Add Choices to a Selection

OBJECTIVE

To add Selection Choices in ConstructionOnline.

BACKGROUND

If there is one thing your clients love, it is the ability to customize as much of their project as possible. By using Client Selections, you'll be able to present them with Selections in a clean format that is user-friendly and easy to interact with.

STEPS TO ADD SELECTION CHOICES 

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Client Selections category
     
  4. Create a Client Selection Category if you haven't already
  5. Add Selections to a Category if you haven't already
  6. Within the desired Category Selection, click the green +Add Selection Choice button
    1. This will open the New Selection window 
  7. Choose to enter Selection details manually or use the QuickPick Add-On
  8. Click Create

HAVE MORE QUESTIONS?

We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.