24R3.0 Maintenance Notes
The items listed below were added in the 24R3.0 release cycle and contain maintenance items from the 24R3.0, 24R3.2, 24R3.4, and 24R3.5 releases as they become available.
Maintenance items in the Vault CRM application are corrections to existing functionality.
243.5.40 (April 3, 2025)
Account Plan
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| iPad | When users viewed the Account Plans tab, the summary information for each plan did not display the correct completion percentage value. | VCRM-73696 |
CLM
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | Admins were unable to perform content realignment using the Realign Content button in the CLM Administration Console. | VCRM-73694 |
Events Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | Expense attributions were not created when users edited a payment to add a new Expense Line. | VCRM-73684 |
Microsoft Integration
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | When users attempted to launch a Microsoft Teams meeting from the call report, they were incorrectly blocked by Microsoft permission requirements. | VCRM-73853 |
Order Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | When a user created an order line for a product bound by a limit rule with Maximum Quantity = 0, warnings and errors did not display. | VCRM-73952 |
243.5.30 (March 27, 2025)
Events Management
Generating Virtual Participant URLs in Child Events
Attendee and speaker participant URLs can be generated for all child events linked to a parent virtual event when using Event Templates in conjunction with virtual events. This enables easier planning and execution of large virtual events by enabling teams to share and invite child virtual event attendees to a single virtual session.
Approved Email
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser, iPad |
When users composed approved emails using a template with the check_consent__v field set to No, consent errors displayed and the Send Email button was disabled. |
VCRM-72520 |
|
Browser, iPad |
When users attempted to view the list of templates for Approved Email, the templates list did not display when the vault had product detail groups that were sharing multiple child detail or detail topic products. |
VCRM-72636 |
|
Browser, iPad |
Approved Email activities that were marked as spam were not tracked properly. |
VCRM-73136 |
Call Reporting
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
The Meet Now and Schedule Engage Meeting buttons displayed on the call report when Engage meeting was not enabled for call reporting. |
VCRM-72106 |
CLM
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
After syncing content groups and users from Align, the users in Vault CRM were not automatically added to content groups. |
VCRM-66376 |
Events Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
Event Speaker table tokens added to Approved Email templates did not display correctly when previewing and sending. |
VCRM-73502 |
Medical Inquiries
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
A user saved and submitted a Medical Inquiry with None (default) as the delivery method and an error message did not display. |
VCRM-73510 |
My Schedule
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
When users created a custom account view in My Accounts, then attempted to apply the view in My Schedule, the account list was not filtered according to the view’s criteria. |
VCRM-73176 |
Surveys
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
When users created a survey target for a survey that contained a deleted territory in the territories field, the application closed unexpectedly. |
VCRM-72583 |
X-Pages
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
When a user opened a specific X-Page in the browser, the container frame continued to expand and the page did not load properly. |
VCRM-72650 |
243.5.20 (March 20, 2025)
Approved Email
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
When users selected Manage Email Address for a recipient while composing an email, an empty page displayed. |
VCRM-71235 |
Authentication
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| iPad | If a user with access to multiple Vaults logged in and, on the Vault selection screen, selected a different Vault from the one they had previously logged in using, and the device lost connection to the internet while on the Vault selection screen, then the user was logged in to the previous Vault they logged in with, not the Vault they currently selected. | VCRM-71866 |
Call Reporting
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | Users could not submit standard call reports when Auto-Populating the Call Channel was not configured. |
VCRM-69292 VCRM-70585 |
| iPad | When users attempted to reconcile an unassigned presentation with a unique activities group call, they were not prompted to add person account attendees. | VCRM-70171 |
CDE
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | A user was unable to retrieve Nitro data for Medical users using X-Pages online. | VCRM-70500 |
CLM
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| iPad | When users selected Save presentation for later, the call clickstream records of user interaction with the presentation were not stored. | VCRM-70296 |
