25R3.0 Maintenance Notes

CRM Desktop (Windows)

When using a clicker to navigate a presentation, the Page Up and Page Down keys were reversed.

Browser

When a user viewed the Channel + Product Overview section, the Attainment Status icons displayed the incorrect progress indicators. 

Browser

When users created a new account using the New Account Wizard, the Account Object Type picklist displayed all active object types, including those the user did not have permission to access. This issue occurred when users were assigned the Application Metadata API permission.

Browser

When users created a new Person Account, the Role field defaulted to Affiliated With instead of Practice Member.

iPad

When users searched for an account in Account Profiling using Japanese characters, the search results did not display accounts that matched the Formatted Name if the Furigana field was populated.

iPad

When users updated a controlling field in Product Metrics, the associated dependent field did not automatically clear its value if it was invalid for the new selection. This behavior resulted in a sync error.

iPad

When users viewed the Account Detail page offline, the Calls related list configured using the Primary Parent relationship did not display any records, even though records were visible online.

Browser

When users viewed the Account Timeline, custom URL and email fields on Multichannel Activity records displayed raw HTML tags instead of the expected values.

iPad

When users viewed the Account Timeline, Multichannel Activity Lines for custom object types did not display if the first two configured columns were Long Text fields. Additionally, the lines were not sorted by Record ID.

Browser

When users attempted to edit Product Metrics on an Account, an Unexpected Error displayed if the user lacked Edit permission for the location__v field, even though this field is required only for Child Accounts.

Browser

When users created a new account using the Parent Account Wizard (PAW), the Territory field defaulted to the first alphabetically sorted territory available to the user instead of prioritizing the user's directly assigned parent territory.

Browser

When users created a new account using the Parent Account Wizard, an error displayed "Missing required parameter [name__v]". This issue occurred when the selected Primary Parent account's address record had a null value in the Primary field.

iPad

When users scheduled an Approved Email using a template with an Email Builder grid, the received email did not display the selected grid content.

Browser

When users attempted to send mass Approved Emails to attendees from an Events Management Event, the process failed intermittently during the batch selection. This failure was caused by an error in processing the internal API response when inserting sent email records.

Browser

When tracking Approved Email activity (for example, opens or clicks), there was a significant delay before the activity was reflected in Vault CRM.

Browser

When users saved a Campaign Activity record, an error displayed if the user did not have access to all Approved Document records sharing the same Document ID as the one associated with the Campaign Activity.

Browser

When users attempted to send an Approved Email from a Call Report that included User Attendees, the Send Email screen failed to display.

iPad

When users created call key messages while working offline, custom action triggers failed to update fields on the record.

iPad 

When users added a call discussion where both the controlling and dependent picklists were required and contained only one available value, the dependent picklist did not automatically default to the available value.

iPad

When users submitted a call report with expenses, a validation rule incorrectly prevented the submission even when valid expense data was present.

Browser

When users in a Vault with child accounts enabled recorded a call for a business account using localized values for the primary child account indicator, the Suggested Attendee section did not display.

iPad

When users recorded a call, the credentials field inconsistently displayed picklist API names instead of labels.

Browser

When users viewed or edited a call report that contained a deleted address or an address with inactive picklist values, a Page Not Found error displayed. Additionally, address information was inconsistently cleared from the call record when the associated address record was deleted.

Browser

When users selected the Unlock action for a submitted call without having edit access to the record, the lifecycle status inconsistently updated to Saved while the call status remained as Submitted.

Browser

Layout sections remained visible even when users lacked field-level security access to all fields within those sections. Empty sections also displayed if a section contained only spacer fields, resulting in headers without any actionable content.

Browser

When users recorded a call with expenses and lacked field-level security access for specific expense fields, the corresponding columns remained visible despite the column headers being hidden.

Browser, iPad

When users changed the object type of a planned call from a unique activity group call to a standard call, child call statuses were updated incorrectly. This resulted in data clearing from specific call sections and custom fields, and occasionally prevented users from saving the call.

iPad

When users created a call from an event and added a call follow-up activity, a synchronization error occurred.

