23R3.0 Maintenance Notes

The items listed below were added in the 23R3.0 release cycle and contain maintenance items from the 23R3.0, 23R3.1, 23R3.2, and 23R3.3 releases as they become available. Maintenance items in the Veeva application are corrections to existing functionality.

233.5.600 (April 22, 2024)

Engage HCP

Platform

Issue Description

Issue Number

Android

When HCPs canceled the request for their signature, the Signature Capture Failed error did not display for users.

CRM-324177

233.5.401 (April 8, 2024)

Order Management

Platform

Issue Description

Issue Number

iPad

When users edited an order and changed its net amount while non-blocking sync was running, then edited the same order after the sync completed, the net amount was set to 0.

CRM-322962

233.5.400 (April 4, 2024)

CLM

Platform

Issue Description

Issue Number

Windows Tablet

Syncing media did not download all available CLM content to the device.

CRM-319818

My Schedule

Platform

Issue Description

Issue Number

iPad, Browser

When two or more users' names matched exactly in Microsoft Outlook, the users' Microsoft Outlook calendars did not display correctly in My Schedule.

CRM-319958

CRM-320619

Sync

Platform

Issue Description

Issue Number

iPad

When a user’s device was set to a region using the 24-hour clock but the 24-Hour time setting was disabled, non-blocking sync did not run.

CRM-321973

233.5.300 (March 28, 2024)

Approved Notes

Platform

Issue Description

Issue Number

Browser

Approved Notes jobs sometimes failed to process during times of high volume.

CRM-320669

Sync

Platform

Issue Description

Issue Number

iPad

Some users of advanced coaching reports encountered invalid password errors after their session expired, which sometimes locked them out of their accounts.

CRM-319340

233.5.201 (March 21, 2024)

Events Management

Platform

Issue Description

Issue Number

Browser

iPad

An error occurred when submitting an event for approval.

CRM-321865

Browser

An error occurred when creating events.

CRM-322172

233.5.200 (March 21, 2024)

Account Management

Platform

Issue Description

Issue Number

Browser

When users without Edit OLS to the Data_Change_Request_vod object populated the Notes_vod field for a DCR, the field was cleared after submitting.

CRM-320660

Account Plan

Platform

Issue Description

Issue Number

iPad

When users did not have an internet connection, Stakeholder Navigator did not display.

CRM-321584

Call Reporting

Platform

Issue Description

Issue Number

iPad

Users could not create calls for unassigned presentations when more than one call location was available for selection.

CRM-319522

Call Sampling

Platform

Issue Description

Issue Number

iPad

When HCPs joined an Engage meeting using the Engage Web Client, users were unable to submit remote signature requests.

CRM-321858

Engage

Platform

Issue Description

Issue Number

Browser

Remote_Meeting_Attendee_vod records for child virtual events were not processed.

CRM-320086

Engage HCP

Platform

Issue Description

Issue Number

Android

The Engage Connect logo displayed incorrectly in the Make sure you see new messages! modal.

CRM-320635

My Schedule

Platform

Issue Description

Issue Number

iPad

Users on iOS 17 were not able to view Apple Calendars in My Schedule.

CRM-320735

iPad

When viewing accounts in My Schedule Week View and Map View, TSF data did not display until users refreshed the account list.

CRM-320666

User Experience

Platform

Issue Description

Issue Number

Windows Tablet

Picklist values for grouping CLM presentations were not translated.

CRM-319733

233.5.100 (March 14, 2024)

Account Management

Platform

Issue Description

Issue Number

iPad

When users created accounts, the Country picklist did not default to the user’s country.

CRM-315566

Browser

When users viewed Office Best Times, translations were displayed inconsistently.

CRM-318136

Browser

Users were able to turn off the display of detail groups in Ratings and Evaluations without selecting OK in the confirmation dialog.

CRM-318877

iPad

When users accessed Stakeholder Navigator, selected an account, then selected Account Timeline, the Details tab was highlighted even though the Account Timeline displayed.

CRM-319041

Browser

When users edited child accounts, the values of picklists with dependencies were reset.

CRM-319620

Call Reporting

Platform

Issue Description

Issue Number

Browser

When the default for the Unavailable_for_Scheduling_vod check box on the call report was set to checked, the check box defaulted to unchecked.

CRM-316938

CRM Desktop (Mac)

When users logged in to the CRM Desktop (Mac) app and attempted to create or open a call report, the call did not open.

CRM-319102

Call Scheduling

Platform

Issue Description

Issue Number

iPad

When users attempted to edit or submit calls with a Medical Inquiry Fulfillment record type in My Schedule, and child accounts were enabled, an error occurred.

CRM-320572

CLM

Platform

Issue Description

Issue Number

iPad

Applying updates to the media library from a non-blocking sync took longer than usual.

CRM-314682

CRM Desktop (Mac)

JavaScript alerts implemented in content did not function correctly.

CRM-318707

CRM Desktop (Mac)

When displaying a presentation in Normal View, the panel containing the presentation title and the Share button did not display.

