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 |