Events Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| iPad | A sync error occurred when scheduling a virtual event immediately after updating an attendee on the event. |
VCRM-70834 |
| iPad | Filters on Events Management related lists did not function correctly. | VCRM-71196 |
Order Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | When a user created a Free Goods Rule with a max value = 0, then added a product to the order lines with Free Goods = 1 or more, an error did not display. | VCRM-70923 |
Sample Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | When Multi-Line Transactions and Capturing Custom Text were enabled and users added non-sample products to a call report (for example, alternative sample, high value promotional items, promotional items, or reprints), custom text did not display for the non-sample products. | VCRM-70669 |
Sync
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| iPad | When a user on a legacy version of the application submitted calls, they stayed in Pending status and were not saved online. |
VCRM-66382 |
| iPad | When managers had access to many accounts, and the iPad VMOC for the sent_email__v object included the email_content_file__v field, the sync process performed slowly. | VCRM-70283 |
X-Pages
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | When a user queried for RecordType using runQuery and queryRecord methods, the response did not translate the field values for DeveloperName and SobjectType. | VCRM-70651 |
| Browser | Users were unable to authenticate an external connection with X-Pages using SSO. | VCRM-71241 |
| Browser | An X-Pages account list report displayed accounts that were not aligned to the end user. | VCRM-71316 |
243.5.10 (March 13, 2025)
Account Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
When users created a new Professional or Institution account using the New Account Wizard, the dialog contained blank rows, and the field order did not match the browser experience. |
VCRM-66429 |
| iPad | When users with Create access to multiple account object types with the same label selected an account, or created a new account, the application closed unexpectedly. | VCRM-65443 |
| Browser | When a user entered a time range for an Office best time that contained the number 12 without specifying AM or PM, an error displayed. | VCRM-66850 |
Approved Email
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
When users selected a custom unsubscribe link in an opt-in email, an HTTP error displayed. | VCRM-39966 |
| Browser | When recommended email campaigns were published, the job process failed without displaying an error. | VCRM-69471 |
Call Reporting
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
Users were prevented from submitting calls when they had field permission for the require_discussion__v field on the product__v object, but did not have field permission for the require_key_message__v field on the product__v object. | VCRM-67441 |
CLM
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
Users were unable to connect to the FTP server for CRM Managed CLM Content. | VCRM-66834 |
Engage
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
When users navigated to the media library from a specific account, they were prompted to select an account when sharing presentations. | VCRM-62774 |
Engage HCP
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad iPhone |
When viewing a digital business card in Apple Wallet, the company logo displayed in low resolution. | VCRM-65173 |
My Schedule
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
When users did not have field permission for the date__v field on the time_off_territory__v object, an error occurred. | VCRM-67867 |
Events Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
Selecting Save & New from the New Walk-in modal displayed a blank New Walk-in modal. | VCRM-65049 |
| Browser | Not all em_event__v object types displayed if there were more than 1000 total Event Configuration Country records. | VCRM-65659 |
| Browser | Event object types displayed as available for selection when creating a new event even if the end user did not have Create permission to the object type. | VCRM-66076 |
| iPad | An error occurred when attempting to create or view an event with insufficient permission to the event__v field on the em_expense_estimate__v object. | VCRM-66381 |
| Browser | An error occurred when creating expense records when read-only fields such as formula and reference fields were being processed as editable fields. | VCRM-70130 |
Home Page
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
When users selected the My Tasks widget or viewed the My Tasks tab, only tasks due within seven days displayed. | VCRM-67114 |
Medical Inquiries
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
A user was unable to select a custom email field type for the email delivery method when creating a medical inquiry. | VCRM-64617 |
| Browser | A user was unable to create a MIFR from an incomplete MIF because the linked account’s address contained an inactive country__v picklist value. | VCRM-67927 |
| Browser | When a user created a medical inquiry and selected the Mail or Urgent Mail Delivery Method, the Address drop-down field was blank even though a delivery address existed. | VCRM-68009 |
