26R1 Maintenance Notes

Windows

When users navigated to the table view in My Accounts, the address field was empty.

iPad

When users navigated to the Product Dashboard for an account, product metrics failed to display if the associated product records contained a null value for the no_metrics__v field.

Browser

When users merged accounts that both contained a populated primary parent, the Primary Parent field on the winning account record was incorrectly cleared.

Browser

When users merged two accounts that shared the same primary parent Health Care Organization (HCO), the Primary Parent field on the winning account record was incorrectly cleared out.

iPad

When users created a child account under the "Member of" section in DCR Mode 2, the formula field columns in the related list row were blank prior to database synchronization.

iPad

When users attempted to create a new account using the New Account Wizard, no account object types were available to select.

iPad

When users accessed an account view that included a multi-value picklist field with only one value selected in its criteria, no accounts were displayed.

Browser

When users deleted an address with the lock__v field set to true, the application permitted the deletion instead of blocking the action with an error message.

Browser

An error occurred where users received an incorrect email notification stating a scheduled job failed to complete, even though the underlying process tasks had run successfully.

Browser

An error occurred where the MC Cycle clone process would fatally abort if a unique field constraint was violated during the clone.

Browser

An error caused the Align Import process task status to incorrectly remain as Running and make result logs unavailable when a CRM user was inactivated.

Browser

An error occurred where jobs timed out and failed if they were running simultaneously with a full synchronization of the database used by Align’s rules engine.

Browser

An error caused the Push to CRM process to abort when the system attempted to clear expired process locks.

Browser

Automated feedback handling did not execute when publishing a project due to the wrong Settings record being queried.

Browser

The Product Specialty tab was not deployed to instances.

Browser

In Territory Feedback, allowed products were incorrectly flagged as restricted if their names were partial matches to a restricted product's name.

iPad

An error occurred when a user attempted to load an Approved Email template without the required field permissions.

Browser

An error caused documents configured for Veeva CRM (Fax) publishing to become stuck indefinitely in a Ready to Publish status.

Browser

When users edited a planned call for a person account from My Schedule and changed the object type to a Unique Activities object type, the Call Detail section incorrectly disappeared from the layout.

Browser

Inactive picklist values displayed when inline editing an attendee through an event related list. Additionally, users received an error when attempting to clear a previously saved picklist value, even if the field was not required.

Browser

Attendees were not successfully created during the QR Code sign-in process if their captured signature exceeded the maximum character limit.

Browser

When a user saved a Medical Insight from the Call page they were not redirected back to the Call page. 

Browser

The Unique Activities section on a call report displayed inconsistently depending on whether the call was created directly from an Account or planned via My Schedule.

iPad

The Owner field label on the iPad My Schedule event preview did not display the correct translated value, unlike the browser version.

Browser

The Toggle sidebar visibility tooltip in My Schedule was not localized for users with their language set to Japanese.

Browser

When users performed a Network Account Search import with Network Address Inheritance enabled, an unexpected internal server error occurred if different external ID fields were configured for the Account and Address objects.

iPad

When users opened the Add Cases to This Call modal from a Call Report, case subcategories did not display.

Browser

When two users simultaneously attempted to process the same document in the Case Inbox (Inbound Fax or Discarded Faxes), the incorrect error displayed for the second user.

CRM Desktop (Windows), Windows

Japanese user names were incorrectly formatted.

Browser

When users deleted a call attachment from a large group call record and submitted all attendee records at once, the deleted attachment was incorrectly included as both a deletion and an update in the sync upload queue.

Browser

When users edited fewer than two fields on a record and the sync failed, an incorrect permissions error message was logged instead of an error message indicating that more fields were required.

iPad

Browser

When refreshing the Vector Database, stale data was retained, causing duplicated content and files across documents (CLM presentations, compliance documents, and PI documents).

Browser

When viewing an Information page for a user on the Territory Feedback tab, the content was incorrectly formatted.

Browser

When users selected an account name hyperlink in My Accounts search results or Account Views and Lists, the system displayed the Account Details pane instead of opening the full Account Details page in a new tab.

Browser

An error occurred when attempting to reorder tabs if the total number of tabs exceeded the platform limit. This issue has been resolved by increasing the maximum tab limit to 120 tabs.

iPad, iPhone

Agentic Voice performance times are improved.

