25R3.0 Maintenance Notes

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 check box 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.