CRM-318926

CRM Desktop (Windows)

After switching a presentation from Normal View to Presenter View, the navigation bar continued to display.

CRM-318995

Browser

Slide notes were not processed for presentations containing hidden slides.

CRM-319147

Consent Capture

Platform

Issue Description

Issue Number

Browser

When consent lines for a consent type used the same channel value but different channel sources, selecting the toggle for one consent line also affected the toggles for the other consent lines.

CRM-293585

Engage

Platform

Issue Description

Issue Number

iPad

Users were not receiving push notifications for new chat messages.

CRM-321166

Events Management

Platform

Issue Description

Issue Number

Browser

The Virtual Role field was not aligned with the other fields on the page layout.

CRM-234655

Browser

When selecting a date while creating an event using a browser window with low screen resolution, the calendar displayed incorrectly.

CRM-286247

Browser

When updating the team member type of an event team member to Group, users were unable to save the update.

CRM-316596

Browser

When an event record’s status changed during an approval process, the stage was not updated on the record.

CRM-316904

Browser

When using the Vault integration, if the Country and Topic or Product fields were populated on a Vault document, both Event Rules and corresponding Topic Material or Product Material records were created in CRM.

CRM-317489

Browser

Users were not able to create tasks from events.

CRM-317973

Browser

In Lightning for Events, dropdown menus for expense types did not display correctly.

CRM-318264

iPad

An error occurred when creating accounts with Country populated in attendee reconciliation.

CRM-319188

Browser

Attendees who self-registered to an event did not receive confirmation emails.

CRM-319364

Browser

An error occurred when updating email addresses in the QR Sign In Administration tab.

CRM-319922

Browser

In Lightning for Events, the Delete button for expense lines did not display correctly.

CRM-313737

General

Platform

Issue Description

Issue Number

iPad

An intermittent error occurred when the Veeva CRM app retrieved alert badge information for the home page.

CRM-319185

Home Page

Platform

Issue Description

Issue Number

iPad

Updating the My Alerts widget after applying updates from a non-blocking sync was slow.

CRM-315377

Medical

Platform

Issue Description

Issue Number

Browser

An error occurred when resetting a field value on a new key medial insight record.

CRM-320080

Medical Events

Platform

Issue Description

Issue Number

iPad

Offline validation rules executed incorrectly.

CRM-316003

Browser

After editing an attendee from the Manage Attendees page and saving, a blank page displayed.

CRM-305866

MyInsights Studio

Platform

Issue Description

Issue Number

Browser

The Section display element displayed borders.

CRM-316112

Browser

When selecting icons for display elements, the icon label was right-aligned and overlapped with the X button.

CRM-316113

Browser

The search icon did not display correctly in some display elements.

CRM-316114

Browser

The Add Where Clause, Add Group, and Delete buttons for Where clause fields in query data elements displayed incorrectly.

CRM-316115

Windows Tablet

Sorting indicators did not display correctly in column headers.

CRM-318826

Order Management

Platform

Issue Description

Issue Number

Browser

An error occurred when the Discount Override and Discount Override Max fields on a pricing rule were populated with the same value.

CRM-318255

iPad, iPhone

An error occurred when syncing orders with multiple order lines online.

CRM-318320

Surveys

Platform

Issue Description

Issue Number

iPad

When users tried to expand the Action and Acknowledgement text field when completing an Advanced Coaching Report, the application crashed. 

CRM-320024

Territory Feedback

Platform

Issue Description

Issue Number

Browser

The getFeedbackData JavasScript method did not return data for the fields specified in the Account Card Fields setting.

CRM-293910

233.4.403 (March 15, 2024)

Call Sampling

Platform

Issue Description

Issue Number

iPad

When validating samples on signature capture for a unique activity call, the license validation error occurred when the State_vod field was empty.

CRM-320714

233.4.402 (March 11, 2024)

MyInsights

Platform

Issue Description

Issue Number

iPad

iPhone

MyInsights content was running in an isolated sandbox.

CRM-320869

233.4.401 (March 8, 2024)

Engage

Platform

Issue Description

Issue Number

Browser

During Engage meetings, the incorrect participant names displayed for HCPs.

CRM-320088

233.4.400 (March 7, 2024)

Call Reporting

Platform

Issue Description

Issue Number

Browser

Lookup field search results only displayed 10 results.

CRM-320502

CLM

Platform

Issue Description

Issue Number

Browser

When associating an unassigned presentation with an existing call, selecting Show All Calls from the Call dropdown did not display the available calls.

CRM-319820

Events Management

Platform

Issue Description

Issue Number

Browser

When selecting a Budget, Estimate Remaining values on Budget records did not display the correct currency.

CRM-319308

Medial Inquiries

Platform

Issue Description

Issue Number

iPad

After CRM was updated to 233.4.100, the Create button for Medical Inquiries did not display on the account summary page.

CRM-319634

My Schedule

Platform

Issue Description

Issue Number

Browser

When users searched for accounts in My Schedule, and the zvod_Account_Sample_Status_vod_c_vod marker field was on the Call2_vod page layout, the search results displayed a .gif file link prior to the account addresses.

