# Configuring Record Types

Users need to configure **Record Types** for all those entities with whom they want to message. Also, at times a record can have **multiple phone numbers**. Messages will be sent to the phone numbers selected in the **‘Phone Number Field’**.

{% hint style="info" %}
**Note:** Against one Entity, only one Record Type can be created.
{% endhint %}

<figure><img src="/files/rf2Kz8bhAeykpssJZwnc" alt=""><figcaption></figcaption></figure>

* Click on **+New Record Type** to create New Record.

<figure><img src="/files/HU5acff0AlosmHFkCLlG" alt=""><figcaption></figcaption></figure>

**Fill in the following details**

* **Record Type:** Select the entity to which the message should be sent.

{% hint style="info" %}
**Note: While configuring, in background, we have a logic to create field. Due to this, it is extremely important that System Admins give privileges to the users.**
{% endhint %}

* **Related record type:** Select entity to initiate chat related to entity set in record type
* **Compliance Field:** For the system to decide, whether the message should be sent, the message Compliance Field is used.The Compliance Field lists all the Boolean Fields within the Record.
  * If the value is selected as **Yes**, messages will be sent.
  * If the value is selected as **No**, messages will not be sent.

{% hint style="info" %}
**Note: In case Compliance Field is not set, the message will be directly sent without validation. In the screenshot below, we have selected ‘Allow Conversation’, you may select a field as per your preference.**
{% endhint %}

* **Phone Number Field:** In the **Phone Number Field**, all the multiple phone number fields within a Record are listed and you can choose whichever contact as preferred. But please note that the particular field selected should have a working contact number.

<figure><img src="/files/iC4WIo5MMAu9SNYlBHog" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: It is extremely important for the selected contact numbers to have Country Code**s.
{% endhint %}

* **Default Country Code:** Provide the required country code.
* **Priority Order:** lets you choose which type of record (e.g., Contact, Account) should be used first in the **customer field** when a chat comes in. If multiple records match, the system picks the one with the highest priority.

<figure><img src="/files/xjerDs5xxHxzR0aAC336" alt=""><figcaption></figcaption></figure>

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


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