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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