Viewing & Tracking Messages
Message Log
Go to WhatsApp Messenger > Messages to see all sent messages:
| Column | Description |
|---|---|
| Date | When the message was sent |
| Recipient | Customer name |
| Phone Number | Recipient's WhatsApp number |
| Message | Message content preview |
| Document | Linked sale order or invoice |
| Status | Current delivery status |
Message Statuses
| Status | Meaning |
|---|---|
| Draft | Message created but not yet sent |
| Sent | Message sent to WhatsApp servers |
| Delivered | Message delivered to recipient's device |
| Read | Recipient has read the message |
| Failed | Delivery failed: check failure reason |
Viewing from Document Chatter
Every WhatsApp message is also logged in the document's chatter (activity feed). Open any Sale Order or Invoice to see entries like:
"WhatsApp message sent to +91XXXXXXXXXX with PDF attached"
Retrying Failed Messages
- Go to WhatsApp Messenger > Messages
- Find the message with Failed status
- Open it to see the Failure Reason
- Click Retry
- On success, status changes to Sent
Changing Phone Numbers
From the composer: Edit the WhatsApp Number field and check "Save phone to contact" to persist it.
From Contacts: Go to Contacts, open the contact, edit the Mobile or Phone field.
tip
Always include the country code (e.g., +91 for India, +1 for US). The module automatically strips special characters.
Need Help?
Contact SDLC Corp at sdlccorp.com/contact-us or email sales@sdlccorp.com