23R1.0 Maintenance Notes

The items listed below were added in the 23R1.0 release cycle and contain maintenance items from the 23R1.0, 23R1.1, 23R1.2, and 23R1.3 releases as they become available. Maintenance items in the Veeva application are corrections to existing functionality.

231.3.501 (August 3, 2023)

Events Management

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

An error occurred when adding a walk-in attendee to an event when the Attendee Automatch setting was enabled and there were a large number of accounts in the org.

CRM-300619

CRM-300731

231.3.500 (July 20, 2023)

CLM

Platform

Issue Description

Issue Number

Online

The Content Notes Process did not run.

CRM-299743

231.3.402 (July 19, 2023)

CLM

Platform

Issue Description

Issue Number

iPad

Media sync did not complete for users syncing a large media library.

CRM-299185

CRM-300103

231.3.401 (July 14, 2023)

CLM

Platform

Issue Description

Issue Number

CRM Desktop (Mac, Windows)

When Chatter was disabled for a user in a profile-based Chatter org, the media library did not load after launching the Veeva CRM Desktop app from the browser.

CRM-298750

231.3.400 (July 13, 2023)

Account Management

Platform

Issue Description

Issue Number

Browser (Lightning)

Right-click functionality did not work when Lightning for My Accounts users attempted to open hyperlinks referencing objects in a new tab or window.

CRM-297559

Engage

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

When navigating to a slide with audio via gotoSlide while screensharing in an Engage meeting, the meeting audio was echoed.

CRM-297638

Events Management

Platform

Issue Description

Issue Number

Browser (Classic)

When Alternative Hosts were removed from an event, an unexpected error message displayed. 

CRM-295042

CRM-298202

Browser (Lightning)

Edits to Child Events with Engage enabled did not display correctly.

CRM-298670

231.3.300 (July 6, 2023)

Call Scheduling

Platform

Issue Description

Issue Number

Browser (Lightning)

When users selected the Add Calendar button in Lightning for My Schedule, an error occurred.

CRM-296575

iPad

When users selected the Add Calendar button in My Schedule and authenticated with their Microsoft credentials, an error occurred.

CRM-296844

Engage

Platform

Issue Description

Issue Number

Web

Chat messages were stuck in sending status until the page was refreshed.

CRM-296505

MyInsights

Platform

Issue Description

Issue Number

Browser (Lightning)

When a user used the executeSuggestionAction method to display an email template associated with a suggestion ID on the homepage, it did not work.

CRM-295265

231.3.200 (June 29, 2023)

Engage

Platform

Issue Description

Issue Number

Android

iOS

Web

When viewing the calendar to invite an HCP to a meeting, the calendar did not display pending meeting invites.

CRM-292103

iPad

Sometimes when multiple attendees joined and left an Engage meeting in quick succession, the app encountered an error. 

CRM-294907

Events Management

Platform

Issue Description

Issue Number

Browser (Lightning)

When creating a child event from the Events related list, the Parent_Event_vod field was not automatically populated.

CRM-295212

MyInsights Studio

Platform

Issue Description

Issue Number

Browser

The Get Current Date and Time element was not available in the Table element value field.

CRM-295982

231.3.100 (June 22, 2023)

Account Management

Platform

Issue Description

Issue Number

Browser (Lightning)

When configured to use Decoupled Data Change Requests and the NEW_ACCOUNT_WIZARD Veeva Setting was disabled, if a user selected the New Account button from Global Account Search, an error displayed stating the user did not have the necessary privileges to create the record.

CRM-285251

Browser (Lightning)

Users were unable to manually enter a number in the Calls per Day field when scheduling a call.

CRM-285529

Browser (Lightning)

When users modified the latitude and longitude fields of an address, the resulting DCR did not capture decimals in those values.

CRM-290992

Browser (Classic, Lightning)

If a user accessed Sphere of Influence without the required permissions, the error message was only partially translated.

CRM-291590

Browser (Lightning)

When users searched on a single character in the Location field in Global Account Search, a generic Salesforce error displayed.

CRM-292987

Approved Email

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

In Dropped email activity records, the error message was not captured.

CRM-290828

iPad

Users with thousands of restricted words defined for Approved Email experienced slow performance when entering text in email template fields.