CRM-320190

233.4.301 (March 4, 2024)

Events Management

Platform

Issue Description

Issue Number

Browser

An error occurred when editing an expense header record with the Payee_vod field populated.

CRM-320208

Browser

After populating the Incurred_Expense_Speaker_vod and/or Payee_Speaker_vod fields on an expense header record, saving the record cleared the values in those fields.

CRM-320094

233.4.300 (February 29, 2024)

Approved Email

Platform

Issue Description

Issue Number

Browser

When users sent Engage meeting invites via Approved Email, the Send Invite popup displayed instead of the Send Email screen.

CRM-319313

Network Integration

Platform

Issue Description

Issue Number

iPad

When adding out of territory accounts from the Sphere of Influence tab, the accounts were not imported.

CRM-318072

Suggestions

Platform

Issue Description

Issue Number

Browser

Duplicate calls were created when users create a call by dragging and dropping an account card from the scheduler pane after navigating from a suggestion call or meeting request.

CRM-319550

Sync

Platform

Issue Description

Issue Number

iPad

Users could not enable Refresh Mode when there were pending uploads.

CRM-318661

233.4.201 (February 23, 2024)

Approved Notes

Platform

Issue Description

Issue Number

Browser

Approved Notes jobs with more than 10 objects failed to complete.

CRM-319559

Call Reporting

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

When sampling with the high performance call report, duplicate samples were created for the wrong attendee and an error occurred.

CRM-319759

iPad

An error occurred when submitting calls with attachments.

CRM-319822

233.4.200 (February 22, 2024)

Approved Email

Platform

Issue Description

Issue Number

iPad

Emails with BCC recipients defined by admins were not always sent.

CRM-315852

Call Reporting

Platform

Issue Description

Issue Number

Browser

Medical Identifiers did not display underneath call attendees.

CRM-319232

iPad

Attendees with details or sample signatures could be removed from Unique Activity call reports.

CRM-319183

iPad

An error occurred when trying to delete a call attendee with a captured signature using the Deselect All button.

CRM-319181

iPad

Call attachments were not syncing.

CRM-318171

Call Scheduling

     

Browser

My Schedule did not load unless users have at least Read access to the Meeting_Request_vod object.

CRM-319350

CLM

Platform

Issue Description

Issue Number

iPad

When non-blocking sync was enabled, an error occurred when users navigated to the media library and a large number of the slides in each of the presentations referenced a sub-presentation.

CRM-318649

Engage

Platform

Issue Description

Issue Number

CRM Desktop (Mac)

User attendees were unable to share their screen, even when Allow Attendees to Share was selected.

CRM-319178

iPad

An error occurred when users selected a push notification for a chat message.

CRM-319031

iPad

When sending a Microsoft Teams meeting invite via the Messages app, the recipient’s phone number was not automatically populated.

CRM-319118

Browser

Guest community users were sometimes created without a session token, so a corresponding user was not created in Engage Connect.

CRM-319529

iPad

When sending a web link for a presentation with an external display name defined, the message preview displayed the original presentation name.

CRM-319442

Engage HCP

Platform

Issue Description

Issue Number

Android

When an attendee updated their participant name, the original name displayed in the meeting.

CRM-318981

MCCP

Platform

Issue Description

Issue Number

iPad

An error occurred when selecting the Edit Goals tab within an MCCP.

CRM-319233

Sync

Platform

Issue Description

Issue Number

iPad

Syncs ran for extended periods of time or failed.

CRM-317618

iPad

An error occurred after selecting Apply Update for a non-blocking sync.

CRM-319086

233.4.100 (February 15, 2024)

Account Management

Platform

Issue Description

Issue Number

Browser

When users attempted to edit Product Metrics for an account that had a missing value for Products_vod, an error displayed.

CRM-312631

Browser

When users edited a Child Account, the value of Dependent Picklists switched to None.

CRM-314590

iPhone

When users selected a Child Account, the Send Email button was visible even though Send Email is not supported for Child Accounts.

CRM-314609

iPad

Users were able to exceed the 80 character limit when entering a name for an Account List.

CRM-315851

Browser

When users edited an account, they were unable to create Data Change Requests.

CRM-317561

Approved Email

Platform

Issue Description

Issue Number

iPad

When users entered parentCallDateTime sub-tokens in customText tokens in an email template, an error displayed.

CRM-311763

Browser

iPad

When users sent an email that resulted in a dropped event, the status of the sent email was not updated.

CRM-312989

iPhone

Users were unable to reset filters for Approved Email templates or fragments.

CRM-314504

Browser

The Help button for the BEE Editor directed users to an incorrect URL.

CRM-315191

Browser

The Email Publishing Administration section showed scheduled jobs remaining in 'In Progress' status even though the process had completed.

CRM-316802

Call Reporting

Platform

Issue Description

Issue Number

iPad

BRC products restricted with the Sample State Credentials setting were not grayed out in the product picklist on the call report.

CRM-206409

Browser

When an admin searched for and opened call reports created by end users, a No Matches Found error displayed before the call report opened. This error only occurred for admins with fewer permissions than other admins in the org.

