How to send a notification when a customer is created

Applies to: QLM v16

Edition: Pro or Enterprise

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.