CRM-291396

Call Reporting

Platform

Issue Description

Issue Number

iPad

After displaying CLM content from a unique activities group call, users could not select or deselect detail products on the call report.

CRM-290342

CRM Desktop (Windows)

When users displayed CLM content from the call report, some presentations were incorrectly restricted in the CLM library.

CRM-293691

Browser (Classic, Lightning)

When adding medical events to a medical discussion, events not associated with the call account or attendees displayed.

CRM-290967

Call Sampling

Platform

Issue Description

Issue Number

iPad

In orgs with high numbers of Call2_vod records, Signature_Request_vod records were not immediately created when users requested a remote signature.

CRM-289443

CLM

Platform

Issue Description

Issue Number

CRM Desktop (Mac)

An error occurred when downloading a large number of CLM Key Messages that shared the same shared resources.

CRM-289616

CRM Desktop (Windows)

Users could not remove the account name from the CALL_INITIATED Veeva Message.

CRM-289135

CRM Desktop (Windows)

When entering Japanese text for a presentation label, selecting Enter created the label instead of selecting the kanji character.

CRM-293311

iPad

Long fields used in the Display By view in the media library were truncated.

CRM-286285

Windows Tablet

Navigating to slides in CLM presentations via the goToSlide() method took a long time.

CRM-282813

iPad

After selecting an account to create a call for an unassigned presentation in My Schedule Week View, the unassigned presentation was not removed. 

CRM-290245

Consent Capture

Platform

Issue Description

Issue Number

iPad

There was no space between paragraphs for Disclaimer text when HTML paragraph tags were used.

CRM-282551

Engage

Platform

Issue Description

Issue Number

iOS

When viewing the list of resources for a brand profile, long subheader text did not wrap to multiple lines.

CRM-290753

Speaker app

Users were not able to join Engage meetings.

CRM-290104

Browser (Classic, Lightning)

When the Engage Reporting Processes ran after not being run for more than 30 days, the Meetings with VExternal ID failed.

CRM-283286

Events Management

Platform

Issue Description

Issue Number

Browser (Lightning)

Expense Attributions did not function correctly while using Lightning for Events Management.

CRM-288086

Browser (Lightning)

The Add Event Speaker button did not display correctly when the speaker previously attended an event with a long name.

CRM-291555

Browser (Lightning)

The Add Event Team Member modal in Lightning for Events Management displayed with an incorrect header.

CRM-290716

Browser (Classic, Lightning)

An error occurred when integrating with a Cvent event with a large number of attendees.

CRM-277546

Browser (Classic, Lightning)

Custom lookup EM_Event_vod fields referencing the User object displayed inactive users.

CRM-289539

iPad

The {{EventSpeaker}} token did not resolve correctly.

CRM-287609

iPad

Long record type descriptions did not display correctly when creating a new event.

CRM-291301

CRM Desktop (Windows)

Shared screens in virtual events did not display correctly to attendees.

CRM-270210

MCCP

Platform

Issue Description

Issue Number

Browser (Classic)

When users set the Goals Edited field to true, the MCCP Process changed the field to false.

CRM-283836

Medical

Platform

Issue Description

Issue Number

Browser (Lightning)

The Date_vod field on a Medical Insight displayed yesterday's date when created using a device where the device’s timezone was different from the user’s SFDC timezone.

CRM-292438

MyInsights Studio

Platform

Issue Description

Issue Number

Browser

MyInsights Studio did not allow Deep Linking for Action_Item_vod__c.

CRM-288799

Surveys

Platform

Issue Description

Issue Number

Browser (Lightning)

In Dismissal Surveys, long picklists resulted in some values being hidden behind the buttons at the bottom of the dialog.

CRM-282821

Windows Tablet

When users attempted to create a survey, survey templates assigned to child territories of the user’s territory were not properly displayed.

CRM-291386

Sync

Platform

Issue Description

Issue Number

iPad

When chunking historical data for VMOCs, ContentDocument records weren’t downloaded when the Include Attachments check box was selected for the ContentDocument VMOC.

