Introduction to Veeva CRM V28

Many new features can be enabled with Veeva CRM 28. This document provides a brief explanation of each new feature and updates to existing features.

Veeva CRM 28 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 28 are available later in this document.

  • Announced at Summit
  • Engage Meetings – Schedule and launch remote meetings directly from Veeva CRM utilizing voice/video and compliant content already available on the offline device
  • Veeva Now - iPhoneA new, separate app for field users to access relevant Veeva CRM information from their iPhone. The first version enables customers to push real-time alerts to field users.
  • Marketing Cloud Integration – Connects Veeva CRM with Salesforce Marketing Cloud, importing marketing activities so field users get a complete view of all interactions with an account
  • Territory Feedback – Surfacing future territory alignments so field users can review the alignments and provide feedback directly from Veeva CRM
  • Core CRM
  • Cold Chain Sampling – End-to-end Sample Management support for hand-carried samples requiring refrigeration. Additional controls include tag alert numbers and status that can also be captured.
  • Offline Filtered Lookups – Salesforce lookup filter configurations are now supported on iPad and Windows 8 and 10
  • Custom Account Name on Call Signature – Configure the signature page to display other attributes to ensure users are capturing the signature for the correct HCP
  • Dependent Call Objectives – Gives Key Account Managers the flexibility to define the order in which Call Objectives need to be completed
  • Order Delivery Splitting by Account Partner – Support for delivering a single order to multiple account partner locations
  • Min/Max Support for Percentage Free Goods – Ability to refine ranges, quantity caps, or limit user overrides when utilizing Percentage Free Good rules
  • On Demand License Updates from Network – Quickly check if an updated license is available from OpenData, or update license information directly from the Call Report
  • Multi-Channel
  • Content Types for Consent Capture – Capture consent based on broader topics instead of using the product and channel attributes 
  • Personalized Subject – Bring personalization to Approved Email subject lines by utilizing attributes from Veeva CRM
  • Selecting email addresses in Approved Email – Uses Approved Email wizard instead of the default email client when users select an email address
  • Optionally Suppress Native Navigation for CLM - Hide the thumbnail navigation drawer control when using deep content or content with built-in navigation
  • Windows
  • Single Sign On Support – The ability for users to sign on to Veeva CRM using their company’s single-sign-on provider is now available on Windows 8 and 10 platforms
  • List Scheduler – One-click scheduling is now available on Windows 8 and 10
  • Sample Opt-In – Support for having an HCP opt-in to receive samples for a specified amount of time is now available on Windows 8 and 10.
  • Disclaimer by Country a Language – The ability to display consent and disclaimer text based on an HCP’s country and preferred language is now available on Windows 8 and 10
  • KOL Profile Online - Create KOL profiles with complete control over the look and feel. KOL profiles can now be utilized from Veeva CRM online.
  • Preserve PPT Links in Presentations – When converting PowerPoint content to CLM presentations, links are now supported to allow jumping from one slide to another

User Visible and Behavior Changes

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

  • Call Reporting
  • Users can now add up to 100 Attendees to a Call
  • Call Scheduling
  • Calls display on the iPad schedule based on the Owner Id of the Call instead of Created By
  • Approved Email
  • Only company products (those with the Company Product check box selected in the Product Catalog) display in the Consent Capture screen
  • Events Management
  • The Vault Integration sections no longer display on the Events Management Configuration Console
  • On the iPad and Windows Tablet platforms, the Lookup field selection displays as a modal window
  • On Windows 8 and 10, the Lookup modal window is now 100% in height
  • Previously, if a print invitation template had tokens for event speakers or event sessions, or if a sign in sheet template had tokens for event speakers and attendees, and there was no data in those tables (e.g. the template displays a list of attendees but there are no attendees), then the system would allow the form to generate, but the output would contain the token. Now, if the object referenced by the token has no data, the user will receive an error instead of the output form.
  • When completing attendee reconciliation, the warning message indicating all non-reconciled attendees are dismissed no longer displays if all attendees are reconciled
  • If the Signature_Datetime_vod field is configured as a column on the Attendee Related list, then sign/clear buttons display to capture signatures
  • Closed Loop Marketing
  • When iPad users open CLM’s slide sorter, the current slide displays with an orange border so users can identify their place in the presentation
  • Network
  • When a user edits a record in CRM Online without a Network vid, the DCR is cancelled and an error message displays
  • DCRs on unverified records are no longer rejected by Veeva Network; they are queued in Network for the data steward process
  • MCCP
  • On iPad, in the filter window on the Targets and Edit Goals tab, the values for the Channel and Product picklist filters sort alphabetically

