Enter a Location for Category Selections

OBJECTIVE

To enter a Location for Category Selections 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 ENTER A LOCATION FOR CATEGORY SELECTIONS

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Client Selections category
  4. Within a Category, right-click on the desired Selection
  5. Select Edit Selection
    1. This will open the Edit Selection window
  6. Enter the desired location in the Location text box
  7. Click Save Changes

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