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.

User Visible and Behavior Changes (UVCs)

Most new functionality requires some configuration, however users are able to use the following functionality immediately. Select the thumbnail to view a larger image.

Authentication

Platform

Description

Before

After

iPad, iPhone

The Vault CRM option no longer displays on the Veeva CRM signin screen.

Call Planning

Platform

Description

Before

After

Browser (Lightning), iPad

When Integrating My Schedule and Microsoft Outlook Calendars is enabled, private Microsoft Outlook entries display as Private in My Schedule.

Entries already synced to Veeva CRM are not retroactively updated. To update the My Schedule entry to public or private, edit the entry in Microsoft Outlook.

Call Reporting

Platforms

Description

Before

After

CRM Desktop (Windows) When users start an Engage meeting from a call report online, and high performance call report is enabled, the call report automatically opens in Edit mode in the CRM Desktop app.

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

23R2.2 Feature Enablement and Availability

New functionality introduced in the Veeva CRM 23R2.2 release is available:

CRM Feature Availability and Enablement

Feature

User Visible Change

Configuration

Required

Browser 

(Classic)

Browser

(Lightning)

CRM Desktop

(Mac)

CRM Desktop (Windows)

iPad

iPhone 

Windows

Tablet

Call Planning

Setting Microsoft Outlook Entries as Private in My Schedule

Yes

No

Call Cycles in Lightning for My Schedule

No

No*

Call Reporting

Limiting Past Call Submission on CRM Desktop (Windows)

No

No*

Call Sampling

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

No

No*

Engage

Enabling Engage Chat in CRM on Android

No

No*

Customizing Engage Rating Feedback with Qualtrics or Medallia

No

Yes

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

No

Yes

Engage HCP

Managing Email Notifications for Unread Chat Messages

No

No

Integrated Scheduling: Viewing Meeting Request Status in Engage

Yes

No

Events Management

Creating New Accounts from Walk-in Attendees

Yes

No

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

Yes

No

Updates to Virtual Event Attendance Tracking

No

No*

* Parity items do not require configuration if you are using this functionality on another platform.

MyInsights Studio Feature Availability and Enablement

Feature Configuration Required

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

Yes

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

Yes

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