26R2 Maintenance Notes

Browser

iPad

The Meal Type field incorrectly displayed blank for certain users when the Program Type was not specified.

Browser

The Event Speaker search results incorrectly sorted alphabetically instead of by relevance if the search window was closed and reopened.

Off-Platform

Editing a roster member start or end date in the UI after it was set out of sequence with a child assignment date through a data load returned a validation error, even though the same correction succeeded in business admin.

Off-Platform

A roster member could not be pushed to CRM when the records manager did not exist in CRM and was not mastered by Align.

Off-Platform

An account assignment commit process aborted, and the account assignment preview created before the failed commit was not discarded by subsequent scheduled jobs.

Off-Platform

The Publish process of MC Cycle Plans failed when the system attempted to assign records to inactive users.

Browser

A custom one-click unsubscribe URL did not populate all of its token values for emails sent through the recommended email feature.

Browser

The Date field displayed was shorter than the Time field on the Schedule and Reschedule modals.

Browser

Required field settings configured on the Speaker Nomination page layout were not respected.

Browser

The expense line related list on the expense header displayed fields that were not expected to appear.

Browser

The reschedule dialog displayed an error when the start and end time fields were cleared and a new start time was selected.

Browser

The attendee related list on an event was limited to displaying 5,000 records.

Windows

A deprecated profile tab displayed as the first tab on the desktop application.

iPad

The application closed unexpectedly when saving a newly created account.

Browser

A product metric was not visible or selectable when creating a view in My Accounts.

Browser

Saving edits in the office best times section by pressing Enter displayed a success message without saving the changes.

Windows

Account records failed to populate within account lists on the desktop application.

iPad

The Account Lookup Object Type field displayed in English instead of the proper translation when users created an Account Plan.

Windows

A sync error occurred when a user added an out-of-territory account.

Browser

Text describing an affiliated role was cut off in the SOI map.

Browser

The country code field was not defaulted during creation of a new account for users without a value in the Network Additional Countries field.

Browser

A DCR line was created when a picklist value was changed and then reverted to its original value.

Browser

Clicking the Sharing Settings action on an Account Plan record opened the page briefly before navigating back to the Account Plan.

Browser

The Add Account button remained active when account search was disabled and returned an error upon searching.

Off-Platform

The territory import job failed with a duplicate assignment error for merged records.

Browser

The push to CRM process aborted unexpectedly before completion.

Browser

Preview and commit processes failed with an error stating that over 100,000 records were modified since the rules database update.

iPad

Search results differed between full-width and half-width character inputs across feedback screens.

Off-Platform

Field force settings allowed global-only configuration values to be saved on field force setting records.

Off-Platform

The model account assignment commit process failed with a missing required parameter error.

Off-Platform

Browser

An object reference token for a calculated account salutation field failed to return data when sending emails.

Browser

Email tracking activities were recorded in the original sent email record instead of creating a stub record.

iPad

Users received new media content alerts on iPad for presentations in unassigned territories and products.

Browser

User role setup records failed to update properly during user realignment.

Off-Platform

Applying a label filter in a large media library experienced performance delay.

Off-Platform

Content stopped syncing from the content repository to CRM, expiring existing CRM content.

Browser

Content server FTP authentication failed during login attempts in the regression environment.

Off-Platform

Off-Platform

Editing a custom text token in the email template editor displayed a custom picklist modal instead of a text modal.

iPad

Pressing Enter to confirm Japanese IME (input method editor) character conversions on an external physical keyboard unexpectedly submitted the message.

iPad

Agentic Media offered capabilities beyond the intended scope in its response.

Browser

Deleting orphan expense header records via bulk loader failed with an unexpected batch error.

Browser

Participant URLs failed to generate for attendees and speakers of child events with differing object types.

Browser

Closing an event failed to create a stage event history record.

Off-Platform

The Event Materials Business Rules dialog rendered misaligned and cut off at the top of the browser window.

Browser

Browser

An error message did not display when an error occurred dismissing approval process errors.

iPad

Wet signature functionality was unavailable on contract activation buttons, offering only digital signatures.

