23R2.0 Maintenance Notes

The items listed below were added in the 23R2.0 release cycle and contain maintenance items from the 23R2.0, 23R2.1, 23R2.2, and 23R2.3 releases as they become available. Maintenance items in the Veeva application are corrections to existing functionality.

232.2.702 (November 21, 2023)

Approved Email

Platform

Issue Description

Issue Number

Browser (Lightning)

Emails were not sent when it contained an email template or fragment with a related document in a higher non-steady state version while a steady state version existed.

CRM-314084

232.2.700 (November 9, 2023)

Account Management

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

When users selected Save & Make Primary for a child account record with a Date or Datetime field, an error displayed and the changes were not saved.

CRM-312629

Call Reporting

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

Users were shown an error message when starting Engage meetings using the Meet Now button even though the meeting was started.

CRM-311947

CLM

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

When users created or edited a custom presentation, a platform event in Salesforce was created.

CRM-311019

My Schedule

Platform

Issue Description

Issue Number

iPad

For users configured to have the default MyInsights landing screen instead of the home page, accounts did not display in the Map View of My Schedule.

CRM-312338

232.2.600 (November 2, 2023)

Call Reporting

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

When users selected the Start Media button on the call report while in an Engage meeting, the media library window opened in the background.

CRM-311549

232.2.501 (October 27, 2023)

Approved Email

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

When sending a very large volume of emails containing links to Vault documents in non-steady state, the emails did not send.

CRM-310050

Browser (Classic, Lightning)

Publishing recommended emails for campaign targets with a large number of territories failed.

CRM-311352

232.2.500 (October 26, 2023)

Account Management

Platform

Issue Description

Issue Number

iPad

When viewing the Map View in My Accounts, the accounts did not display in the side panel.

CRM-310423

Approved Notes

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

The Approved Notes job failed when a large number of fields across one object were being monitored.

CRM-309726

Browser (Classic, Lightning)

A scripting error caused the Approved Notes job to not complete when a large number of records were being monitored by the job.

CRM-310639

Call Reporting

Platform

Issue Description

Issue Number

iPad

Users were unable to add attendees to unique activity calls dated prior to the call backdate limit.

CRM-310670

Call Sampling

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

When users attempted to save a high performance call report requiring a supervising physician for a mid-level practitioner, an error occurred.

CRM-310461

Consent Capture

Platform

Issue Description

Issue Number

Browser (Lightning)

Users were unable to select email addresses for consent receipts.

CRM-310379

MyInsights Studio

Platform

Issue Description

Issue Number

Windows Tablet

When a user published a Territory Insights page, it was blank.

CRM-309403

Sync

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

Sync errors were not tracked in the activity log.

CRM-308237

Territory Feedback

Platform

Issue Description

Issue Number

iPad

Required challenge reasons were not enforced.

CRM-297917

232.2.400 (October 19, 2023)

Account Management

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

When copying addresses from a parent account to a child account during Real Time Address Push, the Primary Address was not set on the child account. 

CRM-300744

Call Reporting

Platform

Issue Description

Issue Number

Browser, (Classic, Lightning)

CRM Desktop (Windows)

When users converted unassigned presentations to a call report for an account with multiple addresses, the primary address was not populated on the call report.

CRM-307736

CLM

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

Slide notes did not sync appropriately from Vault for auto-published PowerPoint presentations.

CRM-306186

Events Management

Platform

Issue Description

Issue Number

iPad

The New Account button displayed while reconciling a walk-in attendee when users did not have the appropriate permissions.

CRM-309598

Browser (Lightning)

iPad

Values of the Language_vod picklist on the Contract_vod object displayed the API names of the values, not their labels.

CRM-309909

Sync

Platform

Issue Description

Issue Number

iPad

An error occurred when users who no longer had visibility to all call objective fields tried to sign in.

CRM-309286

iPad

When using iOS 17 and using DCRs for account creation, after creating an account, the New Account DCR did not autosync online immediately.

CRM-310356

232.2.301 (October 13, 2023)

Approved Email

Platform

Issue Description

Issue Number

Browser (Classic)

For campaign jobs with more than 2000 targets, the batched jobs did not process all of the targets.