What's New in Veeva CRM 28

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

Scheduling and Planning

Medical CRM

Events Managements

Multichannel

Network Integration

SAP Concur Integration

Marketing Cloud Integration

Windows 8 and 10 Parity

Online Parity

Clinical Trial and Publication Details

Order Delivery Splitting by Account Partner

New Objects

The list below contains all new objects added in Veeva CRM Version 28.

Object

Label

Master Object

Description

Content_Type_vod

Content Type

 

Content Type is the core object to store content type records

EM_Event_Team_Member_vod

Event Team Member

 

Team members for events in Veeva Event Management. Team members are automatically granted edit permission to an event.

Expense_Attribution_vod

Expense Attribution

 

Stores the attribution of expenses to individual entities, such as users, service providers, or institutions. Expense Attributions are automatically created in the background based on data from expense headers and expense lines.

Expense_Day_vod

Expense Day

 

Most granular summary of expense related activity fields.

Expense_Report_vod

Expense Report

 

Grouping of expenses for the purpose of reimbursement or reporting.

Mobile_Device_vod

Mobile Device

 

Mobile devices associated with the User.

Remote_Meeting_vod

Remote Meeting

 

Maintains data for Remote Meetings.

Sample_Lot_Item_vod Sample Lot Item   Contains a list of attributes pertaining to a User's Sample Lots available for selection on Sample Transactions and Sample Calls.

Territory_Settings_vod

Territory Settings

 

Settings related to territory management.

New Fields

The list below contains all fields added in Veeva CRM Version 28. 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

Signature_Page_Display_Name_vod

Signature Page Display Name

Formula field used to display a well formatted display name for an Account on the Call Signature page (Title, Last Name, First Name, Suffix, Credentials, Specialty).

Formula

Alert_Profile_vod

Last_Push_Notify_APNS_Datetime_vod

Last Push Notify APNS Date/Time

Date/Time stamp of when the Scheduled Push Notification job processed the alert to the APNS for the profile

Date/Time

Alert_User_Action_vod

Last_Push_Notify_APNS_Datetime_vod

Last Push Notify APNS Date/Time

Date/Time stamp of when the Scheduled Push Notification job processed the alert to the APNS for the user

Date/Time

Alert_vod

Last_Push_Notify_APNS_Datetime_vod

Last Push Notify APNS Date/Time

Date/Time stamp of when the Scheduled Push Notification job processed the alert to the APNS

Date/Time

Alert_vod 

Push_Notify_APNS_Status_vod

Push Notify APNS Status

Status used by the Scheduled Push Notification job for pushing notifications to the APNS

Picklist

Approved_Document_vod

Content_Type_vod

Content Type

Lookup to Content_Type_vod record associated with the Approved_Document_vod record.

Lookup

Call2_Sample_vod

Cold_Chain_Status_vod

Cold_Chain_Status_vod

The Cold Chain Status for the corresponding Sample line item. Only pertains to samples that have been designated as cold chain product via the Product Catalog.

Picklist

Call2_Sample_vod

Tag_Alert_Number_vod

Tag Alert Number

The Tag Alert Number for the corresponding Sample line item. Only pertains to samples that have been designated as cold chain product via the Product Catalog.

Text

Call2_Sample_vod

Custom_Text_vod

Custom Text

Custom text captured for the corresponding product line item. Only pertains to product that have been flagged to allow capture of custom text via the Product Catalog.

Text

Call2_vod

Concur_Report_Name_vod

SAP Concur Report Name

 

Text

Call2_vod

Remote_Meeting_vod

Remote Meeting

When populated, designates the Call as a Remote Meeting.

Lookup

Call2_vod

Veeva_Remote_Meeting_Id_vod

Veeva Remote Meeting Id

Unique meeting identifier for a remote meeting participant

Text

Call2_vod

zvod_Address_Sample_Send_Status_vod

zvod_Address.Sample_Send_Status_vod

Marker field used to place valid address indicator for sample send status on layout

Checkbox

Call_Objective_vod

Non_Executable_vod

Non Executable

This field indicates that whether a Call Objective is good for execution (based on prerequisite execution), it works in conjunction with the Prerequisite field and uses negative logic

Checkbox

Call_Objective_vod

Prerequisite_vod

Prerequisite

Prerequisite indicates that there is another Call Objective that needs to be executed prior to the execution of the current Call Objective. It works in conjunction with the Executable field.

