Introduction to Veeva CRM V27

Many new features can be enabled with Veeva CRM 27. This document provides a brief explanation of each new feature and updates to existing features.

Veeva CRM 27 brings major improvements across the full suite of applications, providing enhancements to optimize user experience and maximize productivity.

Detailed instructions for settings required to fully enable all new features in Veeva CRM 27 are available later in this document.

Core CRM

  • Advanced Coaching – Now supports the creation and usage of Advanced Coaching in the browser making it easier for those users primarily using that interface.
  • Surveys through Email – Allows Surveys to be delivered via Approved Email so those being surveyed can respond to the survey any time they wish through a web browser on desktop or mobile devices.
  • GPS Check-in for Calls – When enabled, allows users to check-in to an HCO or HCP and track that all calls that occurred until checkout, occurred at the same location by recording GPS.
  • Network Integration Speed Improvements – Searching and aligning new or existing Accounts from Network to CRM has seen a close to 50% improvement in performance.
  • Field Reporting – Allows customers to create their own reports using the Veeva JavaScript Library and HTML delivered directly to reps in the field using Veeva CRM.
  • Timeline Improvements – Support for future month activities, more control of Approved Email views, and visibility of new activity types, publications and clinical trials.
  • Order Assortments – Allows the control of grouping and ordering of products for strategic presentation of products.
  • Price book support for Wholesalers – Price Books tied to specific Wholesalers allowing for the adjustment of pricing and discounts based upon a selected Wholesaler during the order process.
  • Contract Negotiation from Call Objectives – Allows for the easier execution of the Contract Negotiation process by beginning the process directly from a Call Objective.
  • Multichannel Cycle Plan (MCCP) Improvements – Users are now able to easily view goals across targets as well as provide feedback about future goals. Additionally, MCCP now supports a new channel, Events, where inviting HCPs to Events counts toward channel goals.

Windows

  • Sphere of Influence – Sphere of influence capabilities have been improved to match the latest functionality available on iPad.
  • Account Hierarchy - Additional Account Hierarchy functionality is now available on Windows Tablet platforms.
  • Suggested Retail Price - Windows Tablet users can now view a Product’s suggested retail price and calculate profit based on quantity and discounts.
  • Advanced Coaching – Allows the advanced coaching functionalities on Windows Tablet.

Content

  • Consent Capture – Consent Disclaimers can now contain links to outside web resources that display in a browser. Consent transactions that only contain opt-outs can be configured so signatures are not required. The signature screen can be locked so the HCP can sign without the risk of seeing private information.
  • Tracking Improvements – To enhance open tracking, when CRM detects a click activity, an open activity is inferred. Clicks on Email Fragments are now tracked independently from clicks on an Email Template.
  • Approved Email Content Editing – Content creators can design, edit, and deploy email templates using a visual drag-&-drop email designer in Vault v15. This allows internal and external content creators to create content without knowing HTML.
  • Search for CLM – Allows for easier retrieval of specific CLM content using search terms. This is especially useful for cases where the user has a large CLM Library.
  • CLM JavaScript Library – Content creators can now query many records and fields from an object as well as querying from custom objects.

Veeva Medical

  • KOL Profiles – New model for creating KOL profiles with complete control over how they are laid out and how they look. 
  • Medical Discussions for Interaction Reporting - Medical users are now able to gather key data and information for multiple discussion types on the same Interaction Report, including product information, plans, tactics, and event information.

Key Account Management

  • Task Management – Allows for the easier creation and assignment of tasks related to the execution of an Account Plan such as Tactics and Call Objectives.

Events Management

  • Attendee Hub – Provides more information, improved search capabilities, and a streamlined interface to allow for more efficient ways to manage Event Attendees.
  • SFDC Approval Flow Support – Allows for standard SFDC Approval Flows to be incorporated into the event approval process.
  • Attachment support for Event Materials – Allows users in the field to capture images related to the Event and attach them directly to the Event for documentation purposes.

