18R2 Release Notes

[Pages:43]CRM

18R2 Release Notes July 2018

Veeva CRM 18R2 Release Notes

Contents

Contents .......................................................................................................................................... 2 Figures............................................................................................................................................. 3 Tables .............................................................................................................................................. 3 Introduction .................................................................................................................................... 4 Highlights of this Release ................................................................................................................ 4 User Visible Changes ....................................................................................................................... 4 New in Veeva CRM 18R2................................................................................................................. 6 Core CRM ........................................................................................................................................ 6

Call Sampling ............................................................................................................................... 6 Printing Receipts for Content Acknowledgement ................................................................... 6

Medical ........................................................................................................................................ 7 Veeva CRM for Medical Upgrade Process ............................................................................... 7

Order Management..................................................................................................................... 8 Manual Allocation of Free Goods ............................................................................................ 8

Scheduling and Planning ............................................................................................................. 9 MCCP Goals by Priority in a Single Call Channel...................................................................... 9 Maps in My Schedule............................................................................................................. 10 Calendar Panel....................................................................................................................... 11 Accounts Panel ...................................................................................................................... 12 Map Panel .............................................................................................................................. 12 MySchedule Event Colors ...................................................................................................... 12

Surveys ...................................................................................................................................... 13 Increasing Survey Limits ........................................................................................................ 13 Employee Commenting on Advanced Coaching Reports ...................................................... 13 Territory Management .......................................................................................................... 15

General.......................................................................................................................................... 15 Veeva CRM for iPhone........................................................................................................... 15 Veeva CRM iPhone Push Notifications .................................................................................. 18

Events Management ..................................................................................................................... 21 Limiting Outside Territory Searches ...................................................................................... 21

Multichannel ................................................................................................................................. 22 Engage Meeting......................................................................................................................... 22 CLM for Engage Meetings Hosted from CRM Online ............................................................ 22 Content Tracking in Engage Webinar .................................................................................... 28

MyInsights..................................................................................................................................... 29 Configuring MyInsights for iPhone ........................................................................................ 29

Parity ............................................................................................................................................. 30 Events Management.............................................................................................................. 30

Revision History ............................................................................................................................ 32 Appendix A: New Objects ............................................................................................................. 33 Appendix B: New Fields ................................................................................................................ 33 Appendix C: New Veeva Messages ............................................................................................... 35

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Veeva CRM 18R2 Release Notes

Figures Figure 1: Printing Receipts for AOC ................................................................................................ 6 Figure 2: Print Receipts for Content ............................................................................................... 7 Figure 3: Manually Allocation of Free Goods.................................................................................. 9 Figure 4: Maps in MySchedule...................................................................................................... 11 Figure 5: Commenting on Advanced Coaching Reports ............................................................... 15 Figure 6: Downloading Presentations........................................................................................... 25 Figure 7: Viewing Media ............................................................................................................... 26 Figure 8: MyInsights for iPhone .................................................................................................... 30

Tables Table 1: Tracking Content in Engage............................................................................................. 28 Table 2: 18R2 Objects ................................................................................................................... 33 Table 3: 18R2 New Fields .............................................................................................................. 35 Table 4: 18R2 New Veeva Messages ............................................................................................ 43

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Veeva CRM 18R2 Release Notes

Introduction Many new features can be enabled with Veeva CRM 18R2. This document provides a brief explanation of each new feature and updates to existing features.

Highlights of this Release Veeva CRM 18R2 brings major improvements across the full suite of applications, providing enhancements optimizing the user experience and maximizing productivity.

Detailed instructions for settings required to fully enable these, as well as all the new features in Veeva CRM 18R2, are available later in this document.

Veeva CRM Sunrise - Provides the same functionality in a more intuitive, user-friendly design New CLM Features - Includes new features like Favorites, Recents, and Table View to help users find content faster My Schedule Maps - Enables users to efficiently plan their day by plotting their schedule on a map with nearby Accounts Veeva CRM on iPhone - Provides users the power of Veeva CRM at their fingertips Push Notifications - Alerts users with immediate notifications about important information from which they can take action. Advanced Coaching Report Rep Comment - Gives users the opportunity to provide a comment when reviewing their coaching report

User Visible Changes Users can view the following changes for this release without additional configurations:

Approved Email The data types of the following fields on the Approved_Document_vod object are updated: Email_Subject_vod ? is now Long Text Area (1500) Territory_vod ? is now Text (255) If a Sent_Email_vod record is not successfully sent after 14 days, the Status_vod field updates to Failed_vod and no longer tries resending. Records of the Email_Receipt_vod record type send indefinitely until they are successfully sent.

Call Report The Duration_vod field on the Call2_vod object now copies to all child calls when Unique Activities is enabled

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Veeva CRM 18R2 Release Notes

CLM

? Views in the CLM Media Library, for example, CLM Presentations, My Presentations, and Training Presentations, remain sticky until the CLM session ends

? When beginning a session through the Media tab, if a non-training presentation is launched, users cannot launch a training presentation until the CLM session ends. All other content can be launched.

? The Favorites tab displays a list of presentations the user indicated was a favorite ? The Recents tab displays a list of the most recently viewed presentations ? Columns defined in the CLM Presentation Grouping Veeva Message display as separate,

sortable columns in the Table view

Engage Meeting

The iOS and Android HCP Engage app now supports all Veeva supported languages. See Supported Languages for a complete list.