Browser

When users selected the Cancel or Back button on the Address creation page, the page refreshed and remained on the screen instead of redirecting to the account.

Browser

When users viewed the Territory Select field in the Account Wizard, the field did not display at full width.

Browser

An issue occurred where the Model Geography Territory Assignment Transfer process appeared to remain in a running state when reassigning a geography within the territory map feature.

Browser

An issue occurred where selecting the View More link in the Cycle Plan section only displayed the first record instead of all MC Cycle Plan records.

Browser

When running a Push to CRM from the territory level, users were unexpectedly removed from their assigned Functional Profile groups and Engage groups if they were transferred to another territory.

Browser

An error occurred during the Model Account Assignment Commit process when existing targeting rules were updated to add additional targets.

Browser

An issue occurred where the Territory Feedback cache did not automatically refresh when a model project's lifecycle state was changed to Feedback Review.

Browser

Rule Previews were aborted due to an error syncing data from the Vault database to the rules engine. 

Browser

Targets were not generated when using the Account Object Type as an account field criteria with a matching or inclusive operator.

Browser

An error allowed users to successfully submit Add Account challenges for accounts that had active global, field force, or territory exclusions.

iPad

The interface between Align and Vault CRM was enhanced to provide future support for rendering percent values in Vault CRM.

iPad

If a user did not have permission to the zvod_unique_group_activities__v field, but the field was added to the layout on the call2__v object, call reports initialized as Unique Activity calls.

iPhone

When users saved a call report that triggered a validation rule with a long error message, the text was clipped and the view could not be scrolled to read the full message.

Browser

When users saved or submitted a call report using a layout that did not include the Attendees section, an error incorrectly stated that the attendee field was required.

Browser

When users attempted to record a call while their language was set to Spanish, an error occurred and the Call Detail and Key Messages sections loaded indefinitely if users did not have sharing permissions for certain associated products.

Browser

When users edited and saved or submitted a call with a locked sample section, validation errors and dialogs incorrectly displayed for sample opt-ins, state credential settings, and call dates.

Browser

When users edited and resubmitted a call with a locked sample section, license and address fields were incorrectly restamped with updated values.

Browser

When users viewed a submitted call for an attendee with samples or BRCs, and the call included the No Sample License No Signature or Non-PDMA Sampling section attributes, the attendee card incorrectly displayed a signature required indicator.

iPad

When users selected Sign after adding a sample to a call, an error occurred if they lacked read permissions for the sample lot field.

iPad

When users submitted call reports with sample products using a layout configuration that allowed skipping signatures, the local sample lot quantities were not deducted.

Browser

When the device timezone and user timezone were mismatched and a user attempted to drag and reschedule an existing call within the Week view of the My Schedule calendar, the call temporarily jumped and displayed at an incorrect time at the bottom of the same day until users refreshed.

Windows

When users attempted to launch content from an account or from the Media tab when the call had validation rules configured, the content did not display.

iPad

When users without field permission to certain CLM Presentation and Key Message fields previewed an Approved Email containing a CLM presentation web link, the presentation name did not display as a selectable hyperlink.

Browser

When a user attempted to select a Topic with a configured VQL criteria, no results displayed.

Browser

Validation rules were incorrectly triggered on save, regardless of whether an edit was made.

Browser

Expense estimate business rules attempted to query for existing records, even when no such business rules were configured.

iPad

When a user navigated to My Schedule and attempted to view or delete an unavailable time record, the edit button and the deletion confirmation warning message displayed text in English instead of translating to Japanese.

Browser

Object type names were translated in error.

iPad

Users experienced significant performance issues when syncing.

Browser

When users created a medical insight utilizing Chinese characters, an error occurred during Agentic Insight Quality’s evaluation process.

iPad

When users captured Japanese language Call Text using Agentic Text Monitoring, the safety system reference displayed as plain text instead of a selectable hyperlink.

Browser

When incremental sync jobs ran simultaneously, they continued to run longer than expected without resolving, potentially triggering unintended parallel processes if retries occurred.

Browser

When users interacted with Agentic Media, source citations displayed as hyperlinks but could not be selected.