User Visible and Behavior Changes

Most new features are delivered disabled by default; however users are able to view the following features immediately:

  • Accounts
  • In Sphere of Influence(SOI) and Account Hierarchy on Windows Tablet, Action buttons including View Account, Launch Media, New Call, and New Order (only applies to SOI)display for the Account in focus
  • The Launch Media and Record a Call buttons are now available in Account Hierarchy on Windows Tablet, for parent and child Accounts. The Make Primary button is available for parent Accounts.
  • Call Report
  • Attachments display as a related list and can be edited in view mode
  • Key Message text wraps under the check box on the Call Report
  • The Call Date / Time fields are now three different fields on the Call Report
  • Multichannel Cycle Plans
  • The Goal Edit Connected UI contains a new filter button. Also, users can edit goal fields in line.
  • When a user filters for a specific Channel in the My Plans Target tab on the iPad, the Product filter now provides an option for “All Products.”
  • Events Management
  • Filters on the following lookup fields can now be manually removed, allowing records to be saved even if the selected lookup value becomes ineligible before the event is closed:
  • Speaker_vod field on the EM_Event_Speaker_vod object – Requires speakers to have a status of Eligible_vod
  • Venue_vod field on the EM_Event_vod object – Requires venues to have a status of Eligible_vod
  • Medical
  • The Go Online menu item is now available for the iPad Medical App. Selecting this option displays Veeva CRM online or any external URL. For more information, see Go Online.
  • Order Management
  • Numeric types now format with thousands separator when in view mode
  • Users can view signed and activated Contracts on the iPad
  • Users can view signed and activated Agreements on the iPad platform. This functionality allows iPad users to review Contract details while they are in the field.
  • Users can select the Signed or Activated link on the Contract Partners related list or from the Contract Partners Detail screen to view a Contract on the Contract Signature Summary screen.
  • Other
  • Process notification emails sent from the "Alerts/Status Report Administration" section of the Veeva Process Scheduler page no longer include the Veeva Support email address by default

What's New in Veeva CRM 27

The following changes are available to all licensed users of a given product. Instructions to configure these options are discussed in each topic and in the Veeva CRM product documentation.

Core CRM

Medical CRM

Events Managements

Multichannel

Network Integration

VInsights

Windows Tablet

Events Management

The following features are now available on the Windows Tablet platforms:

  • Speaker Management
  • Materials Management
  • Print Invitation
  • Print Sign-in
  • Walk-in Attendees
  • Reconciliation

See Events Management for more information.

Sphere of Influence

Additional Sphere of Influence functionality is now available on Windows Tablet platforms. This includes:

  • Display Out-of-Territory Account Affiliations
  • Display Account Identifiers for Out-of-Territory Affiliations
  • In/Out-of-Territory Affiliation Toggle
  • Pull-in Out-of-Territory Accounts from Network
  • Display Affiliation Count
  • Display Relationship Strength
  • Display Therapeutic Area
  • Custom Attributes
  • Filtering
  • Bookmarking Filters
  • Action Buttons such as View Account, Launch Media, New Call, and New Order for the Account in Focus

See Sphere of Influence for more information.

Account Hierarchy

Additional Account Hierarchy functionality is now available on Windows Tablet platforms. This includes:

  • Display Out-of-Territory Accounts
  • Pull-in Out-of-Territory Accounts from Network
  • Display Affiliation Count
  • Action Buttons such as View Account, Launch Media, and New Call for the Account in Focus
  • Action Buttons such as View Account, Launch Media, Record a Call, and Make Primary for hierarchy accounts

See Account Hierarchy for more information.

Selecting Record Types for Calls

Windows Tablet users are now able to select the appropriate Record Type for a Call created from CLM. See Selecting Record Types for Calls for more information.

Email Receipts for Signature Transactions

Windows users now have the ability to capture a signature and provide HCPs with a receipt of a transaction, including an image of the signature and a pre-built table of the transaction line items within the body of the email. See Email Receipts for Signature Transactions for more information.

Suggested Retail Price

Windows Tablet users can now view a Product’s suggested retail price and calculate profit based on quantity and discounts. See Suggested Retail Price for more information.

