Medical Event Attendees
Medical Event attendees can consist of either external accounts or other Vault CRM users. Attendees of Medical Events are stored as event_attendee__v records, enabling end users to document which individuals attended their event, which may be necessary for reporting or compliance reasons.
Additionally, users can view the Event Attendees related list on several objects to view which medical events an account was invited to.
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- End users
Configuring Medical Event Attendees for
End Users
To configure this feature, ensure Configuring Medical Events is complete.
Adding Attendees to Medical Events as
End Users
To add an attendee to a medical event:
- Navigate to the appropriate medical_event__v record.
- Select the Create button in the Event Attendees related list.
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Search for the appropriate attendee to add. Records of the following objects display as available for selection:
-
account__v – Business accounts can be added as attendees as well, enabling tracking event attendance from a business without tracking against a person account
- user__sys – To add yourself as an attendee, select Add My Attendance instead
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Users are prevented from adding duplicate records as attendees.
After selecting the appropriate attendee, an event_attendee__v record is created representing that account or user's attendance of the event. Any fields on the medical_event__v record that have a matching name to a field on the event_attendee__v object are copied to the newly created event_attendee__v record, for example, the start_date__v field.
Additionally, users can add themselves as an attendee by selecting the Add My Attendance button.
