25R1.0 Maintenance Notes

The items listed below were added in the 25R1.0 release cycle and contain maintenance items from the 25R1.0, 25R1.2, and 25R1.3 releases as they become available.

Maintenance items in the Vault CRM application are corrections to existing functionality.

251.3.10 | Family Build TBD (June 26, 2025)

Account Management

Platform

Issue Description

Issue Number

iPad

When users selected View User Territory on Account Details, the modal did not display territories the user was not assigned to.

VCRM-86861

iPad

Product names were truncated in the Products column on the Product Metrics section of the Account Detail page.

VCRM-85800

Browser

Product names were truncated in the Products column on the Product Metrics section of the Account Detail page.

VCRM-85799

Browser

When users selected View User Territory on Account Details, the section did not display territories the user was not assigned to.

VCRM-86857

Browser

Users experienced slow performance when deleting account records in bulk.

VCRM-88149

Browser

When users edited an account in My Accounts, picklists displayed inactive values.

VCRM-89388

Browser

When users attempted to create an address for an account, the behavior of the object type selector differed depending on whether they used the Address related list or the Address section control.

VCRM-89395

Account Plan

Platform

Issue Description

Issue Number

Browser

The Account Plan Deep Copy feature did not correctly copy the object type. Instead, the copied account plan was created with the default object type.

VCRM-84084

Approved Email

Platform

Issue Description

Issue Number

iPad

When users attempted to send double opt-in emails using a template with a user photo, the email messages were not sent.

VCRM-87856

Call Reporting

Platform

Issue Description

Issue Number

Browser

When users did not have edit access to call_datetime__v, but the field was placed on call layouts, the call datetime displayed on the call report as 8:00 AM regardless of the time selected.

VCRM-87872

Campaign Manager

Platform

Issue Description

Issue Number

Browser

Some links included in test emails sent from a campaign did not generate correctly.

VCRM-87713

CLM

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

When presenting content in Window Mode in a fixed size, an extra title bar displayed at the top of the presentation window.

VCRM-86336

Browser

Media files for key messages could not be downloaded.

VCRM-89464

Browser

Users were required to add attendees to unique activity calls created for unassigned presentations.

VCRM-86319

Engage

Platform

Issue Description

Issue Number

Browser

An error occurred during Engage Post-Processing for virtual events.

VCRM-84366

Engage HCP

Platform

Issue Description

Issue Number

Android

When a signature request was canceled, the background color for the OK button was incorrect.

VCRM-83409

Events Management

Platform

Issue Description

Issue Number

Browser

sent_email__v records were erroneously created when users had insufficient privileges to fields referenced by tokens in the Approved Email template.

VCRM-85397

iPad

An error occurred when Event Materials were automatically created via Event Rules if the user lacked Read permission to the product__v field of the em_topic_material__v object.

VCRM-82079

Browser

Veeva-provided values of the em_event_status__v picklist on the em_event__v object could not be inactivated.

VCRM-87977

Browser

A query error caused searching in the Events tab to be less robust.

VCRM-85240

iPad

The Out of Territory filter did not display correctly in the Add Attendee modal.

VCRM-89739

iPad

Lookup filters did not function correctly.

VCRM-84668

Browser

The incurred_expense_speaker_v and incurred_expense__v fields did not display correctly in layouts.

VCRM-89019

Home Page

Platform

Issue Description

Issue Number

Browser

The due date for a task displayed on the home page was different from the due date on the task record.

VCRM-86833

Key Medical Insights

Platform

Issue Description

Issue Number

Browser

When a user unlocked a Key Medical Insight with missing required fields or failed validation, the system incorrectly showed a success message, even though the record remained submitted and uneditable.

VCRM-84802

Medical Inquiries

Platform

Issue Description

Issue Number

iPad

When a user submitted a Medical Inquiry, they received two identical notifications that the medical inquiry had been created instead of one. 

VCRM-83828

My Schedule

Platform

Issue Description

Issue Number

Browser

When the Microsoft Outlook integration was enabled and users had access to a relationship field, but lacked object permission to the relationship field’s source object, Vault CRM calendar entries did not display in Microsoft Outlook.

VCRM-84225

iPad

External calendar events with a duration fewer than 24 hours did not display as all-day events when they spanned two days.