Browser

Wet signature functionality was unavailable on contract activation buttons, offering only digital signatures.

Off-Platform

Configured lookup columns for vendor objects failed to display in expense header lookup modals.

iPad

The event template selection screen displayed the no available email templates message in English instead of Japanese.

Browser

Formula fields for remaining event budgets were not performing currency conversions. The budget and speaker estimate fields now correctly calculate and convert currencies as expected.

Browser

The enrolled field remained set to true for patient journey association records that entered a canceled lifecycle state.

iPad

Navigating back from a record view failed to keep the source prompt overlay open.

Off-Platform

In certain cases, Agentic Voice account search did not automatically select an account from among multiple returned results, though the spoken name was phonetically similar to a single matching account.

iPad

Navigating to Send Email from a media slide displayed only email templates that allowed fragments.

Browser

Agentic Text Monitoring did not flag adverse events on subsequent runs after edits were made to Call Text.

iPad, iPhone

Adding a Voice Note automatically associated the note with an existing call on the same date despite having no matching accounts.

Off-Platform

Agentic Voice required manual attendee selection when dictating a person name, even if only one account matched.

Browser

Navigating to the expense header related list on an event temporarily displayed a no items found message before loading existing records.

iPhone

On the Account Details screen, display text was truncated without word wrapping. 

Off-Platform

An account assignment process restricted incremental delta query volumes to 250,000 records. When a user initiated a preview job immediately after a large commit completed, the data volume exceeded the threshold and caused the process to abort unexpectedly.

Browser

After a user edited and saved a call record from view mode (can we add that this is when using sample section is configured), the application remained on a continuous loading screen and failed to redirect back to view mode. The web address did not update upon entering edit mode, and subsequent attempts to navigate away from the call record through tabs or links failed.

iPad, iPhone

During call report dictation, generic product names and parenthetical text were added to the transcript.

Off-Platform

Certain queryVDSRecord method calls failed. The system failed to fetch Nitro data despite daily background data connection refreshes.

Browser

The Expense Type and Event Budget fields on the Split Expense Lines page did not respect the required or read-only configurations set in the page layout.

Browser

When a custom process updated the Event Status to lock an event, the system displayed an error indicating that the event was locked.

Browser

When a user saved or opened an event record, there were longer than expected load times to load the page.

iPad, iPhone

Conversational AI (Early Adopter) performance is improved, reducing token usage by roughly 25%.

Browser

Agent Action Execution records were updated every six hours, rather than hourly.

Browser, iPad, iPhone

Average speed of response for Agentic Text Monitoring is improved by approximately 5 seconds.

Browser

Execution logic for Activity Counts within Multichannel Cycle Plans (MCCP) is optimized to improve execution stability and scaling across large data sets.

Browser

When users selected a link from the Related Information section in the account preview pane, the account record page opened to the incorrect section.

Browser

When users viewed an account, the Territory field displayed an indirectly assigned child territory instead of the directly assigned root territory.

Browser

When users viewed currency fields on the Product Dashboard, the currency code was positioned before the numerical value regardless of the user's locale preference.

iPad

When users attempted to select the same account as both parent and child in the Members section, duplicate validation error messages were displayed.

iPad

When users accessed Global Account Search with the setting to hide the new account button enabled, the button to create a new account still displayed in the search modal.

Browser

When users accessed My Accounts, specific custom account views configured for their application profile were not visible if the profile list contained more than 250 characters.

iPad

When users uploaded an attachment within an account plan, the pop-up modal title displayed in English instead of the user's localized language.

Browser

When users attempted to assign a Detail Product with an assigned grouping product to a field force, an invalid parameter validation error occurred.

iPad

When users searched for an account on the Edit Alignment screen and navigated away and back, the account list remained filtered by the previous search term.

Browser

When users modified territory feedback goals with automated feedback handling disabled, updated activity goals failed to copy to the model territory upon lifecycle state completion.

Browser

When users updated name fields using letter case changes and pushed changes to Vault CRM, case changes were incorrectly pushed along with other field updates.

