# Access Messaging UI When “Regarding” of Messaging Session Is Set

Message UI is accessible from any CRM Records as well when **“Regarding”** is Set.

For Example: If a **Case** record is associated as **“Regarding”** to a particular session, then here is how you can access Message UI from **Case** record:

* Navigate to **Settings** -> **Customizations.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FJIJEFDJt8U8xvbXDeLlg%2Fchatui1.png?alt=media&#x26;token=974823b2-0cef-4e16-b150-ba35c5b2f912" alt=""><figcaption></figcaption></figure>

* Click on **'Customize the System'.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FsgjzAeC4sfTQmKZBdDJV%2Fchatui2.png?alt=media&#x26;token=fdd0e59d-b836-4c43-825c-11871013859b" alt=""><figcaption></figcaption></figure>

* Navigate to **Entities** Navigate -> **Case**-> **Forms**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fque6bf4Xbkth35q6yWOO%2Fchatui3.png?alt=media&#x26;token=1297dae8-a964-442f-8b78-5e776f88e413" alt=""><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FIyiFjPqJFcO4YFv3kOD2%2F28A.png?alt=media&#x26;token=d8cb412e-c3e9-4893-a31e-576e2d03fbb7" alt=""><figcaption></figcaption></figure>

* Click on **Case** Entity with Form Type Main.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fkxemcu3yzHcPbW7jXwmx%2F28B.png?alt=media&#x26;token=c2b03228-bee3-4961-b3fa-a10c3c4732ba" alt=""><figcaption></figcaption></figure>

* Select (or Add) the **Tab**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FSk26INhmGMLFhm9t9bl5%2F28C.png?alt=media&#x26;token=5c0e2aaa-395b-4741-9124-9063a6c60e6c" alt=""><figcaption></figcaption></figure>

* Then Select, **Sub-Grid**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FDawO3fVe0fNM2067YZf4%2F29A.png?alt=media&#x26;token=d20b5664-199f-4278-add5-c6064fa65398" alt=""><figcaption></figcaption></figure>

* A new window will pop up. **Add the Name, Label, Records** as **Only Related Records, Entity** as **Message Sessions (Regarding), Default View** as **All Message Sessions - Internal Purpose.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F0Rvl8eIoaMedFAQvV7IS%2F29B.png?alt=media&#x26;token=1d4e8800-4e6e-43e2-8791-28237626dbdd" alt=""><figcaption></figcaption></figure>

* Navigate to **Controls** and click **Add Controls.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FNJOYdrOOZHxhxAezcXoD%2F29C.png?alt=media&#x26;token=38362403-cade-4691-8d96-7a952a46fde9" alt=""><figcaption></figcaption></figure>

* From the dropdown list search for **TextSMSChatSystem** and add it as a control.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F96Oe9Jh3rz78RZlqx22z%2F30A.png?alt=media&#x26;token=73647f9f-2b5e-47cf-ba5b-9d79982e10cf" alt=""><figcaption></figcaption></figure>

* Once done, **TextSMSChatSystem** will be shown under the **Controls Tab** and you can enable it for multiple devices to access it accordingly.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FCvBnvxbd0QgW9V41vPiy%2F30B.png?alt=media&#x26;token=44c50581-2379-47a9-aff9-26a69dd6ebcf" alt=""><figcaption></figcaption></figure>

* After clicking **Ok**, then click on **Save** & **Publish** for the grid to be visible.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FYo2NB3cHfZIveQZAfC3V%2F31A.png?alt=media&#x26;token=ec168163-7c99-4565-afa0-46bfc602b551" alt=""><figcaption></figcaption></figure>

* Once done, you can view the **Message UI** on the Case Record and communicate with the customers directly, as shown in the screenshot below.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FhiyD3C5SkakMrUzlnnyb%2F31B.png?alt=media&#x26;token=6e651c3f-2f3c-42c6-90bb-f821940baa57" alt=""><figcaption></figcaption></figure>

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