VCRM-87882

Browser

When managers viewed shared calendars, the More Actions menu did not display on shared entry popovers.

VCRM-84541

Browser

When users were granted access to an account through sharing rules, but the user’s territory did not match the account’s territory, the account did not display in the Scheduler pane.

VCRM-82988

Order Management

Platform

Issue Description

Issue Number

Browser

A Delivery Order Limit Rule Pricing Rule that should only work on iPad was triggered for an order submitted on Browser.

VCRM-87232

Surveys

Platform

Issue Description

Issue Number

iPad

When users created question response records for advanced coaching reports, the wrong object type was used.

VCRM-82458

Sync

Platform

Issue Description

Issue Number

iPad

Records with text containing emojis or other special characters sometimes did not sync correctly, but there were no sync errors. 

VCRM-77529

iPad

Default picklist values defined for a specific object type did not display after creating a record with that object type.

VCRM-82928

iPad

An error displayed when users navigated to the Territory Feedback screen.

VCRM-89638

Territory Management

Platform

Issue Description

Issue Number

iPad

The View User Territory section incorrectly displayed on account page layouts on the iPad.

VCRM-83230

X-Pages

Platform

Issue Description

Issue Number

iPad

When a user submitted two async requests at the same time, only one request provided a response. The other request did not complete and a “Promise not found in registry” error message displayed.

VCRM-86218

iPad

When a user changed the value of a field in the custom object record to the API name as instructed, a sync error occurred.

VCRM-85213

iPad

When a user selected the Save button on a custom X-Page, the app closed unexpectedly.

VCRM-84064

X-Pages Studio

Platform

Issue Description

Issue Number

Browser

A user was unable to update a column header in a table on several OOTB templates, including the Commercial Territory, Medical Territory, and Territory Overview templates.

VCRM-71523

Browser

When a user created a Get Translated Object Names data element and populated the name and description fields for an object and saved the data element, then updated the name and description fields and deselected the object, the name and description fields reverted to their original values.

VCRM-49139

Browser

When using OOTB display elements, additional section headers were added below sections on stacked OOTB display elements and unnecessary scroll bars displayed once the page was deployed. In addition, the viewRecord method in the JavaScript library was not documented correctly.

VCRM-68574

iPad

When a user created a CDE for Suggestions using the executeSuggestionAction method in the JavaScript library, then deployed the page, an error occurred when any action was taken on a suggestion (dismiss, complete, or schedule a call).

VCRM-75686

Browser

When a user created and deployed a custom page using “Salesforce” as the Target Platform, then opened the page and selected the Properties icon, the target platform was “Vault.” 

VCRM-83874

Browser

Both deployable and non-deployable page versions displayed on the Deploy page.

VCRM-86039

Browser

A user was unable to update the report type for a page version on the Deploy page.

VCRM-53156

251.2.50 (June 19, 2025)

Account Management

Platform

Issue Description

Issue Number

iPad

When users selected Edit Lists from My Accounts, the application did not display the edit screen.

VCRM-83017

251.2.42 | Family Build 575 (June 17, 2025)

CLM

Platform

Issue Description

Issue Number

Browser

When users downloaded media files for key messages, the downloaded files were empty.

VCRM-89775

Browser

Content admins were unable to connect to the FTP server.

VCRM-89510

Sync

Platform

Issue Description

Issue Number

iPad

When users with the same security profile and user role, as well as large event layouts, synced at the same time, the user information in the Options tab or activity log was incorrect.

VCRM-89539

251.2.41 | Family Build 575 (June 16, 2025)

Call Sampling

Platform

Issue Description

Issue Number

Browser

Users without field permission to the license fields on the Address object were unable to save or submit calls.

VCRM-86877

Events Management

Platform

Issue Description

Issue Number

Browser

After users rescheduled an event, the event status did not match the event lifecycle state.

VCRM-87343

Browser

When the split_lines__v field was null on expense_header__v records, users were unable to save expense records.

VCRM-88093

Browser

After creating an event on iPad, the corresponding event history record was not created online,

VCRM-62770

Browser

Event Speaker table tokens, Event Session table tokens, and time formatting did not display correctly in Approved Emails.

VCRM-84938

Sync

Platform

Issue Description

Issue Number

iPad

When a call failed a validation rule after being updated, sync was unable to complete.

