Where do I view the WhatsApp notification that I’ve sent to my customers in Zoho Books?
You can view the sent WhatsApp notification in Zoho Books at three different levels.
At Transaction Level
- Click the respective transaction in the Invoices or any other module.
- Go to Comments & History at the top-right corner.
- Click Show Details.
You can view the customer details and the status of the WhatsApp notification.
At Customer Level
- Click the customer whose WhatsApp notification messages you want to view.
- Navigate to the Mails & Messages tab.
- Click the dropdown next to System Mails and select WhatsApp Messages.
You can view all the WhatsApp notifications and their statuses sent to this customer.
At Organization Level
- Navigate to Reports on the left sidebar.
- Scroll down to Activity and click WhatsApp Notifications.
You can also click View Report on the WhatsApp configuration page and view all the WhatsApp notifications sent from your organization.