What's New In 23R3.4

The CRM 23R3.4 minor release includes several new features, as well as User Visible and Behavior Changes.

Our release notes offer brief, high-level descriptions of enhancements and new features. Configuration is available by selecting the feature name. You can also find a quick overview of 23R3.4 Feature Enablement and Availability information in this release note.

New Fields and New Objects are also included.

Features

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

Account Management

Search for Affiliations in All Affiliations View

Users can search the affiliations displayed in the All Affiliations view in Stakeholder Navigator. This allows users to quickly find and view details about the relationship between two accounts.

Long Notes in Data Change Requests

Admins can enable a long notes text area for data change requests. When end users submit a data change request, the Notes section, which is used to provide additional information about the requested change, allows up to 1,000 characters.

Call Planning

Manager View in Lightning for My Schedule

On the Browser platform, managers can now review their reports’ scheduled activities with manager view in Lightning for My Schedule. This functionality does not require configuration if Lightning for My Schedule is enabled. By default, users with direct reports can view My Schedule calendars for the users in territories one or more levels below their territory, based on territory hierarchy.

Call Reporting

Displaying MyInsights Content on the Call Report

The MyInsights section on the call report displays relevant content from MyInsights pages. This enables users to easily view key information for call reporting without leaving the call report.Content Creators can create custom MyInsights pages for the call report, or use MyInsights Studio to create content for the call report. For example, the MyInsights content could include call history for an account, sales data for a product, a summary of the steps to take on the call, or other account data to inform the user’s next visit with an HCP.

CLM

Stamping Media Type and Publishing Method for CLM Content

Admins can report on the media type and publishing method of CLM presentations, allowing customers to analyze HCP engagement with content.

Engage

Actioning Meeting Requests in Lightning for My Schedule

Users can now accept, decline, and remove meeting requests in Lightning for My Schedule. This enables users to easily respond when they receive meeting requests from HCPs via the Engage Scheduling Site or data loaded Meeting_Request_vod records.

Deactivating Users’ Microsoft Outlook Integrations

Admins can deactivate the Microsoft Outlook integration for individual users when they no longer need access to the integration. When a user’s Microsoft Outlook integration is deactivated, the user’s Veeva CRM calendar does not display in Microsoft Outlook. After the Microsoft Outlook integration is deactivated, admins can reactivate the user if needed.

Managing Presentation Display Names

Admins can define display names for each presentation in CRM. Display names display for web link previews and in the HCP Content Player. This ensures the correct names display to HCPs when viewing content from a web link.

Managing Profile Information for Digital Business Cards

Admins and users can manage user profile information available to HCPs in digital business cards for Engage in Veeva CRM. Admins can manage the digital business cards for a group of users at once or for an individual user. Users can manage their own profile information from the Veeva CRM app on iOS devices.

Viewing HCP Accounts and Disconnecting from HCP Connections in CRM

Users can navigate directly to an HCP account and disconnect from HCP connections from the chat threads in the Engage tab.

Engage HCP

Public Digital Business Cards

HCPs who are not signed into Engage can view public versions of digital business cards for CRM users by selecting the CRM user's connection invite link or scanning their QR code. The digital business card includes the CRM user's profile information and available contact methods.

Sending Meeting Requests from Engage

HCPs can access the Engage Scheduling Site from chat threads or CRM user profiles, making it easier and more convenient for HCPs to send meeting requests to CRM users.

Events Management

Content Type Consent in Approved Email for Events Management (Available February 22, 2024)

Consent lines for content types are respected when sending Approved Email from Events Management, improving compliance.

Medical Inquiries

Creating Medical Inquiries for Child Accounts

Users can create medical inquiries for child accounts. By creating the medical inquiry for a child account instead of the parent, users can easily maintain the relationship between the Business Account and Person Account. The business location is stamped on the medical inquiry to allow the field user to easily verify the correct child account is used.

MyInsights Studio

Viewing Compass Medical Claims Data (Available February 22, 2024)

The Market Trend page template now displays the status of company and competitor products within a specified territory using prescription and medical claim data.
Users who previously downloaded the Market Trend page template should download and use the new template when available.

Order Management

Creating Orders from High Performance Call Report

Order Management is now available from the High Performance Call Report.