VCRM-88454

251.2.40 | Family Build 570 (June 12, 2025)

Account Plan

Platform

Issue Description

Issue Number

Browser

When users attempted to download an account plan as a PDF and the columns on the key stakeholders section were not customized, the download failed.

VCRM-86179

Approved Email

Platform

Issue Description

Issue Number

Browser

When users scheduled an Approved Email that included fragments, the fragments did not display in the received email.

VCRM-86713

iPad

When users tried to access an approved document from the Approved Documents tab, the application closed unexpectedly.

VCRM-83973

Browser

An error displayed when admins created accounts as an integration user via Java and the API.

VCRM-86136

Consent Capture

Platform

Issue Description

Issue Number

iPad

A sync error occurred when creating Multichannel Consent records from capturing consent.

VCRM-87231

CRM Vault Metadata

Platform

Issue Description

Issue Number

Browser

When mapping custom picklist values using CRM Vault Metadata Sync, the casing for the API names was not maintained.

VCRM-66404

Events Management

Platform

Issue Description

Issue Number

iPad

A scripting error occurred when executing event actions.

VCRM-83621

Browser

An error occurred when generating a QR Code for an event.

VCRM-85398

Browser

The error banner that displays when an error occurs when adding or removing an attendee from an event did not expand by default.

VCRM-86196

iPad

The email address of Event Team Members did not display correctly.

VCRM-87482

iPad

The View Signature button incorrectly displayed.

VCRM-87680

Surveys

Platform

Issue Description

Issue Number

Browser

When users dataloaded survey targets, the process took an exceptionally long time to complete.

VCRM-87162

Sync

Platform

Issue Description

Issue Number

iPad

When a Related to Top Level VMOC had Enable Enhanced Sync selected and the parent object was call2__v, syncing records for the object during incremental sync did not complete.

VCRM-84308

Territory Management

Platform

Issue Description

Issue Number

Browser

When users attempted to run a territory assignment rule, an error displayed indicating assignment was already in progress even though the Job Status page displayed no currently running jobs.

VCRM-83610

X-Pages

Platform

Issue Description

Issue Number

iPad

When a user accessed a custom X-Page (migrated from Veeva CRM) and created a call by selecting the appropriate button (using the createRecord function), then saved the record and synced their device, a sync error occurred.

VCRM-87233

iPad

A custom X-Page that was migrated from a MyInsights page was unable to query object metadata.

VCRM-72584

X-Pages Studio

Platform

Issue Description

Issue Number

Browser

When adding a CDE without a name, an error occurred though the name field was not required.

VCRM-87493

251.2.30 | Family Build 551 (June 5, 2025)

Accounts

Enable Querying and Reporting of Dynamic Attributes in My Accounts - Available on Browser

To improve performance in My Accounts, business admins can control whether Dynamic Attributes are included in My Accounts searches, filters, and reports.

Call Sampling

Generating Printable Sample Receipts - Available on Browser

To ensure regulatory compliance, streamline audits, and readily fulfill HCP receipt requests, sample admin users and end users can generate printable sample receipts for call reports with samples or BRCs.

Classic Cycle Plans

The following Classic Cycle Plan functionality is now available:

Multichannel Cycle Plans

Editing MCCP Goals - Available on iPad

Editing Multichannel Cycle Plan (MCCP) goals enables end users to create more accurate and effective plans based on their experience with accounts, while reducing administrative overhead from frequent plan changes.

Events Management

Platform

Issue Description

Issue Number

Browser

Read access to the registration_url_long__v field on the em_event__v object no longer required for generating print templates.

VCRM-84598

iPad

Read access to the concur_status__v field on the expense_header__v object no longer required for editing expenses.

VCRM-85040

Browser

When selecting an Event Speaker Contract Template, defined VQL Filter Criteria was not respected.

VCRM-85128

Browser

Values on the tier__v and em_event_speaker_status__v picklists on the em_speaker__v object could not be inactivated.

VCRM-85234

Browser

When using Automated Event Emails, summary emails generated from different Event Rules, but associated with the same Event Configuration, were incorrectly grouped together.

VCRM-85300

Browser

Fixed an issue that prevented Required Event Material Business Rules records from being created when creating a new event.

VCRM-86089

X-Pages

Platform

Issue Description

Issue Number

Browser

A user was unable to view their deployed X-Pages and templates in X-Pages Studio and an error displayed.

