Enter Notes for a Client Selection Subcategory

CONSTRUCTIONONLINE - ENTER NOTES FOR A CLIENT SELECTION SUBCATEGORY

OBJECTIVE

To enter notes for 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.

STEPS TO ENTER NOTES FOR 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 applicable Subcategory
  4. Click the Subcategory Actions button on the Subcategory to which you wish to add notes
  5. Select Edit Subcategory
    1. This will open the Edit Subcategory modal
  6. Enter your notes in the Subcategory Notes field
  7. Click Save Changes when finished

VIDEO


RELATED TOPICS

  • Edit a Client Selection Subcategory

SUPPORT

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