What's New In 23R3.5
The CRM 23R3.5 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 23R3.5 Feature Enablement and Availability information in this release note.
New Fields and New Objects are also included.
Announcements
Ending Support for iOS 15
As of the 24R1.0 release, Veeva CRM for iOS will no longer support iOS 15. Users must upgrade to iOS 16 or newer to continue using the app. See CRM for iOS for more information.
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.
Engage
Reporting on Disconnects in Engage Connect
The Disconnects report is available to provide visibility into when CRM users and HCPs get disconnected, including who initiated the disconnect and when. When a CRM user leaves the company, the Disconnects report helps customers inform a new CRM user about prior HCP connections in their territory
MyInsights Studio
Updates to the Diagnosed Patient Page Template (Available March 21, 2024)
The Diagnosed Patient page template is updated with a new design that displays patient data at the HCP level, including prescribed products, and trends between different markets. To see the updates, users must download the revised template.
Updates to the Market Trend Page Template (Available March 21, 2024)
The Market Trend page template is updated with minor label and design updates, and a new date dropdown menu. To see the updates, users must download the revised template.
Suggestions
Scheduling a Call from a Suggestion in Lightning for My Schedule
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. To highlight which call was created from the suggestion, the call popover is automatically open for the new entry. If Stamping Suggestion Title and Reason on the Call Report is enabled, the title and reason are also stamped on the new call report.
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.
Call Reporting
|
Platform |
Description |
Before |
After |
|---|---|---|---|
| CRM Desktop (Windows) | If users attempt to start or schedule Microsoft Teams meetings, or switch the remote meeting type, from a call report in their browser while the call report is open in the CRM Desktop app, a popover displays instructing them to use the call report in the CRM Desktop app. | n/a |
|
General
|
Platform |
Description |
Before |
After |
|---|---|---|---|
|
iPhone |
When users select a picklist dropdown to view the available options, the full text of each option displays. |
|
|
Suggestions
|
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. This applies whether or not Lightning for My Schedule is enabled. |
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. This applies whether or not Lightning for My Schedule is enabled. |
n/a | n/a |
Sync
|
Platform |
Description |
Before |
After |
|---|---|---|---|
|
iPad, iPhone |
A Refresh button displays in the top right corner of the Status widget for non-blocking sync, allowing users to initiate manual refreshes without needing to navigate to the Options tab. |
|
|
23R3.5 Feature Enablement and Availability
New functionality introduced in the Veeva CRM 23R3.5. release is available:
|
CRM Feature Availability and Enablement |
|||||||
|---|---|---|---|---|---|---|---|
|
Feature |
User Visible Change |
Configuration Required |
Browser |
CRM Desktop (Mac) |
CRM Desktop (Windows) |
iPad |
iPhone |
|
Engage |
|||||||
|
No |
No |
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Suggestions |
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|
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|
|
|
|
Scheduling a Call from a Suggestion in Lightning for My Schedule |
No |
No* |
|
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|
|
|
* Parity items do not require configuration if you are using this functionality on another platform.
|
MyInsights Studio Feature Availability and Enablement |
|
|---|---|
| Feature | Configuration Required |
|
Updates to the Diagnosed Patient Page Template (Available March 21, 2024) |
No |
|
Updates to the Market Trend Page Template (Available March 21, 2024) |
No |
New Objects
No new objects were added in Veeva CRM 23R3.5.
New Fields
No new fields were added in Veeva CRM 23R3.5.
