24R1.0 Maintenance Notes

The items listed below were added in the 24R1.0 release cycle and contain maintenance items from the 24R1.0, 24R1.2, and 24R1.3 releases as they become available. Maintenance items in the Veeva application are corrections to existing functionality.

241.2.100 (May 23, 2024)

Account Management

Platform

Issue Description

Issue Number

iPad

When users created affiliations with a blank Role, an error displayed stating the affiliation already existed.

CRM-322881

Browser

When users created a call and specified a date without a time, the call displayed on the wrong day on the Account Timeline.

CRM-323660

Browser

Accounts did not display in views if a Dynamic Attribute value on the queried Account included a special character.

CRM-323972

Browser

Multichannel Activities with a CLM record type id displayed on the Account Timeline, but should not have displayed.

CRM-324541

Approved Email

Platform

Issue Description

Issue Number

Browser

When users created a Recommended Email campaign activity record and Test Mode was set to True, the Activity Tracking Mode was not populated.

CRM-320358

Call Objectives

Platform

Issue Description

Issue Number

Browser

When the call datetime on an unlocked call report was changed to a time outside of a Call Objective’s To and From date range, saving the call caused the Call Objective with an invalid date to be marked completed.

CRM-320562

Call Reporting

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

When users launched CLM media from the call report,  validation rules ran and users were required to complete fields which should have only been required for saving and submitting calls.

CRM-318154

CRM Desktop (Windows)

When users displayed CLM content associated with a detail product, the corresponding product discussions were not automatically added to the call report.

CRM-320814

CRM Desktop (Windows)

When users attempted to create call reports for accounts added through Network Search, the account was not available after syncing.

CRM-323337

iPad

When Filtering Picklist Values Based on Product Discussions was enabled and there were no available options for the dependent picklist, the dependent picklist displayed as read-only.

CRM-323392

CLM

Platform

Issue Description

Issue Number

Browser

After syncing Vault to CRM, Content_Group_Content_vod records for existing auto-published presentations were deleted. 

CRM-319572

Browser

When syncing a large number of content groups and users from Align to CRM, the process timed out and users were not correctly assigned to groups.

CRM-320903

CRM-321008

Browser

When two CRM orgs synced content groups from the same Vault, Content_Group_Content_vod records were not created in the second org.

CRM-323977

Windows Tablet

After grouping presentations by Detail Group in Display By View, presentations with detail groups displayed in the Unassociated group.

CRM-323434

CRM Desktop (Windows)

When presenting content in Save for Later call mode while disconnected from the internet, the Multichannel_Activity_vod record for the Save for Later call was not created immediately.

CRM-323647

CRM Desktop (Windows)

When high performance call report was not enabled and users shared CLM content during a Microsoft Teams meeting, Call2_Key_Message_vod records were not created for the meeting.

CRM-324434

CRM Desktop (Mac)

Customers were unable to create filters for date and datetime fields.

CRM-324481

iPad

When non-blocking sync was enabled, an error occurred after selecting the Media tab.

CRM-324507

CRM Desktop (Windows)

Users were unable to use the up and down arrows on slide clickers to navigate between slides in CLM presentations.

CRM-324652

iPad

When launching Approved Email from CLM content using the launchApprovedEmail method without a selected account, Approved Email did not launch correctly after the user selected an account.

CRM-325242

Consent Capture

Platform

Issue Description

Issue Number

iPad

For iOS 17.4 devices, an error occurred when consent disclaimer text contained specific unicode characters.

CRM-323404

Browser

Products not assigned My Setup displayed for users when capturing consent.

CRM-324006

CRM Vault Metadata

Platform

Issue Description

Issue Number

Browser

The error message for attempting to update a Parent Object Data Type field was incorrect.

CRM-323425

Engage

Platform

Issue Description

Issue Number

Online

When users accessed a web link for CLM content, the Activity_Datetime_vod field was not populated for click activity.

CRM-316608

Online

For a virtual meeting with a child event, the Event_vod field on some Remote_Attendee_vod records was populated with the child event instead of the parent event.

CRM-324043

Engage HCP

Platform

Issue Description

Issue Number

Web

When an HCP who was not signed into Engage accessed a CRM user profile, the Enter Email screen displayed instead of the digital business card.

CRM-324382

Events Management

Platform

Issue Description

Issue Number

Browser

The label for the Unsubmitted_vod value on the Concur_Status_vod picklist on expense headers did not translate correctly.