Windows

When users viewed a submitted call, Detail Groups did not display along with the product name for Medical Discussions.  

Windows

When users saved a call with a populated Medical Event field and synced, the Medical Event field remained editable instead of changing to read-only after the sync.

Windows

When users populated the Medical Event field on a parent unique activities call, the value did not automatically populate in the Medical Discussion sections of associated child calls.

Windows

When users added a Medial Discussion to a call report while the associated Medical Event header was blank, the Medical Event picklist included Medical Events associated with any call attendee instead of filtering the list to only show events where the call account was an attendee.

iPad

When users attempted to capture a remote signature for attendees who joined the Engage meeting via a web browser, an error message indicated the signature method was unavailable and the attendee had to re-join the meeting via the Engage app. 

Browser

When a user executed the Copy to Call Cycle action for a call with a start time that did not match an available value in the picklist, an error occurred. A message displayed stating that the entry could not be created because the datetime did not correspond to an existing value. The record was not saved or reflected in the call cycle.

Browser

When a user registered for an event, the registration confirmation email was incorrectly sent to the integration user's email address rather than the attendee's email address.

Browser

An error occurred when a user with field-level security permissions for a specific status field attempted to edit an expense line from the expense header related list.

Browser

When a user attempted to search for accounts in the add attendee interface, the account list failed to load if any of the resulting records contained an address with a deactivated state or province picklist value.

iPad

When a user navigated to the events homepage, the font size for event speakers on the event cards rendered significantly larger than the text used for other details.

Browser

When a user added an expense header to an event, the associated expense line displayed an incorrect page layout.

Browser

When a user created an event budget record without manually specifying a local currency, the system incorrectly displayed the estimated remaining and total budget values in the corporate currency instead of the user's preferred currency.

Browser

When a user attempted to create a walk-in attendee, the auto-match feature incorrectly matched the attendee against inactive account or user records.

Browser

When a user navigated to an event material record associated with a locked event, users could incorrectly upload files to the attachments section.

Browser

An error occurred when a user attempted to save after removing the parent event association from an existing event.

Browser

An error prevented users from configuring picklist dependencies for the speaker tier field.

Browser

When a user created or updated Event Rule or Topic Material records, they could incorrectly select mutually exclusive fields simultaneously.

Browser

When a user viewed an Events Management related list, formula fields configured with the Corporate currency type displayed incorrectly.

Browser

An error occurred when a user attempted to submit an event for approval or perform other status-changing actions from the events list view menu.

Browser

When a user attempted to save an event with an end time earlier than the start time, the system displayed duplicate error messages in a generic dialog box instead of a single inline error.

iPad

When a user configured a Veeva Message for an event action, line breaks rendered inconsistently between platforms.

Browser

The stage settings bar did not display all configured stages.

Browser

When generating print invitations for an event, applying a date/time format mask to the start_time_local__v field resulted in the field rendering as blank.

Browser

When attendees or walk-ins signed into a locked event using a QR Code, the inbound sync process failed to import the records.

iPad

An error occurred when creating a new event without a parent event.

iPad

When a user created a new speaker record from an account, the system failed to automatically populate the speaker's specialty field with the value from the corresponding account record.

Browser

When a user attempted to add a group as an event team member, the inactive groups incorrectly displayed as available for selection.

Browser, iPad

The Edit and Delete labels did not match between the Browser and iPad platforms.

Browser

When a user viewed an event speaker record, the page layout displayed blank sections instead of hiding them.

iPad

When a user searched for walk-in attendee matches, the application failed to display results.

iPad

When a user dismissed an approval process error, then and immediately opened the All Actions menu, the options list displayed incorrectly on the left side of the screen.

Browser

When an attachment failed to upload to an event, an incorrect error message displayed.

iPad, iPhone

The lifecycle__v and state__v fields in layouts and Timeline View displayed the API name of the lifecycle or state, instead of the translated label.

CRM Desktop (Windows)

The Data Grid Loader tab did not display when a template contained a missing field.

iPad

Cross-domain users were unable to sign in.

Browser

When a user accessed the My Schedule tab using the Go Online embedded browser, the Add Calendar button was unresponsive. When the user selected the button to initiate the Outlook authentication process, the application failed to trigger any action or open the expected sign-in window.

