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Update/Edit Source Type

Update/Edit Source 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 Source Types tab.

regsettings-accesssourcetypes

5 - Double-click on the Source Type you want to change. If you want to change the:

  • Sales Center dropdown list – Under the Disabled bar, double-click in the line and select Yes or No from the dropdown. Selecting Yes means that it will not be visible in the Source Type dropdown when adding or editing a Registrant. Selecting No means that it will be displayed in the dropdown and Users will be able to select it.
  • Source Name – Under the Source bar, double-click in the line and change the Source Type Name.
  • Description – Under the Description bar, double-click in the line and change the Source Type Description.

regsettings-editsourcetype

6 - 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 a Source Type will permanently change  the information for all associated Registrant Details and Reports. Any Source 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 Source Types, create new ones instead of editing existing types.