When users create manual attendees, it would be helpful if there was another field where they could add the title of the attendee (or explain who the attendee is). For Sunshine reporting, it is crucial to capture all HCPs and it is difficult to know if the users incorrectly added a manual attendee (vs using the HCP lookup) or if it was an office admin or someone who doesn’t have an NPI number. It would also be great if companies had the option to make the title field required.
Hi! Have you tried using custom fields? You can create attendee title (as well as other custom metadata) as a field type
This is a feature exclusive to Plus users like yourself! https://support.ramp.com/hc/en-us/articles/44531495879059-Custom-User-Fields
I do not think customer fields would work for my request. I need the field attached to the manually added attendee. When a user adds a manual attendee, I want a separate field that will prompt/force the user to add a title for the new attendee. I would want this field to be exportable with sunshine reporting.