VCRM-85528

Browser

When a user opened an X-Page in Studio and selected the restore changes option, the data palette was empty. When they selected the delete changes option, their data displayed correctly.

VCRM-85819

251.2.21 | Family Build 531 (May 30, 2025)

Territory Management

Platform

Issue Description

Issue Number

Browser

An error occurred when executing Territory Assignment Rules from a Vault’s root level territory.

VCRM-85620

251.2.20 | Family Build 524 & 525 (May 29, 2025)

Account Management

Platform

Issue Description

Issue Number

Browser When users attempted to configure a new territory in Global Account Search, the Applies To drop-down menu did not include all of the organization’s territories. VCRM-83310

Call Reporting

Platform

Issue Description

Issue Number

Browser When the Category section signal was disabled and users on a mobile device platform added Key Messages with an associated category to the call report, the Key Messages did not display online. VCRM-83624

Call Sampling

Platform

Issue Description

Issue Number

Browser When users saved call reports with BRCs, the ship_state_v and ship_country_v fields were stamped with the picklist value’s API name instead of the label. VCRM-83522
Browser When users did not add lines to a multi-line sample transaction, the Transfer To field was not enforced as a required field. VCRM-83229

CLM

Platform

Issue Description

Issue Number

Browser User groups not aligned with any content groups were not deleted after performing content realignment. VCRM-83698

Events Management

Platform

Issue Description

Issue Number

Browser A scripting error caused creating events to take a long time. VCRM-82218
Browser When a Vault was promoted from sandbox to production, em_event_configuration__v records and records related to those records were not cloned into the new production instance. VCRM-84109
iPad An error occurred when executing event actions offline. VCRM-84537
iPad Sent Email records associated with an event did not display in the corresponding related list. VCRM-84821

My Schedule

Platform

Issue Description

Issue Number

Browser When users attempted to create calls from a call cycle but lacked Create permission for Account object types, calls were not created. VCRM-83603

X-Pages

Platform

Issue Description

Issue Number

iPad A migrated X-Page report using the updateRecord function did not update the content as requested. The updateRecord function updated the content correctly on Browser. VCRM-83018
iPad When a user accessed a custom X-Page (migrated from Veeva CRM) and selected the appropriate button to create a call (using the createRecord function), a call was not created. VCRM-82739
iPad When a user accessed a custom X-Page (migrated from Veeva CRM) that displays task data (using the user_task__v object), an error displayed. VCRM-85374

251.2.10 (May 22, 2025)

Account Management

Platform

Issue Description

Issue Number

Browser When users selected the New Account button from Network Account Search, the New Account Wizard did not display. VCRM-56790
Browser Accounts without a primary address did not display in views in My Accounts. VCRM-75334
Browser Users experienced delays in load time when accessing the Timeline view for accounts. VCRM-82358

Account Plan

Platform

Issue Description

Issue Number

Browser When users viewed an account plan, the related list section did not display the number of records for Key Stakeholders. VCRM-76252
Browser The Key Stakeholders section did not display when users exported an account plan as a PDF. VCRM-76255
Browser The Copy Account Plan dialog did not display related objects from the hierarchy for selection when a custom relationship field existed on a standard object. VCRM-78817

Approved Notes

Platform

Issue Description

Issue Number

Browser The Approved Notes process did not correctly create violations of certain Monitoring Rules. VCRM-73762

Call Reporting

Platform

Issue Description

Issue Number

Browser When users lacked object permission for the call2_discussion__v object, a server error displayed. VCRM-69541
Browser When users encountered a validation error message while saving a call report, the error message text “Cannot save the object at this moment:” was not translated. VCRM-77749
Browser A validation error displayed for standard Medical Event calls even when parent call report fields were populated correctly, since values were not copied to child call reports. VCRM-78162
Browser On standard call reports with medical discussions, the cursor flickered indefinitely when users attempted to select a field input or button, preventing them from saving the call report. VCRM-81493

CLM

Platform

Issue Description

Issue Number

CRM Desktop (Windows) An error occurred when syncing the media library after signing in for the first time. VCRM-78148

Consent Capture

Platform

Issue Description

Issue Number

Browser Customers experienced a delay when data loading multichannel consent records. VCRM-78402

