Duplicate a Client Selection Category

CONSTRUCTIONONLINE - DUPLICATE A CLIENT SELECTION CATEGORY

OBJECTIVE

To duplicate a Client Selection Category 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 ConstructionOnline's Client Selections feature, you'll be able to present Selections to them in a clean format that is user-friendly and easy to interact with.

THINGS TO CONSIDER

  • Duplicating a Selection Category will automatically bring all associated Selections to the destination project, thus eliminating the need to enter information again.

STEPS TO DUPLICATE A CLIENT SELECTION CATEGORY

  1. Select Client Selections from the left menu
  2. Choose the correct project from the dropdown menu in the top left of the screen
  3. Scroll to the Category you want to duplicate
  4. Click the Category Actions button on the Category to be duplicated
  5. Select Duplicate Category
    1. This will open the Delete Selection Category modal
  6. Choose the destination project and the information you want to be duplicated
  7. Click Duplicate when finished

VIDEO


RELATED TOPICS

  • Duplicate a Client Selection Subcategory

SUPPORT

For more information on Client Selections, contact UDA Technologies at 800-700-8321.