# Access Chat UI When “Regarding” of Chat Session Is Set

* **Access Chat UI When “Regarding” of Chat Session Is Set**

Chat UI is accessible from any CRM Records as well when Regarding is Set.

**For Example:** If a **Lead** record is associated as regarding to a particular session, then here is how you can access Chat UI from **Lead** record.

* Navigate to **Settings** --> **Customizations.**

<figure><img src="/files/4bpJEdrJ6S3W92grNZ16" alt=""><figcaption></figcaption></figure>

* Click on **'Customize the System'.**

<figure><img src="/files/jAvkvZ7rjFl8k97sIudT" alt=""><figcaption></figcaption></figure>

* Navigate to **Entities** Navigate --> **Lead** --> **Forms**.

<figure><img src="/files/nXWtDbyuJnqlhc3Lz5iK" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/9N0Fn3Sdv90KTTo8YtLn" alt=""><figcaption></figcaption></figure>

* Click on **Lead** Entity with Form Type Main.

<figure><img src="/files/IHfj2SphJoZHWzNHhdtK" alt=""><figcaption></figcaption></figure>

* Select (or Add) the **Tab**

<figure><img src="/files/n8mWwGwlCFSIhM6hr8Wu" alt=""><figcaption></figcaption></figure>

* Then Select, **Subgrid**.

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

* A new window will pop up. Add the **Name, Label, Records** as **Only Related Records, Entity** as **Chat Sessions (Regarding), Default View** as **All Chat Sessions - Internal Purpose.**

<figure><img src="/files/XAUHvJjZcCet6KV16qL2" alt=""><figcaption></figcaption></figure>

* Navigate to **Controls** and click **Add Controls.**

<figure><img src="/files/ebuy8hc0lc3GTClOWJCA" alt=""><figcaption></figcaption></figure>

* From the dropdown list search for **Chat Systems** and add it as a control.

<figure><img src="/files/j6EzJaQqHLM22eYhFLSq" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/LcoY4tYMj8jVIZvBVPsk" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/XEiY75o0KzvdtFUAlX8j" alt=""><figcaption></figcaption></figure>

* Once done, you can view the Chat UI on the Lead Record and communicate with the customers directly, as shown in the screenshot below.

<figure><img src="/files/5aweUYh5Fsb4ZiRZhJXR" alt=""><figcaption></figcaption></figure>

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


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