CRM-286417

Browser

Attendee addresses did not display when previewing the QR Sign in Page.

CRM-299363

iPad

When creating Speaker Qualifications, EM_Catalog_vod qualifications did not display correctly for selection.

CRM-310526

Browser

Event Team Members added to an event via a group could not access the event.

CRM-323077

Browser

A speaker’s Upcoming Committed Costs did not update correctly when the Actual_vod field on the expense line was updated to $0.

CRM-323517

iPad

Event actions did not display in the More Actions menu after canceling out of both the Sign in Sheet and Manage Attendees pages.

CRM-324015

Browser

When creating Automated Emails for Events Management, tokens referencing the User object now resolve with User data from the record Owner of the email recipient.

CRM-324740

iPad

The More Actions menu options did not display on EM_Event_vod records.

CRM-324015

Inventory Monitoring

Platform

Issue Description

Issue Number

iPad

Cloning an inventory monitoring record did not clone the related inventory monitoring lines.

CRM-315255

Medical Events

Platform

Issue Description

Issue Number

Browser

An error occurred when creating Event_Attendee_vod records with an empty User_vod field.

CRM-322958

My Schedule

Platform

Issue Description

Issue Number

Browser

When manager view and the Microsoft Outlook integration were enabled for My Schedule and only the user’s calendar was selected, entries from other users’ Microsoft Outlook calendars displayed when the user changed calendar views.

CRM-320356

CRM-322855

CRM-323969

Browser

When users deselected other users’ Microsoft Outlook calendars in My Schedule, the calendars were reselected after the user’s next login.

CRM-323391

Browser

When External_Calendar_Event_vod records were deleted, associated Unavailable_Time_vod records were not deleted.

CRM-321123

Browser

When users created all-day Time Off Territory records for the same day as a daylight savings time change, the PREVENT_TOT_OVERLAP_vod error displayed, even though there were no conflicting Time Off Territory records. 

CRM-323210

iPad

All-day calendar entries with a duration of two days only displayed for one day in My Schedule.

CRM-323479

MyInsights

Platform

Issue Description

Issue Number

Browser

The getAlignedTerritories method returned territories assigned to an archived territory model instead of an active model.

CRM-323513

Suggestions

Platform

Issue Description

Issue Number

iPad

When users entered a Suggestion Reason that included a line break, more than one line break displayed.

CRM-321364

Browser

Suggestions did not display when the Post Date and Expiration Date were set to the same day.

CRM-323079

Territory Feedback

Platform

Issue Description

Issue Number

iPad

Rejection messages for Add Target challenges did not display correctly.

CRM-316221

241.0.400 (May 16, 2024)

CLM

Platform

Issue Description

Issue Number

Browser

An error displayed in the Slide Notes Process History section of the CLM Admin Console after performing a full force refresh.

CRM-324776

241.0.301 (May 10, 2024)

Account Management

Platform

Issue Description

Issue Number

Browser

After navigating to My Accounts or My Samples, in some cases the data displayed as null.

CRM-325065

Sync

Platform

Issue Description

Issue Number

iPad

In some cases, an error occurred when syncing account records and CLM content.

CRM-325285

CRM-325288

User Experience

Platform

Issue Description

Issue Number

Browser

Multiple queries were executed when users attempted to view 5,000 or more records in Lightning for My Accounts or Lightning for My Schedule, resulting in an error.

CRM-325509

241.0.300 (May 9, 2024)

Account Management

Platform

Issue Description

Issue Number

Browser

French translations of the Office Best Times on address records displayed inconsistently.

CRM-323920

241.0.200 (May 2, 2024)

Approved Email

Platform

Issue Description

Issue Number

iPad When users attempted to Send Email from the Suggestions tab or the MyInsights tab, the email template screen resized to smaller dimensions.

CRM-322274

iPad

Document type Email Builder Cells that did not reference an Email Fragment do not display correctly.

CRM-323590

Authentication

Platform

Issue Description

Issue Number

iPad

Users configured for SSO or 3rd party auth were frequently locked out of their accounts after the session expired or the user logged out.

CRM-322987

Call Reporting

Platform

Issue Description

Issue Number

Browser

Users were not able to add Suggested Attendees from search results on the call report.

CRM-323773

CLM

Platform

Issue Description

Issue Number

Browser

An error occurred when syncing slide notes if the CLM Presentation was published as a PowerPoint Presentation.