Browser

When users performed an import or push process and encountered an invalid session response, the task remained stuck continuously instead of aborting.

Browser

An error occurred when users initiated Account Assignment Commits.

Browser

When users saved a cloned field force setting record, global-only settings were permitted and saved without triggering validation errors.

Browser

When users attempted to update the Send to CRM field on a parent territory back to Yes, the save operation failed to process.

Browser

When managers viewed Territory Feedback for an end user with a pending transfer request, a Feedback Unavailable error occurred if the user had not refreshed their screen.

Browser

When users accessed Manager Territory Feedback during a push to Vault CRM, an unexpected error occurred due to missing integration IDs on territory settings.

Browser

When managers attempted to change the lifecycle state of a territory from Manager Review, a Feedback Unavailable error occurred.

Browser

When users ran an Assignment Preview with Target Feedback Cloning enabled on a cloned cycle, the preview failed due to missing territory values.

Browser

When users viewed feedback instructions in Territory Feedback, long instruction text incorrectly truncated.

Browser

When users searched for accounts in Territory Feedback using Japanese strings, search queries failed to return matching account results.

Browser

When users added target accounts in Territory Feedback, configured auto-reject approval rules failed to trigger and allowed target additions.

Browser

When users ran a push or import task after adding new roster members, the task stalled and showed an unhealthy status.

Browser

When integration users viewed CLM field mappings with field-level security edit access, optional fields were incorrectly displayed as hidden.

Browser

When users saved a presentation for later and subsequently associated it with a call, the CLM field populated on parent call records but remained false on child call records.

iPhone

When users viewed website content in CLM, the option to save for later appeared in the action menu despite not being supported.

Browser

When admins attempted to vectorize prescribing information documents, vector synchronization failed intermittently.

iPad

When users logged out and logged back into the application, existing chat history failed to display in Conversational AI until a new prompt was sent.

iPad

When users changed Conversational AI view preferences, the updated view setting did not take effect until switching tabs.

iPhone

When users accessed voice mode in Conversational AI, empty white space displayed at the bottom of the flame visual indicator.

Browser

An intermittent PDF parsing issue caused partial document vector sync failures, resulting in fewer vectors than expected in one region.

Browser

Agent action execution records for identifying accounts and creating the call report with Agentic Voice are now combined into one record, ensuring accurate counts of Agentic Voice activity.

iPad

Connection errors may display when starting a Voice Mode conversation for Conversational AI (Early Adopter).

iPad

The AI icon displays on the Media AI tab, and does not display on some views where it is expected to display (Hot Lists, Medical Interactions).

iPad

When using Conversational AI (Early Adopter), Voice Mode may remain active when a user switches to a new or previous conversation.

iPad

An intermittent flash displays when switching between Conversational AI (Early Adopter) views.

iPad

Unsent text in the Conversational AI (Early Adopter) input box remains visible when a different user logs in to the same device.

iPad

In Voice Mode for Conversational AI (Early Adopter), the “thinking” animation continues to display until a text result displays, instead of ending with the Voice Mode response.

iPad

When re-opening a Conversational AI (Early Adopter) Voice Mode conversation, the chat window defaulted to Text Mode rather than Voice Mode.

iPhone

The Conversational AI (Early Adopter) sidebar tray is incorrectly expanded by default.

iPhone

The Conversational AI (Early Adopter) “speaking” animation does not fully expand to the bottom and sides of the interface.

iPhone

The AI icon can be removed from the home page via a swiping gesture.

Browser

When users viewed custom date-time fields in a two-column detail section on call reports, fields rendered across two rows instead of a single row.

Browser

When localized Japanese users opened the calendar picker during call or event creation, the calendar was rendered in English.

Browser

When users saved a call entry with unique group activities, the call entry screen failed to close, preventing record submission.

Browser

When users selected products on call discussions, product-dependent picklist mappings failed to filter dependent fields.

iPad

When users tapped date and time fields in calendar activity entry, the numeric keypad picker rendered partially off-screen.

