Client Tools let you manage your own data in SalesView as settings rather than spreadsheets. They live in two places in the left menu:
Product Catalogs → Catalog Editor — your product data, like colors, flooring, and the menus customers see in the configurator.
Sites → Catalog Editor — your site settings, like the words your site shows and the ad tracking values it keeps.
If it's about what you sell, look in Product Catalogs. If it's about how your site looks and works, look in Sites.
Each tool covers one area and presents it as settings you can read and change, rather than as rows and columns. You choose from lists, fill in labels, and preview the result. The tool takes care of writing the data correctly.
Pricing isn't set in Client Tools, except for flooring prices in the Flooring tool. Need a price added or updated? Just reach out to IdeaRoom Support and we'll take care of it.
Start here: Publishing Your Changes in Client Tools — a short walk-through of making a change and publishing it.
Which tools you'll see
Client Tools are available on all Boost sites. Which tools you see depends on whether you're a supplier or a dealer:
Suppliers see the Product Catalogs tools and Sites tools.
Dealers see only the Sites tools.
The Product Catalogs tools also depend on your industry, so your list may be shorter than another client's — a shed site sees Wall Groups, a carport site sees Mezzanines.
Product Catalogs → Catalog Editor
Tool | What it manages |
Ceiling | Ceiling options customers can choose, and which buildings they appear on |
Colors | Your color groups and the colors inside them |
Exterior Siding | Siding materials for the outside of the building |
Flooring | Flooring options, regional pricing, and which one is selected by default |
Header Bars | Header bars above door and window openings |
Interior Walls | Turning on interior divider walls, and the liner and sheathing materials for them |
Menu Order & Labels | The order your configurator menus appear in, and what each one is called |
Mezzanines | Mezzanines, along with their decks, stairs, and porch railings |
Truss Spacing | Frame spacing options and truss carrier dimensions |
Wall Groups | Where doors, windows, and vents can be placed on each wall |
Sites → Catalog Editor
Tool | What it manages |
Campaign Tracking | Which ad tracking values your site saves with each design and lead |
Site Labels | The words on your site's buttons, forms, and thank-you messages |
How your changes reach your live site
Nothing you change in either Catalog Editor goes live immediately. Each Catalog Editor publishes on its own: changes made in Product Catalogs are published from Product Catalogs, and changes made in Sites are published from Sites. If you've made changes in both, publish each one.
Every edit follows the same steps:
Edit. Your changes are saved as pending changes. Customers don't see them yet. A pencil appears beside any tool with changes waiting.
Preview. Open a preview of your site to confirm the change looks and behaves the way you expect.
Review. Select Publish in the Catalog Editor where you made your changes, and the Review changes step lists every pending change there — what it affects, the currently published value, your new value, and who made it.
Confirm and publish. Select Continue. A description of the change is filled in for you — edit it if you want something more specific — then tick to confirm you've reviewed the changes and select Publish. Your changes are live.
Publishing releases all pending changes in that Catalog Editor, including any made by other administrators on your team. It doesn't publish changes waiting in the other Catalog Editor, or work done elsewhere in your product data.
That's what the Review changes step is for. Check the Changed By column before you confirm, so you know whose work is going live alongside yours.
Revert works the same way. It discards all pending changes in that Catalog Editor, not only your own, and returns those settings to what was last published.
Getting help
Each tool has its own article covering what it does and the most common tasks.
Pricing isn't set in Client Tools, except for flooring prices in the Flooring tool. Need a price added or updated? Just reach out to IdeaRoom Support and we'll take care of it.
If something doesn't look right after publishing, contact IdeaRoom Support through the widget in the lower right corner. We can restore an earlier version of your data and republish it.