CRM-309475

232.2.300 (October 12, 2023)

Approved Notes

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

Approved Notes jobs stuck in the RUNNING status displayed at the top of the Job History table.

CRM-306414

Call Reporting

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

When users created a high performance call report and there were sync errors, the call report opened in the background.

CRM-308363

Engage

Platform

Issue Description

Issue Number

CRM Desktop (Mac, Windows)

iPad

iPhone

When sending web links for presentations with presentation titles longer than 100 characters, Message_Activity_vod records were not created.

CRM-309287

My Schedule

Platform

Issue Description

Issue Number

Browser (Lightning)

After creating a Salesforce event from My Schedule, the Subject field did not display in the event popover in Lightning for My Schedule.

CRM-308783

Sync

Platform

Issue Description

Issue Number

iPad

Sometimes, the permissions cache was set to never expire.

CRM-308215

232.2.201 (October 6, 2023)

My Schedule

Platform

Issue Description

Issue Number

Browser (Lightning)

Users with TSF records without a preferred address were unable to drag and drop calls in classic My Schedule.

CRM-309738

232.2.200 (October 5, 2023)

Approved Email

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

When users sent an approved email with email fragments, two identical Sent Document records were created for each email fragment.

CRM-306985

Browser (Classic, Lightning)

When users attempted to add an image in BEE File Manager with a large number of folders and images, the process timed out and an error displayed.

CRM-307321

Call Reporting

Platform

Issue Description

Issue Number

Browser (Lightning)

When users created a call by dragging and dropping an account card from the Scheduler pane to My Schedule’s calendar grid, the call address was set to the Preferred Address from the account’s TSF_vod record, even if the address was inactive.  

CRM-305882

Call Scheduling

Platform

Issue Description

Issue Number

Browser (Lightning), iPad

During the Sandbox period, the Title_vod field for newly created, private Microsoft Outlook entries in My Schedule displayed the text (No Subject) instead of Private.

CRM-306443

CRM-306578

Concur Sync

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

When viewing the sync history for the past 90 days in the Concur Real-Time Sync History table in the Concur Real-Time Sync Admin page, logs did not display.  

CRM-307115

Engage

Platform

Issue Description

Issue Number

iPad

When navigating to  a video slide during Remote CLM, instead of the poster image, a black screen displayed when the video was not playing.

CRM-307861

Events Management

Platform

Issue Description

Issue Number

Browser (Lightning)

Buttons on EM_Event_vod page layouts did not always display correctly.

CRM-306788

Browser (Lightning)

Event type descriptions did not display fully if they were longer than two lines.

CRM-307551

Browser (Lightning)

The Next Steps section did not automatically update when an event’s status changed.

CRM-308068

Browser (Lightning)

An error occurred when undoing the selection of the Address_vod lookup when using Account Based Events in Lightning for Events Management.

CRM-308179

iPad

When editing an event without internet connection, the offline error message did not display.

CRM-308297

MyInsights Studio

Platform

Issue Description

Issue Number

Online

When a user added CRM Data Engine as a data source the Merge List data element did not work.

CRM-307918

232.2.100 (September 28, 2023)

Account Management

Platform

Issue Description

Issue Number

iPad

When users viewed the Account Timeline, the Location Name field did not display for calls. 

CRM-295940

iPad

When users viewed Email records on the Account Timeline, the Email Subject and Email Sent Date field labels were truncated.

CRM-298863

Browser (Lightning)

After users added an account to a territory in Global Account Search, the Add To Territory option for that account was still enabled.

CRM-305399

iPhone

When users viewed a related list in My Accounts and then clicked the arrow to return to All Accounts, the app closed unexpectedly.

CRM-305740

Approved Email

Platform

Issue Description

Issue Number

Browser (Classic)

During the Consent Capture process, the Manage Email Addresses option for email receipts displayed email addresses that were not on the user’s page layout.

CRM-272388

iPhone

The Send Email option displayed even when no iPhone VMOCs related to Approved Email were enabled.

CRM-303498

Approved Notes

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

When running Approved Notes processes with a high volume of records, the processes failed or timed out.

