# Configuring Record Types

Users need to configure **Record Types** for all those entities with whom they want to message. Also, at times a record can have **multiple phone numbers**. Messages will be sent to the phone numbers selected in the **‘Phone Number Field’**.

{% hint style="info" %}
**Note:**&#x20;

* By default, a contact Record Type is created.

* Against one Entity, only one Record Type can be created.
  {% endhint %}

* Click on **+New Record Type** to create a New Record.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F2eJ1EXUV2sAf4qWi4SHK%2FScreenshot%20(528).png?alt=media&#x26;token=58a22a21-691f-4797-ba71-f449a66bcd81" alt=""><figcaption></figcaption></figure>

* Mention the **Record Type.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FL9yDR7ZaZMd8KisIbEAo%2Fimage.png?alt=media&#x26;token=83463c8b-57fa-4118-ade1-115c952e75d9" alt=""><figcaption></figcaption></figure>

* You can choose any Entity from OOB to Custom ones. However, this is only functional on Entities that have a phone number associated with them.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FF3ASp3N8m5yJKsvqIsK7%2Fimage.png?alt=media&#x26;token=75edf927-22cb-4a8e-bd6a-c962f0ace968" alt=""><figcaption></figcaption></figure>

Enter the related record type from the list provided as shown below:

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FvqvXMASATqXbcbLBNTjI%2Fimage.png?alt=media&#x26;token=8098360d-fa6e-4e9e-a554-5426566ad9dd" alt=""><figcaption></figcaption></figure>

&#x20;

{% hint style="info" %}
**Note:** While configuring, in background, we have a logic to create field. Due to this, it is extremely important that System Admins give privileges to the users.
{% endhint %}

* For the system to decide, whether the message should be sent, the message **Compliance Field** is used.
* The **Compliance Field** lists all the Boolean Fields within the **Record.**
  * If the value is selected as **Yes,** messages will be sent.
  * If the value is selected as **No,** messages will not be sent.
* **Phone Number Field:** Add phone number field.
* **Default Country Code:** Provide the required country code.
* **Priority Order:** Enter priority order according to your business needs.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FjfgI5iZRTbffjJ5N6HFX%2Fimage.png?alt=media&#x26;token=d37aeb24-523c-479b-a2ce-3f1e436d0ad3" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** In case the Compliance Field is not set, the message will be directly sent without validation.

In the screenshot below, we have selected **‘Allow SMS’**, you may select a field as per your preference.
{% endhint %}

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F4cHkEyjSD2xazKmGElER%2Fimage.png?alt=media&#x26;token=b5380254-0fc4-41d3-bd33-3c21a26e3a9d" alt=""><figcaption></figcaption></figure>

* In the **Phone Number Field**, all the multiple phone number fields within a Record are listed and you can choose whichever contact as preferred. But, note that the particular field selected should have a working contact number.

{% hint style="info" %}
**Note:** The selected contact numbers need to have **Country Codes and must be working.**
{% endhint %}

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FHNgHAPQIM0ffb2hW8ym0%2Fimage.png?alt=media&#x26;token=489ac743-10ce-48f2-8667-ba698a83f1db" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}
