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Client Selections

Client Selections

Overview: What are Client Selections?

Creating Client Selections

Add a Trade to a Selection

Add an Allowance to a Selection

Set the Client Price of a Selection Choice

Add Vendor(s) to a Selection Choice

Add a Description to a Client Selections Category or Choice

Create a Client Selections Category

Add Selections to a Category

Add Choices to a Selection

Using the Selection Picker Tool

Install the Selection Picker Tool

Import Client Selections from Excel

Set Due Dates for Selections

Link a Selection to a Schedule Milestone

Enter a Location for a Selection

Upload Attachments to Selection Choices

Add an Item Image to a Selection Choice

Enter Notes for Client Selections

Add a Cost Code to a Selection

Set the Order of Categories

Set the Order of Selections

Set the Order of Selections Choices

Send Selection Email Alerts to Clients

See more

Managing Client Selections

Manage Selection Choice Visibility for Clients

Review Selection Choices Added from the ClientLink™ Portal

Edit Order/Delivery Status for Selection Choices

Show/Hide Rejected Selection Choices

Duplicate a Selection Choice

Approve a Selection Choice for a Client

Customize Order/Delivery Status Units

Set Column Order for the Selections Summary View

Set Column Visibility for the Selections Summary View

Edit a Client Selections Category

Edit a Selection within Client Selections

Edit Choices within a Selection

Revert a Client Selection to Unapproved

Delete Attachments from Selection Choices

Duplicate All Selections

Duplicate a Client Selections Category

Duplicate a Selection

Export Client Selections to Excel

Delete a Client Selections Category

Delete Selections within a Client Selections Category

Delete Choices within a Selection

See more

Financial Reports: Client Selections

Create a Selection Book

Create an All Selections Report