Lookup

Child_Account_vod

zvod_Child_Account_Ratings_vod

Child Account Ratings

Marker field that displays the Child Account Product Metrics component

Checkbox

Child_Account_vod

Best_Times_vod

Best Times

Used by the Office Best Times control to store the best time to visit this Account.

Long Text Area

Child_Account_vod

zvod_Best_Time_Page_vod

zvod_Best_Time_Page_vod

Marker field that displays the Child Account Best Time component

Checkbox

Clm_Presentation_vod

Event_Content_vod

Event Content

Used to store the content type.

Picklist

Consent_Header_vod

Approved_Email_Consent_Level_vod

Approved Email Consent Level

Picklist value that defines the level of consent for Approved Email when capturing and determining consent.

Picklist

Consent_Line_vod

Content_Type_Display_Name_vod

Content Type Display Name

Displays the text for Content Type on consent capture page. If NULL, Content_Type_vod.Name is displayed.

Text

Consent_Line_vod

Content_Type_vod

Content Type

Lookup to Content_Type_vod record associated with the Approved_Document_vod record.

Lookup

EM_Event_History_vod

Approver_IDs_vod

Approver IDs

Stores the IDs of all approvers returned by a Salesforce Approval Flow.

Long Text Area

EM_Event_Layout_vod

Event_Object_Name_vod

Event Object Name

Set an object for the page layout override.

Picklist

EM_Event_Layout_vod

Page_Layout_vod

Page Layout

The page layout to be used for the object, based on the record type, event status, user profile, and event team role of the user viewing the event.

Text

EM_Event_Layout_vod

Record_Type_vod

Object Record Type

The object record type covered by the event page layout configuration. Populate with an untranslated record type name value from each object (selected on Object_Name_vod).

Text

EM_Event_Material_vod

Clm_Presentation_vod

CLM Presentation

Used to associate an event material with a CLM presentation

Lookup

EM_Event_Rule_vod

CLM_Presentation_vod

CLM Presentation

References the CLM Presentation that is associated to this Event Configuration. When an event is created that uses this Event Configuration, this CLM presentation will automatically be made available on this event.

Lookup

EM_Event_Session_vod

KOL_External_Id_vod

KOL External Id

External Id used for KOL data loads only.

Text

EM_Event_Session_vod

Session_Title_vod

Session Title

Title of an event session

Text

EM_Event_Session_vod

Session_Type_vod

Session Type

Type of an event session

Picklist

EM_Event_Session_vod

Sponsor_vod

Sponsor

Sponsor of an event session

Text

EM_Event_Speaker_vod

Nickname_vod

Nickname

Event Speaker Nickname. This value is pulled in from the Nickname_vod field on Speaker record.

Formula

EM_Event_Speaker_vod

Position_vod

Position

Position of an event speaker

Text

EM_Event_Speaker_vod

Suffix_vod

Suffix

Event Speaker Suffix. This value is pulled in from the Suffix_vod field on Speaker record.

Formula

EM_Event_Speaker_vod

Middle_Name_vod

Middle Name

Event Speaker Middle Name. This value is pulled in from the Middle_Name_vod field on Speaker record.

Formula

EM_Event_Speaker_vod

Session_Title_vod

Session Title

Title of an event session

Text

EM_Event_Speaker_vod

Workplace_vod

Workplace

Workplace of an event speaker

Text

EM_Event_vod

KOL_External_Id_vod

KOL External Id

External Id used for KOL data loads only.

Text

EM_Event_vod

Sponsor_vod

Sponsor

Sponsor_vod

Text

EM_Event_vod

Web_Source_vod

Web Source

Web source of event

Long Text Area

EM_Speaker_vod

Suffix_vod

Suffix

Event Speaker Suffix. This value is pulled in from the Suffix_vod field on Speaker record.

Formula

EM_Speaker_vod

Year_To_Date_Reset_Day_vod

Year to Date Reset Day

 

Picklist

EM_Speaker_vod

Year_To_Date_Reset_Month_vod

Year to Date Reset Month

Month of YTD caps reset.

