How to Search, Filter & Download Messages in myCRMSIM
This SOP outlines how to effectively navigate the Messages section of the myCRMSIM dashboard to search, filter, and download message records.
🔐 Step 1: Access the Messages Section
- From the Dashboard, click on Messages in the left-hand menu.

🧰 Step 2: Use Filtering Options
🗂 Filter By:
- Keyword Search
- You can perform a keyword search across all messages.
- Enter any text (e.g., "lume") in the search bar at the top.
- Results will display any messages containing that keyword.
- Message Status
Filter by:- Sent
- Queued
- Delivered
- Replies
- Pending
- Failed
- Scheduled
- Sent
- Message Type
Choose from:- SMS
- MMS
- iMessage
- WhatsApp
- SMS
- Sub-Account
If using multiple sub-accounts, select the relevant one. - Mobile Number
Enter a mobile number to view messages sent to or from that number. - Date Range
Choose a custom start and end date to display messages within a specific timeframe.

📥 Step 3: Select and Download Messages
- Click the checkboxes next to the messages you want to download.
Or use Select All to choose all messages in the list. - Once selected, a toolbar will appear at the bottom with options to:
- Retry Messages
- Delete
- Remove from Schedule
- Download
- Retry Messages
- Click on Download.
- After processing, a CSV file will be generated for download.
- Save the file to your computer or cloud drive.

✅ Summary
- 🔍 Search by keyword
- 🗂 Filter by status, type, sub-account, number, and date
- 📁 Download messages as a CSV file
- 🧹 Manage messages with retry/delete/schedule removal options
