What's New In 23R2.2

The CRM 23R2.2 minor release includes several new features, as well as User Visible and Behavior Changes.

Our release notes offer brief, high-level descriptions of enhancements and new features. Configuration is available by selecting the feature name. You can also find a quick overview of 23R2.2 Feature Enablement and Availability information in this release note.

New Fields and New Objects are also included.

Features

Using Engage and CRM Desktop features during the sandbox release requires additional configuration. Each time you refresh your sandbox org or the first time you want to test Engage and/or CRM Desktop during a sandbox release, you need to create a support ticket to allow testing during the sandbox period. Follow the instructions here.

Call Planning

Setting Microsoft Outlook Entries as Private in My Schedule

When a Microsoft Outlook entry is set as private, only the minimally required information for the entry is pulled into Veeva CRM. In My Schedule, the entry displays as Private.

Call Cycles in Lightning for My Schedule

To streamline call planning and scheduling, Browser (Lightning) users can save sets of recurring calls as a call cycle, then apply the call cycle to create all their upcoming calls for the week at once.

Call Reporting

Limiting Past Call Submission on CRM Desktop (Windows)

To prevent users on the CRM Desktop (Windows) platform from submitting calls that occurred too far in the past, admins can restrict call submission for the previous month’s calls past a certain number of days into the current month. The limit on past call submission can be customized for each month of the year.

Call Sampling

Displaying the State Distributor License Indicator for CRM Desktop (Windows)

The State Distributor License indicator is available on the CRM Desktop (Windows) platform. For efficiency in call reporting, the State Distributor license indicator enables users to quickly and easily see whether an account’s State Distributor license is valid.

Engage

Enabling Engage Chat in CRM on Android

Android users can now chat with HCPs directly from Veeva CRM in the Engage tab. Engage chat is a convenient, secure, and compliant communication channel for users to interact and share information with HCPs outside of calls.

Customizing Engage Rating Feedback with Qualtrics or Medallia

In addition to the 5-star rating feedback that an HCP can fill out, admins can configure a custom Qualtrics or Medallia survey to collect feedback from HCPs after an Engage Meeting. This allows organizations to tailor survey questions to current business needs and take advantage of the rating system’s high response rate. The combination of the ratings and survey results provide a better and more direct understanding of how content and customer experience is perceived by HCPs.

Filtering Approved Content and Samples to Share in Engage Chat (Available October 5, 2023)

Admins can define content filters for Engage Connect groups to restrict the approved content CRM users can share via Engage chat in the Engage tab in Veeva CRM or in Engage Connect, and the samples and materials HCPs can request from those users in Engage. Content filters work in conjunction with a user's country, user type, and assigned brands to determine which content is available to share. For example, there may be multiple indications for a product, but users in a particular Engage Connect group only have permission to share approved content for a specific indication via Engage chat. See this video about filtering approved content and samples to share in Engage chat.

Engage HCP

Managing Email Notifications for Unread Chat Messages

HCPs can enable email notifications about unread chat messages to prevent them from missing new messages from CRM users or other HCPs. This is especially useful for HCPs using Engage Web or who have push notifications disabled, who can easily miss new messages in Engage and not respond.

Integrated Scheduling: Viewing Meeting Request Status in Engage

To plan for upcoming meetings, HCPs can track their meeting request status in the Engage app and view additional scheduling details, for example, the meeting type. Status for each meeting request is listed in the Meetings tab. When CRM users accept or decline a meeting request, the notifications in the Engage app are updated and HCPs receive push notifications with the meeting request status.

Events Management

Creating New Accounts from Walk-in Attendees

Walk-in attendees often need to be reconciled to an account in CRM before the event can be closed. If an existing account is not found during reconciliation, users can create a new Account record directly within Events Management to reconcile the walk-in attendee. Information from the walk-in attendee is used to automatically populate fields in the new Account record to streamline the creation process.

Attaching Files to Event Materials and Expense Headers in Lightning for Events Management

End users using Lightning for Events Management can add files to event materials and expense headers while directly creating or editing the record, instead of needing to save the record first. This streamlines the creating and editing process for these types of records.

