How To See Detailed Data Transactions

SOP: Managing CRMX Data Charges

To effectively monitor and manage data charges within CRMX to ensure accurate billing and uninterrupted data usage.

Go to settings in CRMX.
Navigate to company billing.
Locate the credits section to manage the total balance.
Refresh the page to view the most updated transactions.
Monitor the auto-charge feature to ensure a balance of at least $10 is maintained.
Review the summary of charges for the current and previous months.
Access detailed transactions to see specific charges and balances on different dates.
Export data for billing purposes if needed.
Check the exact rates and charges for different services such as SMS, calls, and emails.

Be cautious of initial charges for purchasing phone numbers, which may result in higher costs at the beginning.
Monitor charges regularly to avoid any unexpected billing discrepancies.

Set up notifications for low credit balances to avoid interruptions in data usage.
Regularly review and reconcile charges to ensure accurate billing.
Contact support for any questions or clarifications regarding charges to maintain transparency and accuracy.