Browser

When marketing users previewed email templates, the Desktop and Mobile mode tabs aligned to the left instead of centering.

Browser

When users attempted to deactivate classic consent capture without an active Approved Email license, the configuration setting could not be updated.

Browser

When users captured consent and selected Continue, an internal server error redirected users back to the consent capture page without displaying the summary.

Browser

When users saved an expense line with a null expense code, the expense estimate value was cleared instead of being retained.

Browser

When users with read-only permissions accessed an event record, the Event Details tab failed to load content.

Browser

When users added an attendee who reached attendance limits to an event, pre-alert warning notifications failed to display.

Browser

When users opened the Send Email screen for event attendees, custom email fields populated on account records were not pulled into the recipient list.

Browser

When users filtered event speakers, qualification option lists failed to sort in expected alphabetical order.

Browser

When users updated financially closed dates via data loader on unlocked events, an error occurred indicating the record was locked.

iPad

When users with the Iraq locale viewed My Schedule, calendar column headers and weekend toggles did not reflect localized work days.

Browser

When users initiated AI auto-fill during patient intake without entering text, an overwrite warning message displayed unexpectedly.

Browser

When users accepted incoming call notifications while viewing the Case Inbox tab, the application redirected to a blank page.

iPad

When users attempted to perform data synchronization, network request errors prevented sync completion across multiple orgs.

iPad

When users navigated using record view methods, prompt overlay pages opened with bottom slide animations and briefly rendered at the bottom of the screen.

Off-Platform

Users received a Feedback Unavailable error when attempting to validate alignments with constraints in the Model Field Force.

Browser

Users were unable to change the Account Plan Object Type using the Change Type action from an Account Plan page.

Off-Platform

Edits to Account Card fields in Territory Feedback did not immediately display on the Account List.

Browser

Automated event emails displayed incorrect token values when multiple events sharing the same email template were sent emails at the same time.

Browser

When users added blank spaces to an Account Plan layout, the blank spaces were ignored and did not display when viewing or editing an Account Plan.

Browser

When users configured layout rules or field settings—such as Required or Read-only—on an Account Plan layout, the settings were ignored when editing an Account Plan. As a result, read-only fields appeared as editable, required fields were not indicated as required, and fields configured to be hidden remained visible.

Browser

When users viewed an Account Plan with a related object section that did not have Object Types enabled, the button to create a new record for that related object did not display.

Browser

When users without edit field-level security for the Object Type field attempted to create an Account Plan, a Page not found error displayed.

Browser

An error occurred causing Territory Feedback recalculations to abort when a custom Attachment field was added to an object included in the recalculation, such as an Account.

Browser

An error caused the Recalculate Territory Data process to hang and fail to complete when processing a large number of projects.

Windows

An error caused previously added Approved Email attachments to be removed when a user searched for and added additional attachments.

Browser

When users requested an Acknowledgement of Content signature during a remote Engage meeting, the signature page did not close after the HCP selected the cancel button and confirmed the cancellation.

iPad

On the home page, the AI chat window incorrectly opened in an expanded view by default.

iPhone

The AI chat icon incorrectly changed position on the screen when the device was rotated into landscape mode.

Off-Platform

A "Page Not Found" error displayed when users attempted to access the My Engage Portal from a non-production Vault.

Browser

Formula fields did not display on the event registration form.

iPad

An "ATF Download Error" occurred during synchronization on the iPad app due to a file decompression issue.

iPad

When users created an account with Data Change Request (DCR) Mode 3 and Advanced Search enabled, the newly created account did not appear in search results on the My Accounts screen.

Windows

When users selected the option to create a new account, they were not redirected to the Global Account Search page if My Accounts Redirect was disabled, even though Global Account Search was enabled.

Browser

An error occurred during the Push to CRM job where Application Profiles and Layout Profiles for some users were incorrectly cleared out instead of inheriting the populated assignments from their primary territory.

Browser

An error caused account assignment previews to abort when feedback cloning was enabled and a newly created model territory did not yet exist in production.