CRM-269235

CRM Desktop (Windows)

Windows Tablet

When admins unlocked and edited a submitted call, then re-submitted the call, the territory changed to the admin’s territory.

CRM-314727

​​CRM-317847

iPad

When users created a call report by associating an unassigned presentation with an account, a Data has been modified: Call's ID sync error occurred on the next sync.

CRM-315391

Browser

When neither the preferred nor primary address for a child account were controlled by an address associated with the Location, the default call address displayed as None.

CRM-316218

Windows Tablet

When users selected values from custom multi-select picklists and saved the call report, the picklist selections did not display on the field unless users selected the picklist again.

CRM-316481

Browser

When medical users were added as attendees on the call report, the account identifier displayed for the medical users, instead of the medical identifier.

CRM-316860

Browser

When users recorded calls for accounts with several Call Objectives and display order was enabled, an error message reading Comparison method violates its general contract displayed.

CRM-317698

Call Sampling

Platform

Issue Description

Issue Number

iPad

When Call Location was enabled and users attempted to swap the signee, the swap signee options did not include accounts who are affiliated with or members of the selected Location account, unless State Distributor License validation was also enabled.

CRM-297998

CLM

Platform

Issue Description

Issue Number

Browser

The CLM Admin Console displayed content alignment errors even though content alignment was not configured.

CRM-314817

CRM Desktop (Windows)

Users needed FLS Edit permission to the Status_vod field on the CLM_Presentation_vod object to share web links for custom presentation.

CRM-316111

iPad

When viewing the Media tab in the Options tab, the Total Media Size displayed 0 KB, even though content was downloaded to the device.

CRM-316957

CRM Desktop (Windows)

The Download Status filter was not translated.

CRM-317214

Concur Sync

Platform

Issue Description

Issue Number

Browser

Expense headers failed to submit to Concur when permissions were configured for users through permission sets..

CRM-314595

Engage

Platform

Issue Description

Issue Number

Browser

Remote_Meeting_Attendee_vod records were not created when Vault credentials were not configured on the Remote Meeting Administration page.

CRM-314039

Browser

When hosting a virtual event, the host automatically left the session if the computer was idle for an extended period of time.

CRM-318538

Browser

When the name of an Engage Group contained special characters, the users assigned to the group did not display in the Engage Meeting Group Administration tab.

CRM-303350

Engage HCP

Platform

Issue Description

Issue Number

Android

When viewing the meeting information during an Engage meeting, the Cancel button label was not legible in light mode.

CRM-313518

Android

When viewing the chat thread during an Engage meeting, the recipient name displayed with the wrong background color in light mode.

CRM-313525

Android

When users signed out and signed back into Engage, their Recent Searches were not cleared out.

CRM-313592

Web

Korean text did not display correctly in the Notes field for a CRM user connection.

CRM-317396

Events Management

Platform

Issue Description

Issue Number

iPad

Alternative hosts were unable to start or join virtual events when they were re-added to an Engage group.

CRM-306312

Browser

Buttons on the Reconcile Walk-in Attendees modal did not display correctly when using Lightning for Events Management.

CRM-308970

Browser

Attendee list views did not display correctly when using Lightning for Events Management with Bulk-Add Attendees.

CRM-310839

Browser

Expense Headers were created incorrectly when Incurred_Expense_vod and Payee_vod fields were populated with invalid text. 

CRM-311022

Browser

Certain attendee list views did not display correctly when users had access to the View_vod object, but were not assigned the view via profile.

CRM-312337

Browser

An error occurred when searching for groups when adding Event Team Members in Lightning for Events Management.

CRM-314301

Browser

Validation errors did not display when they prevented adding attendees in Lightning for Events Management.

CRM-314719

Browser

The Event Budgets lookup modal displayed records incorrectly when paginating results.

CRM-314720

Browser

File previews were incorrectly generated for non-print template materials.

CRM-316075

iPad

Special characters in Validation Rules did not display correctly.

CRM-316292

Browser

The Start_Time_Local_vod and End_Time_Local_vod fields did not display correctly when configured as event registration fields.

CRM-317181

Browser

Speaker tiers did not function correctly when adding Event Speakers.

CRM-318810

Medical Inquiries

Platform

Issue Description

Issue Number

iPhone

When a user created a medical inquiry, section headers were truncated and the entirety of the text could not be expanded or viewed.

CRM-308985

MyInsights

Platform

Issue Description

Issue Number

iPad

When a user selected the calendar icon for a suggestion on a custom dashboard (that used the executeSuggestionAction MyInsights method), a blank schedule with no suggestions displayed.

CRM-305264

Browser

A customer was notified by Salesforce that they have a high callout error count.

CRM-309734

iPad

When a user launched two queries in parallel using the request(configObject) method, only one request was executed.

CRM-314050

Browser

Tab name translations did not display when using the MyInsightsV2 LWC.

CRM-316295

Browser

The Account page report name did not display using the MyInsights V2 LWC.

CRM-317126

MyInsights Studio

Platform

Issue Description

Issue Number

Browser

When a user saved a CRM Data Engine query, the deployment version was not updated for two reports.