Medical Inquiries – Creating Calls

Users are now able to create a Call from a Medical Inquiry on Windows Tablet platforms. See Creating Calls from a Medical Inquiry for more information.

New Objects

The list below contains all new objects added in Veeva CRM Version 27.

Object

Label

Master Object

Description

Align_Settings_vod__c

Align Settings

 

Settings related to the Veeva Align Product.

Assortment_Line_vod__c

Assortment Line

 

Assortment Line contains the Product list and the Sections, including the sort code

Assortment_Link_vod__c

Assortment Link

 

Assortment Link contains the link information between Assortment and other entities

Assortment_vod__c

Assortment

 

Assortment header containing start/end dates, order type, account type, Account Group and additional header information

Medical_Discussion_vod__c

Medical Discussion

 

Used to capture Medical Discussions that occur during an interaction. The layout of the Medical Discussion section is displayed based on the page layout of the selected Medical Discussion record type.

Plan_Tactic_vod__c

Plan Tactic

 

 

New Fields

The list below contains all fields added in Veeva CRM Version 27. The fields are organized by object. Visibility to all fields is disabled by default to all users except administrators. See the Veeva Data Model information for a full listing of Veeva objects.

Object

Field Name

Field Label

Description

Field Type

Account

Customer_Master_Status_vod__c

Customer Master Status

 

Corresponds to the validation status of a record in the customer master. This field should not be modified.

 

Picklist

Account_Overview_Layout_vod__c

zvod_Timeline_CT_vod__c

zvod_Timeline_CT

 

Marker field that makes Clinical Trials available on the timeline.

 

Checkbox

 

Account_Overview_Layout_vod__c

zvod_Timeline_Publication_vod__c

zvod_Timeline_Publication

 

Marker field that makes Publications available on the timeline.

 

Checkbox

 

Account_Partner_vod__c

Wholesaler_vod__c

Wholesaler

 

Used to associate a Price Book to a Wholesaler.

 

Text

 

Account_Plan_vod__c

Completed_Plan_Tactics_vod__c

Completed Plan Tactics

 

 

Number

 

Account_Plan_vod__c

Plan_Tactic_Progress_vod__c

Plan Tactic Progress

 

 

Percent

 

Account_Plan_vod__c

Total_Plan_Tactics_vod__c

Total Plan Tactics

 

Number

Account_Tactic_vod__c

Call_Objective_Progress_vod__c

Call Objective Progress

 

Sums up the progress based on Call Objective Completion represented as a percentage

 

Percent

 

Account_Tactic_vod__c

Completed_Call_Objectives_vod__c

Completed Call Objectives

 

Contains the total number of COMPLETED Call Objectives (Completed_flag_vod = true) associated with Account Tactics within a given Account Plan

 

Number

 

Account_Tactic_vod__c

Plan_Tactic_vod__c

Plan Tactic

 

Associates Account Tactic to Plan Tactic

 

Lookup

 

Account_Tactic_vod__c

Progress_Type_vod__c

Progress Type

 

 

Picklist

 

Account_Tactic_vod__c

Status_vod__c

Status

 

 

Picklist

 

Account_Tactic_vod__c

Total_Call_Objectives_vod__c

Total Call Objectives

 

Contains the total number of Call Objectives associated with Account Tactics within a given Account Plan

 

Number

 

Address_vod__c

CDS_Status_vod__c

CDS Status

 

The status of the CDS registration number. This field should be set to either Valid_vod or Invalid_vod. Invalid_vod will restrict Controlled Substance sampling at this Address in states where a CDS is required.

Picklist

 

Address_vod__c

Customer_Master_Status_vod__c

Customer Master Status

 

Corresponds to the validation status of a record in the customer master. This field should not be modified.

Picklist

 

Alert_vod__c

Link_Reference_Long_vod__c

Link Reference Long

 

Longer version of the Link_Reference_vod field. When populating this field, use the same formatting as the Link_Reference_vod field.

LongTextArea

Approved_Document_vod__c

Survey_vod__c

Survey

 

Populate the survey lookup if the Approved Document will reference surveys

Lookup

 

Call2_Detail_vod__c

Detail_Priority_Text_vod__c

Detail Group

Lookup to Product Catalog records of type Detail Group.