Picklist

EM_Speaker_vod

Middle_Name_vod

Middle Name

Event Speaker Middle Name. This value is pulled in from the Middle_Name_vod field on Speaker record.

Formula

EM_Speaker_vod

Nickname_vod

Nickname

Event Speaker Nickname. This value is pulled in from the Nickname_vod field on Speaker record.

Formula

EM_Topic_Material_vod

CLM_Presentation_vod

CLM Presentation

References the CLM Presentation that is associated to this Event Topic. When an event is created that uses this Event Topic, this CLM Presentation will automatically be made available on this event.

Lookup

Expense_Header_vod

Split_Lines_vod

Split Lines?

Determines if an expense header contains split expense lines or not. If yes, the incurred expense parties are set on the expense lines, rather than the expense header.

Picklist

Expense_Line_vod

Number_Of_People_vod

# People

Displays the number of people an expense line is split.

Roll-Up Summary

Expense_Line_vod

Split_Amount_Per_Person_vod

Split Amount Person

Average split amount per person. Calculated by dividing the actual amount of the expense lines by the number of times it is split.

Formula

HTML_Report_vod

Published_Date_vod

Published Date

Indicates the end time of a job from when all records have been written back to Salesforce.

Date/Time

HTML_Report_vod

Failure_Msg_vod

Status Details

Failure_Msg_vod captures the reasons for instances when file publishing is not completed successfully. It will be populated only when HTML_Report_vod.Status_vod = Failed_vod.

Text

HTML_Report_vod

Status_vod

Status

Status of the publishing job

Picklist

Key_Message_vod

iOS_Viewer_vod

iOS Viewer

Use WKWebView for improved view of HTML CLM on iOS 10 or later. Leave blank to use legacy view of HTML CLM.

Picklist

MC_Cycle_Plan_Target_vod

Child_Account_vod

Child Account

Relationship where the goals are set for the Target.

Lookup

MC_Cycle_Plan_Target_vod

Furigana_vod

Furigana

Field for Japanese users. Furigana for the target.

Formula

MC_Cycle_Plan_Target_vod

Location_vod

Location

Location where the goals are set for the Target

Lookup

MC_Cycle_Plan_Target_vod

Parent_Child_Name_vod

Parent Child Name

Display name for the parent child relationship

Formula

Medical_Event_vod

Concur_Report_Name_vod

SAP Concur Report Name

 

Text

Medical_Event_vod

Sponsor_vod

Sponsor

Sponsor of event

Text

Medical_Event_vod

Status_vod

Status

References the Status_vod field on EM_Event_vod for disconnected mode.

Formula

Medical_Event_vod

Topic_vod

Topic

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

Formula

Medical_Event_vod

Web_Source_vod

Web Source

Web source of event

Long Text Area

Medical_Inquiry_vod

Group_Count_vod

Group Count

Count of the number of inquiries in a group. Used by system.

Number

Multichannel_Activity_Line_vod

Record_Type_Name_vod

Record Type Name

Record Type DeveloperName of the record. Field is referenced in trigger.

Text

Multichannel_Activity_vod

Color_vod

Color

Color for the Multi-channel Activity

Picklist

Multichannel_Activity_vod

Icon_vod

Icon

Icon for the Multi-channel Activity

Picklist

Multichannel_Activity_vod

Record_Type_Name_vod

Record Type Name

Record Type DeveloperName of the record. Field is referenced in trigger.

Text

Multichannel_Activity_vod

MCD_Primary_Key_vod

MCD Primary Key

Primary key of the Marketing Cloud Data Extension record

Text

Multichannel_Consent_vod

Content_Type_vod

Content Type

Lookup to Content_Type_vod record for which consent is captured.

Lookup

Network_Mapping_vod

Validation_Notes_vod

Validation Notes

Validation status description if Validation Status is "Invalid"

Text Area

Pricing_Rule_vod

Free_Goods_Percentage_Max_vod

Free Goods Percentage Max

This is the limit the rep would be allowed to enter free goods on his own when using Percentage Free Good rules.

Percent

Product_Metrics_vod

Location_Child_vod

Location Child

Field that gets stamped with the Child Account of the Child Account record

Lookup

Product_Metrics_vod

Location_Parent_vod

Location Parent

Field that gets stamped with the Parent Account of the Child Account record

Lookup

Product_Metrics_vod

Location_vod

Location

Relationship where the product metrics are set

Lookup

Product_vod

Cold_Chain_vod

Cold Chain

Denotes a product as a cold chain sample. Only applicable to products where Product Type is equal to Sample. Used to require a Tag Alert and Status to be associated with a Sample line item in Sample Transactions and Call Samples.

Checkbox

Product_vod

zvod_Custom_Text_vod

Custom Text

Used to display a custom text field for the specified product on Sample Transactions and Call Samples.

Checkbox

Question_Response_vod

Max_Score_vod

Max Score

Maximum possible score for the question

Number

Rule_Object_Header_vod

Predicate_vod

Predicate

 

Text

Sample_Order_Transaction_Audit_vod

Custom_Text_vod

Custom Text

Custom text captured for the corresponding product line item. Only pertains to product that have been flagged to allow capture of custom text via the Product Catalog.

Text

Sample_Order_Transaction_vod

Custom_Text_vod

Custom Text

 

Custom text captured for the corresponding product line item. Only pertains to product that have been flagged to allow capture of custom text via the Product Catalog.

Text

Sample_Receipt_vod

Cold_Chain_Status_vod

Cold Chain Status

Cold_Chain_Status_vod

Picklist

Sample_Receipt_vod

Tag_Alert_Number_vod

Tag Alert Number

The Tag Alert Number for the corresponding Sample line item. Only pertains to samples that have been designated as cold chain product via the Product Catalog.

Text

Sample_Receipt_vod

Custom_Text_vod

Custom Text

Custom text captured for the corresponding product line item. Only pertains to product that have been flagged to allow capture of custom text via the Product Catalog.

Text

Sample_Transaction_Audit_vod

Cold_Chain_Status_vod

Cold Chain Status

The Cold Chain Status for the corresponding Sample line item. Only pertains to samples that have been designated as cold chain product via the Product Catalog.

Picklist

Sample_Transaction_Audit_vod

Custom_Text_vod

Custom Text

Custom text captured for the corresponding product line item. Only pertains to product that have been flagged to allow capture of custom text via the Product Catalog.

Text

Sample_Transaction_Audit_vod

Tag_Alert_Number_vod

Tag Alert Number

The Tag Alert Number for the corresponding Sample line item. Only pertains to samples that have been designated as cold chain product via the Product Catalog.

Text

Sample_Transaction_vod

Cold_Chain_Status_vod

Cold Chain Status

The Cold Chain Status for the corresponding Sample line item. Only pertains to samples that have been designated as cold chain product via the Product Catalog.

Picklist

Sample_Transaction_vod

Tag_Alert_Number_vod

Tag Alert Number

The Tag Alert Number for the corresponding Sample line item. Only pertains to samples that have been designated as cold chain product via the Product Catalog.

Text

Sample_Transaction_vod

Custom_Text_vod

Custom Text

Custom text captured for the corresponding product line item. Only pertains to product that have been flagged to allow capture of custom text via the Product Catalog.

Text

Sent_Email_vod

Content_Type_vod

Content Type

Lookup to Content_Type_vod record associated with the Approved_Document_vod record of Email Template.

Lookup

Survey_vod

Score_Display_vod

Score Display

Setting which indicates score display

Picklist

Unsubscribe_Product_vod

Content_Type_Display_Name_vod

Content Type Display Name

Content_Type_Display_Name_vod is the text that will be used to display an alternate name instead of the default Content_Type_vod.Name field for the associated Product.

Text

Unsubscribe_Product_vod

Content_Type_vod

Content Type

Lookup to Content_Type_vod record for which consent is captured.

Lookup

Unsubscribe_vod

Consent_Level_vod

Consent Level

Picklist that decides the level of consent on unsubscribe page.

Picklist

User

Mobile_CRM_App_Access_Disabled_vod

Mobile CRM App Access Disabled

Indicates that the user cannot log into the Mobile CRM app

Checkbox

User

Remote_Meeting_Host_Id_vod

Remote Meeting Host Id

Remote Meeting Host Id is the user Id assigned by Zoom for the meeting host.

Text

User

Remote_Meeting_Host_Token_vod

Remote Meeting Host Token

The Zoom user token for the user who is the host of the meeting. The host is the Zoom user who can start a remote meeting.

Text

User_Detail_vod

Remote_Meeting_Name_vod

Remote Meeting Display Name

Used as the default Meeting Topic text for Remote Meetings

Long Text Area

Veeva_Common_vod

Tag_Alert_Reg_Express_vod

Tag Alert Reg Express

Regular expression used to validate the Tag Alert Number value on confirmation of Sample Receipts. If the value is left blank, no validation is performed.

 

Example regular expression to validate the sample card is exactly 10 numeric values: ^[0-9]{10}$

Text

Veeva_Settings_vod

TIMELINE_FILTER_vod

Timeline Filter

Setting for enabling Timeline Product and User filters

• Checked enables filtering capability

• Unchecked disables filtering capability

Checkbox

Veeva_Settings_vod

ENHANCED_LOOKUPS_vod

Enable Enhanced Lookups

Setting will enable Enhanced Lookup Dialogs & Filters

Number

Veeva_Settings_vod

Enable_SSO_vod

Enable SSO

Determines if SSO is enabled. Setting value should be the same as the current Profile's "IsSsoEnabloed" value (English label for Profile field IsSsoEnabloed is "Is Single Sign On Enabled")

Checkbox

Veeva_Settings_vod

PREVENT_TOT_OVERLAP_vod

Prevent TOT Overlap

Setting for enabling warnings/errors when time off territory records overlap

Number

Veeva_Settings_vod

PREVENT_TOT_WEEKEND_vod

Prevent TOT Weekend

Setting for enabling warning/errors when time off territory is recorded on a weekend.

Number

Veeva_Settings_vod

TSF_FIELDS_SCHEDULER_vod

TSF Fields in Scheduler

Setting to enable the surfacing of Territory Specific Fields in the Weekly Scheduler. Populate with the semicolon separated list of API field names (with trailing semicolon) that should be available for selection. If left blank, the Territory Fields option will not be available in the Weekly Scheduler. Example of values: ;LAST_ACTIVITY_DATE_VOD;FIRST_PICK;ROUTE_VOD;

Text

Validation Impacting Defect Fixes

Platform

Key

Summary

Component

Online CRM-93451 Several sync errors were corrected. Sync
Online CRM-94107 Users could not save changes to the Call Datetime value. Infrastructure
Windows 8 and 10 CRM-95381 The current date was erroneously considered an invalid value in the CDS_Expiration_Date_vod field. Call Sampling
Online CRM-95933 The Call_Date_vod field value defaulted to the current date when saved. Call Reporting
Online CRM-96293 Several errors with the Call Datetime field were addressed. Call Reporting
Online CRM-96507 Sample information on Calls was not saved. Call Sampling
Online, iPad, Windows 8 and 10 CRM-96600 Users could not always add Samples to Business Accounts on a Call. Call Sampling
Online CRM-97249 The Call Datetime field did not expand as a picklist. Call Reporting
Online CRM-97250 When a user selected the link associated with a Call DateTime field, the date populated but the time remained blank. Call Reporting
Online CRM-97503 An error occurred when a user selected a Call. Call Reporting

Browser (Classic)

CRM-97508

Users could generate Sample limits on a Call, unlock the call, and make changes to the Sample.

Call Sampling

Online CRM-97615 An error occurred when a user saved a Call on which the Enable_Samples_On_Save_vod Veeva Setting was enabled. Call Reporting

Browser (Classic)

CRM-97653

When the User_Aligned_vod field was enabled, Products did not display.

Call Sampling

Online CRM-97785 When a user opened a Call, an error occurred. Call Reporting

Browser (Classic)

CRM-97865

The License_vod field was not populated on Calls with a saved or submitted Business Reply Card.

Call Sampling

Online CRM-97962 An error occurred when a user saved or submitted a Call. Call Reporting

Browser (Classic)

CRM-97976

Users were unable to add Samples to an Account.

Call Reporting

Online CRM-99202 Users could create and submit a Call with a date in the past despite the Call_Backdate_Limit_vod field being set to zero. Call Reporting

Browser (Classic)

CRM-100342

Users could not submit a Call with a date in the past even though the Call_Backdate_Limit_vod field was set.

Call Reporting

iPad CRM-103557 The Product Value field value was not copied to the Call Sample record. Call Sampling

Browser (Classic)

CRM-105330

Users could add samples when the --nsl section signal was on the page layout even though the License_Valid_To_Sample_vod field determined the license was invalid.

Sample Mgmt