23R2.0 Known Issues

Call Reporting

Platform

Issue Description

Issue Number

iPhone

When users deselect a CLM Key Message from a call created on another platform, then submit the call, the Detail_Removed_vod field is not selected on the Call2_Key_Message_vod record.

CRM-301082

iPad, iPhone When users create calls from My Schedule or MyInsights, the Detail_Section_Attribute_vod field is not stamped on the planned call. CRM-301289
CRM Desktop (Windows) When users edit a previously saved high performance call report, the Schedule Engage Meeting and Meet Now buttons do not display. CRM-301405
CRM Desktop (Windows) When users started an Engage meeting from a unique activities group call, then added another attendee and requested their signature for BRC sampling, the Engage Meeting signature option was not available. CRM-302520

Call Sampling

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

When users send remote signature requests for BRCs from the high performance call report and a state distributor license is required, the ship-to state distributor license number does not display on HCP signature pages.

CRM-299658

CRM Desktop (Windows)

When users send remote signature requests for BRCs from the high performance call report, the product quantity and unit of measure do not display after the product name on HCP signature pages.

CRM-300990

Call Scheduling

Platform

Issue Description

Issue Number

Browser (Lightning)

When users create Time Off Territory from the context menu in Lightning for My Schedule, all sections on the page layout are collapsible.

CRM-297921

Browser (Lightning)

When users create Time Off Territory from the context menu in Lightning for My Schedule, a colon displays at the end of the Add Time Off Territory message displayed in the modal header.

CRM-297924

Browser (Lightning)

When users create Time Off Territory from the context menu in Lightning for My Schedule and attempt to save a record without completing required fields, the required fields are highlighted but the * = Required Information message does not display.

CRM-297925

Browser (Lightning)

When users create Time Off Territory from the context menu in Lightning for My Schedule, links to view field dependencies from the Create modal are not selectable.

CRM-297926

Browser (Lightning)

When users create Time Off Territory from the context menu in Lightning for My Schedule and save the new record, the link to the newly created record is not selectable in the new record confirmation message.

CRM-297931

Browser (Lightning)

When users create an unavailable time slot from the context menu in Lightning for My Schedule and a lookup field to Time Off Territory is on the page layout, the New Time Off Territory option does not display in the lookup field’s menu.

CRM-298136

Browser (Lightning)

When there are multiple Time Off Territory record types and users create Time Off Territory from the context menu in Lightning for My Schedule, the record type selector does not display.

CRM-299820

CLM

Platform

Issue Description

Issue Number

CRM Desktop (Mac)

When users update to a new multichannel version, presentations are downloaded using an older multichannel URL.

CRM-301970

Engage

Platform

Issue Description

Issue Number

iPad, iPhone

When users select a push notification from the Engage HCP app alerting them to a new chat message while the Engage app is in the background, and the new chat message contains a presentation, the app opens to the user’s last-visited page instead of the new chat message.

CRM-297721

CRM-300150

iPhone When users access CLM presentations from the Engage Chat media entry point, long presentation names are truncated early due to extra padding to the right of the presentation name. CRM-298152
CRM Desktop (Windows) When users who are not the call owner—for example, user attendees—open a high performance call report where a Microsoft Teams meeting was previously started, the Insufficient Access message displays. CRM-298515

iPad

When user attendees select the Join button for an Engage Meeting in My Schedule and are waiting to join the meeting, the Waiting to Join modal does not display. 

CRM-299186

iPad

For users without Digital Business Card or Engage tab access on the Engage HCP app, the Connect button displays on the profile indicator for existing Engage HCP profiles.

