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.
251.2.10 (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 |
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 | When a user navigated to a custom X-page, an error displayed. | VCRM-81864 |
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
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, an X-Page displayed that should not. |
VCRM-68424 |
Browser |
When a user selected an Account Plan to view, the page was blank. |
VCRM-74988 |
Browser |
The country__v field in a migrated X-Page was incorrectly mapped to Country_vod_c. |
VCRM-75555 |