Updates to Virtual Event Attendance Tracking

Attendance tracking in virtual events was updated to provide greater detail about the virtual event, for example, if the event had a practice session containing only internal users, as well as the virtual engagement minutes. These updates also provide more information about each attendee, for example, their IP address. This information becomes available in CRM as it becomes available from Zoom, making it easier for users to quickly review event attendance information about a recent virtual event.These updates are enabled by default and only apply to virtual events scheduled after the 23R2.2 release.

MyInsights Studio

Using the Medical HCP Page Template (Available October 5, 2023)

The Medical HCP page template helps content creators to quickly create a MyInsights page that allows end users to view HCP account-level data, including medical activity, discussions, inquiries, and insights, all in one place. Content creators can customize the page template using MyInsights Studio.

Using the Medical Territory Page Template (Available October 5, 2023)

The Medical Territory page template helps content creators to quickly create a MyInsights page that allows end users to view operational and historical data across HCPs and KOLs at the territory level, including medical activity, discussions, inquiries, and insights all in one place. Content creators can customize the page template using MyInsights Studio.

Flightpath

Flightpath is an educational tool where you'll find overviews and examples to walk you through how to leverage CRM features and functionality.

Introduction to Key Medical Insights

Learn how Key Medical Insights allows MSLs in the field to quickly and easily submit important information as they discover it.

Using MyInsights Studio Templates

Updated to include two new Medical templates.

Engage

Platforms	Description	Before	After
Browser (Classic, Lightning)	When creating or editing a Vault connection in the CLM Admin Console, the Reference Documents WHERE Clause field displays in the modal.

Engage HCP

Platforms	Description	Before	After
Android, iPad, iPhone	The Join Now button is relabeled Join Meeting to provide consistency across platforms when viewing Engage meeting details in the Engage app.
Android	For HCPs attending Engage meetings via the Engage app, the Chat button now displays in the Meeting Controls menu and the menu can be scrolled horizontally.
Android, iPad, iPhone	The Meeting Details page in the Engage HCP app now includes more information for meeting requests, including meeting request status (added September 27, 2023).

Events Management

Platforms	Description	Before	After
Browser (Lightning), iPad	The New Account button now displays when searching for matches in Attendee Reconciliation. Selecting this button creates a new account for the walk-in attendee, respecting the New Account behavior for the My Accounts tab. See Creating New Accounts from Walk-in Attendees for more information. This button only displays by default when the user is not configured to use DCRs. See Creating New Accounts from Walk-in Attendees  for information on enabling this button for DCR-enabled users.
iPad	The Done button now displays in the top-left corner of the Attendee Reconciliation modal.
Browser (Lightning)	In orgs with Lightning for Events Management enabled, a Files section now displays when creating or editing EM_Event_Material_vod and EM_Expense_Header_vod records. See Attaching Files to Event Materials and Expense Headers in Lightning for Events Management for more information.
iPad	The Next Steps section now displays when creating an event.
Browser (Classic, Lightning), iPad	As part of updates to Tracking Virtual Event Attendance, the Attendance_Type_vod field on the following objects now populates automatically: EM_Attendee_vod EM_Event_Speaker_vod	n/a	n/a

User Visible and Behavior Changes for 23R3.0

The following item is an upcoming user visible change in the 23R3.0 release:

Engage

Platforms	Description	Before	After
CRM Desktop (Mac, Windows), iPad, iPhone	When sending links for CLM content via apps that generate link previews, the previews display the name of the content from the CLM_Presentation_vod record and a document icon.

Sync

Platforms	Description	Before	After
iPad	When a user selects Submit on a sample inventory but the record has already been submitted on another platform, the submitted inventory displays in the browser and a sync error displays in Veeva CRM.	n/a	n/a

New Objects

The list below contains all objects added in Veeva CRM 23R2.2.

Object	Label	Description
Integrated_Survey_vod	Integrated Survey	This object stores the details for integrated surveys from a supported vendor.