Browser

When users searched for an account using Network Account Search (NAS), the search intermittently failed to return results and displayed an error. This issue occurred when the Network API returned null entities.

Browser

When admins attempted to create a Network Field Mapping, an error displayed if they mapped a Network STRING field to a Vault CRM LongText field or a Network ALTERNATEKEY field to a Vault CRM String field.

Browser

Caching behavior is optimized to improve call report performance.

Browser

When users accessed the Sample Inventory page, migrated sample inventory items with empty lot lookup values failed to display in the Sample Inventory list.

Browser

The Sample Inventory list on the My Samples page only included the 20 most recently submitted records, rather than including recently saved or submitted records.

iPad

A sync error occurred when multiple Account VMOCs were in use and duplicate account IDs were counted during sync.

Windows (Beta)

Sync did not fail immediately after encountering an error.

iPad

When a user accessed a Key Opinion Leader account, the account profile override HTML report did not display. The report remained visible for non-KOL accounts. 

Browser

When a user accessed migrated HTML reports, picklist API names were inconsistent across platforms. The same report displayed "Onetoone__c" on mobile devices while displaying "onetoone" on the web interface.

iPad

When users selected a Parent Account in the New Account Wizard, the Territory field displayed the user's default territory instead of the territory assigned to both the user and the Parent Account.

iPad

When users immediately selected a Ship To Address after selecting a Ship To Location, they were able to select values that did not match the location. Consequently, a sync error occurred when the user submitted the call.

Browser

When the picklist value for the Call Address’s state or country was inactive, an error occurred when users attempted to view the call report.

Browser

When a user attempted to send an Approved Email for an Events Management event, the Recipients tab within the Send Email page did not display expected Event Speaker or Attendee records.

Browser

Failed incremental jobs for the Data Lakehouse did not succeed when retried.

Browser

When users updated the Location field on a planned call for an account with multiple parents, the Child Account field failed to update, resulting in the incorrect parent account displaying on the call report.

iPad

When a user viewed expense estimates and expense headers, the committed__v field was incorrectly visible even when the user lacked Read permission to the field.

Browser

Users without Read permission to the split_lines__v field were unable to edit Expense Header records.

Browser

An error occurred when attempting to bulk add attendees.

Browser

When users viewed an event with a failed Concur expense, the expected error notification did not display on the event detail page.

Browser

When users viewed an object that contained custom reference fields to several Events Management objects, the fields displayed the record ID instead of the expected name value.

Browser

When users viewed an Attendee record that was linked to an Out-of-Territory Account, the Account reference field on the View Attendee page incorrectly displayed as blank.

Browser

When users accessed the Attendee Selection Modal or Event Speaker Selection Modal to manage event participants, they could delete existing Attendees or Event Speakers, even if the Delete button was not configured as a visible action on the object's layout.

iPad

When a user did not have Read field permission to the split_lines__v field on the expense_header__v object, the expanded cards on the Expense Header manage sheet did not display. 

iPad

When a user created a medical inquiry online with a phone or fax number and did not select the New Delivery Method option, the New Delivery Method checkbox incorrectly displayed as checked when the user synced and viewed the record on the iPad application.

iPad

When a user attempted to edit and save a medical inquiry on the iPad, the system displayed an error message if the related inquiry utilized Phone or Fax as the delivery method. Although the delivery method appeared visible on the user interface, the save action failed with a notification that the primary delivery method was missing.

iPad

When a user edited a Medical Inquiry on the iPad that was originally created online with a Mail or Email delivery method, selecting Sign resulted in an error regarding a required address field. This validation error prevented the user from capturing a signature, even though the record could be saved successfully.

Browser

When filtering redundant VMOCs, relationship names were not considered.

iPad

When non-blocking sync was disabled, an error occurred when performing an incremental sync.

Browser

When a user imported the commercial territory template into Studio then selected the accounts data element, an unexpected application error message displayed. This error occurred only during the initial interaction with the element and did not reappear if the user refreshed the page or navigated away and returned.

Browser

Improved performance by reducing the number of queries used when submitting a call report.

