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2.9 SMS functionality

Article goal​

To show how an administrator can request an SMS confirmation code for a client in the CRM if the message does not arrive on the phone (because of blocking, anti-spam filters, or provider issues).

Who this article is for​

Club administrators and users who have access rights to the SMS functionality in the admin panel.

What you will learn​

  • How to open and use the SMS request function.
  • How to enter data and get a code.
  • Important warnings about the validity of the code.
  • What to do if the code is not displayed or becomes invalid.

Prerequisites​

Before you start, make sure that:

  • You have administrator rights with access to the SMS button.
  • You know the client’s phone number.
  • Access to the admin panel is available.

Step-by-step instructions​

Step 1. Open the SMS functionality​

  1. Log in to the IZI CRM admin panel.
  2. Click the SMS button in the top right of the screen.
image1

Step 2. Fill in the request data​

  1. Enter the client’s phone number (for whom the code is needed).
  2. Enter a comment (optional, for internal tracking).
  3. Enter your password (the current administrator’s or owner’s password, not the client’s).

Step 3. Get the code​

  1. Click the "Get code" button.
  2. The code will be displayed in the lower part of the field.
  3. Give the code to the client in any convenient way (voice, chat, etc.).
image2

Important: The client must not request a new code in the app after receiving the code from you — this will generate a new code, and the code you provided will become invalid.

Typical situations​

ProblemWhat to do
The code is not displayedCheck that the administrator password is correct; repeat the request.
The code does not work for the clientMake sure the client has not requested a new code in the app; request a new code again.
The SMS button is inactiveCheck access rights; contact the system owner.
Error when entering the numberEnter the number in international format (+7...); remove spaces.