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Update/Edit Registrant Secondary Source Type

Update/Edit Registrant Secondary Source Type

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

3 - Click on the Secondary Source Types tab.

Secondary Source Types

4 - Double-click on the Secondary Source Type you want to change and edit as desired.

Secondary Source Types

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