CRM-299953

CRM Desktop (Windows) When users open the meeting information modal for a Microsoft Teams meeting on the high performance call report, the Meeting_Name_vod field is read-only, regardless of the user’s FLS permission. CRM-300319
CRM Desktop (Windows) When users schedule and start remote meetings from the high performance call report and include user attendees, the User_vod field is not stamped on user attendees’ Remote_Meeting_Attendee_vod records. CRM-300557
iPad When users schedule a remote meeting with user attendees and select a business account as the call location, the remote meeting type is not stamped on the child call for the business account. CRM-300706
Browser (Classic) A Reference Documents section displays on CLM admin and CLM mapping pages. CRM-300793
iPad, iPhone When users send a CLM presentation with auto-published content via Engage chat or the Media tab, an error occurs. CRM-301138
CRM Desktop (Windows) When both Engage and Microsoft Teams meetings are enabled, only the Engage meeting options display on the high performance call report. The Microsoft Teams options do not display. CRM-303342
CRM Desktop (Windows) When users present CLM from the high performance call report during an Engage meeting, CLM slide tracking activity does not display on the call report until users save, close, and reopen the call report. CRM-307752

Events Management

Platform

Issue Description

Issue Number

Browser (Lightning)

When users edit any field on a speaker record where the reset month and day fields are blank, and there is an annual speaker cap record, the Reset Date warning displays.

CRM-299772

High Performance Call Report on CRM Desktop (Mac) (Sandbox Beta)

Platform

Issue Description

Issue Number

CRM Desktop (Mac) When users created a high performance call report from the Record Activity button on an account plan, the originating account plan was not automatically selected on the call report. CRM-289262

CRM Desktop (Mac)

When users attempt to edit a high performance call report that was previously submitted with sync errors, or locked, the Insufficient Access message displays.

CRM-292434

CRM Desktop (Mac)

When users dismiss the Call Not Found message after attempting to open a planned call not yet synced to the CRM Desktop app, the app does not automatically sync. If users attempt to open the call a second time, the high performance call report does not open.

CRM-292723

CRM Desktop (Mac)

When the CRM Desktop app is in full screen mode and users attempt to submit a high performance call report after capturing a signature for sampling, an error occurs and users must log in again.

CRM-292931

CRM Desktop (Mac)

When users log out of the CRM Desktop app during the initial high performance call report sync, an error occurs.

CRM-293928

CRM Desktop (Mac)

When an error occurs during Call Mode, the CRM Desktop app does not automatically reopen in Call Mode. In some instances, previously selected Key Messages do not display on the high performance call report after the CRM Desktop app reopens. CRM-293961
CRM Desktop (Mac) When an error occurs for the CRM Desktop app, the Catalyst app remains open. CRM-293962

CRM Desktop (Mac)

When users launch CLM from the high performance call report, the CLM library remains in the background.

CRM-293801

CRM Desktop (Mac)

When users select Edit for an existing call report in Lightning for My Schedule, the high performance call report does not open in the CRM Desktop app.

CRM-293991

CRM Desktop (Mac)

When users select the media icon for a unique activity group call attendee on the high performance call report, CLM key message descriptions are truncated. 

CRM-294100

CRM Desktop (Mac)

When users save a call report and end the call while displaying  CLM, the high performance call report window remains in the background. If users switch to a browser window, the high performance call report window is not available.

CRM-294115

CRM Desktop (Mac)

When users switch to a browser window while a high performance call report is open, then return to the call report, the CLM media library window displays over the call report.

CRM-294127

CRM Desktop (Mac)

When users launch CLM from the high performance call report, they must select the End button text to end the call. Selecting the blue area on the End button does not end the call.

CRM-294130

CRM Desktop (Mac)

When users start CLM from the CRM Desktop app while a high performance call report is open,  the call banner is superimposed over the top of the CLM slides.

CRM-294141

CRM Desktop (Mac)

When a high performance call report is open and users select the Show All option from the CRM Desktop icon in the device’s dock, the call report does not display.

CRM-294155

CRM Desktop (Mac)

When users create a high performance call report from a Medical Event without an account associated, the text {0} - Veeva CRM displays in the call header instead of the record type.

CRM-294254

CRM Desktop (Mac)

When there are sync errors for the high performance call report and users initiate a manual sync, the More Actions buttons for each sync error disappear temporarily.

CRM-294598

CRM Desktop (Mac)

When users save a new high performance call report, then attempt to view the same call report online shortly after, an alert displays.

CRM-294774

CRM Desktop (Mac)

When users attempt to delete a high performance call report without exiting Call Mode, an error occurs and the End Call Mode message does not display.

CRM-295803

CRM Desktop (Mac)

When users open a new high performance call report after the previous call failed, then display a CLM presentation with more than two slides, the first slide view is not recorded on the call report.

