Files & Photos
CRM & Sales Management
Calendars & Schedules
Redline™ Planroom + Takeoff
ConstructionOnline Mobile App
Edit a Client Selection Category
To edit a Client Selection Category in ConstructionOnline
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
- Navigate to the desired Project via the Left Sidebar
- Select the Financials tab
- Choose the Client Selections category
- Right-click on the Category name
- Select Edit Category
- This will open the Edit Category window
- Make desired changes:
- Name & Description: Edit the Category Name and/or Description
- Selection Order: Drag and drop the Category's Selections to change the order
- Click Save Changes
HAVE MORE QUESTIONS?
We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.