Duplicate a Client Selection Category

OBJECTIVE

To duplicate a Client Selection Category 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.

THINGS TO CONSIDER

  • Duplicating a Category will also duplicate all of the Selections and Choices within the Category.

STEPS TO DUPLICATE A CLIENT SELECTION CATEGORY

  1. Navigate to the desired Project via the Left Sidebar
  2. Click on the Financials tab
  3. Select the Client Selections category
  4. Right-click on the Category name
  5. Select Duplicate Category
    1. This will open the Duplicate Category window
  6. Choose the Project to duplicate the Category to
  7. Uncheck any details you don't want to include in the duplicate
  8. Click Duplicate

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