|
Browser |
In the More Actions menu on call reports, Medical Inquiry and Key Medical Insight options displayed when the user had access to Medical Inquiry or Key Medical Insight record actions, instead of displaying when the corresponding related list was placed on the primary account’s layout and the More Actions menu was configured on the call layout. Admins should remove end user access to create_medical_inquiry__v and create_medical_insight__v record actions on the call2__v object. |
VCRM-47665 |
Network Integration
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
When users edited a non-network primary child account and selected the Network Primary checkbox, other child accounts were not unselected as Network Primary through DCR processing, resulting in multiple primary child accounts. | VCRM-66164 |
Order Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
A user was able to edit an order on the iPad after it was submitted online if the iPad was not synced between the time the order was submitted online and edited on the iPad. | VCRM-64660 |
Sample Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
When users confirmed a pending sample receipt for cold chain sampling, the corresponding sample lot item was not marked as active. | VCRM-65142 |
Sync
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
Mobile device details about signing in and syncing were not populated on user records. | VCRM-61834 |
Territory Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
The Territory Adds and Drops widget did not display correctly when an out-of-territory account was added via Stakeholder Navigator. | VCRM-54790 |
| Browser | Territory Assignment Rules did not initially execute correctly on the first run and required rerunning the rule. | VCRM-59812 |
X-Pages
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
A user was unable to create a CLM custom presentation using createRecord as the API returns the record ID cannot be accessed. | VCRM-47928 |
| Browser | X-Pages with "content target platform = salesforce" did not return results of the `createRecord` / `updateRecord` methods in the same format as Veeva CRM. | VCRM-64347 |
| Browser | When the getObjectMetadata method with "content target platform = salesforce" was used, the cases of the returned fields were not translated correctly. | VCRM-65287 |
| Browser | The getObjectMetadata method translated __sys field names incorrectly When a query was run using the affected field names, it failed. |
VCRM-69947 VCRM-69949 |
| Browser | When a user created an X-Page with "content target platform = salesforce" and using updateRecord, an error occurred. | VCRM-70652 |
X-Pages Studio
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
When a user created a page with content type Account Plan, then selected a test user and record using account name, an error occurred. | VCRM-39938 |
| Browser | The Commercial and Medical page templates required minor updates. | VCRM-60889 |
243.4.42 (March 13, 2025)
X-Pages
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
A user was unable to authenticate with an external source using the getSSOAccessToken method using a specific SSO provider. |
VCRM-71241 |
243.4.40 (March 6, 2025)
Approved Email
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
When users selected an account in the To field of an approved email, and selected a different recipient or email address, the My Accounts page displayed in a smaller application window. |
VCRM-67408 |
CLM
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
When the device’s language/region was set to Spanish/Spain, queryRecord in CLM content did not correctly return numbers with decimals. |
VCRM-65901 |
Sync
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
When users had both the Vault CRM and Vault CRM Legacy apps installed on the same device, a sync error occurred. |
VCRM-68744 |
X-Pages
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
X-Pages with "content target platform = salesforce" could not write into multi-select picklist fields using `createRecord` or `updateRecord.` |
VCRM-64345 |
243.4.32 (March 3, 2025)
My Schedule
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
When users attempted to open a call report where some Key Messages had a display order and some did not, an error occurred. |
VCRM-69436 |
243.4.31 (February 28, 2025)
X-Pages
runQuery(objectType) Now Returns Object Types
MyInsights pages that are dynamically translated no longer require elevated permissions when querying object types.
Approved Email
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
When an Approved Email recipient engaged with the email and the Client Name was longer than 20 characters, the resulting Email Activity record was not created. |
VCRM-69222 |
| Browser | Recommended Emails did not process beyond the first 1000 Campaign Targets. | VCRM-69380 |
243.4.30 (February 27, 2025)
X-Pages
Integrating External Data Using SSO Authentication on iPad and iPhone
Content developers can use the getSSOAccessToken method to retrieve a valid access token that can be passed through a customer-defined authentication process for external applications using OAuth-based SSO.