CRM-304546

CRM-306515

Authentication

Platform

Issue Description

Issue Number

iPad

When OAuth was enabled but not configured, the login page did not display correctly.

CRM-302758

Call Reporting

Platform

Issue Description

Issue Number

iPad, iPhone

When users attempted to open a child call on a group call with unique activities, and the parent call was out of territory for the user, an error occurred.

CRM-281536

Browser (Lightning)

Updating a medical discussion on a parent call created new medical discussions for child calls, instead of updating the existing child call medical discussions. 

CRM-301351

iPad

When there were validation errors for product details on a call report with the –paa section signal, users were able to submit the call report but later encountered sync errors for the call.

CRM-304340

CRM Desktop (Windows)

Users could not create call reports with the Event_vod record type when the Account_vod field was not populated and the Territory_vod field was not on the page layout.

CRM-307058

Call Sampling

Platform

Issue Description

Issue Number

iPad, Web

When Portuguese Brazilian users captured a remote signature for sampling via QR code, an incorrect translation displayed on the Done button.

CRM-299133

Call Scheduling

Platform

Issue Description

Issue Number

Browser (Lightning)

In My Schedule, calls where the user is an attendee were teal instead of orange and the call conflict icon did not display after refreshing the page.

CRM-285273

Browser (Lightning)

Users were able to drag and drop call cycle entries onto the calendar grid.

CRM-304330

CLM

Platform

Issue Description

Issue Number

iPad

Users without FLS Edit permission to the Display_Order_vod field on the CLM_Presentation_Slide_vod object could save reordered slides in a custom presentation.

CRM-302969

CRM Desktop (Windows)

Custom presentations without the Approved status did not display in advanced text search results.

CRM-304088

Consent Capture

Platform

Issue Description

Issue Number

Browser (Lightning)

An error occurred when users pressed the Enter key instead of selecting the Continue button after entering the paper consent ID.

CRM-274242

Contracts

Platform

Issue Description

Issue Number

Browser (Lightning)

When a user who did not have translations for the View All Veeva Message opened a contract, only the header and an error message displayed.

CRM-303355

Engage

Platform

Issue Description

Issue Number

Android

When searching in Engage, the Recent Searches displayed the most recently selected search term at the bottom of the list.

CRM-303803

Android

When searching in Engage, the Recent Searches only displayed nine search terms.

CRM-303854

Events Management

Platform

Issue Description

Issue Number

Browser (Lightning)

After successfully generating a Speaker Contract, the confirmation window did not automatically close and redirect the user to the EM_Speaker_vod record.

CRM-265257

Browser (Classic, Lightning)

An error occurred when creating Event Team Members using the Enter key to create the record.

CRM-299905

Windows Tablet

When creating budgets on an event, duplicate budget records were created.

CRM-300901

Browser (Lightning)

The Create an Event modal displayed page layout section headers even if the user did not have FLS read permission to any fields in the section.

CRM-302246

Browser (Lightning)

An error displayed when viewing the Event Integration Administration tab.

CRM-303497

Browser (Lightning)

The Event_Type_vod field on the EM_Event_Configuration_vod record was case sensitive, causing some EM_Event_vod record types to not display as available for selection.

CRM-305134

Key Medical Insights

Platform

Issue Description

Issue Number

iPad

When a user selected the More Actions button from an account plan, the New Medical Insight option was missing.

CRM-304059

MyInsights Studio

Platform

Issue Description

Issue Number

Browser

When a user created a page in MyInsights Studio, a vertical scroll bar displayed in a section when none was needed.

CRM-290316

My Schedule

Platform

Issue Description

Issue Number

iPad

When users exited an account cluster in Map View, filters selected on the account list were reset.

CRM-276362

Browser (Lightning)

When users lose access to an account, calls for the account in Microsoft Outlook display the text (No Subject) instead of the account’s formatted name.

CRM-287386

Browser (Lightning)

When users selected the Add Calendar button, an error occurred.

CRM-297459

Browser (Lightning) 

When users created and, shortly after, deleted a call, the deleted call and any child calls displayed in Microsoft Outlook.

CRM-301918

Browser (Lightning)

All-day and multi-day calendar entries displayed starting on the day after the start date.