CRM-281984

231.2.300 (June 8, 2023)

Events Management

Platform

Issue Description

Issue Number

Browser (Lightning)

Page Layouts for Event Team Members did not update correctly when the team member's role was updated.

CRM-290246

231.2.200 (June 1, 2023)

Call Reporting

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

When the Enable_CRM_Desktop_vod Veeva Setting was enabled at multiple levels (for example, the profile level and org-wide level), an error occurred during the initial sync.

CRM-290682

CLM

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

When restoring the media library window to the default size after maximizing it, the columns displayed incorrectly until the window was resized again.

CRM-290435

CRM Desktop (Windows)

When entering Japanese text for a presentation label, selecting Enter created the label instead of selecting the kanji character.

CRM-289969

CRM Desktop (Mac)

Presentations with more than four slides took several seconds to transition from Normal View to Presentation View.

CRM-290362

CRM Desktop (Windows)

The Hide/Show Banner option did not display in the menu from the tray when in call mode.

CRM-290721

Engage

Platform

Issue Description

Issue Number

Android

CRM users and HCPs were sometimes unable to access links sent via chat on certain Android devices.

CRM-290728

MyInsights Studio

Platform

Issue Description

Issue Number

Browser

When a user attempted to add a Veeva message by searching for a category, only one category displayed when more should have appeared.

CRM-290333

Sync

Platform

Issue Description

Issue Number

iPad

After updating a time field on a record, a sync error occurred and deleted the update.

CRM-290314

231.2.100 (May 25, 2023)

Account Management

Platform Issue Description Issue Number

Browser (Lightning)

When users selected a My Accounts view with a large number of accounts, the view took a long time to load.

CRM-286767

CRM-288493

iPad

When users accessed the account list view on iPad while offline, the preferred address displayed for accounts without territory fields was not the Primary Address.

CRM-289973

Browser (Lightning)

After selecting and applying an option from a picklist filter to Global Account Search results, clearing the filter did not clear the selection from the picklist. CRM-284053

Approved Email

Platform Issue Description Issue Number

Browser (Classic)

An invalid consent error displayed when some users sent an approved email.

CRM-283390

iPad

On the 9th generation iPad, the Sent Email Detail record page was truncated and the scroll bar did not display.

CRM-283814

iPad

Users experienced increased load times when attaching templates and fragments to approved emails.

CRM-285175

Authentication

Platform Issue Description Issue Number

iPad

An error occurred when launching Veeva CRM with OAuth enabled.

CRM-286501

Call Reporting

Platform Issue Description Issue Number

iPad

When Restricting Calls by Account Record Type was enabled, the Start Media icon displayed on the child account detail page for restricted account types.

CRM-282245

Browser (Classic, Lightning)

When child accounts were enabled and users attempted to use the Save & New button to create a call report for either a child account or a person account with call location, an error occurred.

CRM-284623

iPad

When there was a translated value for the DONE_AND_NEW Veeva Message, the English value continued to display.

CRM-288395

iPad

When the Do_Not_Call_vod field was selected for an account and users attempted to schedule a call, two error messages displayed.

CRM-286756

CLM

Platform Issue Description Issue Number

iPad

When selecting a child account for CLM activity on a call, the Call Location ID was not stamped on the call report.

CRM-260866

CRM Desktop (Windows)

Text in PDF content did not display correctly. Users can now disable hardware acceleration for Veeva CRM Desktop on Windows from the Settings.

CRM-278579

CRM Desktop (Mac)

When selecting an account to send a web link for a presentation from the media player, the account selector did not display the recent accounts or account search.

CRM-285042

Online

Message_Activity_vod records were not being created for sending web links for websites.

CRM-289638

CRM Desktop (Windows)

When a directory was applied to the media library, applying filters did not filter the displayed presentations.

CRM-286643

CRM Desktop (Mac)

When selecting products for a custom presentation, the product dropdown menu did not display detail group products.

CRM-288032

iPad When users attempted to navigate away from a sub presentation slide before viewing it for more than 2 seconds, the 2 second requirement reset, resulting in the user not being able to navigate away from the slide. CRM-284692

Events Management

Platform Issue Description Issue Number

Browser (Classic)

Text did not wrap correctly  when previewing Approved Emails sent from an event.