Events Management

Platform

Issue Description

Issue Number

Browser An error occurred when scheduling a virtual event when Additional Zoom Dial-in Countries were enabled. VCRM-73802
iPad When filtering by Event Type, the list of em_event__v object types did not translate correctly. VCRM-76825

Medical Inquiries

Platform

Issue Description

Issue Number

iPad The Timeline displayed the API value of the product__v field on the medical_inquiry__v object instead of the label. VCRM-78834

Multichannel Cycle Plans

Platform

Issue Description

Issue Number

Browser MCCP calculations did not occur until the cycle start date was in the past, rather than occurring when the cycle start date was the current date or in the past. VCRM-76174

Sample Management

Platform

Issue Description

Issue Number

iPad When users edited a sample inventory count to a large number, for example, 1,000,000,000,000,000,000 or more, the sample inventory did not sync to the Browser platform. VCRM-77111

Sync

Platform

Issue Description

Issue Number

Browser An error occurred when syncing an application label records with text sections on the layout. VCRM-77671

Browser

Timestamps in the activity log did not display in the datetime format.

VCRM-81944

Territory Management

Platform

Issue Description

Issue Number

Browser An error occurred when using the ATL to load the same Zip Code in different countries into the same territory. VCRM-41671

X-Pages

Platform

Issue Description

Issue Number

Browser When a user navigated between X-pages, the X-pages did not resize correctly. VCRM-77898
iPad In a translated MyInsights page, a field that had multiple potential translations did not always use the correct translation. VCRM-81864
Browser After using the X-Pages Studio My Cases Template to create and deploy a page, a vertical scroll bar displayed unnecessarily in the My State Summary and My Queues sections on the Service Center My Cases tab. VCRM-36880

251.0.40 (May 15, 2025)

Timeline

Viewing Events Management Events on the Account Timeline

Users can view Event Management events on the account timeline. This ensures users have a complete view of key milestones and engagements, such as speaker programs, directly alongside other customer interactions like calls or emails. This complete view provides users with the context needed to make more informed decisions and understand the impact of an event on subsequent interactions.

User Visible and Behavior Changes (UVCs)

Account Management

Platform

Description

Before

After

iPad

Users can view the Addresses, Member of, and Members app sections as related lists on the account detail page, and create Data Change Requests from the related lists.

n/a

Account Management

Platform

Issue Description

Issue Number

iPad

When users tried to save a new account, the application closed unexpectedly if a layout in the account wizard contained a required boolean field.

VCRM-82993

Events Management

Platform

Issue Description

Issue Number

Browser, iPad

An error prevented editing existing child events.

VCRM-83207

Sync

Platform

Issue Description

Issue Number

iPad

When syncing a large number of records for an object, an error sometimes occurred with the incorrect error message.

VCRM-82197

251.0.31 (May 9, 2025)

Authentication

Platform

Issue Description

Issue Number

iPad

When users quit the Vault CRM app while signed in, users were no longer signed in after relaunching the app.

VCRM-82028

251.0.30 (May 8, 2025)

Account Management

Merging Product Metrics

During the account merge process, and after post-processing of child accounts, product metrics records are evaluated and updated to ensure data consistency.

Viewing User Territory on Browser

Users on the Browser platform can view User Territory information on Account Details. A list of current account territories displays, as wea list of users aligned in that territory for the current account.

Account Management

Platform

Issue Description

Issue Number

iPad When creating a new account using the New Account Wizard, object types where the user only has Read access are not available for selection. VCRM-71351

Engage HCP

Platform

Issue Description

Issue Number

Android When launching the app after force closing it while signed in, users were no longer signed into the app. VCRM-81877

Events Management

Platform

Issue Description

Issue Number

Browser When a user previewed a print material, they were unable to scroll smoothly through the resulting template. VCRM-77895
Browser When a user created a split expense header, certain fields including the split amount per person field was not visible on the page layout. VCRM-80418

Sample Management

Platform

Issue Description

Issue Number

Browser When Enable Samples on Sign Save was enabled, editing and re-saving a call report twice after the initial save resulted in duplicate sample limit transaction records when there were samples subject to sample product group limits on the call report. VCRM-79186

251.0.22 (May 5, 2025)

Engage HCP

Platform

Issue Description

Issue Number

Android An error occurred when upgrading the Engage app from a previous version to the 251.0.20 version. VCRM-81865

251.0.21 (May 2, 2025)

Engage HCP

Platform

Issue Description

Issue Number

iPad During Engage meetings, the meeting controls display at the bottom of the screen and block shared CLM content. VCRM-81515

251.0.20 (May 1, 2025)

Account Management

Platform

Issue Description

Issue Number

Browser

When accounts were merged, the winning account territory record was deleted if the ATL mode was 0, the losing account had only 1 ATL record, and the winning account had no ATL record.

