How to send a notification when a customer is created

Applies to: QLM v16

Edition: Pro or Enterprise

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To send a notification when a new customer is created, follow the steps below:

Create a search

• Launch the QLM Management Console

• Go to the Manage Keys tab

• Click the "Search" dropdown and select "Edit Searches"

• Create a new search as follows:

  • Name: New Customer

  • Table: Customers

  • SQL: CreationDate > [date]

  • Click OK

Create a Scheduled Task

• Click "Scheduled Tasks" on the ribbon bar

• Click Add and set the following:

  • Name: New Customer

  • License Server: <your server>

  • Search: New Customer (the search created in the previous step)

  • Run Every: 1 hour (do not set a high frequency as this will add unnecessary load on the server)

  • Configure the other options as needed.

Scheduled tasks are processed by the QLM Agent. Make sure that the QLM Agent Service is properly configured and running.