# Configuring Record Types

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FXcQhzydjM4ENOXf59pkD%2Fwhatsapp1.png?alt=media&#x26;token=85e76f26-cc09-4db4-8b49-9e719d5d9ff6" alt=""><figcaption></figcaption></figure>

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

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F5qnkCTDdoeYkFxjsYBVi%2Fwhatsapp2.png?alt=media&#x26;token=302e277a-2863-441a-9974-ded36e1c9aaa" alt=""><figcaption></figcaption></figure>

* Mention the **Record Type.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fe2gwgIa23sjupB7P4B24%2Fwhatsapp3.png?alt=media&#x26;token=f0fa90eb-63f3-4287-8ccd-f103fa5de246" alt=""><figcaption></figcaption></figure>

* You can choose any Entity from OOB to Custom ones. However, this is only functional on Entities that have a phone number associated with them.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FgwGGeDEJeQ7BkeEpwCr9%2Fwhatsapp4.png?alt=media&#x26;token=ace0f41e-06bb-4417-9a0f-4844b253be21" alt=""><figcaption></figcaption></figure>

* 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,** WhatsApp messages will be sent.
  * If the value is selected as **No,** WhatsApp messages will not be sent.

{% hint style="info" %}
**Note:** In case Compliance Field is not set, the message will be directly sent without validation.
{% endhint %}

In the below screenshot, we have selected **‘Allow WhatsApp’**, you may select a field as per your preference.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FOrWDb5IN8FUEIV2I5n9r%2Fwhatsapp5.png?alt=media&#x26;token=6df2bdea-945b-4e10-9aa1-21d94d5665fc" alt=""><figcaption></figcaption></figure>

* 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.

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FCPWN77W7irYKUuy9DoO4%2Fwhatsapp6.png?alt=media&#x26;token=49410fe9-9b3a-41d3-8e2b-d2fe4071654b" alt=""><figcaption></figcaption></figure>

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