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.