Configure an Event Member Tab

Add the Event Member tab for managing participants and their role during the Activity on the Activity Report page for the Event record type.

  1. Map the Event Member tab and the Activity Report page for the corresponding Activity record type via the appropriate custom setting.

  2. Customize fields to display on the Event Member tab.

  3. Add members manually on the Activity Report page or select participants on the Contacts tab.

Manage Event Tab Settings Records

To display the Event Member tab on the Activity Report page:

  1. Go to Setup → Custom Code → Custom Settings.

  2. Click Manage next to Event Member Tab Settings.

  3. Specify a new record for the specific user/profile or edit the record for the whole Salesforce organization.

    Read the description of each parameter here.

    • specify the user/profile

    • specify the required Activity record type

    • specify the API name of the lookup to the Contact object

    • specify the API name of the Event Members Tab field set to display: CTCPG__EventMembersTab

    • set active

  4. Click Save.

    ct event product tab settings example

The setup is complete.

Customize Fields to Display on the Event Member Tab

To customize fields to display non the Event Member tab:

  1. Go to Setup → Object Manager → CT CPG Activity Data → Field Sets.

  2. Click one of the Event Members Tab field set.

  3. On the page layout editor, drag-n-drop or remove fields to display.

  4. Click Save.

The setup is complete.

event member tab example

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