CRM-313365

Browser

When a user attempted to save changes to a template, an error occurred and the changes were not saved.

CRM-317990

My Schedule

Platform

Issue Description

Issue Number

Browser

When users attempted to delete a call or other entry from My Schedule using the Delete key on their keyboard, the entry appeared to be deleted.

CRM-314436

Browser

When an entry failed to sync from Microsoft Outlook to My Schedule, the entry was not synced unless the entry was edited in Microsoft Outlook before the next pull.

CRM-315886

Suggestions

Platform

Issue Description

Issue Number

iPad

When users viewed suggestions, the HTML formatting of the Suggestion Reason field rendered inconsistently across devices.

CRM-313064

iPhone

When a user selected Cancel from a suggestion email, the email template reloaded.

CRM-315565

iPad

When users navigated to a Suggestion and selected the Email button, they were unable to deselect the populated fragment and select a different fragment.

CRM-317940

Territory Feedback

Platform

Issue Description

Issue Number

iPad

An error occurred when end users attempted to add a target to their territory that the manager previously rejected.

CRM-266384

iPad

The Accounts Added widget on the Territory Feedback dashboard did not correctly update when users added out-of-territory accounts.

CRM-313651

iPad

Bulk Edit challenges did not respect the maximum defined goals of a target.

CRM-317160

User Experience

Platform

Issue Description

Issue Number

iPad

Hyperlinks on the My Profile page opened in an external browser, rather than opening in an embedded browser.

CRM-314718

233.0.900 (February 8, 2024)

CLM

Platform

Issue Description

Issue Number

Browser

Slide notes failed to sync to CRM.

CRM-318663

233.0.800 (February 1, 2024)

CLM

Platform

Issue Description

Issue Number

Browser

When an auto-published multi-product presentation with the same presentation ID as another presentation was synced to CRM, the CLM sync failed with no errors messages.

CRM-306726

Browser

When only one Product Group was selected for an auto-published multi-product presentation, the Detail_Group_vod and Product_vod fields were not populated on the CLM_Presentation_vod record in CRM.

CRM-317466

233.0.701 (January 29, 2024)

CLM

Platform

Issue Description

Issue Number

iPad

Sometimes, an error occurred when displaying CLM content on iOS 17 devices.

CRM-316013

Order Management

Platform

Issue Description

Issue Number

iPad

Sometimes, an error occurred when creating orders on iOS 17 devices.

CRM-317892

233.0.700 (January 25, 2024)

Call Reporting

Platform

Issue Description

Issue Number

Browser

When users converted unassigned presentations to calls, restricted products were enforced even when the user was not granted FLS Read permission to the Restricted_Products_vod field.

CRM-314404

Events Management

Platform

Issue Description

Issue Number

iPad

An error occurred when creating an event using a Vietnamese keyboard.

CRM-317502

MyInsights Studio

Platform

Issue Description

Issue Number

iPad

Table headers were truncated

CRM-316783

233.0.600 (January 18, 2024)

My Schedule

Platform

Issue Description

Issue Number

iPad

Time off territory entries scheduled for two days displayed only on one day.

CRM-316244

MyInsights Studio

Platform

Issue Description

Issue Number

Browser

The where this is true (optional) clause was not applied to Related Fields in data elements.

CRM-316353

233.0.500 (January 11, 2024)

Call Reporting

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

When users selected the Meet Now button for Engage meetings from the high performance call report, a connection error occurred.

CRM-315938

CRM Desktop (Windows)

When both console mode and high performance call report were enabled, and a call report was already open in console mode, users could not create new call reports from the Record a Call button.

CRM-315966

CRM Desktop (Windows)

When a validation error occurred for a field that was not on the page layout, the validation error displayed as a sync error.

CRM-316231

Browser

When users searched for attendees from a call report in Create or Edit mode, the account identifier did not display in the attendee search results.

CRM-316322

CLM

Platform

Issue Description

Issue Number

Browser

When managing the field mappings for a Vault connection in the CLM Admin Console, the mappings for each object did not display.

CRM-316077

Events Management

Platform

Issue Description

Issue Number

Browser

The Approve and Reject buttons did not display for events in Lightning for Events Management during an Approval Workflow until users cleared the Veeva cache.

CRM-313451

My Schedule

Platform

Issue Description

Issue Number

Browser

When entries synced from Veeva CRM to Microsoft Outlook, only future entries which had been modified since the last sync date were pushed, instead of all future entries.

CRM-315799

233.0.400 (January 4, 2024)

Call Reporting

Platform

Issue Description

Issue Number

CRM Desktop (Mac)

When users had multiple products assigned in the media library, but did not have CRUD access to the ​​Product_Group_vod object, an error occurred when they launched media from the high performance call report. 

CRM-304859

iPad

When multiple expenses were enabled for calls, saving or submitting a call with tracked CLM activity and multiple expenses resulted in duplicate expense lines.

CRM-315925

iPad

When multiple expenses were enabled for calls, saving or submitting a call with tracked CLM activity and a single expense updated the Expense_Amount_vod field to zero or duplicated the Expense_vod record.