Lookup

Call2_vod__c

Check_In_Latitude_vod__c

Check In Latitude

Captures latitude on check in

Number

Call2_vod__c

Check_In_Longitude_vod__c

Check In Longitude

Captures longitude on check in

Number

Call2_vod__c

Check_In_Location_Services_Status_vod__c

Check In Location Services Status

Captures device Location Services status.
Enabled_vod – location services are turned on and the system is able to get the user's location.
Disabled_vod – location services are turned off.
No_Connection_vod – no network connection.

Picklist

Call2_vod__c

Check_In_Timestamp_vod__c

Check In Timestamp

Captures check in date and time

Number

Call2_vod__c.

Check_In_Status_vod__c

Check In Status

Captures check in status.
Checked_In_vod - GPS coordinates were captured.
Not_Checked_In_vod - GPS coordinates could not be captured.

Picklist

Call2_vod__c

Cobrowse_MC_Session_vod__c

CoBrowse Session

Stores the MC Engine CoBrowse unique identifier

Text

Call2_vod__c

Cobrowse_URL_Participant_vod__c

Participant URL

Stores the CoBrowse URL for the participant

Text

Call2_vod__c

Cobrowse_URL_Presenter_vod__c

Presenter URL

Stores the CoBrowse URL for the presenter

Text

Call2_vod__c

Entity_Display_Name_vod__c

Entity Display Name

Entity's displayed name

Text

Call2_vod__c

zvod_Check_In_vod__c

zvod_Check_In

Marker field that adds Check In button on Call Report page

Checkbox

Call2_vod__c

zvod_Medical_Discussion_vod__c

zvod_Medical_Discussion

Marker field used to place Medical Discussions on the page layout.

Checkbox

Call2_vod__c

zvod_Survey_Target_vod__c

zvod_Survey_Target

Marker field used to place Survey Target section on layout.

Checkbox

Call_Objective_vod__c

Account_Plan_vod__c

Account Plan

Associates Call Objective to Account Plan

Lookup

Call_Objective_vod__c

Contract_vod__c

Contract

This field is used to associate a Contract Call Objective with a Contract Template. Results are filtered to show only Contract records where Template = True, Lock = True, and Status = Activated.

Lookup

Call_Objective_vod__c

Plan_Tactic_vod__c

Plan Tactic

Associates Call Objective to Account Plan Tactics

Lookup

Child_Account_vod__c

Customer_Master_Status_vod__c

Customer Master Status

Corresponds to the validation status of a record in the customer master. This field should not be modified.

Picklist

Clm_Presentation_Slide_vod__c

Mandatory_Slides_vod__c

Mandatory Slides

 

LongTextArea

Clm_Presentation_vod__c

Description_vod__c

Description

Contains the description of the CLM Presentation.

TextArea

Clm_Presentation_vod__c

Keywords_vod__c

Keywords

Comma separated keywords of the CLM Presentation.

Text

Company_Collaboration_vod__c

External_Id_vod__c

External Id

External Id

Text

Company_Collaboration_vod__c

Record_Type_Name_vod__c

Record Type Name

 

Text

Consent_Header_vod__c

Signature_Required_On_Opt_Out_vod__c

Signature Required On Opt-Out

Flag used to determine if Signature/ Paper Consent ID is required if only opt outs are being captured

Checkbox

Contract_vod__c

Call_Objective_vod__c

Call Objective

Link to the Call Objective from which the contract record was created

Lookup

Data_Map_Template_vod__c

Enable_Market_Sales_Analysis_Report_vod__c

Enable Market Sales Analysis Report

Enable Market Sales Analysis Report determines if users want to use new VI report

Checkbox

EM_Attendee_vod__c

Attendee_Type_vod__c

Attendee Type

This field defines what type of Attendee has been selected for the Event. This formula can be modified to meet the naming conventions of a Customer's organization.

