How to view SMS history in AMS+ – Knowledge Base | AMS+

This article explains how to view SMS message history in AMS+, including required permissions.

For more on SMS texting in AMS+, including training and related resources, see this feature overview.

Requirements

Your agency’s AMS+ account must have at least one VoIP phone number. Learn more.
You must be assigned to a Security Group with the Sales Enablement Visible permission.
To review SMS history for the entire agency:
- You must have user account Sales permissions to View Messages Tab (Account Wide Voicemails, SMS, Recorded Calls) Sales Records. Learn more.
  - If you have Agent Can View All SMS Messages (Account Admin's Always Have Access), you can view SMS messages on the Message page for all phone numbers in the account.
To view SMS history on Sales Records:
- You must be logged into AMS+ as an Agency User or Agent CRM User.
- You must also have user account Sales permissions to View Sales Records. Learn more.
To view SMS history on Individual Records:
- You must be logged into AMS+ as an Agency User or Agent CRM User.
- Your assigned Security Group must also have the Individual Visible permission.
  - If you’re an Agent CRM User, you need access to Individual Records assigned to your Accessible Agent, and optionally unassigned records.
To view SMS history on Agent Records:
- You must be logged into AMS+ as an Agency User.
- Your assigned Security Group must also have the Agent Visible permission.
  - In addition, you may need access to Agent Records assigned to your Accessible Agent.

View SMS history

Entire agency

Select the SMS chat bubble icon in the AMS+ header, then choose Messages in the dropdown menu.
On the SMS Messages tab, you will see text messages sent or received within the past 14 days.

Inbound text messages are automatically associated with existing Sales Records, Individual Records, and Agent Records when a matching mobile number is found.

Sales Records

Go to the record's Notes tab.

Screenshot showing the SMS message history on the Notes tab of a Sales Record

Agent Records

Go to the record's Messages > SMS Message History tab.

Screenshot showing the SMS Message History tab on an Agent Record

Individual Records