Manage Customers

The Manage Customers area of the QLM Console provides five functions for managing customers' records in the QLM database.

Create

Create a new customer in the QLM database. Customers are uniquely identified by their email address. If you define 2 customers with the same email address, the records of the 2 customers will be merged.

Edit

Edit the information of the selected customer.

Delete

Delete the record of the selected customer.

Refresh

Refresh the list of customers.

Print

Print the displayed customers

Send Mail

Sends an email to the selected customers

Organizations

Manage the organizations in the system

Set Organization

Sets the organization of the selected customers

Migrate Organization

Scans all customers and attempts to set the organization of each customer based on the Company Name.