Text

EM_Event_Action_vod__c

Approver_Role_vod__c

Approver Role

Default role given to any approvers added in this step. This field can be used in conjunction with the Veeva "Submit_for_Approval_vod" button, or with any button using a Salesforce Approval Workflow. If an approver is added as a result of this action, the approver will use the role specified in this field. Custom values can be added that use the same name and any value on the Role_vod field on the EM_Event_Team_Member_vod object. If this value is blank, any approvers added will use the Approver_vod role.

Picklist

EM_Event_Action_vod__c

Entry_Criteria_Not_Met_Message_vod__c

Entry Criteria Not Met Message

Used to store the name of a custom label. This custom label will display when the event is submitted for approval but fails the entry criteria for the named process.

Text

EM_Event_Action_vod__c

Process_Name_vod__c

Process Name

Unique Name of the Salesforce Approval Workflow that is used when this button is clicked. This field must be populated if this action uses a Salesforce Approval Workflow.

Text

EM_Event_Action_vod__c

SFDC_Action_Type_vod__c

SFDC Action Type

Name of the action to be performed when using a Salesforce Approval Workflow. This field must be populated if this action uses a Salesforce Approval Workflow.

Picklist

EM_Event_History_vod__c

Next_Approver_Group_vod__c

Next Approver Group

Stores the name of the queue that is the next approver.

Text

EM_Event_History_vod__c

Next_Approver_Role_vod__c

Next Approver Role

Stores the role given to the next approver

Picklist

EM_Event_Rule_vod__c

Contact_Attendee_Fields_vod__c

Contact Attendee Fields

Fields that display on the Contact List on the Attendee Selection interface. Fields can be fields that exist on the Contact object, or keywords that display special sections, such as recent events.

LongTextArea

EM_Event_Rule_vod__c

Search_Outside_Territory_vod__c

Search Outside My Territory

True: Allow user to search outside my territory.
False: Don't allow user to search outside my territory.
Default: False

Checkbox

EM_Event_Rule_vod__c

User_Attendee_Fields_vod__c

User Attendee Fields

Fields that display on the User List on the Attendee Selection interface. Fields can be fields that exist on the User object, or keywords that display special sections, such as recent events.

LongTextArea

EM_Event_Team_Member_vod__c

Group_Name_vod__c

Group Name

Stores the name of the public group or queue that is added as a team member.

Text

EM_Event_vod__c

Contact_Attendee_Fields_vod__c

Contact Attendee Fields

Copy the fields that display on the Contact List on the Attendee Selection page from EM_Event_Rule_vod. Fields can be fields that exist on the Contact object, or keywords that display special sections, such as recent events.

LongTextArea

EM_Event_vod__c

User_Attendee_Fields_vod__c

User Attendee Fields

Copy the fields that display on the User List on the Attendee Selection page from EM_Event_Rule_vod. Fields can be fields that exist on the User object, or keywords that display special sections, such as recent events.

LongTextArea

EM_Vendor_vod__c

External_ID_vod__c

External ID

External ID.

Text

EM_Venue_vod__c

External_ID_vod__c

External ID

External ID.

Text

Email_Activity_vod__c

Approved_Document_vod__c

Approved Document

Lookup to the Approved_Document_vod record from which the Email_Activity_vod record was initiated.

Lookup

Email_Activity_vod__c

Link_Name_vod__c

Link Name

Name of the Link

Text

Event_Attendee_vod__c

EM_Attendee_Type_vod__c

EM Attendee Type

Stub of the EM Attendee Type

Text

Focus_Area_vod__c

Record_Type_Name_vod__c

Record Type Name

 

Text

Index_vod__c

External_Id_vod__c

External Id

External Id

Text

Index_vod__c

Record_Type_Name_vod__c

Record Type Name

 

Text

Inventory_Monitoring_Line_vod__c

Added_From_Photo_vod__c

Added From Photo?

Used to identify if the IM Line is associated to the Parent or a particular Child IM record:
            If the Inventory_Monitoring.Photo_Rank_vod__c is blank, then Added_From_Photo_vod__c= blank, which indicates that this Line is associated to the Parent IM
            If the Inventory_Monitoring.Photo_Rank_vod__c is populated, then stamp its rank value in the Added_From_Photo_vod__c field. The stamped value will indicate in which child section this IM Line belongs

Number

Inventory_Monitoring_vod__c

Is_Parent_Inventory_Monitoring_vod__c

Is Parent Inventory Monitoring?

