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
  1. From the Dashboard, click on Messages in the left-hand menu.

🧰 Step 2: Use Filtering Options

Once in the Messages section, you’ll see multiple filter options at the top of the page to help you narrow down your message list.
🗂 Filter By:
  • Keyword Search
  • You can perform a keyword search across all messages.
    1. Enter any text (e.g., "lume") in the search bar at the top.
    2. Results will display any messages containing that keyword.
    • Message Status
      Filter by:
      • Sent
      • Queued
      • Delivered
      • Replies
      • Pending
      • Failed
      • Scheduled
    • Message Type
      Choose from:
      • SMS
      • MMS
      • iMessage
      • WhatsApp
    • 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

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

      ✅ Summary

      Using the Messages area in myCRMSIM, you can:
      • 🔍 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
      This is a great way to manage, audit, or archive communication history across your system.

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