CRM-240132

Browser (Classic, Lightning)

Refreshing Events Metadata did not correctly reflect removing translations of Events Management related lists.

CRM-253060

Browser (Classic, Lightning)

QR Sign-in error emails were not sent to the integration user if the integration user’s email was recently updated.

CRM-283405

Browser (Classic, Lightning)

iPad

Custom Number fields in non-English locales did not correctly copy over from parent events to created child events.

CRM-285325

Browser (Classic, Lightning)

The Manage Attendees page did not load for events with 15000 attendees or more.

CRM-253511

Home Page

Platform Issue Description Issue Number

Windows Tablet

When viewing the list of multichannel activities from the Multichannel Activity widget, selecting the record type name of an activity displayed the account detail screen.

CRM-284988

Lightning Business Apps

Platform Issue Description Issue Number

Browser (Lightning)

Errors occurred when deploying the OOTB Lightning business apps.

CRM-289005

Medical Inquiries

Platform Issue Description Issue Number

Browser (Lightning)

The medical Inquiry signature setup page displayed a broken image when no image was available to display.

CRM-287026

Browser (Lightning)

When creating a medical inquiry from the Medical Inquiry tab, the disclaimer text did not display if the account was not populated

CRM-289334

MC Cycle Plans

Platform Issue Description Issue Number

iPad

When users accessed a Multichannel Cycle Plan on iPad, the tab labels overlapped.

CRM-280899

MyInsights Studio

Platform Issue Description Issue Number

Online

When a user selected the second column of a table to sort, the data was sorted based on the first column.

CRM-278561

Online

When a user selected a dropdown menu in a CDE, the data was not updated to reflect the user's selection. 

CRM-285847

231.1.400 (May 18, 2023)

Approved Email

Platform Issue Description Issue Number

Browser (Classic, Lightning)

When users accessed the Sent Email page, an error displayed indicating there was no applicable consent header for the account.

CRM-288732

Engage

Platform Issue Description Issue Number

Web

Attendees needed to refresh the browser to join Engage meetings if they joined before the host started the meeting.

CRM-289524

MyInsights Studio

Platform Issue Description Issue Number

Online

The Convert to Template button did not work.

CRM-289047

231.1.300 (May 11, 2023)

Approved Email

Platform Issue Description Issue Number

iPad

When only one email template was available for a user, an error occurred when the user navigated to the Send Email screen from a business account.

CRM-288434

Engage

Platform Issue Description Issue Number

Engage HCP Server

An error occurred when custom Apex classes tried to update user records.

CRM-288730

My Schedule

Platform Issue Description Issue Number

iPad

When a user did not have FLS permissions for the Account_vod field on the Medical_Event_vod object, an error occurred when navigating to the My Schedule Map View.

CRM-286370

231.1.201 (May 5, 2023)

Sync

Platform Issue Description Issue Number

iPad

Some users experienced “Too many SOQL queries” errors when syncing calls.

CRM-288927

231.1.200 (May 4, 2023)

Account Management

Platform Issue Description Issue Number

iPad

When selecting parent accounts within Network Account Search, the names of some out-of-territory accounts did not display after the account was selected.

CRM-286466

Approved Email

Platform Issue Description Issue Number

iPad

When users viewed the My Profile page, custom formula fields with hyperlinks did not display.

CRM-286516

Call Reporting

Platform Issue Description Issue Number

iPad

Call location processing was not listed in the activity log. 

CRM-278312

Browser (Classic, Lightning)

For users with Mexican locales, the call report datetime incorrectly accounted for daylight savings time.

CRM-286628

Call Sampling

Platform Issue Description Issue Number

iPad

When users accepted a remote signature for a child call on a group call with unique activities enabled, a spinner displayed and the signature was not saved.

CRM-287733

Browser (Classic, Lightning)

When users received a remote signature for BRCs on a child call, then edited the call report, pull-in fields from the Address_vod object were cleared.

CRM-286064

Call Scheduling

Platform Issue Description Issue Number

Browser (Lightning)

When users selected an entry in Lightning for My Schedule and the standard Calendar tab was set to Tab Hidden, a component error occurred.

CRM-286322

Browser (Lightning)

When users attempted to create or save Time Off Territory records in an org with over 50,000 Time Off Territory records, a trigger error occurred.

