Enter Notes for Category Selections

OBJECTIVE

To enter Notes 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 NOTES FOR A CATEGORY SELECTION 

  1. Navigate to the desired Project via the Left Sidebar
  2. Click on the Financials tab
  3. Select 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 your notes in the Selection Notes field
  7. Click Save Changes 

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