Browser

When users asked Agentic Media questions while the system cache was stale, the agent incorrectly responded that it was unable to locate the requested information in the approved materials.

Browser, iPad

When users synced and accessed an X-Pages prompt overlay requiring Vault CRM context, the data was unavailable and errors occurred for the getOverlayContext or getDataForCurrentObject methods.

iPad

When users synced X-Pages, a No Page Found error occasionally displayed due to missing attachment links or missing files.

Browser

Table fields using the Number with Bar style rendered incorrectly.

Browser

The Help link in the upper right corner was incorrect.

Browser

When the Parent Call Account Type Preference AI Setting set to Prefer Business Account Parent Calls and users invoked Agentic Voice to find accounts, the agent did not provide links to identified business accounts.

Browser

Performance of the Multichannel Cycle Plans Process job is improved. In performance testing, run times improved by 37% compared to the average job run before changes.

Browser

Performance is improved when saving call reports involving the creation of TSF records.

Browser

The HCP Status Reason (hcp_status_reason__v) picklist only displayed a subset of the required values from the OpenData 2.0 standard. If the picklist was added to a page layout before the dependency to the controlling field (status_cda__v) was set, the status_cda__v field was automatically added to page layouts in the Details section when the controlling field was set.

iPad

When users performed a Global Account Search, the territory selector displayed even when they only had one active territory assigned.

Windows

When users accessed the My Accounts tab on the Windows Full Client, they experienced excessively long load times and unresponsiveness in the account list.

Browser

When medical users without access to the Medical Identifier field used My Accounts, the Account Identifier did not display.

iPad

When users viewed number fields with format masking on the iPad, such as graduation years, the values were incorrectly displayed with a thousands-separator comma (for example, 2,021 instead of 2021).

iPad, Browser

When users accessed Territory Feedback, the Primary Parent values failed to populate for person and business accounts.

Browser

When a user executed a Push, rule-based account assignments were erroneously end dated.

Browser

When users attempted to push MCCP records, the process failed due to the system assigning an inactive user as the record owner.

Browser

When a user created or edited a targeting rule, validation rules did not trigger when the Parent HCO Product Metric Criteria section was left incomplete.

Browser

When a user performed an Assignment Preview with active targeting rules, goal values did not display in the Targets tab of the Preview Results screen.

Browser

When a user performed an Import after a Data Change Request (DCR) was accepted, the country field on the resulting Account Exclusion record remained empty.

Browser

When a user initiated a clone for an MC Cycle, the system failed to populate the Entity Name attribute within the resulting Process Task.

iPad

When users created a Remove Account challenge in Territory Feedback that was automatically rejected due to an approval rule, the Dropped Target label incorrectly displayed.

Browser

Elements with absolute positioning did not display correctly when previewing an Approved Email.

Browser

When users with the Child Accounts setting enabled recorded a call from a Medical Event that did not have an associated account, the application closed unexpectedly upon saving.

Browser

When users changed the Call object type while recording a call, selecting the Cancel button failed to exit the call report. Instead of returning to the previous account or schedule page, the application incorrectly reloaded the call page with the original object type.

Browser

When users attempted to save or submit a planned call from the My Schedule page, the application closed unexpectedly.

Browser

When users created Call Followup Activities and cleared the required Name (account__v) field, the application allowed the call to be saved or submitted without displaying a validation error.

Browser

When users changed the controlling Product field in the Medical Discussion or Product Discussion sections of a Call Report, the dependent picklist values failed to clear. This resulted in inconsistent behavior where previously selected values persisted even when they were no longer valid for the newly selected product.

Browser

When users recorded an interaction on the browser platform while the territory field was not on the page layout, the application stamped a child territory associated with the account instead of the manager's direct territory.

Browser

When users attempted to delete a parent Call Report that contained a submitted child call, the application displayed an SDK internal error message.

CRM Desktop (Windows)

When users navigated between slides while presenting CLM content in an Engage meeting, a black screen flicker occurred for the attendee. Additionally, an error occurred when rendering the Presenter View window while loading the presentation.

Browser

When a user cloned a Vault CRM instance to create a new sandbox, Content Group and Directory records from the parent instance were not created in the cloned environment, and an error occurred if users attempted to manually create or delete these records.