CRM-323855

Browser

CLM presentation records were not upserted if they contained a mapped boolean field which was set to hidden in Vault.

CRM-322417

Engage

Platform

Issue Description

Issue Number

iPad

Users were unable to schedule Microsoft Teams meetings after successfully authenticating.

CRM-324200

Engage HCP

Platform

Issue Description

Issue Number

Engage HCP Android

When users selected a scheduling link, the Meeting Request header text displayed twice.

CRM-323804

Engage HCP Android

Submitted meeting requests did not display on the Meetings tab.

CRM-323805

Engage HCP iOS

When new users registered for Engage HCP, the Welcome to Engage message did not display. CRM-323846

Engage HCP Web

The Samples & Materials button did not respect the Connect or Remove Connection actions.

CRM-323630

Engage HCP Web

Editing a photo from the Edit My Profile page did not display options to upload a new photo or remove the photo.

CRM-323774

Events Management

Platform

Issue Description

Issue Number

iPad

Users cannot delete attached files in Preview Mode in Approved Emails sent for events.

CRM-323823

iPad

Event organizers do not receive Sent Email reports when sending an Approved Email for Events Management to over thirty recipients.

CRM-323864

iPad When users added expenses for an account on the iPad platform, then viewed the expenses online, the account name did not display. CRM-324351

Key Medical Insights

Platform

Issue Description

Issue Number

iPad

A user was unable to use rich text formatting when creating a medical inquiry.

CRM-323754

User Experience

Platform

Issue Description

Issue Number

Browser

When users accessed an account view with over 5,000 accounts from Lightning for My Accounts or Lightning for My Schedule, an error occurred.

CRM-323654

241.0.100 (April 18, 2024)

Account Management

Platform

Issue Description

Issue Number

Browser

In Stakeholder Navigator, when users expanded a node where applied filters hid its child nodes, an error displayed.

CRM-322475

Approved Email

Platform

Issue Description

Issue Number

iPad

When using Japanese, the text rendered by the customRichText token displayed in a different font from the surrounding text.

CRM-316593

Browser

An error displayed when users created a Content Group with a name longer than 31 characters.

CRM-319821

Browser

An error occurred when many concurrent requests resulted in a locked record.

CRM-320108

iPhone

The filter for email fragments did not reset when users selected the Reset button.

CRM-320563

Approved Notes

Platform

Issue Description

Issue Number

Browser

The Approved Notes job failed if it generated an error greater than 255 characters.

CRM-320964

Call Reporting

Platform

Issue Description

Issue Number

Browser

When users removed CLM from the call report and submitted the call, the CLM checkbox was still selected on the call report.

CRM-319983

Browser

OLS to the Call2_Expense_vod object was incorrectly required for Submitting Multiple Call Expenses to SAP Concur.

CRM-320616

Browser

When the Expense_Amount_vod field was required on a Call2_vod page layout and users added expenses to the call report, an error displayed. 

CRM-320617

Call Sampling

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

When the --nsl section signal was enabled for unique activities calls and users added samples to the call report, then changed the call address to an address where the samples were restricted, they were not prevented from capturing signatures.

CRM-319693

Browser

When Enable Samples on Save was enabled and the user added a BRC to a unique activities call on iPad, but captured a remote signature for the BRC via share link from the browser, field values related to the Ship-to address and Ship-to license were not stamped on the Call2_vod record or the Sample_Order_Transaction_vod record.

CRM-320989

CLM

Platform

Issue Description

Issue Number

Browser

When processing content notes for PDF content using Chinese, Japanese, or Korean, the content notes were not created properly.

CRM-320579

CRM Desktop (Windows)

After users created a label for a custom presentation and synced, the custom presentation did not display in the media library when filtering by that label.

CRM-321772

CRM Desktop (Windows)

When performing multiple advanced text searches, the tooltip for presentation names did not display the correct name.

CRM-322376

iPad

An error occurred when viewing watermarked videos in training presentations.

CRM-322905

Windows Tablet

When grouping presentations by product in Display By view, the groupings were labeled Unassociated instead of the appropriate product name.

CRM-323076

Browser

When the product and detail group associated with a product group were inactive in Vault but the WHERE clause for the product group did not include either the product or the detail group, the product group was not marked as inactive.

CRM-320717

Concur Sync

Platform

Issue Description

Issue Number

Browser

When submitting a call to Concur, descriptions with more than 64 characters were not truncated.