Formula field to determine if the Inventory Monitoring is the Parent IM or a child IM. 1 indicates that the record is the Parent IM, 0 indicates that it is a Child IM

Number

Inventory_Monitoring_vod__c

Parent_Inventory_Monitoring_ID_vod__c

Parent Inventory Monitoring ID

Be careful when changing the label as it may affect existing merge templates.

Lookup

Inventory_Monitoring_vod__c

Photo_Rank_vod__c

Photo Rank

Used to score the sequence in which the photo was captured during an Inventory Monitoring, that leverages the zvod_Photo_Tag marker field

Number

Inventory_Monitoring_vod__c

zvod_Photo_Tag_vod__c

zvod_Photo_Tag

Marker field used to enable parent/child IM logic for multiple photo tagging

Checkbox

MC_Cycle_Channel_vod__c

Channel_Object_vod__c

Channel Object

Full API Label of the transaction object. Example: Call2_vod__c or Sent_Email_vod__c.

Picklist

MC_Cycle_Plan_Channel_vod__c

Cycle_Plan_vod__c

Cycle Plan

formula field for getting cycle plan id from target lookup

Text

MC_Cycle_Plan_Product_vod__c

Cycle_Plan_vod__c

Cycle Plan

formula field for getting cycle plan id from channel lookup

Text

Medical_Event_vod__c

Contact_Attendee_Fields_vod__c

Contact Attendee Fields

Copy the fields that display on the Contact List on the Attendee Selection page from EM_Event_Rule_vod. Fields can be fields that exist on the Contact object, or keywords that display special sections, such as recent events.

LongTextArea

Medical_Event_vod__c

Topic_vod__c

Topic

Refer the Topic_vod field on the EM_Event_vod that display for TopicWarning in disconnected mode.

Text

Medical_Event_vod__c

User_Attendee_Fields_vod__c

User Attendee Fields

Copy the fields that display on the User List on the Attendee Selection page from EM_Event_Rule_vod. Fields can be fields that exist on the User object, or keywords that display special sections, such as recent events.

LongTextArea

Multichannel_Activity_vod__c

Product_vod__c

Product

Product associated to the Multichannel Activity

Lookup

Multichannel_Settings_vod__c

CUSTOM_PRESENTATION_MANAGEMENT_vod__c

Custom Presentation Management

0 or NULL - disabled, 1 - CLM Presentation Slides that link expired Key Messages are deleted in Vault integration

Number

Multichannel_Settings_vod__c

ENHANCED_SUB_PRESENTATIONS_vod__c

Enhanced Sub Presentations

Controls functionality for Sub Presentations.
0 - Default
1 - Sub Presentation Slides can be rearranged in Custom Presentations.

Number

Multichannel_Settings_vod__c

MEDIA_SEARCH_vod__c

Media Search

0 or Null - Media search is disabled
1 - Media search is enabled

Number

Network_Settings_vod__c

ADD_PARENTS_TO_TERRITORY_vod__c

Add Parent Accounts to Territory

Determines if user can select parent accounts and align to territory

Number

Order_vod__c

Assortment_vod__c

Assortment

Links to the Assortment header for traceability purposes

Lookup

Order_vod__c

Price_Book_vod__c

Price Book

Displays Price Books.

Lookup

Order_vod__c

Ship_To_Address_Text_vod__c

Ship To Address Text

A textual representation of the different address components.

Text

Position_vod__c

External_Id_vod__c

External Id

External Id

Text

Position_vod__c

Record_Type_Name_vod__c

Record Type Name

 

Text

Samples_State_Settings_vod__c

CDS_Required_vod__c

CDS Required

Defines whether or not a CDS license is required for controlled substance sampling in a particular state. Used to determine if CDS license validation occurs on a call.

