mac)

Advanced text search did not display results when more than 2000 results were returned.

CRM-270326

Browser (Classic, Lightning)

Auto-published documents did not sync from Vault when the custom where clause in Vault contained parentheses.

CRM-272660

Browser (Classic, Lightning)

The content search process did not start automatically after a CLM sync.

CRM-273406

Design System

Platform Issue Description Issue Number

iPad

The top margin on the Unavailable Time popover was slightly larger than expected.

CRM-272714

Engage

Platform Issue Description Issue Number

Engage Connect

After updating a user’s country in CRM, the country was not automatically updated for the user in Engage Connect when the Engage Connect Group was changed.

CRM-263617

Engage Connect

The Share Contact button did not display in chats where users did not have any approved content.

CRM-275136

CRM Desktop (Windows)

An error occurred in the Veeva CRM Desktop app when users did not have FLS to optional fields.

CRM-275082

CRM Desktop (Windows)

Users were unable to start Engage meetings.

CRM-270739

Browser (Classic, Lightning)

An error occurred when users in Turkey attempted to schedule Engage meetings.

CRM-273222

Online

Content did not respect the word-break CSS attribute in Engage for Portals content.

CRM-226420

Online

Message_Activity_vod records were not created when recipients selected a web link for a website.

CRM-276223

Events Management

Platform Issue Description Issue Number

Browser (Classic, Lightning)

Multi-field tokens in Approved Emails sent from an event did not render correctly in Preview mode.

CRM-259006

Browser (Classic, Lightning)

When creating or editing a speaker contract from a speaker agreement, the Rate column did not sort correctly.

CRM-261579

Browser (Classic)

An error occurred when attempting to create a speaker agreement when the user’s date format did not match the SFDC date format.

CRM-265461

Browser (Classic)

Tokens in print templates did not render correctly if the print templates included both required and optional versions of the same token.

CRM-266788

Browser (Classic)

iPad

An error occurred when attempting to reschedule an event with an associated child event.

CRM-269456

Browser (Classic, Lightning)

An error occurred when attempting to delete speaker agreements.

CRM-270851

Browser (Classic, Lightning)

An error occurred when attempting to create a large number of records related to an EM_Event_vod record at once.

CRM-272014

iPad

Events created by users in certain locales did not have correctly populated time zones.

CRM-272209

Key Medical Insights

Platform Issue Description Issue Number

Browser (Lightning)

When a user created a key medical insight from the Account Plan related list, the Account Plan lookup field was empty.

CRM-269236

Browser (Lightning)

When a user created a key medical insight from the Account related list, the Account field was not automatically populated.

CRM-272141

Marketing Cloud Integration

Platform Issue Description Issue Number

Browser (Classic, Lightning)

Automatic Marketing Cloud jobs did not sync Multichannel_Activity_vod records more than 14 days in the past to CRM.

CRM-271159

Medical

Platform Issue Description Issue Number

Browser (Lightning)

When editing Medical_Insight_vod records, multi-select picklist fields displayed API names in View Mode.

CRM-275052

Medical Inquiries

Platform Issue Description Issue Number

Browser (Lightning)

When creating a medical inquiry from an account detail, the Assign To User dropdown menu displayed users not assigned to the account’s territory.

CRM-274672

Multichannel Cycle Plans

Platform Issue Description Issue Number

Browser (Classic, Lightning)

When the capitalization of the territory name for a multichannel cycle plan changed, the Product_Actual_Activity_vod value could not be calculated for the cycle products in the plan.

CRM-258533

Browser (Classic, Lightning)

The Activate_Edited_Goals_vod check box field remained selected after the MCCP MCE process ran.

CRM-268820

My Schedule

Platform Issue Description Issue Number

iPad

When users initially entered Call Cycle View, they were not able to edit the call cycle week names.

CRM-269813

Browser (Lightning)

When users viewed other users’ calendars with calendar sharing, calls displayed with a thick border. When users exited calendar sharing, calls did not display.

