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.

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