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 |