SMS Status
This page describes the SMS Status report in the Business Alerts module.
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The SMS Status report shows the current status of the text (SMS) messages you sent during a specified period.
For each message, the report shows the Contact Number and Name of the recipient, the date and time the message was sent, the date and time of the latest status of the message, and the status itself.
When printed to screen, the SMS Status report has the Standard ERP Drill-down feature. Click (Windows/macOS) or tap (iOS/Android) on the Contact Number of a recipient to open the relevant record in the Contact register, and on the creation date of a message to open the message.
- Period
- Paste Special
Reporting Periods setting, System module
- Enter a reporting period: text (SMS) messages sent during this period will be shown in the report.
- Customer
- Paste Special
Customers, Suppliers and Contact Persons in Contact register
- Enter a Contact Number if you want to list messages sent to a particular Contact.
- Customer Class.
- Paste Special
Contact Classifications setting, CRM module
- Enter a Classification Code in this field if you want to list messages sent to Customers with a certain Classification. If you leave the field blank, messages sent to any Customer, with and without Classification, will be included in the report. If you enter a number of Classifications separated by commas, the report will list messages sent to Customers featuring all the Classifications entered. If you enter a number of Classifications separated by plus signs (+), the report will list messages sent to Customers featuring at least one of the Classifications entered. If you enter a Classification preceded by an exclamation mark (!), the report will list messages sent to Customers featuring any Classification except the one entered.
- For example:
- 1,2
- Lists messages sent to Customers with Classifications 1 and 2 (including messages sent to Customers with Classifications 1, 2 and 3).
- 1+2
- Lists messages sent to Customers with Classifications 1 or 2.
- !2
- Lists messages sent to any Customer except those with Classification 2.
- 1,!2
- Lists messages sent to Customers with Classification 1 but excludes those sent to Customers with Classification 2 (i.e. messages sent to Customers with Classifications 1 and 2 are not shown). Note the comma before the exclamation mark in this example.
- !1,!2
- Lists messages sent to any Customer except those with Classification 1 or 2 or both. Again, note the comma.
- !(1,2)
- Lists messages sent to any Customer except those with Classifications 1 and 2 (messages sent to Customers with Classifications 1, 2 and 3 will not be listed).
- !1+2
- Lists messages sent to Customers without Classification 1 and those to Customers with Classification 2 (messages sent to Customers with Classifications 1 and 2 will be listed).
- (1,2)+(3,4)
- Lists messages sent to Customers with Classifications 1 and 2, and those to Customers with Classifications 3 and 4.
- 1*
- Lists messages sent to Customers with Classifications beginning with 1 (e.g. 1, 10, 100).
- 1*,!1
- Lists messages sent to Customers with Classifications beginning with 1 but not 1 itself.
- *1
- Lists messages sent to Customers with Classifications ending with 1 (e.g. 1, 01, 001).
- 1*,*1
- Lists messages sent to Customers with Classifications beginning and ending with 1.
- Cust. Category
- Paste Special
Customer Categories setting, Sales Ledger
- If you want the report to list messages sent to Customers belonging to a particular Customer Category, specify that Category here.
- Show status types
- Use these options to include messages with various statuses in the report.
- Sorting
- Use these options to specify the order in which the messages will be listed in the report.
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Reports in the Business Alerts module:
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