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Update/Edit Escrow Company

Update/Edit Escrow Company

1 - Click into the Project Admin Center Project Admin.
2 - Click on Project Setup and select Inventory Settings.

3 - Click on the Escrow Companies tab.

project settings

4 - Double-click on the Escrow Company detail you want to change.

If you want to change the:

  • Company – Under the Company bar, double-click in the line and change the Company name.
  • Contact – Under the Contact bar, double-click in the line and change the Contact.
  • Phone/Phone Ext – Under the Phone and/or Phone Ext bar, double-click in the line and change the Phone and/or Phone Ext.
  • Email – Under the Email1 and/or Email2 bar, double-click in the line and change the Email.
  • Street Address – Under the Address bar, double-click in the line and change the Street Address.
  • City – Under the City bar, double-click in the line and change the City.
  • State or Province – Under the State/Province bar, double-click in the line and change the State or Province.
  • Zip or Postal Code – Under the Zip/Postal bar, double-click in the line and change the Zip or Postal Code.
  • Country – Under the Country bar, double-click in the line and change the Country.

project settings

5 - Click Save.

Note: A red triangle in the upper left corner of an entry indicates the item has not been saved. Once it’s been saved, the red triangle will disappear.

Warning: Editing an Escrow Company will permanently change  the information for all Inventory Details and Reports. Any Escrow Companies that are edited will be updated wherever they are used throughout Lasso, including Inventory Details and related Reports.