CRM-302098

iPad

For users in the JST time zone, all-day Microsoft Outlook events did not display in My Schedule.

CRM-302593

Browser (Lightning)

When users scheduled a call for an HCO or HCP in a child-account enabled org, the text (No Subject) displayed in the Microsoft Outlook calendar instead of the account name.

CRM-304674

Browser (Lightning)

When users viewed a Microsoft Outlook event in My Schedule, the calendar listed on the popover was Microsoft_Outlook_vod, instead of the translated calendar name.

CRM-305597

Surveys

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

When users deleted a question record, the “Are you sure” message always displayed in English regardless of the user’s language setting.

CRM-304153

Sync

Platform

Issue Description

Issue Number

iPad

When custom MyInsights content used the updateRecord method incorrectly, an error occurred when users signed in for the first time or refreshed the database.

CRM-305483

Territory Management

Platform

Issue Description

Issue Number

Browser (Lightning)

The Territory_Budget_vod calculations were not supported in multi-currency orgs.

CRM-300437

232.1.500 (September 21, 2023)

Call Reporting

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

Users could not create call reports when the Account_vod field was not populated and the Territory_vod field was not on the page layout.

CRM-307058

Push Notifications

Platform

Issue Description

Issue Number

iPad

Push notifications did not display on the device’s Notification Center.

CRM-307558

232.1.400 (September 14, 2023)

Account Management

Platform

Issue Description

Issue Number

Browser (Lightning)

When child accounts were enabled in an org and the account page was created with the Lightning App Builder, users were unable to cancel when creating a New Parent Account from the Members Of related list on an account.

CRM-304003

Call Reporting

Platform

Issue Description

Issue Number

Windows Tablet

When the Territory_vod field was not added to the Call2_vod page layout for medical events, an error occurred when submitting a call created from a medical event.

CRM-306201

Events Management

Platform

Issue Description

Issue Number

Browser (Lightning)

An error occurred when submitting a speaker nomination for approval.

CRM-302099

Browser (Lightning)

An error occurred when editing EM_Speaker_vod records.

CRM-306187

MyInsights Studio

Platform

Issue Description

Issue Number

Online

Data elements that reference “merge list” do not work.

CRM-306455

Territory Management

Platform

Issue Description

Issue Number

Browser (Classic)

An error occurred when assigning territories using the Run Mass Assignment  button.

CRM-306190

232.1.300 (September 7, 2023)

Account Management

Platform

Issue Description

Issue Number

Browser (Lightning)

In the Lightning for My Accounts tab, records did not display for a View with TSF criteria defined but no TSF columns in the View.

CRM-303997

iPad

The More Actions button did not display on accounts with long names.

CRM-305753

Events Management

Platform

Issue Description

Issue Number

iPad

An error occurred when navigating to the Event Attendees related list from an account, and the Edit button did not display when viewing attendees from the related list.

CRM-304501

Order Management

Platform

Issue Description

Issue Number

iPad

When a user saved an order with multiple recipients but no products, the app closed unexpectedly.

CRM-305546

232.1.201 (September 5, 2023)

Approved Notes

Platform

Issue Description

Issue Number

Online

Scheduled jobs processing a high volume of data failed with the bulk query process error.

CRM-304546

232.1.200 (August 31, 2023)

Account Management

Platform

Issue Description

Issue Number

iPad

When users assigned to multiple territories created an account from the Parent Account Wizard, the Territory_vod field was empty if the selected parent account did not have any matching territories with the user.

CRM-291552

Events Management

Platform

Issue Description

Issue Number

Browser (Lightning)

The Next Steps section did not always display.

CRM-304131

Browser (Lightning)

The Sync Setting picklist did not display correctly when creating a Connection_vod record.

CRM-304299

Key Medical Insights

Platform

Issue Description

Issue Number

Browser (Lightning)

When creating a medical insight, the Date_vod field displayed incorrectly when the browser location was set to a location that used a different date format than the US.

CRM-303825

232.1.100 (August 29, 2023)

Account Management

Platform

Issue Description

Issue Number

Browser (Classic)

When a user created a Child Account for some record types through the Member Of related list, and both the parent and child were third-party account types, an unverified child account was created.