Suggestions

Scheduling a Call from a Suggestion in Lightning for My Schedule (Removed February 12, 2024)

When Lightning for My Schedule is enabled and users schedule a call from a call-type suggestion, the user is automatically redirected to Lightning for My Schedule, where the new call entry displays.

Sync

Updates to Non-Blocking Sync

Non-blocking sync now automatically runs the first time users sign into Veeva CRM or open the app while still signed in on a given day. This ensures any data and metadata changes from the previous day are automatically downloaded. Previously, non-blocking sync ran automatically only if at least 24 hours had passed since the previous automatic non-blocking sync.

User Visible and Behavior Changes (UVCs)

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

Account Management

Platform

Description

Before

After

iPhone Email fields in Account Details display as hyperlinks. When a user selects the hyperlink, Approved Email displays, allowing the user to compose an email message. If Approved Email is not configured, the default email client displays.

Call Reporting

Platform

Description

Before

After

Browser, iPad, iPhone When users reconcile an unassigned presentation with an existing Event_vod call, the Medical Event or Event Display Name displays in the Select a Call picklist instead of the account formatted name or child account and parent child name.

CRM Desktop (Windows)

When users launch a CLM presentation from the CRM Desktop app and an overlay is open on the high performance call report—for example, a Medical Inquiry, Key Medical Insight, or Order created from the call report—the overlay remains open and the call remains unsaved.

When call mode ends, CLM Key Messages are automatically added to the call, regardless of whether the user first ends call mode or closes the overlay.

CRM Desktop (Windows)

When a call report is open in both the CRM Desktop app and the user’s internet browser, users are instructed to use the call report in the CRM Desktop app when they attempt to use CLM or Engage on the call report (see High Performance Call Report for details).

The call report is focused in the CRM Desktop app and any overlays on the call report remain open.

n/a

Call Planning

Platform

Description

Before

After

iPad For consistency with the Browser platform, the Internal Calendars picklist is relabeled Other Calendars.

Consent Capture

Platform

Description

Before

After

Browser, iPad, iPhone

Consent Receipts are not sent if the user only captures opt-outs, unless Requiring Signatures on Opt-Out is enabled.

Engage

Platform

Description

Before

After

Microsoft Outlook To differentiate between Veeva CRM calendars in Microsoft Outlook, the Veeva CRM calendar label is updated to include the user’s name and user identifier (if configured).

Browser

The Rep Profile Activity and Brand Profile Activity reports include activity on public digital business cards.

n/a

n/a

Browser

The Rep tab of the company configuration file includes the Connection Invite Link column. This column is only populated for users who have digital business cards enabled.

n/a

n/a

iPad, iPhone

The View Account button displays in chat threads in the Engage tab. Additionally, the Remove Connect button displays in the dropdown menu from the HCP's name in the chat thread header.

Browser, iPad, iPhone

Veeva will migrate user profile information from Engage Connect to the appropriate User_Detail_vod records for users with digital business cards enabled.

n/a

n/a

Engage HCP

Platform

Description

Before

After

Android, iPad, iPhone

For HCPs accessing a connection invite link on a mobile device, they are no longer prompted to first install the Engage app. Instead, either the CRM user’s public digital business card (if DBC is enabled) or the Sign Up screen displays.

Web

When HCPs are signed into Engage on Web on a mobile device, a banner to install or launch the Engage app does not display:

  • During an Engage meeting
  • During remote CLM
  • When viewing the HCP Content Player
  • When scheduling a meeting

Otherwise, the banner always displays.

n/a

Android, iPad, iPhone

For HCPs outside of Colombia, Mexico, or Brazil, the Connections tab displays in the bottom navigation bar in Engage, even for HCPs with no connections. The Connections list is also removed from the Me tab for these HCPs.

Android, iPad, iPhone

For HCPs viewing digital business cards while signed into Engage, the action buttons can now be scrolled horizontally when the available actions do not all fit on their mobile screen. Additionally, the Mobile button is now labeled Call, and the button order is updated.

Web

For HCPs viewing digital business cards while signed into Engage, the web UI has been updated.

