Organizations

As of QLM 11.1.x, QLM supports the concepts of Organizations.

An organization has the following attributes:

• A name

• Primary and secondary contacts

• User Group

• Domain

• Notes

Each customer can belong to a single organization.

Organizations are meant to replace the Company field. For backward compatibility, the Company field will remain in the system.

Migrating your data

There are 2 ways you can migrate your data from the Company field to an Organization:

1. By selecting a set of customers in the Manage Customers tab and setting their organization:

• Launch the QLM Management Console

• Go to the Manage Customers tab

• Click Organizations and create organizations as needed

• Select the required customer records in the Customers grid

• Click Set Organization

• Select and organization and click Ok

• The organization of all the selected records will be set to the selected organization

2. By performing an automatic migration of all selected records in the Customers tab.

• Launch the QLM Management Console

• Go to the Manage Customers tab

• Select the required customer records in the Customers grid

• Click Migrate Organization

• Click Yes

• The organization of all the selected records will be set based on the Company field.

Automatic setting of the Organization

When a user is created, QLM can automatically select the organization and associate it to the user based on the Organizations' Domain attribute.

The Organization Domain attribute specifies a list of domain names that are associated to an organization.

For example, given an Organization called Soraco, you would set the Domain of this organization to: %soraco.co, %soraco.ca

The % character is a wild character.

When a user is created, the system will try to match the user's email address to the Domain of the registered organizations. If a match is found, the user is linked to the Organization.