What's New In 24R2.3
The CRM 24R2.3 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 24R2.3 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
Hiding the New Account Button in Global Account Search
Some organizations use a custom New Accounts page for creating accounts. Admins can hide the default New Account button by enabling the Hide New Account Button setting in Global Account Search Settings.
CLM
Grouping Presentations in Table View on CRM Desktop (Mac)
In Table view on CRM Desktop (Mac), presentations can be grouped by any of the fields defined as columns in the CLM_PRESENTATION_GROUPING Veeva Message. These columns display to the right of the Last Opened column. Columns can be resized, reordered, and horizontally scrolled.
Medical
Locking and Unlocking a Documented Interest
Documented Interest records are now locked when saved, preventing users from changing any information unless it is unlocked by an admin. Users can renew unexpired records and expire records without unlocking them.
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.
CLM
|
Platform |
Description |
Before |
After |
|---|---|---|---|
| CRM Desktop (Mac) |
When viewing the media library in Table view, the table columns are controlled by the CLM_PRESENTATION_GROUPING Veeva Message. Additionally, the Favorites and More Actions buttons display next to presentation names. |
|
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Documented Interest
|
Platform |
Description |
Before |
After |
|---|---|---|---|
| Browser, CRM Desktop (Windows), iPad, iPhone |
When creating a Documented Interest, if only one Scientific Interest is available, it is pre-populated. |
|
|
|
Browser, CRM Desktop (Windows), iPad, iPhone |
When a Documented Interest is saved and submitted it is automatically locked. |
n/a |
n/a |
|
Browser |
A new Documented Interest Detail page displays records as locked. |
n/a |
|
Events Management (Added October 9, 2024)
|
Platform |
Description |
Before |
After |
|---|---|---|---|
| Browser |
To enable longer registration URLs, the Registration_URL_Long_vod field on the EM_Event_vod object is updated to be a Long Text Area type field, with a maximum character length of 1000. |
n/a |
n/a |
24R2.3 Feature Enablement and Availability
New functionality introduced in the Veeva CRM 24R2.3 release is available:
|
CRM Feature Availability and Enablement |
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|---|---|---|---|---|---|---|---|
|
Feature |
User Visible Change |
Configuration Required |
Browser |
CRM Desktop (Mac) |
CRM Desktop (Windows) |
iPad |
iPhone |
|
Account Management |
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|
No |
Yes |
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CLM |
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| Yes | No* |
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Medical |
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Yes |
No |
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* Parity items do not require configuration if you are using this functionality on another platform.
New Objects
No new objects were added in Veeva CRM 24R2.3.
New Fields
The following fields were added in Veeva CRM 24R2.3:
|
Object |
Field Name |
Field Label |
Description |
Type |
|---|---|---|---|---|
| Documented_Interest_vod | Expired_vod | Expired? | Used to flag Documented Interest record that have an expiration date less than or equal to today's date. | Check box |
| Documented_Interest_vod | Lock_vod | Lock | Automatically selected when a record is Submitted. When editable to a user, displays an Unlock button. | Check box |
| Documented_Interest_vod | Override_Lock_vod | Override Lock | Used to modify a submitted Documented Interest without the need to unlock the record. | Check box |
| EM_Event_vod | Registration_URL_Long_vod | Registration URL (Long) | Long registration url for system purposes. | Text |
| Medical_Inquiry_vod | Documented_Interest_vod | Documented Interest | Documented Interest record to associate with the Medical Inquiry record. | Lookup |
| Global_Account_Search_Settings_vod | Hide_New_Account_Button_vod | Hide New Account Button | When selected, hides the New Account button on Global Account Search. | Check box |