Engage HCP
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Android |
An error occurred when an HCP scanned the QR code to join a remote CLM presentation while using the Engage app on Android. |
VCRM-59390 |
Territory Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
A user was unable to run territory assignment rules in their Vault when the account metadata exceeded the Assignment Rules Engine limit. |
VCRM-63941 |
X-Pages Studio
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
New versions of X-Pages were not published to Vault CRM after deploying from X-Pages Studio. |
VCRM-60683 |
243.4.20 (February 20, 2025)
Account Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | The My Account search did not return any results that contained an accented character. | VCRM-62751 |
| Browser | When loading account updates to a vault, an unexpected error occurred. | VCRM-64494 |
Account Plan
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | The selected Account Plan did not consistently display as the default when a user attempted to record a call from the Account Plan page. | VCRM-65416 |
Approved Email
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | An email publishing job failed when the campaign’s target owner did not have the product listed in My Setup. | VCRM-65471 |
| Browser | When a user searched for an email template, all templates were returned as matches to an approved document name or description, even though none of them were matches. | VCRM-65644 |
Call Reporting
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Windows | Sync errors occurred when users selected Submit twice on a call with details and discussions, after an error occurred while uploading the call report to the online database. | VCRM-61855 |
CLM
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Windows | CLM content was not tracked correctly for unique activities group calls. | VCRM-65845 |
Events Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | When a user quick-added a group with the meal opt-in box selected, attendees were added as participants on the split expense. | VCRM-65322 |
| Browser | When a user edited an event by deleting the start and end time, then saving the record, an error did not display. | VCRM-65498 |
| Browser | When a user submitted an event for approval, the sponsorship information was not required. | VCRM-65691 |
Sync
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | When the Data Change Request Mode setting was set to 2, Account Territory Loader records were not created for decoupled unverified DCRs. | VCRM-64609 |
243.4.10 (February 13, 2025)
Account Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| iPad | When users created an account using the New Account Wizard, the Country Code picklist displayed all possible values instead of defaulting to the user's Country Code. | VCRM-54020 |
| iPad | When a user's language was set to French, "No Activities" was not correctly translated to French on the Timeline. | VCRM-57458 |
| iPad | When users tried to select an approver for an event from the more actions menu, the application closed unexpectedly. | VCRM-58651 |
| iPad | An empty product dashboard displayed on the Account Detail tab. Users should view and manage product metrics on the Rating tab. | VCRM-58686 |
| iPad | When users created a DCR with an attachment and then viewed the DCR, the Attachments count displayed as zero. | VCRM-59268 |
| iPad | A user was able to create a new account offline and save it without entering a Role, which is a required field. | VCRM-65236 |
Approved Email
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | The Recommended Email publishing job ignored the Check Consent setting on the approved document and instead used the Consent Type setting. | VCRM-57880 |
| Browser | When users tried to preview an Approved Email message, the preview did not display due to a lack of access to the custom_list_unsubscribe_header__v field on the approved_email_settings__v object. | VCRM-59923 |
Approved Notes
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | Errors during the Approved Notes job that occurred due to insufficient access did not display correctly in the Approved Notes Job History table. | VCRM-57826 |
Call Reporting
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Windows | Inactive picklist values displayed as options for multi-select picklists. | VCRM-58979 |
Campaign Manager
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | The Copy Targets spinner was incorrectly dismissed prior to the job completing. | VCRM-60908 |
| Browser | An error occurred when searching with one character in the All Campaigns tab. | VCRM-61179 |
| Browser | With multiple campaigns open, a user opened the side panel in edit mode for one campaign, then attempted to switch to another campaign. A blocking dialog warning for unsaved changes displayed. After dismissing the dialog, and selecting another campaign, the blocking dialog warning displayed again. In addition, the third campaign was not editable. | VCRM-62146 |
CLM
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | When copying presentations from a source Vault without object types enabled on an object to a target Vault with object types enabled on that object, the warning did not display. | VCRM-58011 |
| Windows | When end users applied updates to their media library that included changes to an open presentation and then selected Refresh on the open presentation, an error occurred. | VCRM-59404 |
Consent Capture
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser, iPad, iPhone | For custom consent types, when the default_consent_type__v field was not populated, consent types and lines on the Consent Capture page displayed implicit opt-in consent. | VCRM-56652 |
Engage HCP
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Android | End users were unable to request signatures during Engage meetings. | VCRM-54381 |
Events Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | Icons for the Schedule Engage and Start Engage items in the More Action menu did not display. | VCRM-57427 |
| Browser | Users could not add Attendee & Event Team Member type recipients to Approved Emails sent from an event. | VCRM-64648 |
| iPad | When searching for attendees to add to an event session, results were not limited to attendees of the parent event. | VCRM-58153 |
Home Page
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| iPad | When accounts were merged, a blank row displayed in the Territory Add & Drops widget for the merged account. | VCRM-61764 |
Medical Inquiries