CRM-291159

Account Plan

Platform

Issue Description

Issue Number

Browser (Lightning)

When users created a Plan Tactic from an Account Plan, the lookup to the Account Plan was not populated automatically.

CRM-299370

Approved Email

Platform

Issue Description

Issue Number

iPhone, iPad

When there were no templates with a language matching the user’s language, the Default template list was empty instead of showing all templates. 

CRM-299868

Browser (Lightning)

When users selected the Preview button to preview an email message, there was no way to switch back to Edit mode.

CRM-299948

Authentication

Platform

Issue Description

Issue Number

iPad

Users with OAuth enabled were unable to sign in when the redirect URL in the OAuth 2.0 configuration file contained leading or trailing spaces.

CRM-300045

Call Reporting

Platform

Issue Description

Issue Number

iPad

When the product name was changed after users added a product with required call discussions to the call report, the Product and Detail Group names in the Call Discussion section were not updated.

CRM-298206

iPad

The Professional record type icon displayed for non-professional call attendees.

CRM-298923

Call Scheduling

Platform

Issue Description

Issue Number

Browser (Lightning)

When users with a large number of accounts—for example, over 100,000 accounts—opened the Scheduler pane in Lightning for My Schedule, an error occurred.

CRM-298311

CLM

Platform

Issue Description

Issue Number

iPad

Users experienced longer load times and flickering issues when displaying slides.

CRM-299050

iPad

Customers were unable to set default Reaction values for CLM Call Key Messages.

CRM-295871

Browser (Classic, Lightning)

An error occurred when syncing multi-product presentations with shared resources.

CRM-295107

Engage

Platform

Issue Description

Issue Number

Android

When users were not active in the Chat tab on the Engage HCP app, the unread message count on the Chat tab did not reflect recent unread messages.

CRM-300148

Android

When two users in a chat thread were typing at the same time, the typing indicator did not display and sent messages did not display immediately for the sender. 

CRM-300174

iOS

When HCPs scrolled to view regulatory information for a brand resource, the modal header displayed incorrectly.

CRM-300330

Android

When a CRM user viewed another CRM user’s profile in the Engage Connect app, the Medications list was missing and the Share Connections list displayed on the same screen instead of a separate page.

CRM-294296

Android

Users using the Engage or Engage Connect apps on Android 13 were not able to select a profile photo from existing photos on their devices.

CRM-304288

Events Management

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

iPad

Temporary files created during the speaker contract generation process were not deleted once the process completed.

CRM-289963

iPad

Team members could not be added as attendees.

CRM-290410

iPad

The Events I’m Attending view of the Events homepage was not accurate.

CRM-297847

Browser (Lightning)

The Delete button and link on the Event Team Members related list did not function correctly.

CRM-298754

CRM-299243

Browser (Lightning)

Error modals did not display correctly when using Lightning for Events Management.

CRM-302619

Browser (Lightning)

Multiselect picklists did not display correctly when performing bulk updates on attendees.

CRM-293578

Browser (Lightning)

When users had FLS read permissions to more than 350 fields on the EM_Event_vod object, an error occurred when creating events.

CRM-301712

Install/Upgrade

Platform

Issue Description

Issue Number

iPad

Some customers were unable to sign their apps due to missing Veeva custom messages in the plist file.

CRM-303250

MyInsights

Platform

Issue Description

Issue Number

iPad

An error occurred when using the querySalesData JavaScript method without specifying an account ID, even though the account ID is optional.

CRM-299375

MyInsights Studio

Platform

Issue Description

Issue Number

Online

A user could not import a template into MyInsights Studio that was exported from MyInsights Studio.

CRM-292345

Online

A user was unable to access fields in display elements for data elements that references a Merge List.

CRM-294925

Online

When a user selected "Greater Than or Equals" or "Less Than or Equals" as a filter only "greater than" or "less than" displayed as the section label.

CRM-300506

My Schedule

Platform

Issue Description

Issue Number

Browser (Classic)

When two child accounts have the same parent account set as their TSF preferred location, the preferred location only displays in the Scheduler Pane for one of the accounts. 

CRM-294906

Order Management

Platform

Issue Description

Issue Number

iPad

When using free goods rules with cross-product rebates, the suggestion text did not display.