CRM-315913

Call Scheduling

Platform

Issue Description

Issue Number

Browser

Using the Schedule a Call button created calls for the previous day.

CRM-315648

CLM

Platform

Issue Description

Issue Number

iPad

iPhone

After downloading a presentation with Shared Resources, when users signed out then signed back into the app, the presentation displayed a download status of Not Downloaded.

CRM-315836

iPad

The Download Status filter label was not translated.

CRM-314775

Browser

When the CLM Vault integration runs with the CUSTOM_PRESENTATION_MANAGEMENT_vod Multichannel Setting set to 1 and an expired Key Message results in more than 101 slides being removed from custom presentations, an error occurred.

CRM-316016

Events Management

Platform

Issue Description

Issue Number

Browser

Lookup field columns did not display correctly when using Lightning for Events Management.

CRM-309728

Browser

An error occurred when several users with large Account alignments attempted to simultaneously add attendees to events in Lightning for Events Management.

CRM-314196

CRM Desktop (Windows)

Alternative Hosts could not start virtual events.

CRM-315210

CRM-315264

Browser

The {{RegistrationQRCode}} token launched the event sign-in page rather than the registration page.

CRM-315311

My Schedule

Platform

Issue Description

Issue Number

Browser

For some users, Veeva CRM entries were not pushed to Microsoft Outlook during synchronization between the two calendars.

CRM-316230

Order Management

Platform

Issue Description

Issue Number

iPad

A user experienced a significant delay when they attempted to review an order from a CLM after adding a product.

CRM-315290

iPad

A user experienced a significant delay after they added a new delivery and searched for a product.

CRM-315740

Sync

Platform

Issue Description

Issue Number

Browser

Additional sync logging was not tracked in the activity logs.

CRM-311749

233.0.302 (December 19, 2023)

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

CLM syncs remained pending on the CLM Admin Console.

CRM-315731

CRM Desktop (Windows)

Users on devices with European regional settings were unable to install the app.

CRM-316135

233.0.301 (December 19, 2023)

CLM

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

CLM syncs remained pending on the CLM Admin Console.

CRM-315731

Sync

Platform

Issue Description

Issue Number

iPad

When non-blocking sync was enabled in orgs using federated authentication (for example, PingFederate), an error occurred when users selected Download All Media in the media library.

CRM-316072

233.0.300 (December 14, 2023)

Call Reporting

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

Offline validation rules did not run as expected on location calls, resulting in sync errors.

CRM-315393

iPad

After displaying media from the call and populating the Expense Amount field, saving or submitting the call reverted the field value to zero.

CRM-315621

Call Scheduling

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

After attempting to submit a call with validation errors, users were unable to start an Engage meeting from the call.

CRM-314783

Engage

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

An error occurred when users attempted to schedule an Engage meeting from a planned call.

CRM-315691

233.0.200 (December 7, 2023)

Account Management

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

When users created and saved a new child account record, and both the HCO and HCP belonged to third-party managed account types, the DCR was created with the wrong Network Customer Master Mode value.

CRM-309457

Browser (Lightning)

When users with a locale of China selected the Schedule a Call action in My Accounts, an error displayed.

CRM-312641

Browser (Lightning)

Incorrect error messages displayed when an Add to Territory action failed within Stakeholder Navigator.

CRM-313594

Browser (Lightning)

My Accounts views with product metrics fields in search criteria did not return any results for users without FLS read permission to the Detail_Group_vod field on the Product_Metrics_vod object.

CRM-314510

Approved Email

Platform

Issue Description

Issue Number

iPad

iPhone

The Language filter only displayed the default picklist values.

CRM-313377

Browser (Lightning)

When previewing auto-published PDF email fragments, Japanese text did not display.

CRM-314606

Browser (Lightning)

When viewing the available email templates, the Favorites column did not display.

CRM-314780

Call Objectives

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

When Display Order for Call Objectives was enabled and the account on the call had a parent account with active Call Objectives, only the Call Objectives from the parent account displayed on the call report.

CRM-312253

Call Reporting

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

When users created a response for a Medical Inquiry Fulfillment record and the second product discussion on the call violated a validation rule, users were still able to save the call report.

CRM-313013

CRM Desktop (Windows)

Validation rules counted DateTime values to the seventh or eighth decimal place in milliseconds, rather than the third decimal place, causing a validation to fail unexpectedly.

CRM-313394

Browser (Lightning)

Some key messages did not display on the call report when a key message with a non-letter character in the name was added.

CRM-313358

Call Scheduling

Platform

Issue Description

Issue Number

Browser (Lightning)

To view Microsoft Outlook entries in My Schedule, users needed Edit FLS to the Enable_MS_Outlook_Calendar_vod on the User object.

CRM-312874

Browser (Lightning)

When users selected the Schedule a Call button from Lightning for My Accounts in some locales, My Schedule displayed but the call was not created.

CRM-313930

Browser (Lightning)

The Schedule a Call action in My Accounts did not work for users with a locale of Canada.