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | When a user created a medical inquiry, and selected a delivery method, the delivery method information did not display. | VCRM-59777 |
| iPad | When a user created a Medical Inquiry from the Account page, the new record creation window displayed an incorrect object type. | VCRM-61335 |
My Schedule
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| iPad | Calls did not display in My Schedule if users did not have Read field permission to the medical_event__v field on the event_attendee__v object. | VCRM-58047 |
| iPad | An error occurred when non-English language users attempted to add calls to a call cycle. | VCRM-60451 |
| Browser | The ownerid__v field displayed on Events Management event popovers when the current user was the owner. | VCRM-51257 |
| Browser | When users without an Events Management Settings record attempted to record a call in My Schedule, an error occurred. | VCRM-59901 |
Microsoft Outlook
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| iPad | When the base object type was set as the default for the external_calendar__v and external_calendar_event__V objects, Microsoft Outlook calendars did not display in Vault CRM after users received a successful authentication message. |
VCRM-44639 |
Network Integration
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | When users used Network Address Inheritance, address inheritance fields did not import during Network Account Search. | VCRM-56670 |
| iPad | When users performed a Network Account Search with NAS Location Auto Population = 2 and scrolled down to view the results, the app closed unexpectedly. | VCRM-56208 |
| Browser | When users had more than 75 countries in their NAS Additional Countries field on the user record, NAS returned no results outside of territory, and DCR errors displayed when users edited a record. | VCRM-59984 |
Order Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | The brand-level minimum CPR limit rule did not work until a quantity was entered for a product within that brand. | VCRM-59283 |
Surveys
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | The Surveys publishing job failed due to issues copying fields with the "Values must be unique" attribute enabled. | VCRM-55219 |
Sync
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| iPad | The object type users selected on planned calls was not reflected after syncing. | VCRM-33140 |
Territory Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | Territory Assignment Rules did not correctly execute on migrated accounts. | VCRM-54946 |
X-Pages
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| iPad | The Account details page displayed an empty section when the Account page layout was configured to display X-Pages in the browser. | VCRM-53418 |
| iPad | After migrating an X-Page to Vault CRM that used getAvailableObjects, Vault API names displayed instead of standard object translations. | VCRM-54115 |
| iPad | The application displayed an error message when queryRecord() was used in a WHERE clause without quotes. | VCRM-54173 |
| Browser | When an X-Page queried for the value of a long text field only the first 250 characters were returned. | VCRM-57954 |
| Browser, iPad | An error occurred when `IsDeleted` was used in a WHERE clause. | VCRM-58776 VCRM-58774 |
243.2.50 (February 4, 2025)
Call Reporting
Auto-Populating the Call Channel
Auto-populating the call channel streamlines call reporting by automatically populating the correct standard call channel value on the call report, based on customer-specific call channel values. This functionality maps customer-defined fields similar to the call channel field directly to standard call channel values, eliminating the need for an additional manual selection on the call report.
Events Management
Required Event Material Rules help enhance compliance and maintain audit trails by requiring organizers to attach specific supporting materials before executing certain event actions. These rules can be configured to either warn organizers or prevent further action until the necessary materials are attached.
Account Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | Users could not view all returned entries for the My Accounts query results when limited to 5,000 entries. | VCRM-62120 |
| Browser | When a user created an HCO and child HCP account using the New Account Wizard, the territory and address were not populated on the child HCP record. | VCRM-61323 |
Call Sampling
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | When users canceled out of edit mode or re-edited a call report with promotional items and attendees, previously added promotional items and samples did not display on the call report. |
VCRM-60599 |
Events Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | Users could not create child events when the Adding Local Time and Time Zone to an Event feature was not enabled. | VCRM-61061 |
| iPad | The QR Sign-in feature did not function correctly due to a server error. | VCRM-61408 |
MySchedule
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| iPad | For users in the Central European Time (CET) and Japan Standard Time (JST) time zones, one-day Microsoft Outlook entries displayed across two days in My Schedule. | VCRM-59902 |
Sample Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | An error occurred when users attempted to submit an inventory order record where they did not have access to the approver’s user__sys record. | VCRM-61280 |
Surveys
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | A user was unable to view available open surveys for an account when related TSF records for the account did not contain an object reference to a territory. | VCRM-60697 |
Sync
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| iPad | Users experienced upload sync errors. | VCRM-63966 |
243.2.31 (January 24, 2025)
Sync
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| iPad | In certain situations, the Vault CRM app would fail to keep the user logged in after a period of time. In those situations, an error message displayed indicating the user’s authentication failed and their session could not be refreshed. | VCRM-59618 |
243.2.30 (January 23, 2025)
Events Management
Adding Local Time and Time Zone to an Event on the iPad
Admins can configure the system to display event times on the iPad in the local time zone of the event itself, rather than the time zone of the user viewing the event record. This helps eliminate confusion and ensures accurate event scheduling for teams and attendees located in different time zones.
