Edit a Client Selection Category

OBJECTIVE

To edit 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.

STEPS TO EDIT A CLIENT SELECTION CATEGORY

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Client Selections category
  4. Right-click on the Category name
  5. Select Edit Category
    1. This will open the Edit Category window
  6. Make desired changes:
    1. Name & Description: Edit the Category Name and/or Description
    2. Selection Order: Drag and drop the Category's Selections to change the order
  7. Click Save Changes

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