CRM-272233

MyInsights

Platform Issue Description Issue Number

Browser (Classic)

A MyInsights library truncated queries at 2,000 results.

CRM-268689

iPad

The OOTB visualization for KOL Profile did not display the Account address.

CRM-271862

iPad

The updateRecord MyInsights method did not work for email and phone fields offline.

CRM-273026

MyInsights Studio

Platform Issue Description Issue Number

Online

When a user selected the Page Preview tab, an error occurred.

CRM-260796

Online

Duplicate MyInsights tabs for a single account displayed on iPad.

CRM-272922

Order Management

Platform Issue Description Issue Number

Windows Tablet

Sometimes order lines were not saved for orders and the activity log did not display any errors.

CRM-276519

Suggestions

Platform Issue Description Issue Number

iPad

After completing all the suggestion actions for a specific category and returning to the Suggestions section on the home page, an empty screen displays.

CRM-269585

Surveys

Platform Issue Description Issue Number

iPad

iPhone

For multi-select questions, the selected responses displayed in a random order in the Response_vod record.

CRM-271289

Sync

Platform Issue Description Issue Number

iPad

Files did not sync online.

CRM-266958

iPad

OAuth users were unable to open Veeva CRM.

CRM-256779

Territory Management

Platform Issue Description Issue Number

Browser (Classic, Lightning)

An error occurred when using the Assign Territory button to assign a large number of territories to a user.

CRM-273990

223.0.600 (January 19, 2023)

Events Management

Platform Issue Description Issue Number

iPad

When users signed into Veeva CRM using custom domain authentication, they were unable to exit digital sign-in sheets for events.

CRM-274410

223.0.500 (January 12, 2023)

CLM

Platform Issue Description Issue Number

iPad

Sometimes on devices running iOS 16.x, an error occurred when transitioning between slides and presentations and a black screen displayed.

CRM-274394

CRM-271353

Home Page

Platform Issue Description Issue Number

iPad

My Alerts filters were toggled off by default.

CRM-274816

Medical Inquiries

Platform Issue Description Issue Number

Browser (Lightning)

An error occurred when creating a medical inquiry.

CRM-274810

223.0.400 (January 5, 2023)

CLM

Platform Issue Description Issue Number

iPad

After ending an Engage meeting, some content did not behave as expected.

CRM-270843

Events Management

Platform Issue Description Issue Number

Browser (Classic)

Browser (Lightning)

In certain situations, the Estimated_Cost_vod field on the EM_Event_vod object did not update correctly when the Estimate_vod field of related EM_Expense_Estimate_vod records was 0.

CRM-269017

Browser (Classic, Lightning)

An error occurred when hosts of a virtual event delete an Event Team Member with a blank Virtual Role value. 

CRM-261455

MyInsights

Platform Issue Description Issue Number

iPad

A custom, territory-level MyInsights dashboard did not populate data as expected in the 'Top 10 Gainers' and 'Top 10 Decliners' tables.

CRM-274185

Sync

Platform Issue Description Issue Number

iPad

Users were unable to download Files from the Files tab.

CRM-273277

223.0.300 (December 15, 2022)

CLM

Platform Issue Description Issue Number

Windows Tablet

When a search term contained the name of a product, the search returned results for the product only instead of for the entire search term.

CRM-265700

iPad

Sometimes on devices running iOS 16.x, an error occurred when transitioning between slides and presentations and a black screen displayed.

CRM-272517

Engage

Platform Issue Description Issue Number

iPad

Alternative hosts were unable to start or join virtual events.

CRM-273501

CRM-272074

223.0.200 (December 8, 2022)

Account Management

Platform Issue Description Issue Number

Browser (Classic, Lightning)

CRM Desktop (Windows)

When users selected the Calendar button on the account detail page, raw HTML displayed in the new window instead of the calendar events.