Event Business Rules enable admins to enforce certain rules and assist and restrict event organizers when planning an event, minimizing planning mistakes and ensuring compliance. The following additional types of event business rule are now available:
- Attendance Rules
- Per Event Attendance Limit Rule
- Speaker Rules
- Cross-Event Per Speaker Engagement Limit Rule
- Per Event Speaker Limit Rule
Account Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | When a user viewed an account detail page, then edited the page, two fields previously visible did not display. | VCRM-57856 |
| iPad | After a device was synced several times and a database refresh was performed, the app continued to indicate the last sync was 30 days ago. | VCRM-58851 |
243.2.20 (January 16, 2025)
Account Management
Initial Display Limit in My Accounts
The My Accounts tab now limits the number of accounts displayed to 5,000 accounts to improve performance. If more than 5,000 accounts match the criteria for the selected view, a warning displays indicating the results are truncated, prompting the user to refine the view criteria.
Sync
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
Nitro records did not download to mobile devices during incremental syncs. |
VCRM-57670 |
| iPad | An error occurred when syncing time_off_territory__v records when the time__v or date__v fields were blank, or time__v field is set to hourly__v and the hours_off__v and/or start_time__v fields were blank. | VCRM-58538 |
243.0.40 (January 8, 2025)
Account Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
The New Account Wizard did not display the correct fields for a non-English user. |
VCRM-56398 |
Consent Capture
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
When the email_html_1__v field was empty on approved_document__v records for consent confirmation emails and consent receipts, the emails failed to send. |
VCRM-57691 |
243.2.10 (December 19, 2024)
Approved Email
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
When a recipient selected the appointment booking link from an approved email that was sent from the browser, an error displayed. |
VCRM-54308 |
| Browser | When a user published a Campaign, the Campaign job history did not create Sent Email records and displayed an error. | VCRM-57728 |
Call Reporting
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Windows |
When a default value formula was defined for the duration__v field on the call2__v object, the duration did not display. |
VCRM-54834 |
| Browser | When Pages were included on the call2__v layout, Save and Edit buttons did not display for the call report. | VCRM-49692 |
Call Scheduling
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
When users created calls from My Schedule, pre-call notes were not populated on the newly created call report. |
VCRM-52844 |
Consent Capture
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
When values in the channel_source__V field on a consent_type__v record were formatted incorrectly, an error occurred when capturing consent for that consent type. |
VCRM-49946 |
Engage HCP
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad, iPhone |
After disconnecting from a CRM user, HCPs were able to select and hold messages to display the action menu. |
VCRM-54191 |
|
Web |
After signing into Engage on Safari on a mobile device, the install banner did not display. |
VCRM-55089 |
Events Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
The event date displayed on the timeline did not match the date displayed on the event tile. |
VCRM-58293 |
My Accounts
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
An error occurred when viewing an account view with both Show Person Accounts and Show Business Accounts disabled. |
VCRM-54030 |
My Schedule
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
When users attempted to create a call from My Schedule for an account with two affiliation records, where both affiliations have the same From Account and To Account but different role fields, an error occurred and the user was unable to create the call. |
VCRM-52851 |
|
Browser |
When users navigated between day, week, and month views in My Schedule, the account list in the Scheduler pane refreshed each time users changed the calendar view. |
VCRM-55338 |
Network Integration
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
Users were unable to add a new account from Network Account Search due to address inheritance fields. |
VCRM-55556 |
Order Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
When a user created an order with the Last Inventory Monitoring populated with an IM in a submitted state, then saved the order, an error occurred. |
VCRM-53971 |
Sync
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
When the Nitro sync attempted to sync more records than the number defined in the max_accounts_ipad__v Veeva Setting and failed, the error message did not display. |
VCRM-52160 |
| iPad | When adding Event Team Members to an event, the Team Member lookup did not display any results. | VCRM-49682 |
Territory Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
When a user created a custom sharing rule without Rule Criteria, the sharing rule did not work correctly. |
VCRM-48936 |
X-Pages
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
When using the runQuery method and getPicklistValueLabels, with target platform = “salesforce,” an error occurred. |
VCRM-50806 |
X-Pages Studio
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
Currency values were not working in tables. |
