In the standard setup of smrtPhone within Salesforce, incoming and outbound SMS messages are displayed as individual items within your task window Activity log. Each message is logged separately, and you may have to scan the list to find all messages in a conversation.

However, it is possible to see your messages in a more traditional visual text message conversation format - with your messages in a bubble on the right side and your contact's messages in a bubble on the left side.

Please contact your Salesforce CRM provider for help

The update that allows for the visual display of text messages (also known as Visual Force) requires the smrtPhone software package to be uninstalled and reinstalled, and then several detailed settings triggered. The process of uninstall/reinstall needs to be done very carefully to make sure your call data is not lost (such as call duration) - to ensure everything is done properly, we encourage you to reach out to your Salesforce CRM provider to have them perform the update for you.

For more information, feel free to contact our Support team via live chat 9am-9pm ET.

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