Checkbox

Stakeholder_Clinical_Trial_vod__c

External_Id_vod__c

External Id

External Id

Text

Stakeholder_Publication_vod__c

External_Id_vod__c

External Id

External Id

Text

Survey_Target_vod__c

Sent_Email_vod__c

Sent Email

Originating email that launched the survey for the account

Lookup

Survey_vod__c

iFrame_LandingPage_URL_vod__c

Survey Name

Looks up the ID of the associated survey.

Lookup

Veeva_Settings_vod__c

ADVANCED_ATTENDEE_MANAGEMENT_vod__c

Advanced Attendee Management

 

Number

Veeva_Settings_vod__c

DEFAULT_ACCOUNT_PROFILE_vod__c

Default Account Profile

Setting for determining default homepage for Account.
0 is Detail page
1 is Account Overview Timeline page

Number

Veeva_Settings_vod__c

DEFAULT_KOL_PROFILE_vod__c

Default KOL Profile

Setting to determine the default page for KOL Profile. This does not apply to the Medical app. 0 is Detail page. 1 is KOL HTML Summary Profile page

Number

Veeva_Settings_vod__c

EVENT_GRID_VIEW_vod__c

Event Grid View

Setting to turn on the Event Grid View for iPad. See documentation for more information.

Number

Veeva_Settings_vod__c

IM_TOUCH_ENTRY_MODE_vod__c

Inventory Monitoring Touch Entry Mode

Determines the IM entry mode behavior on touch devices: 0 = no change, 1 = Mass Add, 2 = Save Valid Lines, 3 = Mass Add and Save Valid Lines, 4 = Contract Products Mass Add (saves valid lines only)

Number

Account

Customer_Master_Status_vod__c

Customer Master Status

 

Corresponds to the validation status of a record in the customer master. This field should not be modified.

 

Picklist

Account_Overview_Layout_vod__c

zvod_Timeline_CT_vod__c

zvod_Timeline_CT

 

Marker field that makes Clinical Trials available on the timeline.

 

Checkbox

 

Account_Overview_Layout_vod__c

zvod_Timeline_Publication_vod__c

zvod_Timeline_Publication

 

Marker field that makes Publications available on the timeline.

 

Checkbox

 

Account_Partner_vod__c

Wholesaler_vod__c

Wholesaler

 

Used to associate a Price Book to a Wholesaler.

 

Text

 

Account_Plan_vod__c

Completed_Plan_Tactics_vod__c

Completed Plan Tactics

 

 

Number

 

Account_Plan_vod__c

Plan_Tactic_Progress_vod__c

Plan Tactic Progress

 

 

Percent

 

Account_Plan_vod__c

Total_Plan_Tactics_vod__c

Total Plan Tactics

 

Number

Account_Tactic_vod__c

Call_Objective_Progress_vod__c

Call Objective Progress

 

Sums up the progress based on Call Objective Completion represented as a percentage

 

Percent

 

Account_Tactic_vod__c

Completed_Call_Objectives_vod__c

Completed Call Objectives

 

Contains the total number of COMPLETED Call Objectives (Completed_flag_vod = true) associated with Account Tactics within a given Account Plan

 

Number

 

Account_Tactic_vod__c

Plan_Tactic_vod__c

Plan Tactic

 

Associates Account Tactic to Plan Tactic

 

Lookup

 

Account_Tactic_vod__c

Progress_Type_vod__c

Progress Type

 

 

Picklist

 

Account_Tactic_vod__c

Status_vod__c

Status

 

 

Picklist

 

Account_Tactic_vod__c

Total_Call_Objectives_vod__c

Total Call Objectives

 

Contains the total number of Call Objectives associated with Account Tactics within a given Account Plan

 

Number

 

Address_vod__c

CDS_Status_vod__c

CDS Status

 

The status of the CDS registration number. This field should be set to either Valid_vod or Invalid_vod. Invalid_vod will restrict Controlled Substance sampling at this Address in states where a CDS is required.

Picklist

 

Address_vod__c

Customer_Master_Status_vod__c

Customer Master Status

 

Corresponds to the validation status of a record in the customer master. This field should not be modified.

