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.
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:
When looking at your Call Logs, note that there are multiple filters to specify your search:
User - Who placed or received the call
Direction - Inbound or Outbound
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 or delete the recording
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.
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.
Similar to Call Logs, you can view and filter for:
Direction of text messages: Inbound or Outbound
Content - Hover over Show Content and the message will appear
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)