To configure this feature:

1. Ensure the following features are configured:

   • Configuring Events Management
   • Configuring Suggestions
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   suggestion__v	CRED	em_attendee__v	em_event__v em_event_type__v	Edit
   suggestion_feedback__v	CRED	All	em_attendee__v em_attendee_id__v	Edit

To configure this feature:

1. Ensure the following features are configured:

   • Configuring Events Management
   • Configuring Suggestions
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   em_attendee__v	CRE	All	suggestion__v suggestion_title__v suggestion_reason__v	Edit
   suggestion__v	CRE	em_attendee__v	account__v em_event__v em_event_type__v expiration_date__v title__v reason__v	Read
   			action_count__v actioned__v dismiss_count__v dismissed__v marked_as_complete_count__v marked_as_complete	Edit
   suggestion_tag__v	CRE	product__v	product__v suggestion__v	Read
   suggestion_feedback__v	CRE	All	account__v activity_execution_type__v em_attendee__v em_attendee_id__v object_type__v suggestion__v	Edit

6. Navigate to Admin > Configuration > Objects > suggestion_feedback__v > Object Types.
7. Select the activity_execution__v field for all appropriate object types.
8. Ensure the object type has access to the em_attendee__v picklist value.

Business admin users can create suggestions to invite specific accounts to events:

1. Navigate to the Suggestions tab.
2. Select Create.
3. Select em_attendee__v for the object type.
4. Select Continue.
5. Populate the account__v field with the appropriate account.

6. Populate one the following Events Management specific fields:

   • em_event__v – Select the appropriate event. Populating this field suggests account attendance for a specific event. For example, suggesting that Dr. Clinton Ackerman attend the September Cholecap Speaker Program.
   • em_event_type__v – Enter the appropriate em_event__v object type name. Populating this field suggests account attendance for certain types of events. For example, suggesting that Dr. Clinton Ackerman attend any Congress events.

   These two fields are mutually exclusive and should not be populated together.

7. Populate all other fields appropriately.
8. Select Save.

Creating Product Specific Attendee Suggestions

For general Attendee suggestions, with the em_event_type__v field populated, business admin users can use Suggestion Tags to enforce even greater specificity based on the event product:

1. Navigate to the appropriate suggestion__v record.
2. Navigate to the Suggestion Tags section.
3. Select Create.
4. Select Product for the Suggestion Tag Type.
5. Select Continue.

6. Populate the Product field with the appropriate product.

   

7. Populate all other fields appropriately.
8. Select Save.

Adding Product type Suggestion Tags to an Attendee suggestion makes the suggestion specific to events about the selected product. For example, suggesting that Dr. Clinton Ackerman attend all Speaker Programs about Cholecap.

Business admin users can create multiple Product type Suggestion Tags for an Attendee Suggestion.

When viewing the Select Attendee modal, end users can view all open suggestions relevant to a specific event:

1. Navigate to the Attendees section of the appropriate event.
2. Select + to display the Select Attendee modal. This view displays as the default view when there is at least one suggestion for the event.

3. Select Suggested Attendees from the view selector.

   

Accounts display in this view based on relevant specific and general event Attendee Suggestions, enabling end users to quickly view and add attendees suggested to them by business admins to their event. When the user adds the attendee, any associated Attendee Suggestions are automatically marked as complete.