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- Managing Client Selections
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Show/Hide Rejected Selection Choices
Easily display or remove "Rejected" Selection Choices within ConstructionOnline's Client Selections
BACKGROUND
As a part of the industry-leading platform for construction management software, ConstructionOnline™ provides flexible, intuitive online tools for managing new home selections. With ConstructionOnline's Client Selections, Company Users can easily build & share organized selection sheets with clients as well as document their approvals all in one place. Once a Selection has been marked as "Approved," ConstructionOnline™ intuitively removes the "Rejected" Selection Choices from the Selection Details pane. But, to provide easy access to those those "Rejected" Choices, a "Show/Hide Rejected Choice(s)" button is available so that Company Users can restore visibility when necessary.
STEPS TO SHOW/HIDE REJECTED SELECTION CHOICES
- Navigate to the desired Project via the Left Sidebar.
- Click on the Financials tab and choose the Client Selections category.
- Find the "Approved" Selection you wish to show/hide "Rejected" Selection Choices for within the Selection Details pane.
- Click the "Show Rejected Choice(s)" button underneath the "Approved" Selection Choice to make the "Rejected" Choice(s) appear within the Selection pane.
- To hide the "Rejected" Selection Choices, click the "Hide Rejected Choice(s)" button.
- To hide the "Rejected" Selection Choices, click the "Hide Rejected Choice(s)" button.
ADDITIONAL INFORMATION
- Hiding "Rejected" Selection Choices is done by default when Selections are marked as "Approved" by a client or Company Employee.
- Hiding "Rejected" Selection Choices does not delete any data stored within that Selection Choice.
- Permissions: ConstructionOnline™ Company Users with Client Selections permissions set to "Can View" or “Can Create, Edit, & Delete” can show/hide "Rejected" Selection Choices.
- ClientLink™ and TeamLink™ Users can show/hide "Rejected" Selection Choice(s) for Projects they are assigned to.
- TeamLink™ Users with permissions set to "Only show Selections to TeamLink™ Users who are Recommended Vendors" will only be able to view both "Approved" and "Rejected" Selection Choices that they have been assigned to as a Recommend Vendor.
- ClientLink™ and TeamLink™ Users can show/hide "Rejected" Selection Choice(s) for Projects they are assigned to.
- Mobile App: "Rejected" Selection Choices are always visible within the ConstructionOnline™ Mobile App.
Looking to adjust the order of Client Selection Categories, Selections or Selection Choices? Follow the links below!
HAVE MORE QUESTIONS?
- Frequently asked questions (FAQ) about Client Selections can be found in the article FAQ: Client Selections.
- If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.