CRM-301730

Suggestions

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

When line breaks were entered in the Reason field of a suggestion, they did not render. The text displayed on the same line.

CRM-299550

Surveys

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

When users deleted records from Survey_Target_vod__c using Data Loader, a “Too many SOQL queries: 101” error displayed.

CRM-211073

Territory Feedback

Platform

Issue Description

Issue Number

Browser (Lightning)

The Feedback Metrics columns in Manager Feedback were not selectable.

CRM-285876

Browser (Lightning)

Product Metrics columns did not display correctly in Manager Feedback when there were few products in the table.

CRM-296497

User Experience

Platform

Issue Description

Issue Number

iPad

The sort options on the Files tab and the Clear button on the My Plan filters modal were not translated, even if the corresponding Veeva Messages were translated.

CRM-295581

232.0.402 (August 29, 2023)

Online

Platform

Issue Description

Issue Number

Online

Server Maintenance

CRM-305250

232.0.401 (August 28, 2023)

Approved Email

Platform

Issue Description

Issue Number

iPad

iPhone

When composing emails, filtering the email fragments available for selection displayed no results.

CRM-303824

232.0.400 (August 24, 2023)

Account Management

Platform

Issue Description

Issue Number

Browser (Lightning)

When users navigated to the My Accounts Lightning component tab, the page did not finish loading and display the list of accounts.

CRM-300764

Browser (Classic, Lightning)

When users viewed an account, the height of the Prescriber Level Formulary section was incorrect, making the information difficult to read and the user had to scroll to see all the content.

CRM-303454

iPad

The ENABLE_ACCOUNT_PARENT_DISPLAY Veeva Setting is not respected for account names in the Account Detail page header.

CRM-303163

Call Sampling

Platform

Issue Description

Issue Number

iPad

After swapping signees and capturing a signature from the new HCP, users were unable to remove the original HCP from the call without saving.

CRM-303877

Call Scheduling

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

The error “The refresh token has expired due to inactivity” displayed even when users used Outlook within the past 90 days.

CRM-304028

Events Management

Platform

Issue Description

Issue Number

Browser (Lightning)

When creating an event, the country is not automatically populated with the default country.

CRM-303716

Browser (Lightning)

When child accounts were disabled and users did not have access to the Child_Account_vod object, users were able to add duplicate attendees to an event.

CRM-303783

CRM-304865

Medical Inquiries

Platform

Issue Description

Issue Number

Browser (Lightning)

When a user attempted to generate a share link to capture a signature for a medical inquiry, an error displayed that the internet connection was lost and to try again. 

CRM-301193

232.0.300 (August 17, 2023)

Account Management

Platform

Issue Description

Issue Number

Browser (Lightning)

When users selected the Territory dropdown in Lightning for My Accounts, long values in the list were truncated.

CRM-299744

Browser (Classic)

When users submitted a Data Change Request, a “URL No Longer Exists” error displayed.

CRM-301721

CRM-303500

Approved Email

Platform

Issue Description

Issue Number

Online

Scheduled emails that were data loaded failed to send with the Invalid Consent error, even though recipient accounts were opted in.

CRM-300902

Key Medical Insights

Platform

Issue Description

Issue Number

iPhone

CRM closed unexpectedly when the Medical Insights tab was selected.

CRM-302789

232.0.202 (August 16, 2023)

Account Management

Platform

Issue Description

Issue Number

iPad

An error occurred when loading the home page when there were DCR alerts with unexpected formats.

CRM-303588

CRM-303735

232.0.201 (August 11, 2023)

Account Management

Platform

Issue Description

Issue Number

Browser (Lightning)

iPad

When the SN_ACCOUNT_FIELDS_OVERRIDE Veeva Setting was empty and users did not have FLS read permissions to one of the default fields, the default fields did not display in the Info tab in the account modal in Stakeholder Navigator.

CRM-303122

CRM-302957

232.0.200 (August 10, 2023)

Account Management

Platform

Issue Description

Issue Number

iPad

When users viewed the Sphere of Influence for an account with twelve or more affiliations, the name and account identifier for the affiliated account at the bottom of the sphere displayed to the right of the account icon.

