Call and Text Logs are a great way to understand your billing, as well as get an overview of communication activity. From inside your smrtPhone Web App, you'll get more detail, especially regarding pricing, than you'll see in your CRM. Please note that, depending on your User Permissions, you may not be able to access the logs outlined in this article.
Call Logs and SMS logs report on all Communications transactions by month.
Here's a video to give you an overview of Logs:
Where Can I Find Billing & Logs?
Your logs are available under your Account Menu, in the upper right corner.
Your logs are separated by type of communication:
Call Logs
When looking at your Call Logs, note that there are multiple pieces of information that you can use. On the top of the window there are also filters to use, to narrow your search for a particular call.
User - Who placed or received the call
Created - The date and time the phone call occurred
Direction - Inbound or Outbound
Call Outcome - There are 5 possible Call Outcomes and they are automatically assigned by the system:
Ongoing - The call (inbound or outbound) is currently happening
Completed - The phone call ended. The Completed call outcome can occur in a voicemail-reach call status situation - outbound calls
Missed - The caller was not available or it just missed the phone call. The Missed call outcome can occur in a voicemail-reach call status situation - inbound calls
Busy - The receiver was busy when you called
No answer - No one picked up your call
Call Status - You can have the default statuses that are provided by smrtPhone or customize your own. Please, be aware of your CRM Integration capabilities when comes to customizing call statuses. You can and a phone call without a call status, although we do not recommend it.
From Number* - The phone number you called from
To Number* - The phone number you called on
Price - Displayed per call, See more information about smrtPhone Pricing.
Duration - The call duration
Time Frame - Select the start date and the and data, and hit Apply
The Creation Date / Price/ Duration filters can be sorted further using the up/down arrows. From the results, you can also view:
CRM Item - This takes you to the call record in your CRM
Associated Call Recording - Where you can listen, view details, delete the recording or reprocess call
When filtering with the phone number, type the whole number. Just a few digits will not provide any result.
Accepted: 12345678912 / +12345678912
Not accepted: 12345 / 123 / 12345678 and so on
Also not accepted: any spaces or parenthesis: (123) 45678912
Downloading Call Logs
Use the same filters to create an accurate report and export the Call Logs. Access Billing & Logs > Call Logs. Once here, you will see the Export button grayed out. It will remain like this until you start entering filter criteria. You cannot export all call logs available on your account at once due to the large amount of data that you might have. You can only export them after filtering and downloading the results.
Set the filters to obtain only the data you need—all logs from a user with a certain call status, for example—and then, after the list is generated, press the upper-right button Export.
This will save your report for any call logs with certain filters in an Excel format on your computer.
If your filters don't bring any results, the export will not succeed, and you will get an error. Add valid filters for the best results.
The exporting function is only available for Call Logs.
Push a recording to your CRM
Sometimes, for various reasons, some recordings are not properly sent to your CRM. If this is the case, access Billing & Logs > Call Logs, and then you will see in the right column a 🔁 refresh button. Pressing it will resend the recording to your CRM.
Be aware that if you activate it multiple times, the recording will be sent to your CRM as many times as you click.
SMS Logs
Similar to Call Logs, you can view and filter for:
Time Frame - Select the start date and the and data, and hit Apply
Direction of text messages: Inbound or Outbound
From Number - The phone number you texted from
To Number* - The phone number you texted on
Content - Hover over Show Content and the message will appear. If you click on the box, the content will remain displayed. To hide it, click again on the box.
Price - Displayed per call, See more information about smrtPhone Pricing
CRM Item This takes you to the call record in your CRM
SMS texts are charged per 160 characters. Texts that are longer than 160 characters will be charged as two messages, even though for most carriers they appear to the recipient as a single message.
When filtering by number, do not include the ➕ sign in front of the number. You can include a partial number, and the results will include all numbers that contain that sequence of digits anywhere in the phone number.
Example use case: search for all numbers with a specific area code.
Finding Logs Outside of smrtPhone
For Calls and SMS, any User can find the logs within their CRM:
🌐 Podio - Communications App (SMS/Call)
☁️ Salesforce - Tasks (SMS/Call)
🏔️ InvestorFuse - Activity and Communications Tab (SMS/Call Logs)
🥷 REISift - Records (SMS/Call Logs)
🟧 Forefront - Contacts (SMS/Call Logs)
⬆️ Realeflow - Contacts (Item > Activity)