CRM-320448

Consent Capture

Platform

Issue Description

Issue Number

iPhone

When capturing only opt-out consent, the header of the consent confirmation screen displays Opt-In.

CRM-318860

Browser

iPad

When the APPROVED_EMAIL_TEST_ADDRESS_vod field was populated and users captured only opt-out consent, consent capture receipts were sent.

CRM-320505

Engage

Platform

Issue Description

Issue Number

Browser

Users were unable to schedule an Engage meeting for an event.

CRM-317380

Browser

When recipients accessed a link to expired CLM content, the HCP Content Player displayed a blank page.

CRM-320734

iPad

After recipients viewed a video in the HCP Content Player, the Video_Total_Time_Spent_vod field on the Message_Activity_vod record was stamped incorrectly.

CRM-321699

Engage HCP

Platform

Issue Description

Issue Number

Android

The device’s navigation bar partially displayed on top of the text in the Share a Contact modal in the app.

CRM-319060

Android

When sending a piece of Approved Content without a thumbnail URL, the chat message displayed a thumbnail icon.

CRM-321651

Web

The Medications header displayed on HCP profiles.

CRM-322591

Events Management

Platform

Issue Description

Issue Number

Browser

When singing into an event with a QR code, some fields did not translate correctly.

CRM-307409

iPad

Speaker profiles did not display correctly.

CRM-313301

iPad

Creating attendees offline did not include the Account_vod field.

CRM-315611

iPad

Validation errors displayed multiple times in the error modal when creating child events.

CRM-319310

Browser

An error occurred when searching for an event speaker to add to an event material.

CRM-319903

Browser

Editing the topic of an event caused Print Invitation Templates associated via the event’s product to be deleted, even though the product was not changed.

CRM-319923

Browser

The event date in the Speaker Portal did not display correctly.

CRM-320527

iPad

Dates on the Events Homepage did not translate correctly.

CRM-320650

Browser

Speaker Portal verification emails did not translate correctly into the selected language of the speaker.

CRM-320751

Browser

An error occurred when signing into an event with a QR code.

CRM-321684

iPad

When creating an event from an Events related list, after selecting and then re-selecting the record type, the country selector did not display.

CRM-323264

Medical

Platform

Issue Description

Issue Number

iPad, iPhone

When a user dictated comments when creating a medical insight, the text was not saved.

CRM-322871

MyInsights

Platform

Issue Description

Issue Number

iPad

The Account Profile Override HTML Report did not display for KOL accounts.

CRM-320766

My Schedule

Platform

Issue Description

Issue Number

Browser

When users viewed accounts in the scheduler pane in Lightning for My Schedule, an address did not display for accounts without a preferred address or primary address.

CRM-319645

Browser

When users refreshed Week View in Lightning for My Schedule, an error displayed and the calendar failed to load.

CRM-321240

Browser

When using Manager View in Lightning for My Schedule Week View, users were able to select multiple reports’ calendars, causing an error to display.

CRM-321567

iPad

When users viewed another user’s calendar in Week View, then changed to Map View, the other user’s calls did not initially display in Map View.

CRM-321758

Browser

When users viewed the scheduler pane in Lightning for My Schedule, a Done button displayed at the top of the scheduler pane. Selecting the Done button resulted in a component error.

CRM-322089

Network Integration

Platform

Issue Description

Issue Number

Browser

NAS did not show the values for Specialties using Lookup fields for the outside territory when a user performed a search

CRM-321448

Order Management

Platform

Issue Description

Issue Number

iPad

The Order Total Discount for an order displayed as 100% in the header while the line displayed 0%.

CRM-322592

iPad

The Net Amount on several orders displayed an incorrect amount.

CRM-322962

Surveys

Platform

Issue Description

Issue Number

iPad

When an account included a custom survey target related list and the New Survey target button, selecting the button opened the record type selection page instead of the Account and Survey Template selection.

CRM-320087

Sync

Platform

Issue Description

Issue Number

Browser

iPad

A sync error sometimes occurred when the same email field was updated online and offline.

CRM-312979

iPhone

Non-blocking sync did not start immediately after users signed into the app.

CRM-319988

Territory Feedback

Platform

Issue Description

Issue Number

iPad

The getFeedbackData() function did not correctly return Account information.

CRM-293627

iPad

An error occurred when using both the Targets and Drops filters in the Edit Alignments table.

CRM-313473