Picklist

 

Alert_vod__c

Link_Reference_Long_vod__c

Link Reference Long

 

Longer version of the Link_Reference_vod field. When populating this field, use the same formatting as the Link_Reference_vod field.

LongTextArea

Approved_Document_vod__c

Survey_vod__c

Survey

 

Populate the survey lookup if the Approved Document will reference surveys

Lookup

 

Call2_Detail_vod__c

Detail_Priority_Text_vod__c

Detail Group

Lookup to Product Catalog records of type Detail Group.

Lookup

Call2_vod__c

Check_In_Latitude_vod__c

Check In Latitude

Captures latitude on check in

Number

Call2_vod__c

Check_In_Longitude_vod__c

Check In Longitude

Captures longitude on check in

Number

Call2_vod__c

Check_In_Location_Services_Status_vod__c

Check In Location Services Status

Captures device Location Services status.
Enabled_vod – location services are turned on and the system is able to get the user's location.
Disabled_vod – location services are turned off.
No_Connection_vod – no network connection.

Picklist

Call2_vod__c

Check_In_Timestamp_vod__c

Check In Timestamp

Captures check in date and time

Number

Call2_vod__c.

Check_In_Status_vod__c

Check In Status

Captures check in status.
Checked_In_vod - GPS coordinates were captured.
Not_Checked_In_vod - GPS coordinates could not be captured.

Picklist

Call2_vod__c

Cobrowse_MC_Session_vod__c

CoBrowse Session

Stores the MC Engine CoBrowse unique identifier

Text

Call2_vod__c

Cobrowse_URL_Participant_vod__c

Participant URL

Stores the CoBrowse URL for the participant

Text

Call2_vod__c

Cobrowse_URL_Presenter_vod__c

Presenter URL

Stores the CoBrowse URL for the presenter

Text

Call2_vod__c

Entity_Display_Name_vod__c

Entity Display Name

Entity's displayed name

Text

Call2_vod__c

zvod_Check_In_vod__c

zvod_Check_In

Marker field that adds Check In button on Call Report page

Checkbox

Call2_vod__c

zvod_Medical_Discussion_vod__c

zvod_Medical_Discussion

Marker field used to place Medical Discussions on the page layout.

Checkbox

Call2_vod__c

zvod_Survey_Target_vod__c

zvod_Survey_Target

Marker field used to place Survey Target section on layout.

Checkbox

Call_Objective_vod__c

Account_Plan_vod__c

Account Plan

Associates Call Objective to Account Plan

Lookup

Call_Objective_vod__c

Contract_vod__c

Contract

This field is used to associate a Contract Call Objective with a Contract Template. Results are filtered to show only Contract records where Template = True, Lock = True, and Status = Activated.

Lookup

Call_Objective_vod__c

Plan_Tactic_vod__c

Plan Tactic

Associates Call Objective to Account Plan Tactics

Lookup

Call_Objective_vod__c

Stakeholder_vod__c

Stakeholder

Associates a Call Objective to a User making it the Owner

Lookup

Validation Impacting Defect Fixes

Platform

Key

Summary

Component
iPad CRM - 84386 When editing the Datetime of Call with an address that is not the default, the Address reverts to the default Address. Call Reporting
Online CRM - 84521 Product Types for Sample Management were only working at the Global level, not the Profile level. Sample Management
iPad CRM - 87970 The Request Receipt field was displaying on the AOC Signature page on iPad for users who did not have the appropriate FLS permissions. Call Sampling
iPad CRM - 88037 The Address field was not populating on Child Calls with unique activities. Call Reporting
Online CRM - 90066 An error occurred when selecting the Jump To button after sampling attendees on a Business Call with attendees. Call Reporting
Online CRM - 90353 The Printed Receipt was not reflecting the correct manufacturer name. Sample Management

Browser (Classic)

CRM - 90656

An error message displayed when trying to unlock a Call.

Call Reporting
Online CRM - 90791 Sample Transactions were taking longer to load than usual. Sample Management

iPad

CRM - 92758

Users were not able to sample BRCs on the day the license expired.

Call Sampling
Online CRM - 94107 The Datetime was not updating when editing a saved Call. Call Reporting