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.

• Click on 'Customize the System'.

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

• Click on Case Entity with Form Type Main.

• Select (or Add) the Tab

• Then Select, Sub-Grid.

• 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.

• Navigate to Controls and click Add Controls.

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

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

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

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

For further queries, reach out to us at [email protected]