Browser

When users with only Remove From Territory Data Change Requests (DCRs) enabled attempted to create an account via the New Account Wizard, they incorrectly created a Remove From Territory DCR.

Browser

When a user attempted to create an Account Hierarchy Rule, specific fields on the Child Account object were not available for use as criteria in the Account Hierarchy section.

Browser

Pushing to Vault CRM incorrectly deleted user_territory__v records.

Browser

The Last Modified By field was inaccurate when automated events failed.

Browser

When users tried to search in the territory tree view under the Territory Management tab, the search function failed.

iPad

When users working offline added a Medical Discussion to a call report, products with the No Details checkbox selected were still available for selection in the Medical Discussion’s Product field.

CRM Desktop (Windows)

Users were unable to use the up and down keys or presentation clicker devices to navigate slides in Presenter View and Preview Mode.

CRM Desktop (Windows)

When filtering by a date range, the Japanese translations for the Start and End fields were incorrectly translated.

Browser

When viewing a Microsoft Teams meeting calendar event in Microsoft Outlook, the Click here to join meeting link did not use the correct Vault Message.

CRM Desktop (Windows)

When hosting a virtual event, the Record to the Cloud button did not display even though the Cloud Recording setting was enabled.

iPad

When there were no message templates in the Conversation Starter or Restart Conversation categories, templates from other categories were not displayed when starting or restarting a WhatsApp conversation.

Browser

The QR Code sign-in page failed to reflect changes made to attendee type labels.

iPad

An error occurred when saving an event due to a formula field attempting to perform an unsupported function.

Browser

When a user executed an event, an automated process that was supposed to delete non-accepted Event Speaker records failed.

Browser

em_event_history__v records took a long time to create.

Browser

The name__v field on the em_event__v object was not configurable as a system-managed field.

iPad

Buttons in the action menu did not display in the correct order.

iPad

A date display mismatch occurred in Japanese due to a missing character.

Browser

On Event Management related objects, layout section headers were incorrectly visible even when that user had no field-level security access to any of the fields within that section.

Browser

When a user with system or administrative permissions attempted to delete an event or event-related record, the deletion failed.

Browser

An error occurred when attempting to access certain events when the user was an associated event team member with a null role__v field.

Browser

When a user performed a bulk edit from the attendee related list, the attendee_name__v field was incorrectly available for editing.

Browser

When a user created an event, the initial em_event_history__v record generated for that creation action incorrectly showed System as the user in the Created By, Owner, and Last Modified By fields.

Browser

When a user attempted to create a new event, an error occurred when selecting a product to associate with the event.

Browser

When a user searched for an event speaker or attendee, the size of the search results grid did not adjust correctly.

iPad

When a user accessed the Parent Event lookup field on the Event object, the field's Criteria VQL failed to apply correctly.

Browser

When a user's locale was set to Japanese, date and time fields displayed in an incorrect format.

Browser

When a user navigated to an event and clicked on the Attendees tab, a 500 INTERNAL_SERVER_ERROR displayed in the browser's developer console.

CRM Desktop (Windows)

An error occurred when loading records containing required reference fields in the Data Grid Loader.

Browser

When a user viewed the My Team section of My Schedule, users who were inactive, as well as users who had inactive territory records, were displayed. These inactive users were also displayed in the Recent Calendars section.

Platform

Issue Description

iPad

When a user initiated an action to get their current position, the application prompted for location services access. The system did not wait for the user's selection and immediately processed a response while the prompt was still visible. This resulted in the user receiving an error message, regardless of whether they allowed or denied the location access.

Browser

When a user updated the version of a single Custom Display Element, all Custom Display Elements on that page became unavailable. The unavailable elements displayed an error and the edit button did not display. 

Browser

When a user accessed a page using a test user whose password was no longer valid, the expected authentication error message did not display. Instead, the page displayed a continuous spinner or a generic error message, kept loading, or incorrectly saved without valid test data.

Browser

An error occurred when a user attempted to add a test user for a specific connection in X-Pages.

Browser

When a user attempted to import a deployable template file,the file was not recognized as deployable and an error occurred.