26R2 Maintenance Notes

The items listed below were added in the 26R2 release cycle and contain maintenance items from the 26R2.0, 26R2.2, and 26R2.3 releases as they become available.

Maintenance items in the Vault CRM application are corrections to existing functionality.

262.0.10 | Family Build TBD (August 6, 2026)

Account Management

Platform

Issue Description

Issue Number

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.

VCRM-168359

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.

VCRM-167887

Browser

When users viewed or created account affiliations in the Sphere of Influence section, account record type icons did not reflect the custom mappings configured in the ACCOUNT_RECORD_TYPE_ICON_MAP Veeva Message. Instead, default or generic folder icons were displayed.

VCRM-169607

Align

Platform

Issue Description

Issue Number

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.

VCRM-155729

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.

VCRM-169749

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.

VCRM-166198

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.

VCRM-162126

iPad

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

VCRM-128707

Browser

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

VCRM-167605

Browser

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

VCRM-169159

Browser

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

VCRM-168897

Browser

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

VCRM-174546

Browser

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

VCRM-175484

Browser

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

VCRM-170078

Browser

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

VCRM-169000

Approved Email

Platform

Issue Description

Issue Number

Browser

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

VCRM-167350

Approved Notes

Platform

Issue Description

Issue Number

Off-Platform

When querying for Product and Detail Group references, the search failed to correctly fetch and display results.

VCRM-167296

Call Objectives

Platform

Issue Description

Issue Number

iPad

When users viewed the Call Objective list, the Object Type field displayed in English instead of the localized language.

VCRM-171648

Call Reporting

Platform

Issue Description

Issue Number

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.

VCRM-163046

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.

VCRM-167886

Windows

When users created or viewed a call report, empty layout sections—such as System Information—and inactive Call Key Messages sections did not render properly or display the "No records to display" message.

VCRM-158589

Call Scheduling

Platform

Issue Description

Issue Number

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.

VCRM-170862

iPad

The account address did not display on the calendar popover in the My Schedule Agenda view when the address field was not configured on the default call page layout.

VCRM-174175

CLM

Platform

Issue Description

Issue Number

Off Platform

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

VCRM-151712

Browser

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

VCRM-170863

iPad

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

VCRM-166325

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.

VCRM-153988

CRM AI

Platform

Issue Description

Issue Number

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.

VCRM-167539

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.

VCRM-162769

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.

VCRM-168245

Events Management

Platform

Issue Description

Issue Number

Browser

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

VCRM-133055

Browser

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

VCRM-167862

Browser

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

VCRM-166306

Browser

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

VCRM-156483

Off Platform

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

VCRM-166222

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.

VCRM-171212

Browser

Users were unable to create Event History records when submitting an event for approval using a group name of maximum length.

VCRM-115392

Medical

Platform

Issue Description

Issue Number

Browser

Medical Inquiries failed to transfer to the correct Medical Vault if an inactive Medical-CRM connection still had an active integration.

VCRM-159697

My Schedule

Platform

Issue Description

Issue Number

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.

VCRM-158810

iPad

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

VCRM-170202

Browser

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

VCRM-157542

Browser

Loading accounts in the online Scheduler experienced significant delays.

VCRM-169525

Service Center

Platform

Issue Description

Issue Number

Browser

When the email composer tray is opened, a loading animation occurs until the tray is fully loaded. 

VCRM-163066

Browser

When updating information in the Case view’s center pane, the right pane also refreshes to reflect any updates.

VCRM-164050

Browser

When creating or viewing drafts, the draft footer correctly displays the last edited time.

VCRM-165826

Surveys

Platform

Issue Description

Issue Number

iPad

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

VCRM-146023

Browser

When users saved or data loaded survey question records without an associated survey, an error occurred preventing the save operation.

VCRM-139326

Sync

Platform

Issue Description

Issue Number

Off Platform

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

VCRM-166972

Off Platform

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

VCRM-168823

Browser

The user's full name was not returned during the sync process, preventing custom name ordering, for example, the Last Name, First Name format used for Japanese names.

VCRM-161683

Territory Feedback

Platform

Issue Description

Issue Number

iPad

When reverting an Add Target challenge for a recommended target, it continued to incorrectly display on the Recommended Targets page.

VCRM-168763

X-Pages

Platform

Issue Description

Issue Number

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.

VCRM-156818

iPad

When users executed the setIOSThirdPartyCookie() within an X-Page on iPad, the function failed to execute.

VCRM-168599

X-Pages Studio

Platform

Issue Description

Issue Number

Off-Platform

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

VCRM-168535

Off-Platform

When users reloaded an X-Pages Studio page requiring a test user and record after making the assigned test user inactive, read-only mode was not triggered. 

VCRM-168162