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Client Admin Center - Settings - Registrant Settings - Name Title Types

Client Admin Center - Settings - Registrant Settings - Name Title Types

In this article:

 About Name Title Types

Sales reps can include name titles on registrant profiles to add formality to correspondence or provide further information. Name title tags can be added to email templates for more formal mass mailings.

Lasso provides a list of default Name Title Types such as Mr, Ms, Mrs, etc, in the Client Admin Center. Administrators can add custom name titles if needed. Name Title Types are accessible on all projects and users will select from the list when adding a name title on a registrant profile.

To manage Name Title Types:

1 - In the Client Admin Center, click Settings and select Registrant.

Registrant Settings

2 - Click on the Name Title Types tab.

regsettings-accessnametitletypes

Add Name Title Type

1 - In the Client Admin Center, click Settings and select Registrant.

Registrant Settings

2 - Click on the Name Title Types tab.

regsettings-accessnametitletypes

3 - Click on Add Name Title Type.

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4 - A new line will appear. Enter the Name Title Type in the space provided.

You can enter Name Title Types in two ways:

  • Click on Add Name Title Type multiple times to add as many fields as you need and then go back and enter your Name Title Types in the spaces provided
  • Click on Add Name Title Type, enter your Name Title Type in the space provided, and then click on Add Name Title Type again and repeat the process as many times as needed.

regsettings-addnametitletype2

5 - Click Save.

Update/Edit Name Title Type

1 - In the Client Admin Center, click Settings and select Registrant.

Registrant Settings

2 - Click on the Name Title Types tab.

regsettings-accessnametitletypes

3 - Double-click on the Name Title Type and edit as desired.

regsettings-editnametitletype

Warning: Editing a Name Title Type will permanently change the information for all associated registrant details. Any Name Title 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 Name Title Types, create new ones instead of editing existing types.

Delete Name Title Type

1 - In the Client Admin Center, click Settings and select Registrant.

Registrant Settings

2 - Click on the Name Title Types tab.

regsettings-accessnametitletypes

3 - Click on the Name Title Type you want to delete.
4 - Click on Delete Name Title Type.

regsettings-deletenametitletype

5 - You will be asked if you are sure you want to delete the selected item(s). Click Yes.

Warning: Deleting a Name Title Type will permanently remove the information from all associated registrant details and reports. If you want to keep any record of old Name Title Types, create new ones instead of deleting existing types.