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FunctionalityDescription
‘Jobs’ are now ‘Projects’

We have changed the system terminology so that ‘Quote Parts’, ‘Quote Sheets’, ‘Job Parts’, etc., are now all ‘Project Parts’ grouped by a ‘Project’.

For all terminology changes, see Terminology.

‘View Quotes’ and ‘View Jobs’ combined into ‘All Projects’The 'All Projects' view replaces the previous 'View Quotes' and 'View Jobs' views. 
Managing items and ordering items are now separated

Creating and editing catalogue items is now handled in a separate Configuration section. 

For full details, see Catalogue Management.


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FunctionalityDescription
Editable emails

Administrators can edit the content of all system emails before sending them. This includes changing the subject and message , and adding extra recipients.

For more information, see Customising an Email.


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FunctionalityDescription
Number and currency formatting

In Claritum 1.9, numbers and currency inputs had to be formatted manually according to the users location. For example, a Spanish Service Provider would see the this kind of number formatting: 1.234,56.

In the new Claritum 2.0, the formatting is left up to the user's browser, which typically does not include the thousands separator. The benefit is that manual configuration is not required and the Administrator always sees the format they're used to.


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FunctionalityDescription
Suppliers can see historical projectsSuppliers can view all historical projects they quoted on.
Bulk Processing 

In Claritum 1.9, to perform bulk actions the Service Provider had to search for Jobs by status (for example, 'Can be completed', 'Can be archived').

In the new Claritum 2.0, this has been replaced by a 'Bulk Action' list that is driven by the workflows set up for Projects.


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