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Update/Edit Activity Type

Update/Edit Activity Type

1 - Click into the Client Admin Center.
2 - Click on Settings
3 - Click on Registrant in the dropdown.

Registrant Settings

4 - Click on the Activity Types tab.

RegistrantSettings

5 - Under Client's Settings, click on the Activity Type that you want to change. (You cannot edit the Default Activity Types.)

6 - To edit the Activity Type and/or Description, click into the fields under Activity Type to the right and edit as desired.

7 - To hide the Activity Type so that it will not appear in the dropdown list of Activity Types for Users, select Yes beside Disabled. Select No to enable viewing.

8 - Check and uncheck the boxes under History Types to select which ones to associate with the Activity Type.

RegistrantSettings

9 - Click Save.

Warning: Editing an Activity Type will permanently change  the information for all associated Registrant Details. Any Activity Types that are edited will be updated wherever they are used throughout Lasso, including Registrant Details and related Reports. If you wish to keep any record of old Activity Types, create new ones instead of editing existing types.