CRM-287750

CRM-287754

CLM

Platform Issue Description Issue Number

iPad

When testing website content on a simulator using iOS 16.4 or later, developers were not able to use the Safari web inspector.

CRM-286245

Events Management

Platform Issue Description Issue Number

Browser (Lightning)

The Reschedule modal did not display correctly when the user scrolled with the modal open.

CRM-249819

Sync

Platform Issue Description Issue Number

Online

Users experienced prolonged sync times for call records.

CRM-287121

231.1.100 (April 27, 2023)

Account Management

Platform Issue Description Issue Number

Browser (Classic, Lightning)

Users experienced a delay when they marked or unmarked product metrics checkboxes.

CRM-275874

Browser (Lightning)

An error occurred when users edited goals on the Enhanced Feedback tab.

CRM-282942

Browser (Lightning)

Account Clinical Trial records did not display on the account timeline.

CRM-283262

Browser (Classic, Lightning)

An error displayed when users updated some account records and the value in the Territory_vod field exceeded 255 characters.

CRM-283946

Browser (Classic)

When creating a parent account from a person account with a primary parent and address, selecting Copy Address replaced the person account’s primary address with the new parent accounts’ primary address.

CRM-283312

Call Reporting

Platform Issue Description Issue Number

Browser (Classic, Lightning)

When users created a planned call from My Accounts and the Disable_Call_Location_None_vod Veeva Setting was enabled, only the Preferred_Account_vod field on the TSF record was checked for the default call location. If the Preferred_Account_vod field was not populated, the call location remained blank. 

CRM-274813

Browser (Classic, Lightning)

When users attempted to open call reports they did not own, and there were multiple products on the call report the user did not have access to, an error occurred.

CRM-279275

Browser (Classic, Lightning)

When users searched for medical events from the call report, inactive medical events displayed in the search results.

CRM-282255

iPad

For users on the Safari mobile browser, options for multi-select picklists did not display on the call report.

CRM-285721

CLM

Platform Issue Description Issue Number

iPhone

The MEDIA_SYNC_OVERDUE message displayed to users who did not have CLM enabled.

CRM-273490

CRM Desktop (Windows)

The description, keyword, and label fields in the Properties modal were not scrollable when the text exceeded the size of the field.

CRM-280017

CRM Desktop (Windows)

When viewing a slide with a sub-presentation in Slide Show View without initiating call mode, the sub-presentation did not display every time the user navigated to the parent slide.

CRM-283092

CRM Desktop (windows)

When viewing a slide with a sub-presentation in Slide Show View after initiating call mode or Save for Later call mode, the sub-presentation displayed every time the user navigated to the parent slide.

CRM-283161

Engage

Platform Issue Description Issue Number

Android

When users did not have any chat threads, connections, or notifications, the Chat, Connections, and Notifications tabs displayed blank screens.

CRM-273930

Events Management

Platform Issue Description Issue Number

Browser (Classic, Lightning)

Attendee statuses on the Speaker Selection modal did not translate correctly.

CRM-260219

Browser (Classic, Lightning)

Incorrect text wrapping caused the Add Speaker button on the Speaker Selection modal to not display correctly.

CRM-256909

Browser (Classic, Lightning)

Long Text Area fields on EM_Event_vod page layouts did not display the full width of the page even when in a section designated as a one-column section.

CRM-263565

Browser (Lightning)

When using the Inline Editing Related Records feature in Lightning for Events Management, the Cancel and Save footer obscured certain picklist values from being selected.

CRM-282514

iPad

Approved Emails sent to out of territory attendees were not sent immediately.

CRM-283197

Windows Tablet

When previewing an Approved Email template, the bottom of the template did not fully display.

CRM-282074

Home Page

Platform Issue Description Issue Number

iPad

When the TAB_NAV_DISPLAY Veeva Setting was populated with an inactive Veeva Message, only the Home and Options tabs displayed in CRM.

CRM-282186

Medical Events

Platform Issue Description Issue Number

iPad

An validation rule error prevented medical events from being created.

CRM-272076

Medical Insights

Platform Issue Description Issue Number

Browser (Classic)

When a user created a medical insight, the Override Lock was set to true.