CRM-313930

CLM

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

An error occurred when using the Left and Right arrow keys to navigate between slides in the Presenter View window.

CRM-313397

CRM Desktop (Windows)

Closing a Windowed Slideshow did not also close the Presenter View window.

CRM-314450

Browser (Classic, Lightning)

Search was disabled for Approved Documents, CLM Presentations, and Key Messages.

CRM-314370

CRM Desktop (Windows)

When default directories were configured, the default directory was not selected in the Filters menu.

CRM-314503

CRM Desktop (Windows)

iPad

iPhone

Users without FLS read permission to the Status_vod field on the CLM_Presentation_vod object were able to send links for presentations.

CRM-314543

Concur Sync

Platform

Issue Description

Issue Number

Online

Customers were unable to bulk data load Call2_vod records.

CRM-314840

Engage

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

When presenting content in Engage, call key messages and call details were not recorded as expected on the call report.

CRM-307752

CRM Desktop (Mac)

When presenting content in Presenter View with PDF slides, the PDF did not display.

CRM-312937

Engage HCP

Platform

Issue Description

Issue Number

Engage Web

Incorrect dates displayed on HCP notification cards when receiving a Meeting Invite from a user.

CRM-314053

Events Management

Platform

Issue Description

Issue Number

Browser (Classic, Lightning)

Users could not start virtual events when the associated Remote_Meeting_vod record had a blank VExternal_Id_vod.

CRM-313604

Browser (Classic, Lightning)

The Furigana_vod field did not populate when attendees were added via the Browser platforms.

CRM-312080

Browser (Lightning)

Expense Headers did not load correctly.

CRM-314300

Browser (Lightning)

Expense Headers did not display correctly for customers using Salesforce to Salesforce integration.

CRM-314631

Browser (Lightning)

For users with 20 Events list views aside from All and Recently Viewed, only 19 displayed.

CRM-313357

General

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

An error occurred when users completely closed the application after installing it, without first logging into the app.

CRM-313685

Medical Inquiries

Platform

Issue Description

Issue Number

Browser (Lightning)

When editing a saved medical inquiry, a user was unable to request a signature.

CRM-313265

Sync

Platform

Issue Description

Issue Number

iPad

An error occurred after initiating a manual non-blocking sync.

CRM-313784

iPhone

Non-blocking sync silently failed if the device lost connection to the Internet, rather than resuming once the connection was restored.

CRM-312718

iPad

An error occurred when users without FLS read permission to the Primary_vod field on the Address_vod object performed an incremental sync.

CRM-314379

iPad

An error occurred when users without FLS read permission to the Mobile_Id_vod field on the Remote_Meeting_vod object performed an incremental sync.

CRM-314983

Territory Feedback

Platform

Issue Description

Issue Number

iPad

Translations of the Submit button on the Edit Alignments screen could not be edited.

CRM-314307

233.0.101 (November 21, 2023)

Call Reporting

Platform

Issue Description

Issue Number

Browser (Classic)

Admins were not able to view call records when the Expense_Amount_vod field was placed on the layout.

CRM-313322

233.0.100 (November 16, 2023)

Account Management

Platform

Issue Description

Issue Number

iPad

When a user viewed an account, the Detail Topic button displayed on the Ratings tab even though the user did not have access to Detail Topics functionality.

CRM-205829

Browser (Lightning)

When a user without a profile-level Approved Email Settings viewed Lightning for My Accounts, the Send Email button did not display according to the org-level default settings.

CRM-305979

Browser (Lightning)

The Apply Filter tooltip did not translate when users hovered over a filterable column in Lightning for My Accounts.

CRM-307315

Browser (Lightning)

In Lightning for My Accounts, the Schedule a Call button displayed even when the My Schedule tab was marked as Default Off.

CRM-308349

Browser (Lightning)

Views in Lightning for My Accounts did not include any results if there was a filter on an object and there was no column in the view for that object.

CRM-312268

Approved Email

Platform

Issue Description

Issue Number

iPhone

When error messages displayed on the Send Email tab, the messages were truncated.

CRM-306397

iPhone

When a user scheduled an email from the Email Tab, the alert showing the scheduled time was not translated.

CRM-306403

iPhone

Users were able to add recipients to an approved email on iPhone even though the ADD_RECIPIENTS_vod approved email setting was 0.

CRM-306608

Call Reporting

Platform

Issue Description

Issue Number

Browser

An error occurred when attempting to use the Data Loader to delete saved calls with call objectives.

CRM-306618

Call Scheduling

Platform

Issue Description

Issue Number

Browser (Lightning)

When users manually selected the scrollbar for the Account View window on the scheduler pane, the scheduler pane closed.

CRM-305103

Browser (Classic), iPad, Windows Tablet

When one-day calendar entries had a start time of midnight and an end time of midnight on the next day, the entry displayed as an all-day event for both days. 

CRM-306212

Browser (Lightning)

The current date on the main calendar was highlighted with an orange circle instead of a light blue circle.

CRM-273517

CLM

Platform

Issue Description

Issue Number

Browser (Classic)

When two consent lines for a consent type used the same channel source, selecting the toggle for one consent line toggled both.