VCRM-57165 |
243.0.30 (December 18, 2024)
Call Reporting
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| iPad | When a user added an expense to a call report, then saved the call report, the expense amount was zero. | VCRM-57085 |
Engage
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | When starting a meeting from the High Performance Call Report, the Latest Meeting Start Datetime field on the remote_meeting__v record was not stamped. | VCRM-56233 |
| Windows | The setting to allow participants to unmute themselves was disabled by default. | VCRM-54266 |
243.0.20 (December 12, 2024)
Account Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
The Edit page for accounts was blank when users did not have Read permission for the Base Data Change Request object type and DCR was enabled. |
VCRM-54689 |
Approved Email
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | Consent validation for approved email recipients is performed unsuccessfully when matching the consent header against the user's country. | VCRM-55972 |
|
Browser |
Tokens using datetime formatting were not resolved in emails. |
VCRM-54526 |
|
Browser |
Users could not send emails to accounts with both opt-in and opt-in pending consent. |
VCRM-54004 |
|
Browser |
Eligible and ineligible recipients displaced in the incorrect order. |
VCRM-52261 |
|
Browser |
The Send Now button displayed the count of both eligible and ineligible recipients. |
VCRM-52587 |
|
Browser |
When users sent an email, the total count of recipients displayed in the confirmation message was incorrect. |
VCRM-53112 |
Authentication
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser, iPad, Windows |
When users attempted to authenticate their Microsoft accounts from Vault CRM, a blank success page (Microsoft Teams) or Site Can’t Be Reached error (Microsoft Outlook) displayed after they completed the authentication flow. If the user reattempted scheduling a Microsoft Teams meeting from the call report, they were again prompted to complete authentication. |
VCRM-55772 VCRM-55786 |
CLM
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Windows | When users opened the PDF overlay while in presentation mode, then closed the overlay by selecting the Esc button or by using the Context menu, the app closed unexpectedly. | VCRM-55114 |
Consent Capture
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | When double opt-in was enabled on a consent type, the Email field type could not be used as the consent type's channel source. | VCRM-54836 |
| Browser | When double opt-in and consent confirmation emails were created, the object type was incorrectly set to Account. | VCRM-55106 |
| Browser | The Paper Consent ID field did not display on the Review Consent page. | VCRM-55029 |
| Browser | When a consent header did not have any consent line records, the Consent Capture page did not load. | VCRM-55965 |
| Browser | When users captured only opt-outs and did not have opt-out disclaimer text populated, consent text sometimes displayed incorrectly. | VCRM-55239 |
| Browser | Paper Consent ID was not stamped on the multichannel_consent__v record. | VCRM-54971 |
| Browser | Users could not navigate away from the Review Consent screen after capturing consent. | VCRM-54531 |
| Browser | When the Face to Face option was selected for the Consent Confirmation method, the multichannel_consent__v record was created with an opt type of Opt-In Pending. | VCRM-54453 |
| Browser | After selecting the Resend Confirmation button, double opt-in and consent confirmation emails were not sent correctly. | VCRM-54151 |
| Browser | The Subscribe All and Unsubscribe All buttons did not display for consent channels without channel sources configured. | VCRM-54205 |
| Browser | The Consent Capture page displays incorrectly when there is no consent header matching the account or user country. | VCRM-55476 |
| Browser, iPad, Windows |
When users attempted to authenticate their Microsoft accounts from Vault CRM, a blank success page (Microsoft Teams) or Site Can’t Be Reached error (Microsoft Outlook) displayed after they completed the authentication flow. If the user reattempted scheduling a Microsoft Teams meeting from the call report, they were again prompted to complete authentication. |
VCRM-55772 VCRM-55786 |
| Browser | The Consent Confirmation page displays an empty section when the consent confirmation options are not configured. | VCRM-53809 |
| Browser | When there was no default multichannel_route__v record and no record matches the consent header's language, account's language, or user's language, the wrong multichannel_route__v record was used to send double opt-in and consent confirmation emails. | VCRM-53229 |
Engage
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| CRM Desktop (Windows) | When starting a meeting from the High Performance Call Report after opening a presentation in Normal View, the Present in Engage button did not display on the presentation window. | VCRM-54435 |
| CRM Desktop (Windows) | When starting a meeting from the High Performance Call Report, the Latest Meeting Start Datetime field on the remote_meeting__v record was not stamped. | VCRM-54493 |
Engage HCP
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Android | When sharing a digital business card via the QR code, an error occurred when opening the Engage app. | VCRM-55231 |
Events Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | Errors occurred when performing event actions, for example, rescheduling, when Virtual Events was not enabled. | VCRM-50569 |