Desktop:

Mobile: 

Desktop:

Mobile:

Browser

The Rep Profile Activity and Brand Profile Activity reports include activity on public digital business cards.

n/a

n/a

Browser

The Rep tab of the company configuration file now includes the Connection Invite Link column. This column is only populated for users who have digital business cards enabled.

n/a

Android, iPad, iPhone, Web

The Congrats on your connection onboarding modal no longer displays.

n/a

Android, iPad, iPhone, Web

The Already have an account? Sign In option is added to the post-meeting sign up screen.

n/a

Android, iPad, iPhone, Web

The Save (mobile) or Save Contact (desktop) button displays on CRM user profiles for HCPs who are signed into Engage.

n/a

App:

Mobile Web:

Desktop Web:

Android, iPad, iPhone, Web

When signing into Engage from a connection invite link, the CRM user card displayed on the Sign Up screen is now titled Connect with instead of Invited by [CRM User].

Android, iPad, iPhone, Web

The Korean translation for Sales is updated on digital business cards for CRM users as well as throughout Engage, for example, in the connections list, chat list, chat thread header, meeting details, etc.

n/a

n/a

Events Management (Available February 22, 2024)

Platform

Description

Before

After

Browser, iPad In orgs with both Creating Consent Lines and Approved Emails for Events Management enabled, Approved Emails respect the content type-level consent of recipients. n/a

n/a

General

Platform

Description

Before

After

iPad, iPhone

My Profile displays as the first tab in the Options tab in Veeva CRM.

Suggestions (Removed February 12, 2024)

Platform

Description

Before

After

Browser

When users create calls from call-type Suggestions with a planned call channel, date, or datetime, the planned attributes are stamped to the corresponding fields on the new call report.

n/a n/a

Browser

When users create calls from call-type Suggestions with a planned date or datetime, the call is automatically scheduled for the planned date or datetime.

n/a n/a

Sync

Platform

Description

Before

After

iPad, iPhone

The Current as of information on the homepage Sync widget (incremental sync) displays the number of days since the most recent completed sync, based on the user's locale.

iPad, iPhone

The Current as of information on the homepage Status widget (non-blocking sync) indicates how up-to-date the user's data is, and is determined by the date/time of when the currently applied data was retrieved. The Current as of information changes every time the user applies updates.

23R3.4 Feature Enablement and Availability

New functionality introduced in the Veeva CRM 23R3.4 release is available:

CRM Feature Availability and Enablement

Feature

User Visible Change

Configuration

Required

Browser

CRM Desktop
(Mac)

CRM Desktop
(Windows)

iPad

iPhone 

Account Management

Searching for Affiliations in All Affiliations View

No

No

Long Notes in Data Change Requests

No

Yes

Call Planning

Manager View in Lightning for My Schedule (parity)

No

No*

Call Reporting

Displaying MyInsights Content on the Call Report

No

Yes

CLM

Stamping Media Type and Publishing Method for CLM Content

No

No

Engage

Actioning Meeting Requests in Lightning for My Schedule (parity)

No

No*

Deactivating Users’ Microsoft Outlook Integrations

No

No

Managing Presentation Display Names

No

Yes

Managing Profile Information for Digital Business Cards

No

Yes

Viewing HCP Accounts and Disconnecting from HCP Connections in CRM

Yes

No

Engage HCP

Sending Meeting Requests from Engage

No

Yes

Viewing Digital Business Cards

Yes

No

Events Management

Content Type Consent in Approved Email for Events Management

Yes

No

Medical Inquiries

Creating Medical Inquiries for Child Accounts

No

Yes

Order Management

Creating Orders from High Performance Call Report

No

Yes

Suggestions

Scheduling a Call from a Suggestion in Lightning for My Schedule (parity)

No

No*

Sync

 

Updates to Non-Blocking Sync

No

No

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

MyInsights Studio Feature Availability and Enablement

Feature Configuration Required
Viewing Compass Medical Claims Data (Available February 22, 2024) No

New Objects

No new objects were added in Veeva CRM 23R3.4.

New Fields

The list below contains all fields added in Veeva CRM 23R3.4. The fields are organized by object. See the Veeva Data Model information for a full listing of Veeva fields.