VCRM-73852

Browser Users were unable to add an account using Global Account Search due to insufficient permissions. VCRM-77239
Browser When users tried to create a new account, the creation failed if the Territory Field section was included on the layout for that specific Account object type. VCRM-77368

Account Plan

Platform

Issue Description

Issue Number

Browser Users were unable to create a key stakeholder from the account hierarchy or Sphere of Influence when the user was missing access to the key_stakeholder object type. VCRM-77007

Approved Email

Platform

Issue Description

Issue Number

Browser, iPad

When users sent an Approved Email invitation from an Engage meeting and then viewed the email in Timeline, the Engage tokens displayed as blank.

VCRM-76552

Browser When users sent an Approved Email, the message stayed in Sent status, even though the email was delivered. VCRM-77356
Browser The Send Email process ran slowly due to the status of sent items not updating properly. VCRM-79879

Call Reporting

Platform

Issue Description

Issue Number

Browser Users were not able to select a call location when they lacked field permission to the do_not_call__v field on the account__v object. VCRM-78188

Consent Capture

Platform

Issue Description

Issue Number

iPad Defined content type display names did not display on the Consent Capture screen. VCRM-77506

Engage

Platform

Issue Description

Issue Number

iPad When only user attendees were added to a scheduled Engage meeting, selecting Send Invite did not generate participant URLs. VCRM-77843

Engage HCP

Platform

Issue Description

Issue Number

Browser When HCPs viewed a signature request that was then canceled by the end user, the Request Canceled modal did not display correctly. VCRM-77227

Events Management

Platform

Issue Description

Issue Number

iPad Default values on the team_member_type__v picklist were not respected, resulting in page layout errors. VCRM-76247
Browser Translations of em_event__v object type labels did not display in the Object Type Selector when creating a new event. VCRM-76746

Sync

Platform

Issue Description

Issue Number

iPad An error occurred when bulk editing a currency field on objects used for Events Management. VCRM-77243
iPad An error occurred when syncing records containing fields not available for the object type of the records. VCRM-77370

Territory Management

Platform

Issue Description

Issue Number

Browser An error occurred in Vault CRM when an integration with Vault CRM Align attempted to delete a territory. VCRM-76434

X-Pages

Platform

Issue Description

Issue Number

Browser A picklist value displayed in all lower-case letters when it should have displayed in upper-case letters. VCRM-77451
Browser Queries ran slower than expected. VCRM-77791

251.0.11 (April 18, 2025)

Events Management

Platform

Issue Description

Issue Number

iPad

End users could not create events when the start_time__v or end_time__v fields were marked as read-only on layouts.

VCRM-78140

251.0.10 (April 17, 2025)

Account Management

Platform

Issue Description

Issue Number

Browser, iPad

Users were unable to edit My Accounts views that contained blank values in the view criteria.

VCRM-65931

Browser

When users searched My Accounts, any previous search terms displayed in the search field instead of the search placeholder text.

VCRM-66212

Browser

Users were unable to select and copy data from the My Accounts grid. 

VCRM-66214

iPad

When users edited account information, the application closed unexpectedly.

VCRM-67382

iPad

When users selected the New Account button and entered a name, a match displayed that did not actually match the entered name, and the user was not able to create the new account.

VCRM-67570

iPad

When users submitted a DCR for a multi-select picklist value, the change was rejected.

VCRM-69641

Browser

When admins used Vault Loader to upsert product metrics configuration records, an error displayed.

VCRM-76250

Approved Email

Platform

Issue Description

Issue Number

Browser, iPad

When an approved email contained the User.Division token, the token value did not render.

VCRM-74053

Call Reporting

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

When users canceled out of a Medical Inquiry or Key Medical Insight after opening it from the high performance call report, then saved the call report, a blank page displayed.

VCRM-69416

CRM Desktop (Windows)

When users closed a call report window without saving and then attempted to record a call for a different account, selecting Save and Start New Call resulted in an error.