CRM-300538

Browser (Lightning)

iPad

When users did not have FLS read permissions to the default account fields for Stakeholder Navigator, an error displayed and Stakeholder Navigator did not load.

CRM-302783

Call Scheduling

Platform

Issue Description

Issue Number

Browser (Lightning)

For Mac users accessing Veeva CRM through the Safari or Firefox browsers, the PREVENT_TOT_WEEKEND_vod Veeva Setting was not respected. The weekend Time Off Territory warning did not display.

CRM-299728

iPad

When users did not have Edit FLS to the Time_vod field on the Time_Off_Territory_vod object and opened a Time Off Territory record in My Schedule’s Week or Map View, an error occurred.

CRM-300528

Browser (Lightning)

Events deleted in Outlook were not automatically deleted in CRM.

CRM-301897

CLM

Platform

Issue Description

Issue Number

Browser (Lightning)

CRM Desktop (Windows)

When users converted an unassigned presentation to a call, and selected a call created as a high performance call report on the CRM Desktop app, the key messages from the unassigned presentation were not added to the call. 

CRM-300826

Browser (Classic, Lightning) The mapping of Language_vod field for the CLM_Presentation_vod object between Vault and CRM is now available. CRM-303808

Engage

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

After users shared CLM presentations during an Engage meeting, the Present in Engage quick share button did not display.

CRM-300328

CRM Desktop (Mac) When users presented CLM in an Engage meeting through Slide Show View or quick share, then selected End Show or selected the Escape key on their keyboard, their screen continued to be shared with meeting attendees. CRM-300408

iOS

When users in countries with search enabled (Colombia, Mexico, Brazil) signed out of the Engage app, an error occurred.

CRM-300696

iOS

When the Samples and Materials list included duplicate brands, an error occurred in Engage Connect when a CRM user selected the Samples and Materials button in a chat thread with another CRM user.

CRM-302086

Events Management

Platform

Issue Description

Issue Number

Browser (Lightning)

An error occurred when viewing event speaker records.

CRM-301899

Browser (Lightning)

After submitting an event to a Salesforce Approval Workflow requiring users to manually select the next approver,  the lookup field for the next approver does not display in the confirmation popup.

CRM-301389

Browser (Lightning)

In multicurrency orgs, when users did not have FLS read permission to the Cap_Remaining_vod field on the EM_Speaker_vod object, the Manage Contracts page did not load.

CRM-302753

CRM-302767

Home Page

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

The Veeva CRM Documentation link was incorrect.

CRM-301899

Multichannel Cycle Plans

Platform

Issue Description

Issue Number

iPad

When users selected the Send to Scheduler option for an MCCP target in the Targets tab, all target accounts were sent to the call scheduler.

CRM-300821

MyInsights

Platform

Issue Description

Issue Number

iPad

When actioning a call-type suggestion from MyInsights content, the executeSuggestionAction method did not return a response.

CRM-302262

232.0.100 (July 27, 2023)

Account Management

Platform

Issue Description

Issue Number

iPad

When users created a new DCR request, notifications did not display properly.

CRM-292589

Browser (Lightning)

Users were unable to scroll horizontally to see the Product Metrics in the Ratings and Evaluations section on the Account Details page.

CRM-292720

Approved Email

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

Event Attendee records were stamped with the Account name instead of the Attendee name as the recipient.

CRM-215569

Browser (Classic, Lightning)

Some images did not display in the BEE Editor.

CRM-291464

Browser (Classic, Lightning)

Users saw an unusually high number of sent emails in stuck status, due to intermittent updates.

CRM-292725

iPad

When users viewed a Sent Email that referenced an expired email template in the Email Tab, an “Email Template Expired” message displayed instead of the email preview.

CRM-296925

Call Objectives

Platform

Issue Description

Issue Number

iPad

On the call report, the record type groupings for Call Objectives were not sorted alphanumerically by translated record type label.

CRM-297706

Call Reporting

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

When users selected Printable View on the call report, an error occurred.

CRM-289224

Browser (Classic, Lightning)

When users created calls against business accounts in child account enabled orgs, and added child accounts as attendees, they were able to add the same child account to the call multiple times.

