Managing Client Selections
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      1. ConstructionOnline Knowledge Base
      2. Client Selections
      3. Managing Client Selections

      Delete Selections within a Client Selections Category

      Remove Selections from ConstructionOnline™ selection sheets with ease

      BACKGROUND

      Proven to improve team communication, streamline client communication, and prevent unnecessary delays & budget overages, ConstructionOnline's Client Selections feature offers construction companies industry-leading software solutions that result in efficient management of construction selection sheets. Just as easily as ConstructionOnline™ Company Users can build & share new home selections options, they also have convenient options to remove Selections and their respective Selection Choices from Client Selection Categories. 

      STEPS TO DELETE SELECTIONS WITHIN A CLIENT SELECTIONS CATEGORY

      1. Navigate to the desired Project via the Left Sidebar.
      2. Select the Financials tab and choose the Client Selections category.
      3. Within the desired Client Selection Category, right-click on the Selection you wish to remove and choose "Delete Selection" from the dropdown menu.
      4. A warning message will appear asking you to confirm you would like to delete the Selection and its respective Selection Choices.
        1. To proceed, click the red "Delete" button. To cancel this action, click "Cancel." 

          deleteselection

      Important information regarding deleting Selections: 

      • Deleting Selections will also delete any associated Selection Choices.
      • Client Selections Categories, Selections, and Selection Choices cannot be recovered once deleted. 

        ADDITIONAL INFORMATION 

        • Permissions: ConstructionOnline™ Company Users who have Client Selections permissions set to “Can Create, Edit, & Delete” can delete Client Selections.
          • ClientLink™ and TeamLink™ Users cannot delete Client Selections; however depending upon the ConstructionOnline™ Company's ClientLink™ / TeamLink™ Settings, they may have permission to view, approve, and/or create Selection Choices.
        • Mobile App: Client Selections Categories, Selections, & Selection Choices can be deleted from the ConstructionOnline™ Mobile App.

        HAVE MORE QUESTIONS?

        • Frequently asked questions (FAQ) about Client Selections can be found in the article FAQ: Client Selections. 
        • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.