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Set Project Preferences

Set Project Preferences

On the Project Details Page, a Project Administrator has a number of Project Preferences to select from that impact contracts in the Inventory Center as well as email notifications and activity reminders to Sales Reps. This area also allows the User to upload a project logo to be displayed on Lasso standard PDF Reports.

To access Project Preferences, click into the Project Admin Center Project Admin

Project Preferences can be set for the following:

  1. Inventory Contract Back-dating
  2. Include Sales Tax for Inventory Deposits
  3. Include Registrant Details in Online Signup Notification
  4. Include Registrant Details in Sales Rep Assignment Notification
  5. Display Future Activities on Registrant Details page
  6. Display Future Activities on the Sales Center Home page
  7. Taxes
  8. Print Logo
  9. Project Details

Inventory Contract Back-dating (Days) – To allow backdating of a contract, enter the number of days that a contract can be backdated. For example, an offer is made on a unit on Saturday but the Sales Rep doing the transaction isn’t able to enter the offer into Lasso until Monday. Allowing the system to backdate three days means that the offer can still be entered into the system with the Saturday date rather than Monday.

Note: If the number of days is set to zero, Users with the Modify Inventory Dates permission will be able to back-date.

Include Sales Tax for Inventory Deposits – To include sales tax on inventory deposits, check this box. If this box is unchecked, sales tax will not be included in the deposit amount.

Include Registrant Details in Sales Rep Assignment Notification – To include all details of a Registrant Assignment in an email notification to the newly assigned Sales Rep, check this box. This means the Sales Rep receiving the email notification that they have been assigned a new Registrant will see not only the Registrant’s name in the email but also the Source Type, Secondary Source Type, and answers to Registration Page Questions. If this box is unchecked, only the Registrant’s name will appear in the email notification to the Sales Rep.

Include Registrant Details in Sales Rep Assignment Notification – To include all details of a Registrant Assignment in an email notification to the newly assigned Sales Rep, check this box. This means the Sales Rep receiving the email notification that they have been assigned a new Registrant will see not only the Registrant’s name in the email but also the Source Type, Secondary Source Type, and answers to Registration Page Questions. If this box is unchecked, only the Registrant’s name will appear in the email notification to the Sales Rep.

Display Future Activities on Registrant Details page – To display sales activities beyond the current day for Sales Reps on the Registrant Profile, check this box. This means that in the Activities section of the Registrant Profile, activities listed will be for the current day as well as those scheduled for the future. If this box is unchecked, only the current day’s activities will be displayed.

Display Future Activities on Sales Center home page – To display sales activities beyond the current day for Sales Reps on their Sales Center home page, check this box. This means that in the Activities section of the Sales Center Home Page, activities listed will be for the current day as well as those scheduled for the future. If this box is unchecked, only the current day’s activities will be displayed.

Taxes – To select specific taxes to be displayed in the tax section of the Inventory Overview, for an inventory administrator entering contract data, check the boxes that apply. Multiple options, including a Custom option where you can enter your own tax percentage as well as formulas which contain rebates, allow for flexibility. Project Administrators set the taxes to display only the options that the inventory administrator is able to choose from. Any boxes that are unchecked will not be displayed on the Inventory Overview.

Print Logo – To add a project logo to the Lasso standard reports, click on the upload icon Uploadand browse for your logo. Select it and click Save. The logo will appear in the Print Logo space. To remove the logo, click on Remove Print Logo. If no logo is uploaded, the Lasso logo will be displayed. 

Website – Enter the Project website URL.

 

Project Owner – If there is one person or group responsible for the Project, enter a Project Owner.

Region – If the Project is located in a specific region, select from the dropdown. For information on how to add a region, please refer to About Regions

 

Day of Week Start – Select the weekly start date. 

Launch Date – Select the date of the Project launch. 

 

Time Zone – Select the Project Time Zone. 

 

Currency Code – Select the Project Currency Code.

Show Currency As – Select whether you want to show the currency as a symbol such $ or 3- letter code.