CRM-294001

iPad

When users displayed CLM from MyInsights using the launchMediaForAccount method, the product discussions associated to the products in the CLM content were not automatically added to the call report. 

CRM-294526

CRM Desktop (Windows)

When users captured a signature for call acknowledgement, the disclaimer for detail-only calls displayed on the signature page.

CRM-295989

iPad

After exiting CLM content launched from a MyInsights visualization, the call report did not default to include call discussions.

CRM-294526

iPad, Windows Tablet After capturing a signature for details on the call report, users were able to continue displaying CLM presentations and capturing CLM details.

CRM-273275

 

iPad, iPhone After capturing a signature for details on a group call, users were able to remove the signed account from the call report.

CRM-262607

CRM-280088

Call Scheduling

Platform

Issue Description

Issue Number

Windows Tablet

When booking agents assigned calls to users with a different territory than the booking agent, the call territory was not updated to the user’s territory. 

CRM-293096

CRM-296026

Browser (Lightning)

To show or hide weekends in Lightning for My Schedule, users had to select the white button on the Show Weekend toggle rather than selecting any space on the toggle.

CRM-294759

iPad

When users selected a cluster of several accounts in My Schedule’s Map View, then scheduled a call for one of the accounts, they were unable to reselect the cluster to continue scheduling calls for accounts in the same area.

CRM-291467

CLM

Platform

Issue Description

Issue Number

Online

Presentations with null values for the file size field on the Vault distribution record synced to CRM with errors..

CRM-284737

Consent Capture

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

The hover text for the Finish button in the confirmation popup was not translated.

CRM-291158

Engage

Platform

Issue Description

Issue Number

iOS

When an HCP accepted a connection or meeting invite from a notification, the notification immediately moved to the top of the notification list.

CRM-292140

iOS

After selecting a communication method from a CRM user’s profile, CRM users and HCPs did not always automatically connect to the user. Additionally, the Chat or Ping button displayed on the Meeting Details screen when an HCP was not connected to a CRM user.

CRM-293181

Events Management

Platform

Issue Description

Issue Number

Browser (Lightning)

Configured buttons did not always display correctly on EM_Event_vod related object records.

CRM-283127

Browser (Lightning)

Formula fields incorrectly displayed when creating new events.

CRM-291176

Browser (Classic, Lightning)

Custom validation errors were not displayed when sending Approved Emails from an event.

CRM-292359

Browser (Lightning)

When viewing the Cap Remaining field on a speaker contract, a warning icon displayed even when the Total Payment field did not exceed the Cap Remaining.

CRM-294282

Browser (Classic, Lightning)

EM_Event_Speaker_vod records did not load if the page layout was configured with a blank section.

CRM-297268

Browser (Lightning)

Canceled events displayed in My Schedule.

CRM-297331

Key Medical Insights

Platform

Issue Description

Issue Number

Browser (Lightning)

The behavior of dependent picklists was different depending on how the Medical Inquiry record was initiated.

CRM-295108

Lightning Business Apps

Platform

Issue Description

Issue Number

Browser (Lightning)

The Event Coordinator app could not be deployed.

CRM-295728

MyInsights

Platform

Issue Description

Issue Number

iPhone

A user was unable to navigate to other pages after selecting an HTML report.

CRM-291156

MyInsights Studio

Platform

Issue Description

Issue Number

Online

When a user added a dropdown display element with a placeholder value to a page and deployed it, the placeholder value displayed an incorrect name.

CRM-288936

Online

Data elements that reference “merge list” do not work.

CRM-291857

Online

When a user deployed a page using the Account entry point,  no options were available in the Object Record Type dropdown list.

CRM-293954

Order Management

Platform

Issue Description

Issue Number

Browser (Classic)

When a user executed a PUT command using the API, a 200 response was received but the value was not updated.

CRM-290490

iPad

When a user selected numbers on the keypad for an order, the correct value was submitted but the number keys did not change..

CRM-294703

Suggestions

Platform

Issue Description

Issue Number

iPad

When viewing a suggestion with a future Posted Date from the Suggestions tab, the Posted Date displayed a date in the past.

CRM-291860