VCRM-69425

iPad

When users attempted to open a call report with follow-up activities from My Accounts or My Schedule without access to the call__v field on the call_followup_task__v object, an error occurred.

VCRM-70265

iPad

When users attempted to access a call report from X-Pages, the Account Detail Page, or My Schedule without access to the ownerid__v and active__v fields on the sample_lot__v object, an error occurred.

VCRM-70292

Browser

When users attempted to save a call report for an account with an inactive TSF My Preferred Address, they were prevented from saving the call report.

VCRM-70719

Browser

When users did not have access to the Meeting Brief object type on the call2__v object, they were prevented from creating call reports from My Accounts.

VCRM-74334

Call Scheduling

Platform

Issue Description

Issue Number

iPad

When users opened My Schedule’s Agenda View for the first time, a Select button incorrectly displayed in the schedule header.

VCRM-72826

iPad

In My Schedule’s Map View, inactive and unused picklist values displayed in the custom filters picklist.

VCRM-67381

Campaign Manager

Platform

Issue Description

Issue Number

Browser

The Campaign Notes modal did not scroll correctly when many lines of text were entered.

VCRM-68005

CLM

Platform

Issue Description

Issue Number

CRM Desktop (Windows)

Users were unable to sign into Vault CRM after switching users.

VCRM-68594

iPad

When Sharing Rules were enabled for the key_message__v object, end users were assigned the Viewer role for key_message__v records related to clm_presentation_slide__v records, and end users had Edit permission to the media_type__v field on the key_message__v object, an error occurred when exiting a CLM presentation.

VCRM-71783

iPad

When presenting CLM content remotely from a call, then navigating to the media library to switch presentations, PowerPoint presentations displayed in the media library.

VCRM-72017

Consent Capture

Platform

Issue Description

Issue Number

iPad

Confirmation emails for double opt-in consent were not sent and the email_config_values__v field on the sent_email__v record was not populated correctly.

VCRM-73844

Engage

Platform

Issue Description

Issue Number

iPad

After scheduling a meeting, adding attendees, and saving the call report, the remote_meeting__v field was not populated correctly with the remote meeting ID.

VCRM-70406

Events Management

Platform

Issue Description

Issue Number

iPad

An error occurred when registering as a walk-in attendee when the corresponding attendee fields were not configured correctly.

VCRM-74968

Home Page

Platform

Issue Description

Issue Number

iPad

An error occurred when customers updated the GO_ONLINE_URL_REDIRECT Veeva Setting with an unsupported value.

VCRM-70710

Multichannel Cycle Plans

Platform

Issue Description

Issue Number

Browser

When MC Cycle Channel Criteria included a picklist field where the operator was set to Excludes, the MCCP process failed.

VCRM-70610

Medical Inquiries

Platform

Issue Description

Issue Number

Browser

A user was unable to submit a medical inquiry without a signature even though the signature date field was not on the layout.

VCRM-67464

iPad

When a user created a medical inquiry, the app closed unexpectedly.

VCRM-73959

iPad

When a user submitted an MIF, a sync error occurred.

VCRM-75109

Microsoft Integration

Platform

Issue Description

Issue Number

iPad

Users were unable to authenticate their Microsoft accounts when scheduling Microsoft Teams meetings or integrating their Microsoft Outlook calendars.

VCRM-66775

Sample Management

Platform

Issue Description

Issue Number

Browser

When users captured Multi-Line Transactions, the confirmed_quantity__v field displayed for each line, regardless of whether the field was placed on the layout.

VCRM-74548

Service Center

Platform

Issue Description

Issue Number

Browser

When a user removed an Account or User/Associate from a case, or cleared any fields in the case detail section, then selected Save, an error displayed.

VCRM-74930

Territory Management

Platform

Issue Description

Issue Number

Browser

Users could incorrectly view account_territory__v records that they did not have access to via Account Sharing settings.

VCRM-66091

X-Pages

Platform

Issue Description

Issue Number

iPad

When a user edited the Account Detail page, a section header displayed that should not.

VCRM-68424

Browser

A custom X-Page migrated from a MyInsights page was unable to query object metadata.

VCRM-74988

Browser

The country__v field in a migrated X-Page was incorrectly mapped to Country_vod_c.

VCRM-75555