Set the order of Client Selection Categories

OBJECTIVE

To set the order of Client Selection Categories 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 DUPLICATE A CLIENT SELECTION CATEGORY

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Client Selections category
  4. Click the gray 3-Dot Action Menu at the top right of the Selections Details pane
  5. Select Set Order
    1. This will open the Set Order window
  6. Choose the Categories tab
  7. Click on a Category then drag & drop it to the desired order
  8. Click Save

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