Resend sign-in token via SMS

Resend sign-in token via SMS

There is an option in Clearmatch Fusion (against a personal customer) that allows finance company users to resend a sign in token via SMS to a customer. This will be used when a member has lost or not received the sign in token for the portal.

1. Login to Clearmatch Fusion with the relevant credentials:
 


2. Navigate to Customer > Personal Customer Search:



3. Using the Filter Options, search for the customer that needs to receive the SMS message (click on the  button once the filter selection has been made):



4. Once the customer has been found, select them (click on the link via their Name or Number):



5. This will redirect to the Display Personal Customer page for the selected customer. Click on the Actions Panel  > SMS > Send Sign In Token:



6. Enter the Authorisation Code of the person who is completing the operation (namely the user that is currently logged into Fusion):



Click on the  button to send the SMS message, or the  button to return back to the Display Personal Customer page.

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