CRM-293585

iPad

Users were unable to open external links in the embedded browser when viewing website content.

CRM-309804

CRM-310067

iPad

When filtering CLM presentations in the media library, the Undefined filter did not display.

CRM-307592

CRM Desktop (Windows)

When displaying content in Presenter View, the timer incorrectly displayed hours and minutes. The timer now displays minutes and seconds.

CRM-312775

CRM Desktop (Mac)

When displaying content in Window View, users were unable to close overlays due to the More Actions button.

CRM-308709

CRM Desktop (Mac)

When displaying content in Window View, users were unable to interact with video playback buttons due to the slide tray button.

CRM-308715

iPad

The Select Call Record Type modal displayed incorrectly.

CRM-308829

Browser (Classic, Lightning)

Content notes for advanced text search were not created for PDF content containing spaces.

CRM-310020

Engage

Platform

Issue Description

Issue Number

Browser (Lightning)

When both Engage and MS Teams were enabled and the Remote_Meeting_Type_vod field was on the Call2_vod page layout, the MS Teams labels and buttons did not display for a scheduled MS Teams call.

CRM-308392

Browser (Classic, Lightning)

The field length for the Document_Title_vod field on the Message_Activity_vod object was 100 instead of 255.

CRM-309371

Engage HCP

Duplicate records for connections between CRM users were included in the Connections report.

CRM-304542

Events Management

Platform

Issue Description

Issue Number

Platform

Issue Description

Issue Number

Browser (Classic)

Users could not save split expenses.

CRM-283299

iPad

Users could create events without populating fields marked as required.

CRM-306055

iPad

Vault documents linked to event materials did not display in the device's default browser.

CRM-309648

Browser (Lightning)

Filter buttons in the Speaker Selection modal did not display correctly on monitors of certain resolutions.

CRM-309748

Browser (Classic, Lightning)

Virtual Event Attendance reports erroneously ran when Virtual Events was not enabled.

CRM-310875

Browser (Lightning)

All attendees displayed with the Meal Opt-In column as true when adding attendees to an expense.

CRM-311743

Key Medical Insights

Platform

Issue Description

Issue Number

iPad

When a user with full keyboard access created a medical insight and entered rich text in the Description field, then updated any other field, the description text disappeared.

CRM-296774

Medical Events

Platform

Issue Description

Issue Number

iPad

Searching for a speaker to add to a medical event took a long time when using custom lookup objects.

CRM-306329

Medical Inquiry

Platform

Issue Description

Issue Number

Browser (Lightning)

When a user accepted a signature via Engage meeting and submitted a Medical Inquiry from the Engage call, they were not redirected to the call page.

CRM-308928

MyInsights

Platform

Issue Description

Issue Number

Browser (Lightning)

When a user edited an account, a components error occurred.

CRM-308308

MyInsights Studio

Platform

Issue Description

Issue Number

Browser

A user noticed a discrepancy between the number of suggestion records displayed in a MyInsights report online and offline.

CRM-303438

Browser

A user was unsuccessful when attempting to remove a deployment.

CRM-307604

My Schedule

Platform

Issue Description

Issue Number

iPad

Call and event pins in My Schedule’s Map View changed based on the user’s zoom level, and timestamps did not display until the user zoomed in to the call or event’s exact location. 

CRM-306007

Browser (Lightning)

When users with access to multiple territories opened the Account Views window in My Schedule, an error displayed.

CRM-306132

Browser (Lightning)

For Greek users, a.m. and p.m. labels on My Schedule’s Day View and Week View calendar grid were not translated correctly.

CRM-306209

iPad

When users reinstalled the Veeva CRM app, their default Microsoft Outlook calendar was deselected in My Schedule.

CRM-308653

Browser (Lightning)

When there were multiple calls or calendar entries scheduled for the same date and start time, with a duration of zero, only one of the calls or entries displayed.

CRM-308694

Browser Canceled Events Management events were not removed from the Veeva CRM calendar in Microsoft Outlook. CRM-306220

Order Management

Platform

Issue Description

Issue Number

iPad

A user reported that opening the order page from CLM content took significantly longer than when opening it directly.

CRM-307938

Sample Management

Platform

Issue Description

Issue Number

iPad

Removing the Submit button from the sample inventory page layout did not remove the button from users’ sample inventory pages.

CRM-307518

Suggestions

Platform

Issue Description

Issue Number

iPhone

When a user selected the Send Email action from a suggestion in a MyInsights visualization, selected Cancel, and then selected Send Email again, the Send Email action did not work the second time.

CRM-307687

iPhone

When a user attempted to send an email message from a suggestion that included a Suggestion tag with a product, but no detail group, a message displayed "No email templates available.”

CRM-308002

Territory Feedback

Platform

Issue Description

Issue Number

Browser (Lightning)

Remove Target goal details were not returned by the getFeedbackData() process in Manager Feedback.

CRM-302781

Browser (Lightning)

Managers could not move a territory to a Feedback Complete status even when there were no outstanding Pending Challenges.

CRM-305610