The Claritum Platform provides a comprehensive project search and filter facility, the ability to customise how project information is displayed, and the ability to save searches for future use. In addition, search results can be downloaded in CSV or Excel format.
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.
Search Options
The search facility enables you to search for projects in multiple ways.
- Search by keyword in a range of project categories:
- Search by Customer name:
- Search by Administrator name:
Filter Options
The search facility enables you to filter projects in multiple ways.
- By project Status:
By Bulk Action:
NOTE: For more information on Bulk Actions see <<Link to Bulk Actions topic>>
- By Timeframe:
Display Options
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:
Saving a Search
To prevent wasting time recreating complex searches, you can save them for future use.
- Create your search and select Go!
Your searched projects will display. - Select Save.
The Save search box will display.
- Give your search a descriptive title that will help you to remember what it searches for.
- Choose to save your search to your home page or to the Projects section of the main menu.
The search result project(s) will display, and be accessible, in the same table format as in Projects > All Projects, for example: