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 - iPhone – A 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.
- Salesforce 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 Tablet
- 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 Tablet platforms
- List Scheduler – One-click scheduling is now available on Windows Tablet
- Sample Opt-In – Support for having an HCP opt-in to receive samples for a specified amount of time is now available on Windows Tablet.
- 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 Tablet
- 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 Tablet, 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
- General
- Account Management
- Number of Attendees on a Call
- Samples Management
- Surveys
WKWebview Support for Embedded Browsers
Configurable Lookup Filters and Layouts
Configuring the Display of Custom Multi-channel Activity on the Timeline
Product Metrics for Child Accounts
Account Territory Loader Processing Enhancement
Call Reporting
Customizing the Signature Page
Valid Sample Ship Status Indicator
Call Scheduling
Using OwnerID for Call Display
Order Management
Using Minimum and Maximum for Percentage of Free Goods Rules
Veeva Now
Scheduling and Planning
- Prerequisite Call Objectives
MCCP Calculation Performance Enhancements
Supporting MCCP Child Accounts
Medical CRM
Events Managements
- Extended Object Support for the Page Layout Engine
- Edit and Delete Links on the Event Detail Page (Online)
- Resetting Speaker Year-to-Date Caps
- Optional tag in Tokens for Printing Invitations and Sign-ins
- Disabling Walk-In Auto-matching
Inviting Attendees and Speakers
Multichannel
Simplifying the Custom Multi-channel Activity Data-Load Process
Capture Consent for Content Type
MCCP Calculation Support Enhancements
Approved Email
CLM
WKWebview Support
Suppressing Standard Navigation
Create Presentation Improvements in Vault
Engage Meeting
Network Integration
SAP Concur Integration
Salesforce Marketing Cloud Integration
Windows Tablet Parity
- Displaying Country-Specific Disclaimers
- Monitoring Sample Limits
- Sample Opt-In
- Single Sign-on - Single Sign On is now available on Windows Tablet
- Searching and Adding Multiple Attendees to Calls
- Attendees for Events Management
- Account View for Attendee Search
- Bookmarks are now available in the Schedule Call Panel on Windows Tablet
Using Approved Email in Events Management
Selecting Child/Affiliate Accounts as Recipients
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 Salesforce 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 Tablet | 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 Tablet | 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 |