ClientConnect - Options Tab

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clientconnect-options

 

Show Status Report Proposals Tab – Selecting this checkbox allows you to show the Proposal Tab on the ClientConnect Website.  Deselecting this box will not show this as an option to be viewed on the Website.
Show Status Report Room/Locations Tab - Selecting this checkbox allows you to show the Show Room/Locations Tab on the ClientConnect Website. Deselecting this box will not show this as an option to be viewed on the Website.  

 

Show Status Report Items Tab – Selecting this checkbox allows you to show the Show Items Tab on the ClientConnect Website.

 

Show Status Report All Details Tab – Selecting this checkbox allows you to show the Show All Detail Tab on the ClientConnect Website.

 

All Details report type – There are Four choices.  All of these choices are the same as the Client Status Report.  See Client Status Report and Company Advanced Options Window - Print Tab for more information on these choices.

 

Default Show Images on Status Report Option – Selecting this checkbox Defaults the ClientConnect Website to Show Images/Pictures on the above report options.  When on the site, the Client can toggle this option and choose to show Item Pictures or not.

 

Proposal Deposit Due/Expiration Days - Enter the amount of days that the user has to pay the Deposit on the Proposal.  This will appear for the Client on the Website as the Due Date.

 

Remove Proposal after Due/Expiration Date - If the client does not pay the Deposit by the Due/Expiration Date, you can opt to have the Proposal removed from the Website, so the Client can no longer make a payment after the Due Date.

 

Invoice Due Days - Enter the amount of days that the user has to pay the Invoice.  This will appear for the Client on the Website as the Due Date.

 

Show the Project Code Appended to the Name (code + name) in the Document List - Choosing this option will append the Project Code to the name of the Project on the ClientConnect website - Pay/View page.  In this example, the CAR01 is the Project Code. append proj code

 

Daily Internal Status Email - Design Manager will email you the latest changes made to the ClientConnect Website.  If a new Lead or Payment is made online, you will receive notice via email.  Enter the email address(s) you wish to have receive this notice. For multiple email addresses enter a semicolon ; after each address.

 

For information on how the ClientConnect website is viewed by your Client (the website user), see ClientConnect - Website Users View.