> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/textsms4dynamics/configuration/access-chat-ui-on-crm-records/access-messaging-ui-when-customer-of-messaging-session-is-set/approach-1-adding-a-tab.md).

# Approach 1 (Adding a Tab)

* 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&amp;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&amp;token=fdd0e59d-b836-4c43-825c-11871013859b" alt=""><figcaption></figcaption></figure>

* Navigate to **Entities** Navigate -> **Contact** -> **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&amp;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%2FMxgQD0s2iwXkZQ2WXARo%2F33A.png?alt=media&amp;token=185f9291-71af-47f5-8dd6-d75c5e79fad4" alt=""><figcaption></figcaption></figure>

* Click on **Contact** 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%2F07w4oPeK7khLW3XFdmX3%2F33B.png?alt=media&amp;token=1ac33b2a-18ea-4e3c-bae4-bb1e05156f48" 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&amp;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&amp;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 (Customer), 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%2FEPXs3CuFKl5L5XUK8GaY%2F34B.png?alt=media&amp;token=2f5a82cd-816b-424b-ae4e-7a000e73b56e" 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%2FbluVbIASXvwodY79yWek%2F34C.png?alt=media&amp;token=d1efcb74-689e-4fc1-bf50-47fc432e1612" 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%2FTdMbtstMxGHIuG38VKg4%2F35A.png?alt=media&amp;token=1da446ec-5635-4cb7-99b5-5542a0cbc472" 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%2F5dWBEeI4o6ScNQoJc2V3%2F35B.png?alt=media&amp;token=d0528be9-9885-4e52-a217-f4a9d92d32ee" 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%2F4Z4aXlK3Ovcei9byUTOI%2F36A.png?alt=media&amp;token=874c8c37-512e-443d-ac3a-2a68e4017716" alt=""><figcaption></figcaption></figure>

* Once done, you can view the **Message UI** on the Contact 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%2Fv3jkm9ZMjd6tYy5wNlJg%2F36B.png?alt=media&amp;token=fa6df50a-2637-4758-86d7-0a3b073e8d85" alt=""><figcaption></figcaption></figure>

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