Export text history

  • 0
  • 5
  • Idea
  • Updated 12 months ago
We would really benefit from being able to export text history.  We are a US business.  Our clients place trades by phone, email and text.  I am required to keep history for every communication and be able to locate by name, date, time, phone #, etc at any time.  Right now I can do all of the following except text messages.  I am aware that it keeps history up to 5000 but I have no way to know how many we have at a certain time.  I also get the emails that show texts incoming but don't have the outgoing history.  In those emails it would also be beneficial to have the name of the contact...not just the phone number.  If I happen to be away from my desk, I have to look up by the phone number before I know who is requesting to place a specific trade.  Maybe is there a specific format that the number could be in that would recognize the contact.  Seconds in our industry could cost a client lots of money.  Thank you for considering.
Photo of Tracy

Tracy

  • 198 Points 100 badge 2x thumb

Posted 1 year ago

  • 0
  • 5
Photo of Christopher Conley

Christopher Conley

  • 92 Points 75 badge 2x thumb
Yes... this is so important as a potential feature!  I would suggest that the export function be available via the computer applications and allow export to a CSV (common separated value) file.  That way it could be imported into any Spreadsheet or data tool.  My suggestion in this regard would be:
Phone number, Sent/Received, date, time, message

It would also be helpful if the Export function allowed for a date range to be selected.