How can my clients make selections if they do not want to use the ClientLink™ Portal?

In instances where your client may not want to use the ClientLink Portal, we recommend building out your selection sheets in ConstructionOnline and presenting your clients their options through one of our Selections Reports. To present all "Pending" Selections for a Project, we recommend using the Pending Selections Report. Once your client has made their choices, you can then "Approve" the desired options for your client in ConstructionOnline to keep all your data safely stored in one location. If you would like to present all of the Client Selections for a Project, we recommend using the All Selections Report or the Selection Book.

Click here for more frequently asked questions (FAQs) regarding Client Selections.