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Client Selections

Client Selections

Overview: What are Client Selections?

Creating Client Selections

Create a Client Selections Category

Add Selections to a Category

Add Choices to a Selection

Using the Selection QuickPick Tool

Install the Selection QuickPick Tool

Add an Allowance to a Selection

Add Vendor(s) to a Selection Choice

Add a Cost Code to a Selection

Add a Trade to a Selection

Add a Description to a Client Selections Category or Choice

Add an Item Image to a Selection Choice

Upload Attachments to Selection Choices

Enter a Location for a Selection

Enter Notes for Client Selections

Import Client Selections from Excel

Set Due Dates for Selections

Set the Client Price of a Selection Choice

Send Selection Email Alerts to Clients

Link a Selection to a Schedule Milestone

Set the Order of Categories

Set the Order of Selections

Set the Order of Selections Choices

See more

Managing Client Selections

Set Column Visibility for the Selections Summary View

Set Column Order for the Selections Summary View

Customize Order/Delivery Status Units

Approve a Selection Choice for a Client

Duplicate a Selection Choice

Show/Hide Rejected Selection Choices

Edit Order/Delivery Status for Selection Choices

Review Selection Choices Added from the ClientLink™ Portal

Manage Selection Choice Visibility for Clients

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

FAQ: Client Selections

How do I add the selection picker tool to my browser?

Can my client see the tax and markup I put on my selections?

How can my client sign off on their selections?

If a client changed their mind, do I have to delete the selection and start over?

How can a client add their own selections?

What is the difference between a Category, Selection, and Choice?

Can I make a selection for a client?

Can a client select multiple Choices?

How do I print a selection sheet for clients?

How can my clients make selections if they do not want to use the ClientLink™ Portal?

How do selection overages affect my estimate?

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