Managing Attendees for Medical Events
Event Attendees display as a related list in the medical event detail page. End users can easily manage attendees of their Medical Event by adding or remove attendees from this related list, ensuring the correct attendees are invited to the event.
Users can add multiple attendees at the same time to a medical event using queries and filters in the Manage Attendees section.
Who can use this feature?
- End Users – Browser, iPad
- Managing Attendees
- Users do not require an additional license
Configuring Managing Attendees for
End Users
To configure this feature for end users:
-
Ensure the following features are configured:
Managing Attendees as
End Users
To add attendees:
- Navigate to the Event Attendees related list of the appropriate medical_event__v record.
- Select Manage Attendees from the More Actions menu.
- Select the Add Attendee button.
- Search for and select the appropriate attendee(s) to add. Account__v records display as available for selection.
- Select Add Selected.
Removing Attendees
To remove attendees:
- Navigate to the Event Attendees related list of the appropriate medical_event__v record.
- Select Manage Attendees from the More Actions menu.
- Select Delete from the More Actions menu for the appropriate attendee.
If an account has provided a signature, it cannot be removed.
- Select Continue.
Adding Attendees
To add attendees:
- Navigate to the appropriate medical_event__v record.
- Select Manage Attendees from the More Actions menu.
To add yourself as an attendee, select Add My Attendance.
- Search for and select the appropriate attendee(s) to add. Account__v records display as available for selection. The first 5000 accounts display.
Attendees can be added from business accounts. Select the Org Chart icon, then select the appropriate attendees.
- Select Add Selected.
- Select Done.
Removing Attendees
To remove attendees:
- Navigate to the appropriate medical_event__v record.
- Select Manage Attendees from the More Actions menu.
- Long press a name in the Event Attendee list to display the Minus button.
- Select the Minus button.
- Select Done.
If an account has provided a signature, it cannot be removed.
