Viewing a fieldworker’s SMS Log

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Viewing a fieldworker’s SMS Log

You can view your fieldworker’s SMS log history from their profile to be updated with all their previous activities in sent and received messages.

Table of contents: 

Viewing a fieldworker’s SMS log as an admin user

You can find your fieldworker’s SMS log history in their profile to view all automated outgoing SMS, SMSs sent by fieldworkers, and SMSs received by them.

To view a fieldworker’s SMS log, go to Fieldworkers from the sidebar menu, you’ll be redirected to the “Fieldworkers” page where all your fieldworkers will be displayed.

Select the fieldworker you want to view his/her profile from the actions button and click on “View profile” to view it.

You’ll be redirected to your fieldworker’s profile, select the Activity section to view their SMS log at the right of the page.

Viewing SMS messages sent to fieldworker automatically using Automations

Select the “SMS Log” drop-down button to view the automated outgoing SMS, SMSs sent by the fieldworker, and SMSs received by a fieldworker. 

Automated outgoing SMSs are automated messages sent to your fieldworker without having to send them manually and they are activated from automations on your system. To do this:

  • From the admin user web view go to Settings > Communications > Automations, you will be redirected to the automations page.
  • Select the Fieldworker tab.
  • You can click on Activate all to activate all scheduled jobs related to fieldworkers, then all toggle buttons will be activated automatically.
  • Use the toggle button to activate or deactivate the scheduled job you want.
  • You can search for added cronjob names using the search bar on the top left.

To view automated outgoing SMSs, click on the “Automated Outgoing SMS” button, and they will be displayed below.

Visit the automated procedures to know more about editing/adding automated SMS messages.

 Viewing SMS messages sent by a fieldworker

OctopusPro offers you the choice to buy a Twilio number so that all your fieldworkers and customers can communicate using your Twilio company number. All your fieldworkers can use this number to communicate with your customers instead of using their own. All your customers can use this number to communicate easily with any of your staff members.

You can view all  SMS messages sent from a Twilio number by your fieldworker by selecting the “Sent by fieldworker” button and messages will be displayed below.

Visit setting up digital phone system to know more about a Twilio number.

Viewing SMS messages received by a fieldworker

OctopusPro offers you the choice to buy a Twilio number so that all your fieldworkers and customers can communicate using your Twilio company number. All your fieldworkers can use this number to communicate with your customers instead of using their own. All your customers can use this number to communicate easily with any of your staff members.

You can view all received SMS messages from a Twilio number to your fieldworker by selecting the “Received by success agent” button and received messages will be displayed below.

Visit setting up digital phone system to know more about a Twilio number.

For more information please visit Octopuspro user guide, and subscribe to our youtube channel.

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