CRM-296310

CRM Desktop (Mac)

When users open the account selector from a CLM presentation launched from the high performance call report, the getDataForCurrentObject JavaScript function does not fetch data from the Account object.

CRM-296434

CRM Desktop (Mac)

When users display CLM from the high performance call report, call clickstream data is not recorded.

CRM-296524

CRM Desktop (Mac)

When a high performance call report is not found, the Call Not Found message only displays the text Not Found.

CRM-296546

CRM Desktop (Mac)

When users select the Scan button for scanning sample barcodes on a high performance call report, the device’s camera does not launch.

CRM-296596

CRM Desktop (Mac)

When users create a high performance call report, then display CLM from a presentation that was in the background before they created the call report, the call banner is superimposed over the top of the CLM slides.

CRM-297161

CRM Desktop (Mac)

When users create a high performance call report from a Medical Inquiry Fulfillment record, the Medical Inquiry Fulfillment section lists all open Medical Inquiries for that account.

CRM-297227

CRM Desktop (Mac)

When users display CLM from the high performance call report, then attempt to update an account record using the updateCurrentRecord JavaScript function, an error occurs.

CRM-297234

CRM Desktop (Mac)

When users display CLM from the high performance call report, then attempt to launch Approved Email from the CLM presentation using the launchApprovedEmail API, Approved Email does not display in their online browser.

CRM-297246

CRM Desktop (Mac)

When users attempt to download high performance call report attachments, an error occurs.

CRM-297248

CRM Desktop (Mac)

When users attempt to run the getDataForObject JavasScript function for the Clm_Presentation_vod object while displaying CLM launched from the high performance call report, data does not display.

CRM-297329

CRM Desktop (Mac)

When users delete Key Messages from the high performance call report after displaying CLM, then end Call Mode, the deleted Key Messages are added to the call report again.

CRM-297386

CRM Desktop (Mac)

Activity Log entries for background sync may be missing or incorrect.

CRM-298161

CRM Desktop (Mac)

The Application Not Ready popup displays before the high performance call report launches.

CRM-298406

CRM Desktop (Mac)

To return to the high performance call report after requesting an asynchronous signature for BRCs, users must select the Cancel button.

CRM-298490

CRM Desktop (Mac)

When an incremental sync is interrupted, the sync retry also fails.

CRM-298621

CRM Desktop (Mac)

When a full refresh sync occurs, Migration Started is not recorded in the Activity Log.

CRM-298769

CRM Desktop (Mac

When the internet connection is lost during the initial sync, the sync does not resume once the internet connection is restored.

CRM-298811

CRM Desktop (Mac)

When users open multiple high performance call reports at the same time and start displaying CLM, the Start New Call message does not display.

CRM-299166

CRM Desktop (Mac)

When the signature capture screen is open for one high performance call report, users are able to save the existing call and open a new call report without completing the signature capture process for the first call report. 

CRM-299170

CRM Desktop (Mac)

When users attempt to open a second high performance call report, the Start New Call prompt displays a button with the text Start New, instead of the text Save and Start New.

CRM-299172

CRM Desktop (Mac)

On high performance group calls with unique activities, users cannot record CLM activity for child calls or associate individual accounts with the CLM activity.

CRM-299233

CRM Desktop (Mac) The Last CRM Desktop Mac Connect Version displayed on User records is incorrect. CRM-299541
CRM Desktop (Mac) When an Enhanced Sync occurs, the word Enhanced is not recorded in the Activity Log. CRM-299634

CRM Desktop (Mac)

When users launch the high performance call report by selecting the Edit button on a Medical Inquiry Fulfillment record, information does not display in the Medical Inquiry Fulfillment section on the call report.

CRM-299642

CRM Desktop (Mac) When users select the media icon for a unique activity group call attendee on the high performance call report after displaying CLM, emojis in CLM slide descriptions are truncated. CRM-299773
CRM Desktop (Mac) When users add a recurring Call Objective to the high performance call report using the Add Other button, then submit the call and open a new call report, the Last Completed date does not display for the recurring Call Objective. CRM-300370