New Fields

The list below contains all fields added in Veeva CRM 23R2.2. The fields are organized by object. See the Veeva Data Model information for a full listing of Veeva fields.

Object	Field Name	Field Label	Description	Type
Data_Change_Request_vod	EM_Attendee_vod	Attendee	Event Attendee associated to this data change request.	Lookup
EM_Attendee_vod	License_vod	License #	Stores the attendee's license.	Text
EM_Attendee_vod	State_vod	State	Stores the attendee's state.	Picklist
EM_Attendee_vod	Walk_In_Status_vod	Walk-In Status	Tracks the status of walk-in attendees at an event.	Picklist
Event_Attendee_vod	License_vod	License #	Stores the attendee's license.	Text
Event_Attendee_vod	State_vod	State	Stores the attendee's state.	Picklist
Event_Attendee_vod	Walk_In_Status_vod	Walk-In Status	Tracks the status of walk-in attendees at an event.	Picklist
Integrated_Survey_vod	Account_ID_Parameter_Name_vod	Account ID Parameter Name	The parameter name from the integrated survey vendor for passing the Account ID into the integrated survey response.	Text
Integrated_Survey_vod	Active_vod	Active	Indicates whether the integrated survey is active and able to be accessed by HCPs	Boolean
Integrated_Survey_vod	Call_ID_Parameter_Name_vod	Call ID Parameter Name	The parameter name from the integrated survey vendor for passing the Call ID into the integrated survey response.	Text
Integrated_Survey_vod	Country_Parameter_Name_vod	Country Parameter Name	The parameter name from the integrated survey vendor for passing the HCP's Country into the integrated survey response.	Text
Integrated_Survey_vod	Country_vod	Country	The country or countries for the integrated survey. HCPs can only see integrated surveys targeted to their country. Multiple countries can be selected or the field can be left blank to indicate that the integrated survey can be accessed by HCPs from any country.	Picklist
Integrated_Survey_vod	Delivery_Mechanism_vod	Delivery Mechanism	The delivery mechanism for the integrated survey	Picklist
Integrated_Survey_vod	Description_vod	Description	The details for how the integrated survey is used.	Text
Integrated_Survey_vod	Event_ID_Parameter_Name_vod	Event ID Parameter Name	The parameter name from the integrated survey vendor for passing the Event ID into the integrated survey response.	Text
Integrated_Survey_vod	Integrated_Survey_Entry_Point_vod	Integrated Survey Entry Point	The entry point for the integrated survey.	Picklist
Integrated_Survey_vod	Integrated_Survey_URL_vod	Integrated Survey URL	The URL of the integrated survey to be shown to the HCP.	Text
Integrated_Survey_vod	Meeting_ID_Parameter_Name_vod	Meeting ID Parameter Name	The parameter name from the integrated survey vendor for passing the Meeting ID into the integrated survey response.	Text
Integrated_Survey_vod	Meeting_Rating_Parameter_Name_vod	Meeting Rating Parameter Name	The parameter name from the integrated survey vendor for passing the HCP's Meeting Rating selection into the integrated survey response.	Text
Integrated_Survey_vod	Org_ID_Parameter_Name_vod	Org ID Parameter Name	The parameter name from the integrated survey vendor for passing the Org ID into the integrated survey response.	Text
Integrated_Survey_vod	User_ID_Parameter_Name_vod	User ID Parameter Name	The parameter name from the integrated survey vendor for passing the User ID into the integrated survey response.	Text
Integrated_Survey_vod	User_Type_Parameter_Name_vod	User Type Parameter Name	The parameter name from the integrated survey vendor for passing the User Type into the integrated survey response.	Text
Remote_Meeting_Attendee_vod	Attendee_Type_vod	Attendee Type	Identifies the type of Remote Meeting Attendee.	Picklist
Remote_Meeting_vod	Meeting_Outcome_Status_vod	Meeting Outcome Status	Indicates the status of the meeting execution.	Picklist