Events Management The EM_Event_Team_Member_vod VisualForce page now labels the last user who modified the record as Last Modified By The first and last names of any users who are added as EM Attendees automatically stamp to the First_name_vod and Last_Name_vod fields on the EM_Attendee_vod record

General ? Veeva CRM and Medical have new application icons

o

- CRM

o

- Medical

? Both the Sync and Veeva Update widgets display by default on the iPad home page.

These are not configurable.

Scheduling and Planning

? Online and Windows 8 and 10 users can now view additional historical data and planned activity on the Timeline View. Three months of additional data loads at a time.

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Veeva CRM 18R2 Release Notes

New in Veeva CRM 18R2 The following are available to all licensed users. Instructions to configure these options are discussed in each topic and in the Veeva CRM product documentation after the production upgrade.

Core CRM

CALL SAMPLING Printing Receipts for Content Acknowledgement Signed Acknowledgement of Content (AOC) receipts can now be printed as PDFs, allowing users to quickly and easily produce compliant documentation for official review.

When a user delivers samples for BRC products, an HCP or delegate must sign an AOC indicating the product and quantities received. To meet federal compliance requirements, the receipt and signature must be available to the FDA or other government entities for review in PDF format.

Figure 1: Printing Receipts for AOC

Configuration To enable this feature:

1. Add the Print_AOC_Receipt_vod button on the Content_Acknowledgement_vod object to the Content Acknowledgement related list on the appropriate Person Account page layout.

2. Verify the value in the CONTENT_ACKNOWLEDGEMENT_TEMPLATE_vod Veeva Message. This message contains the HTML used to generate the PDF receipt.

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Veeva CRM 18R2 Release Notes

By default, the message is populated with Veeva-provided HTML to generate the PDF receipt. HTML tokens are used to bring data from Veeva CRM into the template and to generate the table containing BRC product data. Admins can modify the token to display different fields.

Example

@@@ Content_Acknowledgement_vod__c.AOC Name@@@

This is an example of how to use the {{insertCallSample}} token to generate a table.

{{insertCallSample[filterProductType=BRC, Content_Acknowledgement_Item_vod__c.Product_Name_vod__c, Content_Acknowledgement_Item_vod__c.Lot_vod__c, Content_Acknowledgement_Item_vod__c.Ship_Quantity_vod__c, Content_Acknowledgement_Item_vod__c.Received_Quantity_vod__c, Content_Acknowledgement_Item_vod__c.U_M_vod__c, Content_Acknowledgement_Item_vod__c.Manufacturer_vod__c, Content_Acknowledgement_Item_vod__c.Distributor_vod__c]}}

See Email Receipts for Signature Transactions for more information on how to use this token.

Use From the Content Acknowledgements related list for an Account, select the check box, or boxes associated with the records to print and then select the Print AOC Receipt button. A PDF is generated. If the user selects multiple records, all records are added to one PDF.

Figure 2: Print Receipts for Content

This feature is available on the Online platform.

MEDICAL

Veeva CRM for Medical Upgrade Process Veeva CRM for Medical is now merged into a unified Veeva CRM app. Moving forward, IT teams only need to manage one application for deployment.

After the 18R2 release, Medical users need to do the following:

1. Sync their existing Medical app. 2. Accept the prompt to install Veeva CRM. 3. Sign in to the downloaded Veeva CRM app. Medical users need to complete an initial

sync of Veeva CRM to use the application.

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Veeva CRM 18R2 Release Notes

4. Accept the notification about the Veeva CRM app icon changing to the Veeva Medical app icon. (Supported on iOS 10.3 and up).

5. Begin using the new Veeva CRM application. All features including Medical application labels, KOL Profile, and unique Medical coloring of the app are available.

When trying to use the old Medical app, you receive a notification that the Medical app should not be used. Users should delete the old Medical app from their iPad.

ORDER MANAGEMENT

Manual Allocation of Free Goods Veeva CRM now supports the manual allocation of Free Goods in Line Delivery Splitting. Users can customize the quantities of Free Goods to reflect the appropriate ratio of Free Goods to paid goods on the delivery invoice. This provides companies an easier way to manage Line Delivery Splitting and discount regulations.

For example, Sarah Jones creates a order with Line Delivery Splitting and gets 60 Cholecap Free Goods. She manually sets 10 Cholecap Free Goods to be delivered each month for the next 6 months. Her customer receives an invoice detailing the delivery, the paid goods, Free Goods, and the ratio between the two.

Configuration To enable manual allocation of free goods:

1. Ensure Line Deliverys Splitting is enabled. 2. Ensure the Number Delivery Dates and OM Delivery Split Mode Veeva Settings are

enabled.

Note: Manual Allocation is not available when OM Delivery Split Mode is set to 3 or when using classic delivery date splitting.

3. Grant users FLS read permission to the Zvod_Delivery_Date_vod field on the Order_vod object.

4. Place the Zvod_Delivery_Date_vod field on the appropriate page layout. 5. Place the Free_Goods_vod__c and/or Free_Goods_Rule_vod__c fields on the

appropriate page layout to display the Manual Allocator.

Use Users select the Free Good quantities and manually determines the delivery location and quantity of Free Goods. After the user submits the order, the customer receives an invoice reflecting the quantity of Free Good to Paid Good per split delivery.

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