Browser

When a user updated the where clause for a Vault-to-Vault CRM connection, single document presentations that previously failed to sync remained in the retry queue even if they no longer met the new filter criteria.

Browser

When a user manually deleted a CLM Presentation record, the associated Content Group Content records remained as orphaned data with null values, and an error occurred when users tried to manually delete the orphaned Content Group Content records.

iPad

When a user attempted to log in or sync their iPad, an error occurred if the filenames of consent text files contained special characters.

Windows

When users initiated the Consent Capture process, the disclaimer text did not render correctly and displayed raw HTML code instead of formatted text.

Browser

When a user captured opt-out consent, Paper Consent ID was displayed as optional even though signature was not required on opt-out.

iPad

When a user captured an opt-out consent, an optional signature pop-up displayed even when signature was not required on opt-out. 

Browser

In Classic Consent mode, when the Approved Email Opt-In Required field in Approved Email Settings changed from unchecked (implicit) to checked (explicit), emails sent from an unsynced iPad were incorrectly delivered.

Browser

When a user created a new event record, the system displayed a generic default layout instead of the specific layout assigned to the selected record type. 

iPad

When a user sent an Event Invitation email with an attachment from an iPad, the registration link provided to the recipient was malformed or empty.

iPad

When a user attempted to save a new event on the iPad, a required field error occurred for the Event ID field.

Browser

When a user attempted to search for attendees, the out-of-territory (OOT) filter toggle did not display as expected in the selection modal.

Browser

When a user reconciled an attendee with an out-of-territory (OOT) account and updated the registration status, the system failed to send the expected confirmation or rejection email. 

Browser

When a user attempted to create a child event from a parent event, the object types of the parent event’s related records were not copied to the child event and defaulted to the standard object type

iPad

When a user accessed a medical event, the Sign In button for the self-service sign-in sheet did not display.

Browser

When a user attempted to create a response from a Medical Inquiry Fulfillment (MIF) record, an error occurred if the specific fulfillment object type was not listed in the allowed call record types setting.

Browser

When a user lacked delete permissions for the Medical Inquiry Fulfillment Response object, the Create Response and Assign buttons did not display on the Medical Inquiry Fulfillment page.

Browser

When a user accessed a medical inquiry to perform a workflow task, the task ribbon and Complete button did not display.

Browser

When a user accessed My Schedule online, the calendar failed to display any records and returned an internal server error.

Browser

When a user created a call for an account from My Schedule, the default selection for the address was incorrectly set to an inactive address.

Browser

When a user refreshed the Case Inbox, the fax count was updated, but new faxes were not loaded unless the user navigated between different tabs.

Browser

If the Patient Intake phase had Enter Therapeutic Phase set to Yes, completing the patient intake automatically set the Patient Journey state to Active and updated the In Therapy, In Therapy Start Date, and Time to Therapy fields.

Browser

When transient network connectivity issues affected Shared Mailboxes, Service Center Admins received email notifications stating an authentication error occurred.

iPad

When users added accounts to their territory via Network Account Search (NAS), a mini-sync error occurred when custom territory fields contained file references.

Browser

An error occurred when a VMOC was created without specifying an object name.

Browser

When users attempted to update Account Territory Loader (ATL) records that were missing an initial account assignment, an error occurred.

Browser

When users asked questions about CLM content, an error occasionally displayed stating the system was not trained to handle the request.

iPad

When users used an external physical keyboard to enter Japanese text for Vault AI, pressing the Enter key to confirm a character conversion caused the message to submit prematurely. 

Browser

When users edited and saved fields on an AI Settings record not related to Vector Sync, a Vector Sync warning displayed.

iPad

When a user switched between multiple attendees on a call report using the Jump To button, the X-Page content did not refresh and continued to display information for the previously selected attendee.

Browser

When syncing CLM presentation metadata during an incremental sync, duplicate vectors were created in the database.

Browser

When users sent an Approved Email invite for a Microsoft Teams or Zoom meeting from a call with an HCP child account, the HCO account was incorrectly added as a recipient.

Browser

When users used Agentic Voice to create a call from an account detail page, the account search process was skipped, which prevented the agent from identifying and adding attendees or locations to the created call.

Browser

When users used Agentic Voice to create a call, the search time for users who were assigned to a large number of detail groups was very long.