CRM-271749

CRM-272081

Browser (Classic, Lightning)

When users tried to open account information for a specific account in a new tab or browser window, the My Accounts list displayed in the tab instead.

CRM-272181

Browser (Classic, Lightning)

When users edited a TSF record via the AccountTerritoryInfoLgtnVod VisualForce page, the application attempted to load a malformed URL that did not exist.

CRM-272799

Approved Email

Platform Issue Description Issue Number

iPad

When users previewed an Approved Email message, the signature did not display correctly.

CRM-269455

Call Reporting

Platform Issue Description Issue Number

Browser (Lightning)

When users converted a multichannel activity to a call and the ALLOWED_RECORD_TYPES_vod Veeva Setting was enabled, some allowed record types did not display as options for the new call.

CRM-264827

Browser (Lightning)

When users converted a multichannel activity to an individual call and only one record type was available for the selected account, the attendees section sometimes displayed incorrectly.

CRM-267131

iPad

iPhone

When users selected the Product Strategy picklist for product discussions on the call report, the popover for the Product Strategy picklist was larger than usual and did not display any products.

CRM-270734

Call Sampling

Platform Issue Description Issue Number

iPad

When users generated a QR code for signature capture, the text below the QR code was truncated. 

CRM-270650

CLM

Platform Issue Description Issue Number

iPad

iPhone

Advanced Text Search did not function correctly.

CRM-271171

CRM-271172

Engage

Platform Issue Description Issue Number

Engage HCP iOS

HCPs were unable to join Remote CLM via web links when the Engage app was installed on their devices.

CRM-270859

iPad

During an Engage meeting, after the user stopped sharing content, selecting a CLM slide automatically started sharing.

CRM-271747

iPad

Users with the locale China were unable to start Engage meetings.

CRM-267818

Engage HCP

An error occurred when an HCP tried to create a user.

CRM-271054

Events Management

Platform Issue Description Issue Number

Browser (Classic, Lightning)

iPad

Attendee Business Rules did not function correctly without FLS permission to the Product_vod field on the EM_Event_vod object.

CRM-272444

iPad

The Create button on the event timeline page displayed incorrectly when the user did not have Create OLS to the EM_Event_vod object.

CRM-270575

iPad

Certain modals did not display correctly.

CRM-270930

iPad

{{EventSpeaker}} and {{EventSession}} tables that did not contain any periods did not populate correctly in Approved Emails sent from the iPad.

CRM-271416

Key Medical Insights

Platform Issue Description Issue Number

Browser (Lightning)

When a user created a new Key Medical Insight and attempted to add text to the Description field, the text formatting buttons did not work. 

CRM-270708

Multichannel Cycle Plans

Platform Issue Description Issue Number

Browser (Classic, Lightning)

Multichannel Cycle Plan values for Interactions Goal and Team Interactions Goal on the Cycle Plans Summary did not calculate correctly.

CRM-269343

Medical Inquiries

Platform Issue Description Issue Number

Engage HCP Android

When a user attempted to sign a remote medical inquiry, the Cancel, Clear, and Back buttons did not work.

CRM-270806

MyInsights Studio

Platform Issue Description Issue Number

Online

A user was not able to log into MyInsights Studio in the sandbox environment.

CRM-272309

223.0.105 (December 1, 2022)

Account Management

Platform Issue Description Issue Number

Browser (Classic, Lightning)

When creating a DCR for an address, the New Address page displayed incorrectly.

CRM-272040

Events Management

Platform Issue Description Issue Number

Browser (Classic, Lightning)

iPad

Existing Event Business Rules did not function correctly without the optional FLS permissions to the Location Type and Event Format fields on the Business Rule Configuration object for the following record types:

  • Per Attendee Attendance Limit Rules
  • Cross-Event Per Attendee Attendance Limit Rules
  • Per Event Attendance Limit Rules
  • Meal Estimates
  • Per Event Attendee Expense Limit Rule
  • Required Event Material Rules

CRM-271876

CRM-271969

iPad

When the Potential Warning modal displayed for Event Business Rules, while adding attendees to an event, the Done button displayed as a spinner even after the user exited the modal or removed all attendees.

