Approach 1 (Adding a Tab)

  • Navigate to Settings -> Customizations.

  • Click on 'Customize the System'.

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

  • Click on Contact 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 (Customer), 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 Contact Record and communicate with the customers directly, as shown in the screenshot below.

For further queries, reach out to us at

Last updated