Browser

When users navigated to Preview mode, number bars did not display in tables in certain instances.

iPad

When making feedback challenges, approval rules were not applied correctly for certain criteria.

iPad

The Record a Call and Launch Media buttons in My Account List rows displayed a red prohibited icon when the Do Not Call picklist on the account was not set to Yes.

iPad

When users created affiliations through the New Account Wizard, picklist overrides and default values for the Role field were not respected.

Browser, iPad

When users created or edited affiliations within Stakeholder Navigator, picklist overrides and field visibility based on affiliation object types were not respected. 

iPad

When users generated email receipts for Medical Inquiries, Call Samples, or Orders, transaction-related tokens were translated based on the admin's language settings instead of the user's language.

Browser

After sending emails, the status of the Sent Email records were stuck in Sending and did not update immediately.

Browser

When users opened the Copy Target List modal and selected the Owner filter icon, the resulting list displayed only System instead of all available users.

iPad

When using the getDataForCurrentObject method to query the Alias field on the User object, the field was incorrectly translated to alias__v instead of alias__sys.

CRM Desktop (Windows)

When users attempted to download large CLM presentations, an error occurred.

CRM Desktop (Windows)

When users attempted to open media, an error occurred when loading the content.

CRM Desktop (Windows)

When users attempted to access video presentations, an error occurred when downloading the content.

Browser, CRM Desktop (Windows), iPad

When users navigated to the Suggestions tab, an error occurred displaying a No Access error message, preventing access to the Suggestions tab.

iPad

When users signed into the application, the AI Chat window did not display on the Home tab until the user navigated to a different tab and back.

Browser

Performance is improved when creating or editing call reports.

iPad

When users accessed the My Accounts table view, account object type labels displayed in English regardless of the user's language settings.

iPad

When users configured layout rules using expressions that evaluated the id field, the rules failed to execute.

iPhone

When users viewed record layouts, field arrangement was inconsistent across different objects.

Browser

An error occurred when users attempted to open a cycle record when the full content of the channel criteria field text exceeded 250 characters.

Browser

Territories did not display correctly in the territory and field force hierarchy pages.

Browser

When a user opened a parent territory in the map view, the shape colors for child territories did not display correctly.

Browser

An error occurred when attempting to push end-dated roster members to Vault CRM.

Browser

When users pushed to Vault CRM, active roster members who were mastered by the application but lacked a territory assignment had their security policies reset to a default value.

Browser

When a user performed an account assignment preview, the system returned no results.

Browser

When a user submitted territory feedback to edit goals, the auto-rejection rules for Edit Goals challenges failed to evaluate correctly when criteria spanned multiple products.

Browser

When data loading account territory assignments, the system did not assign the account if duplicate assignments existed in the upload.

Browser

Warning text was added to Recalculate Territory Data popup to inform users that feedback will be temporarily unavailable while the Feedback cache is refreshed.

Browser

When users accessed the Approved Email Administration Console, the Email Domain Status table experienced formatting issues where text would overflow into neighboring columns and require horizontal scrolling.

iPad

When users attempted to clear the Help Content for standard fields in the iPad app, a help icon and an empty popover continued to display. This was resolved so that the help icon does not display when the Help Content is blank.

Browser

When users submitted a unique activities group call with samples, sample lot quantity did not update on the user’s device until an incremental sync was performed.

Windows

When users selected the Media icon from an account to record a call, the call record type selection modal did not display a Cancel option.

CRM Desktop (Windows)

When users disabled custom presentations, the My Presentations tab still displayed in the Media tab.

Browser

When a user attempted to clear a custom date field on an event speaker record, the field failed to update and retained its previous value upon saving.

Browser

When Furigana was enabled but not explicitly configured as a column for attendees or speakers, the Name column in the selection page for attendees and event speakers did not display a sort indicator.

iPad

Attachments sometimes failed to save when added immediately after creating a new Event Material.

iPad

When a user created a Medical Inquiry offline, the default value formula for the inquiry text field failed to render line breaks correctly.

Browser

When the Multichannel Cycle Plan Process job ran, Territory Specific Field (TSF) records were incorrectly marked as targets for accounts in territories that did not overlap with the cycle plan. Additionally, some TSF records for active targets were not created or updated as expected.