CRM-282492

Network Integration

Platform Issue Description Issue Number

Browser (Lightning)

Users could not create new accounts when using Network Account Search due to special characters in territory names.

CRM-276148

Order Management

Platform Issue Description Issue Number

Windows Tablet

When a user created an order without an HTML report with the Order_vod record type, the Report tab displayed, 

CRM-283361

Suggestions

Platform Issue Description Issue Number

iPad

When users opened a suggestion from the Account Overview screen and HTML code was entered in the Reason_vod field, the position of the Accept and Dismiss buttons was inconsistent.

CRM-281392

iPad

When users selected Cancel from the Suggestions Feedback or Survey modal after selecting the Dismiss button for a suggestion, and then selected any suggestion, the suggestion Reason did not display.

CRM-282539

Surveys

Platform Issue Description Issue Number

Browser (Classic, Lightning)

When users dismissed a suggestion that included an answer in Date format, the Date value was not stamped on the Survey Target or the Question Response Records.

CRM-283675

Territory Feedback

Platform Issue Description Issue Number

iPad

MyInsights Visualizations did not always correctly associate with territories in Territory Feedback.

CRM-284089

231.0.401 (April 28, 2023)

Engage

Platform Issue Description Issue Number

Web

When accessing Vault content from a web link, the content did not display fully in the Vault Viewer.

CRM-287994

231.0.400 (April 27, 2023)

Call Reporting

Platform Issue Description Issue Number

Browser (Classic, Lightning)

When users submitted a call report with child calls in an org with custom After Update Call2_vod triggers, the parent call report remained in Saved status.

CRM-286241

CLM

Platform Issue Description Issue Number

Online

After users with enhanced sync performed incremental syncs for content updates, search results did not display the correct results.

CRM-280368

CRM Desktop (Windows)

Slide notes did not display in Normal View.

CRM-286745

Sync

Platform Issue Description Issue Number

iPad

Users experienced prolonged sync times.

CRM-286546

231.0.300 (April 20, 2023)

Call Reporting

Platform Issue Description Issue Number

CRM Desktop (Windows)

When users launched the Veeva CRM Desktop app from the desktop icon after ending a call with an HCP, the call automatically restarted with the same HCP.

CRM-285868

CLM

Platform Issue Description Issue Number

CRM Desktop (Windows)

Users with directories without a display order in their media libraries experienced prolonged sync times.

CRM-285553

Events Management

Platform Issue Description Issue Number

iPad

The attendee reconciliation modal could be closed before errors displayed. 

CRM-272560

231.0.201 (April 14, 2023)

Sync

Platform Issue Description Issue Number

iPad

For some customers, the status of submitted calls was reverted back to their previous saved or planned status.

CRM-285877

231.0.200 (April 13, 2023)

Approved Email

Platform Issue Description Issue Number

Browser (Classic, Lightning)

When sending an Approved Email to multiple recipients, changing an out of focus recipient’s email address from an invalid address to a valid address did not dismiss the invalid email address error.

CRM-283112

Call Reporting

Platform Issue Description Issue Number

Browser (Lightning)

Extra space displayed around buttons on the Call page.

CRM-283097

Browser (Classic, Lightning)

Detail Groups in the Detailing Priority section did not display correctly when the page was refreshed several times.

CRM-283631

CRM Desktop (Windows)

When users selected Update Now after ending call mode in the CRM Desktop (Windows) app, the Update Now notification displayed repeatedly. For users on a version older than 231.0.200, the Update Now notification will continue to display repeatedly.

CRM-282626

Browser (Classic, Lightning)

Users were able to save and submit unique activity calls without any attendees when the –ao section signal was not in use.

CRM-284592

Call Sampling

Platform Issue Description Issue Number

Browser (Lightning)

Users were unable to submit calls with BRC samples if the Account’s License was valid in any state and both the –nslns section signal and the Ship Location were used.

CRM-283288

Call Scheduling

Platform Issue Description Issue Number

Browser (Lightning)

When editing a call from Lightning for My Schedule, a blank tab displayed in the browser.

