How to automatically send an email when a new license is created

You can use QLM's scheduled tasks to automatically email yourself and/or your customer when a new license is created:

A. Configure a search

• Click on the Manage Keys tab

• Click on the Search drop down and select Edit Searches

• Click on Add to add a new search

• Set the Name to: new license

• Set the SQL field to: OrderDate > [date]

• Click OK

B. Configure a Scheduled Task

• On the ribbon bar, click on the Tools / Scheduled Tasks

• Click on Add to add a new task

• Set the Name to: New License

• Select your License Server

• In the Search drop down, select the Search we created earlier: new license

• Set the Schedule Run every to: 15 minutes

• In the Email tab, check Enable Email Notifications

• Check "Send to customer" if you would like to send the email to the customer

• If you want to send yourself the email, add your email in the Cc field

• Enter a Subject for the email

• Select the Outlook Profile and the Email account to use

• Select Email template (you can create an email template from the ribbon bar Mail / Templates). For example, select "1. New Order".

• If you would also like to get a popup alert for new licenses, click on the Alert tab, enable it and enter text for the Alert.