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.