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Filters and searches can be combined in different ways to find specific projects. For example, you could filter all projects to list only those created within the last two months, and that are Awaiting Quotes. Within that subset you could then search for a specific order by Order Reference or all orders for a particular Customer.
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Search Options
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The search facility enables you to search for projects in multiple ways.
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Filter Options
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The search facility enables you to filter projects in multiple ways.
This allows you to bulk process multiple projects in one go. Simply, select action from the Bulk Action drop down menu. Claritum will automatically filter all projects matching the criteria.   Tick a box next to each Project you want to bulk action. Press the action button to execute the bulk action A relevant action button will appear at the top of the screen  
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Display Options
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Different types of project details can be displayed to suit your needs by selecting different column headings.  For example, this selection:  will display projects with the corresponding column headings:  |
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To prevent wasting time recreating complex searches, you can save them for future use.
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