Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Planning/AssociateAcctEvent.htm

## Associating an Account with an Event

Events Management end users can host events with business accounts, for example, a hospital. End users can select a specific account and address to associate with their event, which simplifies the event planning process by filtering the list of available attendees associated with the business account.

**Who can use this feature?**

* End Users - Browser, iPad
* [Creating Account Based Events](#Creating)
* Users require an Events Management License

**Who can use this feature?**

* Browser, iPad Users
* Users require an Events Management License
* End Users

### Configuring Account Based Events for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure the following features are configured:

   * [Configuring Events Management](../Configuration/Config.htm)
   * [Selecting Attendees in Hierarchies](../Attendees/Hierarchies.htm)
2. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | account\_\_v | R | All | All fields configured to display for accounts | Read |
   | address\_\_v | R | All | * account\_\_v * name\_\_v * city\_cda\_\_v * postal\_code\_cda\_\_v * primary\_cda\_\_v * state\_province\_\_v * street\_address\_1\_cda\_\_v * street\_address\_2\_cda\_\_v | Read |
   | em\_event\_\_v | CRE | All applicable object types | * account\_\_v * address\_\_v | Edit |
   | tsf\_\_v | R | All | * account\_\_v * address\_\_v | Read |
3. Navigate to **Admin > Configuration > Objects > em\_event\_\_v > Layouts** and add the following fields to the appropriate layouts:

   * account\_\_v
   * address\_\_v

### Creating Account Based Events as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To create an account based event:

Browser
iPad

1. [Create the appropriate event](CreatingEvents.htm).
2. Use the **Account** lookup field to search for and select the appropriate account. When the account is selected, the Address field automatically populates with a default address using the following logic:

   * If the account has an associated tsf\_\_v record with a populated address\_\_v field, that address is used
   * If the account has an associated address\_\_v record with a selected primary\_cda\_\_v checkbox, that address is used
   * If the account has neither of these, the first associated address\_\_v record sorted by the record's ID is used
3. Use the **Address** picklist to select an alternative address, if applicable. This picklist only displays active address\_\_v records associated with the selected account.
4. Populate all other appropriate event information.
5. Select **Save**.

1. [Create the appropriate event](CreatingEvents.htm).
2. Use the **Account** lookup field to search for and select the appropriate account. When the account is selected, the Address field automatically populates with a default address using the following logic:

   * If the account has an associated tsf\_\_v record with a populated address\_\_v field, that address is used
   * If the account has an associated address\_\_v record with a selected primary\_cda\_\_v checkbox, that address is used
   * If the account has neither of these, the first associated address\_\_v record sorted by the record's ID is used

   ![](../../../Resources/Images/Events/Planning/AcctBasedEvents.jpg)
3. Use the **Address** picklist to select an alternative address, if applicable. This picklist only displays active address\_\_v records associated with the selected account.

   ![](../../../Resources/Images/Events/Planning/AcctBasedEvents1.jpg)
4. Populate all other appropriate event information.
5. Select **Save**.

#### Automatically Filtering Potential Attendees Based on the Associated Account

If the event's associated account is a business account, for example, an account with an object type of hospital\_\_v or institution\_\_v, the Select Attendee modal automatically filters to display accounts associated with the business account. If needed, end users can still navigate to other accounts.

See [Navigating an Attendee's Account Hierarchy](../Attendees/Hierarchies.htm) for more information.

### Related Topics

[Creating an Event](CreatingEvents.htm)

[Managing Event Attendees](../Attendees/Attendees.htm)

[Selecting Attendees in Hierarchies](../Attendees/Hierarchies.htm)