CRM-282161

CLM

Platform Issue Description Issue Number

Browser (Lightning)

Content Notes did not sync from a Vault that was missing language settings.

CRM-283111

iPhone

When users navigated to video content from Tile view, the video content did not play even with the CLM_ENABLE_AUTO_LAUNCH_vod Veeva Setting enabled.

CRM-284088

Browser (Lightning)

When the default call record type was defined and a user created a call for Save for Later activity, the default call record type was not selected for the user.

CRM-283796

iPad An error occurred when using Advanced Text Search for CLM presentations. CRM-283030

iPad, iPhone

When viewing the slides for a presentation, the thumbnail for slides with a sub-presentation did not display an arrow in the top right corner.

CRM-283627

Cycle Plans

Platform Issue Description Issue Number

Browser (Classic)

If the Total_Actual_Calls_vod, Total_Planned_Calls_vod, Total_Scheduled_Calls_vod, Total_Attainment_vod, or Total_Remaining_vod field were not added to the Cycle Plan Target related list on the Cycle_Plan_vod object page layout, total rows did not display.

CRM-283643

Browser (Classic)

Newly deleted targets in the Cycle Plan Target related list did not correctly display as deleted.

CRM-283671

Events Management

Platform Issue Description Issue Number

Browser (Classic, Lightning)

The system encountered an error during contract activation when the date format provided did not match MM/DD/YYYY format.

CRM-283508

231.0.103 (April 10, 2023)

Engage

Platform Issue Description Issue Number

iPhone

Attendees were unable to join Engage meetings from mobile browsers using links.

CRM-284791

Sync

Platform Issue Description Issue Number

iPad

When users did not have access to the Medical_Event_vod object or the Medical_Event_vod field on the Call2_vod object, an error occurred when syncing.

CRM-284232

231.0.102 (April 5, 2023)

Account Management

Platform Issue Description Issue Number

Browser (Classic)

An error occurred when upgrading certain orgs to 231.0.100 because Patient Journey Child Relationship names did not include _vod.

CRM-283979

Call Reporting

Platform Issue Description Issue Number

Browser (Classic, Lightning)

When recording a call, the error message Error: could not retrieve Describe Layout for Object Call2_vod__c displayed intermittently for some users.

CRM-284155

231.0.101 (April 3, 2023)

Events Management

Platform Issue Description Issue Number

Browser (Classic, Lightning), iPad

An error occurred when creating an event while custom flows were configured.

CRM-284050

231.0.100 (March 30, 2023)

Account Management

Platform Issue Description Issue Number

Browser (Classic, Lightning)

Product Metrics fields displayed as editable even though users did not have Edit FLS for those fields. An error displayed when users attempted to make edits.

CRM-268805

Browser (Classic, Lightning)

When users viewed the Product Metrics table with many metrics displayed, it was difficult to navigate because the column headers and first column were not fixed and there was no horizontal scroll bar.

CRM-272954

iPad

Regex validation rules did not work properly when evaluating katakana characters when users were offline. 

CRM-278939

Approved Email

Platform Issue Description Issue Number

iPad

When a user added a business account as a recipient, and the account did not have an email address, an error displayed.

CRM-276450

Browser (Classic, Lightning)

When a user composed an email, the Object Reference token did not render.

CRM-278304

iPad

When a user attempted to save a draft of an email with more than one template open, an error displayed.

CRM-279834

Call Reporting

Platform Issue Description Issue Number

Browser (Lightning)

When fields were not populated properly on a child call and a user attempted to open the call report in Printable View, an error occurred.

CRM-245639

Browser (Lightning)

When users created a key medical insight from a group call report, call attendees were incorrectly duplicated on the call report.

CRM-274626

iPad

When multichannel cycle plans were enabled and users attempted to create a call report, an error occurred.

CRM-276973

Browser (Lightning)

In the Call Discussion section of the call report, users were not able to expand multi-select picklist width to view long value names.

CRM-277242

Browser (Lightning)

Users were able to select the None option from required picklists. When users selected None, the default value for the picklist was saved to the call report.

CRM-278317

iPad

When the ENHANCED_LOOKUPS_vod Veeva Setting was not enabled, tasks could not be assigned to individual users from the call report.