CRM-272024

223.0.100 (November 17, 2022)

Account Management

Platform Issue Description Issue Number

Browser (Classic)

When users selected Edit DCR, dependent picklist values sometimes displayed as None.

CRM-256973

Browser (Classic, Lightning)

An UNABLE_TO_LOCK_ROW exception displayed when the Veeva_Merge Apex Class ran.

CRM-258662

Browser (Lightning)

When users accessed Global Account Search, the page loaded slowly or was unresponsive if a picklist field was added to User Filters with a very large number of picklist values..

CRM-264831

Browser (Lightning)

When users created an Implicit Filter in Global Account Search, the default picklist value could not be removed for fields with a default picklist value set.

CRM-265702

Browser (Classic, Lightning)

When users edited a child account that triggered a validation rule, the error was not translated to Japanese.

CRM-268506

Browser (Classic)

When deleting batches of Affiliations, any deletion failures caused the entire batch of deletions to fail.

CRM-253769

iPad

When users searched for accounts using the Improved Account Picker, location was displayed in table view when the Business Professional record type was not active and the Enable_account_parent_display_vod Veeva Setting was false.

CRM-270802

Approved Email

Platform Issue Description Issue Number

Browser (Classic, Lightning)

Users were able to send messages with empty subjects when the subject token value was null.

CRM-264101

iPad

When users selected more than the maximum number of email templates for an Approved Email message, an error display notifying the user that the limit was reached, but the user could continue adding templates.

CRM-270267

Authentication

Platform Issue Description Issue Number

iPad

When signing in with a custom domain, an error occurred when the domain URL contained whitespace.

CRM-267235

Call Objectives

Platform Issue Description Issue Number

Browser (Classic, Lightning)

When users deselected a call objective on a saved call report, then selected a new call objective, both call objectives were marked as completed.

CRM-269810

Call Reporting

Platform Issue Description Issue Number

iPad

When users deleted product details on the call report, some product details and product discussions did not save as expected.

CRM-247229

iPad

When there was only one picklist value for a field controlled by product discussions, the picklist defaulted to None.

CRM-260807

Browser (Lightning)

When users with a locale using military time edited the call address or date, then saved the call, the call datetime was recalculated using standard time instead of military time.

CRM-263068

iPhone

The label for the Remote Meeting button was not translated.

CRM-269814

Call Sampling

Platform Issue Description Issue Number

iPad

When users adding samples or BRCs to the call report selected both the Done button and the Done and New button at the same time, duplicate records were created.

CRM-264731

Call Scheduling

Platform Issue Description Issue Number

Browser (Classic, Lightning)

Error messages in My Schedule displayed the field API name and status code in addition to the expected error message text.

CRM-265129

CLM

Platform Issue Description Issue Number

CRM Desktop (Windows)

The Japanese translation for Quit Veeva CRM Desktop in the File menu was incorrect.

CRM-254494

CRM Desktop (Mac)

Search terms in the search bar did not clear after applying updates.

CRM-262244

CRM Desktop (Windows)

Presentation names for the last row of presentations in tile view did not display correctly.

CRM-265070

CRM Desktop (Windows)

iPad

When advanced text search returned too many results not in the user's CLM media library, no results were displayed.

CRM-266028

CRM-270327

Windows Tablet

When adding slides to a custom presentation, users could add the same slide more than once and could not delete the first slide added.

CRM-264307

Engage

Platform Issue Description Issue Number

iPad

An error occurred when attempting to share HTML based content during remote CLM.

CRM-269284

Engage Scheduling Site

HCPs could not submit Meeting Requests using a phone number beginning with 0.

CRM-264081

Engage Web Client

The meeting toolbar obscured the bottom of shared screens.

