Duplicate a Client Selection Subcategory

CONSTRUCTIONONLINE - DUPLICATE A CLIENT SELECTION SUBCATEGORY

OBJECTIVE

To duplicate a Client Selection Subcategory 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 Subcategory will automatically bring all associated Selections to the destination project, thus eliminating the need to enter information again.

STEPS TO DUPLICATE A CLIENT SELECTION SUBCATEGORY

  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 Subcategory you want to duplicate
  4. Click the Subcategory Actions button on the Subcategory to be duplicated
  5. Select Duplicate Subcategory
    1. This will open the Delete Selection Subcategory modal
  6. Choose the destination project, destination category, and the information you want to be duplicated
  7. Click Duplicate when finished

VIDEO


RELATED TOPICS

  • Duplicate a Client Selection Category

SUPPORT

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