Network Integration
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
| Browser | Network Account Search did not display with accounts with a blank parent account name. | VCRM-51952 |
243.0.10 (December 5, 2024)
Account Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
When users viewed the Product Dashboard for an account with an arrow-type metric, the arrow icon was not properly aligned, |
VCRM-44794 |
|
iPad |
When users navigated to an account detail page without read access to the ownerid__v field on the data_change_request__v object, the application closed. |
VCRM-49998 |
|
iPad |
When users added an out-of-territory account, the account did not display in search until the user performed an incremental sync. |
VCRM-50885 |
|
iPad |
An error occurred after enabling the New Account Wizard. | VCRM-53137 |
|
iPad |
The phone icon did not display for accounts in My Accounts. | VCRM-54114 |
Authentication
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
End users were forced to re-authenticate before every incremental sync. |
VCRM-47333 |
Call Reporting
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
When viewing Sharing Settings for call2__v records from the Business Admin tab, a blank page displayed if the business_account__v (Location) object control was on the call2__v layout. |
VCRM-44398 |
|
CRM Desktop (Windows) |
When users attempted to create high performance call reports and the DEFAULT_CALL_RECORD_TYPE Veeva Message was not in use, an insufficient privileges error displayed. |
VCRM-46657 |
|
iPad |
For users with currencies other than USD, custom number fields on the call2__v object incorrectly displayed in USD. |
VCRM-47522 |
CLM
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
The Vault CRM Connection Management user name and password were not saved. |
VCRM-45468 |
Consent Capture
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
The Receipt Email Section did not display. |
VCRM-47910 |
Events Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
The Show More link on LongText and RichText type fields did not function correctly in the Attendee selection window. |
VCRM-34055 |
|
Browser |
The Training group name displayed multiple times when filtering speakers to add to an event. |
VCRM-37281 |
|
Browser |
Event related lists did not display related records correctly. |
VCRM-40872 |
|
iPad |
A horizontal scroll bar did not display when creating an event expense line when many fields were available for input. |
VCRM-44205 |
| Browser | When viewing an event record on the browser at minimum resolution, fields on the record overlapped. | VCRM-52482 |
| Browser | Statuses for the event_history__v object did not match the statuses for the em_event__v object. | VCRM-53176 |
Medical Events
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
A user’s Event Attendees did not sync to the iPad. |
VCRM-50237 |
My Schedule
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
When a user created time off territory with the Time field blank and the Unavailable for Scheduling check box selected, an error occurred. |
VCRM-50619 |
Network Integration
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser iPad |
When users added an account from Network to CRM with a name that exceeded the name__v character limit, the account was not added. |
VCRM-51525 |
| Browser | The search bar of the product selector does not work. | VCRM-46042 |
Opportunity Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
The search bar of the product selector does not work. |
VCRM-46042 |
Order Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
iPad |
The app stopped working when the Line Discount for an order line was manually updated when the user’s Vault CRM locale does not have the same assigned number format as the iPad device Number Format. |
VCRM-42691 |
Sample Management
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
When an inventory order which required a quantity exception approval was submitted, then unlocked and the quantity was updated, the user was prevented from saving their edits. |
VCRM-42364 |
|
Browser |
Inventory order records with a custom inventory_order_status_v value were automatically locked. |
VCRM-44250 |
|
Browser |
When the order_fulfilled_quantity__v field value was deleted on a saved inventory order line, and a user subsequently submitted and then unlocked the order, an error occurred when selecting the Complete button in the workflow status. |
VCRM-45087 |
Service Center
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
After selecting Dial on a case, navigating to a different tab, then navigating back to the case, the case displayed in edit mode. |
VCRM-50776 |
|
Browser |
After accepting an incoming call and selecting Cancel on the case, then navigating to another tab and back to Service Center, fields on the case tab did not display correctly. |
VCRM-51351 |
Sync
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser |
After performing a Forced Full Refresh for an end user, the force_full_refresh__v check box was not automatically deselected on the user__sys record. |
VCRM-32091 |
|
iPad |
End users were unable to sync or perform database refreshes, but sync errors did not display. |
VCRM-49437 |
|
iPad |
Call samples did not display on the call report. |
VCRM-50272 |
X-Pages
|
Platform |
Issue Description |
Issue Number |
|---|---|---|
|
Browser, iPad |
The translation service did not work correctly. |
VCRM-47772 |
|
iPad |
The getObjectMetadata method returned Vault API names for fields when run on the iPad. |
VCRM-52057 |