CRM-267133

Engage Scheduling Site

Certain phrases in the Engage Scheduling Site were not correctly translated in Japanese.

CRM-267415

Browser (Lightning)

When key messages were added to a call report, users were unable to request remote signatures for samples.

CRM-263579

Engage HCP

The Engage Connect chat message import integration did not include messages where the user shared a contact.

CRM-263607

Browser (Classic)

Sometimes, after an Engage meeting ended, the meeting attendees were not saved on the meeting record in CRM.

CRM-267126

Events Management

Platform Issue Description Issue Number

iPad

The filter button on the Speaker Qualification selection screen displayed even when there were no available qualifications to filter.

CRM-254368

iPad

EM_Event_Attendee_vod records were incorrectly created when users added, then quickly removed speakers from an event.

CRM-255985

iPad

Inactive addresses incorrectly displayed when creating Speaker Nominations. 

CRM-267684

Browser (Classic, Lightning)

iPad

The Lock_vod field did not set to True when an event was closed via an SFDC approval process.

CRM-266949

CRM-268870

Browser (Classic, Lightning)

An error occurred when submitting an Expense Header to Concur when the Actual amount was 0.

CRM-268023

Browser (Classic, Lightning)

When searching for Event Speakers with apostrophes in Speaker Name, they did not display in the search results.

CRM-262694

Windows Tablet

While editing EM_Event_vod records, Account lookups did not display accounts from certain territories.

CRM-265699

Windows Tablet

An error occurred when sending Approved Emails from an event when the Preview Rendering Email Template was enabled on the layout.

CRM-267377

iPad

Before entering amounts for the committed and actual fields on an expense line, the text selected in the expense type picklist field displayed incorrectly.

CRM-224582

Home Page

Platform Issue Description Issue Number

iPad

After applying filters to My Alerts and navigating away, the filters were cleared.

CRM-264303

Key Medical Insights

Platform Issue Description Issue Number

Browser (Lightning)

When users select Save and New after creating a Key Medical Insight, a new medical insight page does not open.

CRM-266060

CRM-269656

Medical Events

Platform Issue Description Issue Number

Windows Tablet

When a user added an attendee to a medical event, the primary parent name did not display.

CRM-268509

Medical Inquiries

Platform Issue Description Issue Number

Browser (Lightning)

When a user created a Medical Inquiry, a lookup search box was not aligned properly on the screen. In addition, after entering search parameters, the search results overlapped the search parameter field.

CRM-263105

Browser (Classic), iPad

A user was unable to create a Medical Inquiry Fulfillment Response with a call type other than Medical_Inquiry_Fulfillment_vod.

CRM-263839

Browser (Classic, Lightning), iPad

When a user cloned a Medical Inquiry, the new record had the current user as the owner instead of the original owner.

CRM-267515

MyInsights Studio

Platform Issue Description Issue Number

Browser (Classic)

When a user created a Filter List data element and deployed the page, the new field did not display a value.

CRM-261647

Browser (Classic)

After a user updated the Nitro metadata, the updates did not display in Studio.

CRM-261657

Browser (Classic)

When a user added a combobox field type to a page, the page could not be deployed.

CRM-262545

Order Management

Platform Issue Description Issue Number

iPad

When a user created a split delivery order, the child orders did not contain shipping information.

CRM-251268

Browser (Classic)

Users with the appropriate permissions were unable to create and view orders.

CRM-262273

Suggestions

Platform Issue Description Issue Number

Browser (Lightning)

Suggestion records did not display correctly in the Safari browser.

CRM-259962

Surveys

Platform Issue Description Issue Number

Browser (Classic, Lightning)

When users deleted a survey, the confirmation message was not translated.

CRM-264950

Sync

Platform Issue Description Issue Number

iPad

When a user had unsynced calls on their devices and their username was changed online, the unsynced calls were removed from the device.

CRM-260376