Browser

The “Do not copy” field attribute was ignored when cloning Projects, resulting in a duplicate value error when cloning records that contained a unique custom field.

Browser

An error occurred where CRM Account Territories were unexpectedly deleted and later recreated when a Push to CRM was executed during a Vault CRM maintenance window.

iPad

An error prevented end users from accessing Territory Feedback when a territory was assigned to an inactive roster member.

Browser

An error caused the Account Assignment Preview process to abort when a Country record was missing a Country Code.

Browser

An error prevented users who transitioned from a Representative to a Manager role for the same territory from approving territory feedback.

Browser

An error occurred when requesting territory details for a user’s territory that did not have a Multichannel Cycle configured.

Browser

A missing index caused the Push to CRM process to  run slowly and abort.

Browser

An error occurred during data Import From CRM and Preview processes due to an incorrect character length configured for a field.

Browser

An error occurred on the Integrations page when deleting a aln_territory_product_model__v record that contained a null territory model value.

Browser

An error occurred during Import from CRM processes when multiple account territory records in the same territory had missing account values.

Browser

An error occurred when email templates contained a mix of Veeva CRM and Vault CRM table tokens, causing scheduled email batches to fail.

Browser

When users created or edited a Call Report, the Submit button label displayed text from the default Vault system message instead of the customized SUBMIT Veeva Message.

iPad

When users added attendees to a group call after the associated address record was removed from the device's local database, individual address fields on the child call records were not populated.

Browser

When child accounts are enabled and a user scheduled a call with a Healthcare Professional (HCP) the system incorrectly created a standard HCP call instead of a Child Account call when the primary parent account was outside the user's territory.

Off Platform

Invalid website presentations failed to sync from PromoMats to Vault CRM without displaying an error message to administrators.

Browser

An error occurred during CLM integration because certain language picklist values present in PromoMats were missing in Vault CRM.

iPad

The Vault CRM application closes unexpectedly when certain CLM presentations displayed.

Off Platform

Deleting a related content record left an orphaned Content Group Content (CGC) record with a missing content field, which subsequently blocked content alignment.

Off-Platform

When users searched by presentation name, and the presentation name was not explicitly mentioned within the slide text, the Media Agent did not return expected presentation results.

Off-Platform

Access to the ai_description__v, ai_synonyms__v, and url__v fields on the key_message__v object was incorrectly required for Key Message processing with Agentic Voice.

Off-Platform

If the user’s type changed while Agentic Text Monitoring for Home Office records were processing, rules were applied based on the user type at time of processing rather than the user type at time of record submission.

Off-Platform

Browser

The Japanese translation for the "Dismiss" button on the Entry Criteria Not Met error message was inaccurate.

Browser

The description of an Event Object Type unexpectedly disappeared when field assignments were updated or other changes were made.

Browser

The "No Available Actions" message in the Events Management action menu initially displayed in English instead of the user's selected language.

Browser

Navigating to an inaccessible or deleted Event Management record resulted in an infinitely loading page instead of an appropriate error message.

Off Platform

Automatic confirmation and rejection emails were not sent to event attendees when their registration status was updated.

Browser

Users were able to clear and save required fields, such as the Attendee Status, from the Events Management related list without receiving a validation error.

Off Platform

Creating call reports from Call Cycles on the browser did not automatically add the child account, causing an inconsistency with the iPad application.

iPad

Time Off Territory (TOT) records using custom start times incorrectly displayed as starting at midnight.

Browser

Syncing Vault CRM events to the MS Outlook Calendar experienced significant delays.

iPad

When users answered a radio-type survey question, multiple answer choices were incorrectly recorded instead of being restricted to a single value. 

Off Platform

An error occurred during the initial media sync where certain objects and records were not found in the expected data.

Off Platform

An update was made to improve the automated testing framework for the Call querying process during synchronization.

iPad

When users viewed an out-of-the-box Account Plan Dashboard X-Page configured to display Action Items, Call Objects were incorrectly displayed instead of Action items.

Off-Platform

When users selected a test user for a migrated page in X-Pages Studio, editing controls incorrectly remained accessible during the translation.