Send Selection Email Alerts to Clients

OBJECTIVE

To send Selection email alerts to Clients from 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 SEND SELECTION EMAIL ALERTS TO CLIENTS

  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
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  5. Select Send Email to Client
    1. This will open the Send Alert Email to Clients window
  6. Click Send Emails

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.