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.
Click on 'Customize the System'.
Navigate to Entities Navigate --> Lead --> Forms.
Click on Lead Entity with Form Type Main.
Select (or Add) the Tab
Then Select, Subgrid.
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.
Navigate to Controls and click Add Controls.
From the dropdown list search for Chat Systems and add it as a control.
Once done, Chat Systems 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 Chat UI on the Lead Record and communicate with the customers directly, as shown in the screenshot below.
For further queries, reach out to us at crm@inogic.com
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