Object

Field Name

Field Label

Description

Type

Call2_vod zvod_MyInsights_Widget_vod zvod_MyInsights_Widget_vod Marker field used to place MyInsights Widget section on layout. Check box
Clm_Presentation_vod External_Display_Name_vod External Display Name The text displayed when the presentation is viewed in HCP facing content player. Text
Clm_Presentation_vod Publish_Method_vod Publish Method Indicates from where and how the presentation was published for use as CLM. Picklist
Content_Preference_vod CLM_Presentation_vod CLM Presentation The CLM Presentation for which the Content Preference is applicable. Lookup
Content_Preference_vod External_Id_vod External Id External Id used for determining the applicable content preference for the content. Text
Content_Preference_vod Label_vod Label The text of the Label. Text
Content_Preference_vod Mobile_ID_vod Mobile ID System field used by mobile products to aid synchronization. Text
Data_Change_Request_vod Long_Notes_vod Notes Long User Notes. Text
EM_Event_Budget_vod Total_Budget_vod Total Budget The total amount in the budget associated to the event. Currency
Engage_Connect_Group_Request_vod Content_Filters_vod Content Filters Optional content filters to restrict which Approved Content or Samples & Materials are available to users in the Engage Connect Group. Text
Engage_Connect_Group_Request_vod Enable_HCP_Initiated_Meeting_Request_vod Enable HCP-Initiated Meeting Requests Enables HCPs to initiate meeting requests from Engage. Check box
Key_Message_vod Media_Type_vod Media Type Indicates the media type of the Key Message. Picklist
Medical_Inquiry_Audit_vod Child_Account_vod Child Account Stores the text value of the selected Child Account on the associated Medical Inquiry. Text
Medical_Inquiry_Audit_vod Location_vod Location Stores the text value of the selected Location on the associated Medical Inquiry. Text
Medical_Inquiry_Fulfillment_vod Child_Account_vod Child Account Maintains the Child Account record that holds the relationship between the Person Account and the Location of the Medical Inquiry Fulfillment. Lookup
Medical_Inquiry_Fulfillment_vod Location_vod Location Maintains the relationship between the Person Account and the Location of the Medical Inquiry Fulfillment. Lookup
Medical_Inquiry_vod Child_Account_Id_vod Child Account Id The text ID of the Child Account value maintained in the Child_Account_vod field. Text
Medical_Inquiry_vod Child_Account_vod Child Account Maintains the Child Account record that holds the relationship between the Person Account and the Location of the Medical Inquiry. Lookup
Medical_Inquiry_vod Location_Id_vod Location Id The text ID of the Location value maintained in the Location_vod field. Text
Medical_Inquiry_vod Location_vod Location Maintains the relationship between the Person Account and the Location of the Medical Inquiry. Lookup
Meeting_Request_vod HCP_Engage_Profile_ID_vod HCP Engage Profile ID The Engage ID for the Engage Profile of the HCP submitting the Meeting Request. Text
User_Detail_vod Digital_Business_Card_Country_vod Digital Business Card Country References the Country_Code_vod from the User object. Text
User_Detail_vod Digital_Business_Card_Display_Name_vod Digital Business Card Display Name Allows users to define their display name on their digital business card. Text
User_Detail_vod Digital_Business_Card_Email_vod Digital Business Card Email Pulls in Email from User object. Text
User_Detail_vod Digital_Business_Card_First_Name_vod Digital Business Card First Name The First Name from User object. Text
User_Detail_vod Digital_Business_Card_Last_Name_vod Digital Business Card Last Name The Last Name from the User object. Text
User_Detail_vod Digital_Business_Card_Phone_vod Digital Business Card Phone Allows users to define their phone number on their digital business card. Text
User_Detail_vod Digital_Business_Card_Photo_URL_vod Digital Business Card Photo Allows users to define their photo on their digital business card. Text
User_Detail_vod Digital_Business_Card_Role_vod Digital Business Card Role The User_Type_vod from the User object. Text
User_Detail_vod Digital_Business_Card_Title_vod Digital Business Card Title Allows users to define their title on their digital business card. Text
User Engage_Group_Provisioning_Status_vod Engage Group Provisioning Status Defines whether the user has an assigned Engage licenses, and if not, what the status of the provisioning process is. Picklist