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 |