How to view message history in a conversation

    CategoryConversations
    Article typeDocumentation
    Estimated reading time 3 min read
    Last reviewedRecently reviewed
    Applies toGEVADE CRM accounts where the feature is enabled
    Access requiredAccess may depend on your user permissions
    Plan/configuration noteFeature availability may depend on your selected plan and account configuration

    Summary

    Open the conversation thread and scroll up to view older messages. The thread displays the complete chronological history of all interactions with that contact.

    Who this article is for

    All users managing customer communications in the GEVADE CRM Conversations inbox.

    Overview

    Having the full context of past interactions is crucial for providing excellent customer service and closing sales. GEVADE CRM stores the entire message history within the single conversation thread.

    Step 1: 1. Open the Conversation Thread

    Select the customer from your inbox list to open their thread in the middle panel.

    Step 2: 2. Scroll to View History

    The most recent messages are at the bottom. Scroll up within the middle panel to view older messages, emails, call logs, and internal notes.

    Step 3: 3. Load Older Messages

    If the history is very long, the system may only load the most recent messages initially. As you scroll up to the top of the currently loaded messages, the system will automatically fetch and display older messages.

    Configuration note

    Message history cannot be deleted by standard users. This ensures a complete and accurate audit trail of all customer communications.

    Resolution guidance

    Older messages are not loading

    Ensure you have a stable internet connection. If you scroll to the top and older messages do not appear, try refreshing the page.

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