CRM-280557

Call Sampling

Platform Issue Description Issue Number

iPad

When users scanned sample barcodes using the iPad in portrait mode, the QR code reader did not recognize the barcodes.

CRM-275832

CRM-237043

iPad

When the --nslna section signal was used on the same Call2_vod page layout as group calls with unique activities, the sample opt-in warning incorrectly displayed for user attendees.

CRM-278180

CLM

Platform Issue Description Issue Number

CRM Desktop (Windows)

When using advanced text search for content with CJK characters, the content notes included spaces before and after each CJK character.

CRM-273374

CRM Desktop (Windows)

Custom presentation attributes configured as field filters did not display the values correctly after sync.

CRM-277916

CRM Desktop (Mac)

Multichannel activity records were not created for preview or Save for Later activity.

CRM-278565

Cycle Plans

Platform Issue Description Issue Number

Browser (Lightning)

When users attempted to access Cycle Plans with large data sets, an error displayed.

CRM-281245

Engage

Platform Issue Description Issue Number

Engage HCP iOS

In chat threads between previously unconnected users, the mail icon in the header did not immediately update to the user’s profile photo after becoming connected.

CRM-282317

Inventory Monitoring

Platform Issue Description Issue Number

iPad

The French translation for the Inventory Monitoring Lines Related List was incorrect.

CRM-202234

Key Medical Insights

Platform Issue Description Issue Number

iPad

When a user selected the Title field, then the Details field, the page scrolled to the top.

CRM-279043

MyInsights

Platform Issue Description Issue Number

iPad

The getSFDCSessionID() returned undefined for the instance URL.

CRM-243367

Browser (Lightning)

The HTML_Report_vod_c field on the MyInsights_Data_vod_c record populated offline but did not auto populate online when the createRecord method was used. 

CRM-278398

Events Management

Platform Issue Description Issue Number

Browser (Classic, Lightning)

An error occurred when attempting to reschedule an event with no defined end date.

CRM-235312

Browser (Classic)

Child event start and end times were not properly populated based on the parent event.

CRM-264436

Browser (Lightning)

An error occurred when editing a record related to an EM_Event_vod record.

CRM-269369

CRM-269374

Browser (Classic, Lightning)

The Notes related list of EM_Event_vod records did not sort correctly.

CRM-271154

Browser (Classic, Lightning)

EM_Event_Business_Rule_Configuration_vod records did not respect Event Format and Location Type-specific limits.

CRM-275873

Browser (Lightning)

Help text for fields did not display correctly when using Lightning for Events Management.

CRM-279618

Browser (Lightning)

The Speaker Selection modal in Lightning for Events Management did not correctly display all available filters.

CRM-279641

Windows Tablet

Address related fields automatically populated even when the Venue_vod field was not populated.

CRM-277713

Network Integration

Platform Issue Description Issue Number

Browser (Classic, Lightning)

A scripting error occurred when large numbers of Network Field Mappings were used.

CRM-273544

Sample Management

Platform Issue Description Issue Number

Browser (Classic, Lightning)

When users encountered a custom validation rule error message while confirming product receipt in My Samples, the sentence “Please contact your system administrator.” was appended to the error message.

CRM-280206

Browser (Classic, Lightning)

The description for the Sample_Prod_Type_Check_vod validation rule only included sample and BRC product types.

CRM-238930

Surveys

Platform Issue Description Issue Number

Browser (Classic)

When users created a survey question from the Question tab, the Save button did not function.

CRM-277943

Windows Tablet

When a user attempted to update responses on a recurring survey target owned by an inactive user, a sync error displayed.

CRM-278063

Sync

Platform Issue Description Issue Number

iPad

When Veeva Settings were expired, an error occurred when automatically syncing DCR records.

CRM-264973

Territory Feedback

Platform Issue Description Issue Number

Browser (Lightning)

Managers assigned to multiple field forces could not view all of their assigned field forces in Manager Feedback.

CRM-271800

User Experience

Platform Issue Description Issue Number

iPad

When the Contact lookup field was added to the Individual Emails related list on the Account object, values from the lookup field did not display.

CRM-263988

iPad

The picklist values for the multi-select picklist fields on the user details screen were randomly sorted.

CRM-264623